Ann: Chairman, Managing Director & SVP of Sales US - AGM address, page-93

First 93 Last

Share
Profile

Follow
cooper

684 Posts.

119

13/11/20

18:22

Post #: 48863290
Share

Originally posted by jkg93: ↑

What a brilliant day for this company it was being able to see the transformation they have made in just 12 months since the AGM in Melbourne last year.

Key points that I took away;
-US Sales staff increasing by another 30%, with another 2 signed as of today, up to 30 by June 21 indicating the massive sales runway we face with the addition of 2 GPO signings which service approximately 1500 hospitals alone.
-Paul beat around the bush a bit when asked about the military use, like Gingerclam above mentioned I believe we need to keep an eye out for this as there are certainly events in motion with possibility of entry to another market.
-I am expecting massive numbers out of the DACH region at HY21, DW eluded to this region's success on numerous occassions throughout the AGM, keep an eye out for this market.
-Hernia factory delays were to be expected, but what is interesting is the way they have engineered their rooms so that they can upscale BTM production down the track when demand increases whilst also continuing BTM production when the cooexting room is down for maintenance etc.
-A massive signing out of CSL last week who will now head our factory in manufacturing
-The board's focus on IP protection as we expand into new markets and retaining Dr Robyn Elliot (prev. CSL).
-$1900 Novosorb pricing, maintaining that 90% GP Margin is phenomenal and ensures further CR are not required as sales staff pay for themselves which is something Paul has repeated on numerous occassions.
-When I asked Paul about health economics of BTM he did explain that there will be some key data coming from the Pivotal trial, as well as some good data coming out of the RBWH and Royal Adelaide, eagerly awaiting this information.

The foundations are now laid for this company to begin to mature and compete on the world stage and management's vision is becoming increasingly clear as we transition from a $1B company with 8 staff into one with a global sales force and a strong pipeline of future R+D.

Expand

Hardly surprising the military angle. After all
just think of the injuries that come out is military operations, they are generally horrific and for BTM it is a remedy for extensive injuries resulting from trauma/multiple trauma. That by its self is a significant market.
Just think the one common danger in military injuries is infection and BTM being non organic is not susceptible to infection can be applied early and bang bang, there is your uncle!!

PNV Price at posting: $3.04 Sentiment: Buy Disclosure: Held
16 Upvote

0 Great analysis

Reply

Top Stories

I88

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

TX3

Canadian fieldwork yields multiple pegmatites for Trinex

AUG

Augustus sees imperial share rise on high-grade Cu and gold results at Ti-Tree

TLX

Telix jumps 11.6% as US government indicates proposed medicare changes won't affect prostate cancer drug

RNU

Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some

There are more pages in this discussion • 83 more messages in this thread...

First 93 Last

Add PNV (ASX) to my watchlist

(20min delay)
Last $2.30		Change -0.030(1.29%)		Mkt cap ! $1.587B

Open	High	Low	Value	Volume
$2.38	$2.38	$2.29	$2.291M	989.1K

Buyers (Bids)

No.	Vol.	Price($)
1	2733	$2.29

Sellers (Offers)

Price($)	Vol.	No.
$2.31	19664	7

View Market Depth

No.	Vol.	Price($)
12	43702	2.280
6	24384	2.270
5	3519	2.260
10	20528	2.250
11	11513	2.240

Price($)	Vol.	No.
2.310	14250	5
2.320	8160	2
2.330	4608	2
2.340	2108	1
2.350	4758	2

Last trade - 16.10pm 11/07/2024 (20 minute delay)

PNV (ASX) Chart

Ann: Chairman, Managing Director & SVP of Sales US - AGM address, page-93

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Canadian fieldwork yields multiple pegmatites for Trinex

Augustus sees imperial share rise on high-grade Cu and gold results at Ti-Tree

Telix jumps 11.6% as US government indicates proposed medicare changes won't affect prostate cancer drug

Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Chairman, Managing Director & SVP of Sales US - AGM address, page-93

Top Stories

Infini soars 50% as company reveals it could’ve just made uranium history – redefining what it means to be “high grade”

Canadian fieldwork yields multiple pegmatites for Trinex

Augustus sees imperial share rise on high-grade Cu and gold results at Ti-Tree

Telix jumps 11.6% as US government indicates proposed medicare changes won't affect prostate cancer drug

Renascor wins a funding boost given it wants to produce a critical mineral – but $5M award pales in comparison to some

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News