Great presentation. The critical takeaway for me is their repeated emphasis—laser-focused on the US market. They’re avoiding overextension by prioritizing US market penetration over a half-arse everywhere but nowhere global strategy.
In particular, they’re concentrating on the East Coast and, for now, aren’t looking to expand their supplier network; instead, there resources are focused on existing suppliers and key opinion leaders to drive product adoption and sales in the critical marketspace.
So, it looks like the first trickle of sales will be reported in Q3 2025. Whilst I don’t want to sound boring, my investment thesis for FY25/26 is a a full repricing based on the sales growth trajectory as the company establishes itself in the US market. The jury is out ATM—I can only say it looks positive (obviously, as I continue to hold). That being said, I was very positive about the potential of another bio-tech OPT trial success, and that led to disaster, so once again: strong beliefs, loosely held. Looking good for OCC !
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