OCC 0.00% 36.0¢ orthocell limited

Unsurprisingly there's no information on their announcements...

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    Unsurprisingly there's no information on their announcements about how DVT was getting paid. The numbers below are just a very basic and assumptive estimate that relies on figuring out DVT's (assumed) portion of the Remplir reimbursement, and that there were no other receipts for things other than Remplir and Striate. Also assuming no delay on receipts for orders (which is why I ommitted the previous quarters Jun-Sep 22 and Oct-Dec 22 as we only received Remplir reimbursement pricing in the latter, but DVT had put a large order in the former).

    I have very simply taken a few different scenarios of what % we may get from the Remplir sales (which has a known reimbursement of $1,354), and then divided the number of Striate units sold against the remaining receipts. It's in no way groundbreaking or creative math. Open to criticism or additional factors I've completely forgotten about.

    https://hotcopper.com.au/data/attachments/5492/5492073-18b818e3cbed39f6a9a50009cceea98a.jpg


    Realistically I don't see OCC getting 90% of the Remplir reimbursements, so the "90%scenario" I'd personally rule out. Lower than 60% of Remplir profits and I'd think we got shafted by DVT.

    Essentially I think we could be getting anywhere between $45 - $80 per Striate unit BH orders. I also think there's a chance that BH gets further discounts depending on the size of the bulk order (Striate order doubled in Apr-Jun 23 quarter compared to Jan-Mar 23, and price per unit dips comparing each scenario). Again the more quarters the more info to work with. Would be very interested in the next quarter to see if these trends stay consistent.

 
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