Ann: Market Update, page-6

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47 Posts.

02/11/22

00:35

Post #: 64534365
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Originally posted by jellyroll: ↑

While you may well be right about timing and the purpose of the update, I am not sure I agree that there is nothing new in the preso. While I think some commentary is needed, there are a number of incremental updates and additional numbers that were not in the half year results. There is a lot more information around the Sentia platform and direct ("in market") unit and strip sales and the a tightening of the indicative launch timeline for Fructose, Titratable Acidity and Acetic Acid.

On the Xpercia side we got more details on sales run rate and a forecast that they expect YoY revenue growth in the product line. We also are given a significant increase in the number of distributors and countries covered. We got an updated patient enrolment number for the Xpercia Prime FDA trial (308 of 360 needed)

We get our first glimpse of the Animal blood glucose unit and an indication first sales. We also get a management estimate of TAM for this market and that it is estimated that 112 strips per year will be need for each monitored animal. We get an incremental update on the COVID and Fertility platforms. We also get a better sense of the magnitude of the decrease in R&D costs next year and finally, although not new, a confirmation that management believe they have enough cash for operations and R&D.

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Sales personnel: very costly but absolutely essential.

UBI Price at posting: 25.0¢ Sentiment: Hold Disclosure: Held
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Ann: Market Update, page-6

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

Mesoblast resubmits US FDA application for approval of Ryoncil in children with graft vs host disease; shares dip -4%

Patagonia looks to raise $2.15M for South American exploration and development

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Ann: Market Update, page-6

Top Stories

Scandium a priority metal for Sunrise as it plans feasibility update at Syerston

Orthocell shares jump on record revenues from sales of collagen bone repair devices globally

Spartan sniffs 126g/t gold ahead of resource upgrades at WA's Dalgaranga

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