Ann: Investor Presentation, page-9

Ooops White is on the slide. Maybe my faux pas was due to his invisability over the last few months supported by poor revenue reported in the 4c.

BTW for those that got excited by the new SKU that was announced with the AZ drugs. No evidence AZ was involved. Great ADR as a tech and widget company is delivering the product pipeline. Shame its just adding cost to the supply chain and not supported by revenue growth.
As with other recent announments of SKU porliferation there seems to be no evidence of revenue impact or that this was developed with AZ.
AZ nor any pharma companies seem to have participated in any of the last few CRs, nothing announced and if they did I am sure they would shout it from the roof top. Why would they with ADRs market cap so low, less than loose change to pharam/med device companies, if they believed in the tech they would just buy them outright. It would have cost Trudell less to buy the company than they have contributed cash in CRs, why is that ?

I listened to the new CEOs video. Several points that were slightly off centre. He may have presented budgets to his big pharma leadership team. Thats not the same as being CEO and talking to the market where loose talk costs real money.

Reimbursement by CPT code is for a procedure/activity not for a product. The product is not itself reimbursed.
ADR is not reimbursed for their devices or data. Its the Dr that gets paid for gathering the data and interpreting it and talking to the patient about it.
ADR is not " the only game in town" TEVA and Resmed are in the game and TEVA had a device that records a physiological measure as a drug/device combination before ADR did.
He said " we are a data company". You should be a data company. Data companies get paid for data, data licenses and data analytics. If you can show eveidence that thats were a significant part of your revenue comes from, you are a data conpany. If you get it from device sales you are not a data company your remain and R&D and device company. No issue with that just be transparent.
Great job of confirming the CR we knew was coming before the ASX announcement. Probably emboldened Regal to do what Regal do.
CEO thinks NOT having a sales force is great. Not including Hawaii ADR have 9 "strategic partners" none of which have reported any specific revenue. Just what a small company with limited people and resources needs. How do you get consistancy of message/training and quality support to patients and customers ?
We need a clear strategy and message, focus and execution. There is too much of the same old same old. You need to do something different . ADR does not need someone who wants to play at being CEO and have that on their CV before they retire. We need a CEO with fire, passion, who will take risks and be willing to put his neck and job on the line. $100k does not cut it for me. Second CEO not on the board nor a director. Where is the accountability to shareholders. Why hide behind the curtain of non-accountability?

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