TD1 tali digital limited

Ann: Quarterly Activities/Appendix 4C Cash Flow Report, page-7

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    Medical devices companies are transitioning too - from pure implanted hardware sellers to offering other tech-led treatment methods. Particularly medical devices companies that are also dovetailed into pharma e.g. J&J as one example, with their medical devices company plus their Janssen pharma neuroscience division that markets ADHD drugs like Concerta, which are now offpatent and requiring new/wraparound revenue generating solutions. Big Pharma is also still grappling with digital and its impact on/potential role in their business models going forward. Add to that new generation ADHD drugs coming into the market of late like Kempharm/Corium’s AZSTARYS in the US, which has eliminated many of the side effect problems caused by earlier ADHD drugs like weight loss. ADHD prevalence is growing at considerable pace worldwide and there will always be demand for better technology-led diagnosis tools and innovative alternatives/supplementary therapies to drug treatment alone.

    The new CEO here comes from a devices background and I believe she will be acutely aware of the possibilities for an acquisition of the proprietary technology by a big fish. The Akili relationship is no real stumbling block to that imo, given how cheap Tali is at the moment to fully acquire and the fact that Akili too is now on the hunt for much more capital (I believe industry will already be watching them and running the ruler over their product offering). Brinson’s skill set, US and devices pedigree may yet prove to be our saving grace.
 
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