https://youtu.be/HX2iOJ24XWU
One of the better presentations to date. Props to Judith for giving relevant, and insightful updates.
1. Expectation is that this should be the last Cap Raise.
2. Trident launch (rename of Torrent)
3. Xperience continues to gain traction by early adopters
4. Partnerships all over with product launches in NZ in Q2 and AU too thereafter.
5. Xperience name to be used by Zimmer.
6. Clarity on differences between Bactisure, and Xperience being treatment and prevention respectively.
7. Growing sales team both inhouse and external.
Some commentary on this from me: In my opinion the partnership model now provides some potential derisking given inflationary conditions. Perhaps Zimmer and partners can set prices much better than NXS at this stage, and we have less costs on our books.
8. Great to see Judith in US.
From what I can see, today we are trading at all time lows, but the company has progressed. Albeit, we will start to see if Judith has made good deals in those partnerships, pretty much the only downrisk I see at this point (oh and also hopefully the clinical trials show some great results).
Feel comfortable seeing this one play out now.
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