Gee that was ordinary. Nothing wrong with the presentation itself, just the presenter. The content was excellent.
Alison has been much better than that in the past. Kind of fumbled her way through it, flat, didnt seem to be familiar with the content. At this level, that should have been fluid and seamless. All of this information should be second nature in her brain and she should drive interest, not put people to sleep.
And why not announce India approval if you have it already? Its the second biggest early market by far and has a significant number of IVF cycles. Your early entry addressable market just went up by 30% or so, surely that is even material? Why not make an announcement if only to get some more interest?
What surprised me was Canada, is IVF really as small a market as NZ there?
Hedging a bit on the Q4 close of first deal now as well.
