In his preso there was no new info as expected, however, from the Q&A:-
- expecting more revenue from US, driven possibly by utilisation of first few batches of sales (so I think we need to wait for a while and docs will need to see how the patients react, before they can order more).
- SP disconnect, it will takes time before things get better.
- They are being careful about how they word about the JV, I suspect it will take a long time (as stated 3 -4 years or more)
- Seemed excited about the R & D projects - especially faster bone growth (which would be a disruptor for them)
In his preso there was no new info as expected, however, from...
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