dman0,
On Integra, I noted PB went on to say we were going to "take" their position", or words to that effect. That was the comment that I thought excited the share price, as I had one eye on the market.
Today's sales are great, particularly news of the US defence account. However, if the current product has an addressable market around $1b, and market leader Integra has around (educated stab) $250 million of that, this shows where our sales trajectory should point. And if our product is better than Integra's, maybe we should be aiming quite a bit higher, such as majority market share, for a decade or so.
That is of course before we speculate about the sales potential of the other products in our development pipeline, each of which has a larger addressable market.
Current market value is more than justified, as based on a vision of sales, with amazing gross margin.
I think I sold CSL for around $3 about 30 years ago. Not about to make the same mistake twice.
Favre
Ann: AGM 2019 Chairman, CEO & SVP Sales Address, page-29
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