Ann: Market Update - Executing Towards Profitability in Oncology, page-100

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Megamao

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28/08/23

22:08

Post #: 69599562
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Originally posted by mirri11: ↑

Still have not contacted Jan West to try to persuade her of the folly of leaving renal especially too long.
Might be better to leave it until after September 28.
The argument has been made that the current directors know the US medical system. They obviously do not know one very important aspect of it - that is , the significance of the FDA Breakthrough Designation for a medical device. Ipd has that for SOZO for renal. It means that the FDA realises how important SOZO could be for monitoring fluid in endstage renal patients, and will help to fast track the process of approval (provided that Ipd can do the randomized trial to prove it, following the completed observational trial.) What sort of management is prepared to leave that important designation in abeyance for years - and what sort of board is prepared to believe that that is acceptable. Especially since it would be the least expensive "extra" thing to do on top of oncology , since 80% of the patients are with two organisations .
I don't know whether they were asleep in the past, but they seem to be asleep to this now.

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Renal is no go, defInitely mentioned here before.

That market is controlled by a duopoly which are involved in all stages of patient care. IPD's SOZO is useful only in one or two stages of that cycle. The 2 majors whilest interested in a partnership will not pay in parity of current arrangements with cancer centres thus this path was not pursued.

i don't believe BOD acted in my best interest at last CR so I voted for a change.

IPD Price at posting: 18.0¢ Sentiment: Hold Disclosure: Held
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Ann: Market Update - Executing Towards Profitability in Oncology, page-100

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