We do now (roughly) know the unit revenue. Have a look at Paul's recent chat to Alan Kohler. YOur Striate guess was on the money. He quoted $50 per unit whole sale from BH. I am presuming gross and USD from the context.
Striate the excellent global marketing deal for CelGro's rising star technology. Remplir the cash cow deal with the $1,350 AUD reimbursement figure.
You can also determine objective unit revenues from Remplir and other indications of financial metrics from some of his comments therein (I'd rather they formally disclouse this stuff):
"AK: Are American surgeons still using sutures or have they got some collagen repair work going on? PA: There are some - if I can call them generation one attempts to use collagen but the majority of surgeons in the US are still using sutures. That represents a fantastic opportunity for our company as I mentioned, a 20% market share of the three major markets is about - to give you an indication there's over 650,000 peripheral nerves repaired in the US per year and a 20% market share of the nerve market in the three major markets of US, Europe and Australia, looks about $255 million of revenue to our company. This is an incredible opportunity, it's a fantastic business model, it's cost effective for patients and society and we're seeing a more consistent and predictable outcome when using Remplir for nerve repair."
(where this 20% push/discussion probably originated)
OCC Price at posting:
46.0¢ Sentiment: Buy Disclosure: Held
(20min delay)