Ann: Completion of Share Purchase Plan, page-9

I think there's a bit of price action bleeding into feelings about the business. They're distinctly different things and by BCG's matrix definitions, you'd probably find archTIS and in particular kojensi sit in the Star quadrant.

Their definition of industry is based on competitors, and it's been noted numerous times that currently kojensi does not have any direct competition, which by default would mean in that niche they have complete market share. Separate to this, the niche is growing, along with the business' revenue itself - at an almost definitely unsustainable rate. Not only do they have first mover advantage, they have complete market share (specifically relating to kojensi) and both the NCProtect and kojensi offerings benefit from strong network effects.