PNV 1.92% $2.56 polynovo limited

Ann: PolyNovo presents at Macquarie Australia Conference, page-88

  1. 2,247 Posts.
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    This slide is very powerful on the potential for PNV, i brought more yesterday. All that revenue from 9,000 patients on a global football field of billions..... Margins so high and we have not even scratched the surface on the sales front on current applications. Happy to add further on any weakness but can only see things getting better now ROW is taking shape.....

    AcceleratingGlobalImpact–9 months to 31 March 2023
    9Kpatientsinfirstninemonthsof2023,versus~10Kpatientsthrough fullyear 2022
    Strong global revenue,A$45.2m,growingat47.8%
    Global BTM product sales, A$41.1m, growingat49.8%
    US revenue atA$33.4m,growingat41.8%
    ROW revenue atA$7.6m,growingat99.5%
    BARDArevenue atA$3.4m,growingat13.0%
    Entry into Hong Kong, Canada & India in Dec 2022
    Strong partnership with BARDA, US FDA

    Capital raise of $A53minDec2022forgeographicalexpansion,newindications, newproductsandbuildingcapacity
 
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