NAN 1.34% $3.69 nanosonics limited

Ann: 2024 Full Year Results Investor Presentation, page-20

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  1. 906 Posts.
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    There are always questions from multiple evaluators when you have a new product - questions around the product and technology, new processes, change management, etc - this is a new way of doing something that's more than a "we're doing the same but faster or better" it's a paradigm shift. So if the the analysts don't understand that there will be questions coming from all angles and different teams within the FDA who are evaluating specific areas, then they either have no experience or are very naive.

    Great presentation overall, and look forward to when this is approved as it will also be a step-change for the share price - my thinking if you go back to when Trophon was released and started making inroads, the SP went from <$1.00 to multiples. As market penetration increased, we saw normal increase in SP to >$2-5.00 with exhuberance and forward announcements of un-named Coris taking this >$8.00 - this is normal SP growth. If/ Once Coris is approved, SP will have another Xtimes increase - this will be another step change.

    My personal view - GLTAH.
 
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