OSL 0.00% 0.5¢ oncosil medical ltd

Ann: Investor Update, page-89

  1. 437 Posts.
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    COVID situation is out of their control. But negotiating with insurers, reimbursing groups etc shouldn’t have stopped
    ultimately somebody has to pay for this product, if it’s not an insurer or public health system then it’ll fall onto patients.
    imho the test for me isn’t sales, but how far they’ve got convincing these groups who’ll be footing the bill. Their challenge will be the limited trial data at present. It’s 6 months since CE, they apparently have people in Europe and announced iqvia 2yrs ago for this.

    so they should have made headway with this and will need to be transparent in explaining how far they’ve got to give market confidence
 
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