Thanks for posting. Well worth a listen to for those that can see the size of the market for Zoono products in animal health area ie are very material!
Key Points I took away include:
Zoono can be used for Africa Swine Flu (ASF), influenza and pig corona virus
Fy21 due to rollout product to Philipines and Vietnam - both of which have a large issue with ASF
Have treated a race track, vet offices, pet food plants in the USA
Zoono is a significant product for AHX
[Sales are] dependent on performance (of the Zoono product) + [customer] needs + execution
AHX reckons market for Zoono is worth ~$10m for pig and poultry iin Australia and is x30 that in USA
AHX has a JV with a large pig veterinary group in the USA - this is key as pig and poultry market for Zoono product in the USA is worth x30 that of Australia ~$300m
Please also note:
Other markets for Apiam include - Australia, USA, NZ, Canada, Philipines, Vietnam. Also have regulatory approval for UK
Zoono Inc. also has a relationship with Zoono Animal Health China which is a very sizeable market for pig and poultry and badly affected by ASF
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