This is setting up very nicely for a squaring off between a continuous flow of positive news and a shorter who has stuck stubbornly at around 7%..
All the groundwork IPD have been doing in training up and making cancer centres aware of their l-Dex product is going to stand them in very good stead when they introduce SOZO to the market. We also have the added bonus of chronic heart failure opening up further sales avenues and from listening to the conference call, it looks like SOZO will be the main game in town as it will be easier faster and delivery a lot more information seamlessly to the electronic records.. The main thing that has been holding back current sales as per conference call " currently centres are only testing high risk cancer patients post operatively, but the multiple trial results that are being published are showing that you need to test all patients pre and post treatment" the more trials that come out are building the body of evidence to help make it the standard of care.
The other encouraging part of the story is that the company is now looking globally and not just in America..if it can sell $100k worth of SOZO in Australia and Europe just 10 days after approval will be interesting to see how fast they can build sales globally...
Next 6 months pivotal to the future of this company and an insight into how fast and big it can grow...SOZO is being put forward as the game changer and company maker. Great investor presentation well worth reading
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