Ann: Investor Presentation - Q4 FY21, page-4

Hi Simon thank you for that detailed breakdown and comparison
…. I have been addle-brained today with staying up late to watch tennis last night and drinking red wine to boot, and I know the men’s finals closed way later for those in the East - but you guys don’t usually start before 7am and are probably more used to wine and the big blue flickering screen to boot?

But I did try to focus on NXS a bit before dentist .

(a dentist too!)​

​

Currently NXS price is up 18% at $1.24 and (*wow*!) it was up to 31c !
The market clearly likes the news.


I am not convinced that the deal with Zimmer was the best news although that is largely based on the negative ‘we will fight them’ reaction from NXS when they updated they NXS was being sued.

Further to that news however, I wondered if the news of deletion of Dustin Haines CCO role and the apparent ditching of the US company president plus rejigging of the commercial team over there (way back it was a force of 200 sales people?) had something to do with the Zimmer outcome.
Why dump people who have achieved a 160% increase in revenue for you?


I would appreciate the thoughts of others.
(and FWIW Dustin is still up there on linked in as CCO ;https://www.linkedin.com/in/dustin-haines-gm)




Beyond that I wondered if the own-branded Zimmer Biomet XPERIENCE product might be a reason for the changes to the commercial team.
It won’t be marketed until after July.
Maybe Zimmer wants NXS to raincheck (or largely raincheck) its’ XPERIENCE promotion until then?
_____________


Also re slide 11;


The upcoming NZ partnership sounds intriguing and I wondered with who.

FWIW (in case it becomes relevant ) NXS partner since 01/11/21 [ref], TELA Bio has long term links with a NZ partner company Aroa Biosurgery (ie before 2017 see; https://aroabio.com/big-investment-in-aroa-biosurgerys-commercial-partner/).
Aroa has not been doing so well on the ASX since it launched in July 2020 but then NXS has not done that great price-wise either
[Bell Potter ARX presentation November 2021]
ARX is valued about $50m more than NXS at present.

Does anyone out there know ARX ?
Are there any product or shareholder synergies between the two?
Might NXS partner with ARX to the benefit of both?

Any suggestions as to who else in NZ might be lined up for an NXS partnership?

cheers