Ducks_Head, I apologise if I was at all brusque for my part. I do not have nor should have a monopoly on here and would enjoy hearing your insights on ATI, as would others I am sure. As said, the moment I get an inkling of firm revenue or gross profits, I will share on here.
So we get back on a positive track, as explained in detail above, we can pretty confidently eventually expect 100-120,000 units per year medium-term on Striate sales alone from BioHorizons/OCC/industry analysis.We know units presently sell for $135 USD+ to physicians (but that inclusive of a large B2C mark-up, distributor/retailer revenue, etc).
Rather than me throwing out my unit cost/sales estimations and logic, instead for some context, OCC has more than once liked to compare itself to Polynovo on CelGro potential in past presentations to investors. Polynovo is presently making 90% gross margins on its synthetic polymer (admittedly no biological content) for wound treatment - burns particularly. Obviously thats B2C sales, but I hope it gives you and other investors some confidence on the sort of room OCC still probably has on gross margins on a manufacturing supply deal B2B.
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Ann: OCC Signs Striate Global License And Manufacturing Agreement, page-253
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