Yep they sent it to me. Email me on [email protected] If...

Yep they sent it to me.

Email me on

[email protected]

If you want copy. It’s 22mb

Or can email [email protected]
Can send it to you.

Not a lot come out of it. But appreciated the recording.
They side stepped the obvious question from an investor about cap raising.
Dodged why sales where not going up.

Condescending when they said each caller could ask one question.

Appalled at how the Cannacord guy tone was quite happy and jockular about only one question and snuck back on the queue for another question or three.
I guess he gets paid regardless of how the company goes. No skin in the game.

I think they def underestimated the slower uptake and time required.

I don’t know about Oz experience. But if I was a surgeon I wouldn’t be putting two or three in a week from the word go until I saw the woman go from implantation of the device to explanation (takes months).
Issues about radiotherapy slow them down.
Cutting 25% I think of the costs from mainly Australia. Not the US sales team.
Just to show how big the US market is.
They selling about x4 number in the US compared to Oz. And we have 20% penetration here. (Also why isn’t that on the up?!?!) and it’s a fraction of a percentage point of their market I think.

The implant would be much better suited as a product in a suite of products really. (In the risk section of the recent report it said that the competitors could discount their product so that the final implant is also their brand. Or to that effect)

Just like Sirtex is better in a group of interventional oncology products tha stand alone.

Surgeons that I have spoke to about it like it a lot.