Ann: Remplir Gains Australian Reimbursement, page-63

$1,354 reimbursement for Remplir in Australia. Revenue wise, Australia does not offer a huge market with only around 12,000 repairs a year. That's actually relatively high in incident rates for the size of Australia's population.

There are reportedly as many as 1,000,000 peripheral nerve injuries a year in the US and Europe, the likely first move big mkts for Remplir of course:

https://www.tandfonline.com/doi/full/10.1080/10255842.2020.1811503

I think the figure far too high. Others report around 300,000 per year in Europe:

https://www.ncbi.nlm.nih.gov/pmc/articles/PMC4496772/

Lets go super conservative and run with US incident figures; "Of 1.58 million upper extremity traumatic injuries, there were 5244 nerve injuries, resulting in an annual incidence of 16.9 per 100,000 persons with an average age of 38.42 years. Ulnar nerve injuries were the most common (3.86 per 100,000) followed by digital nerve (2.96 per 100,000), radial nerve (2.90 per 100,000), and median nerve (2.01 per 100,000)."

https://pubmed.ncbi.nlm.nih.gov/31688105/

That gives you around 55,000 a year in the US and around 125,000 in Europe.

Down the line, Asia? 775,000 cases a year on the same math!

Lets assume they land another Bio HOrizons style deal, and say 2030 10% of Aussie mkt after 7 years of sales focus; but only 5% of USA/EU; 3% of Asia. These figures are purely for illustrative effect, but that's 33,000 treatments at least (many injuries will require multiple). Lets be modest again and say only $1500 average gross revenue even in 2030.

Just a cool $50 million in revenues alone on Remplir in 2030 on very modest mkt penetration expectations.

Everyone will assign different probabilities and expectations on market success and pricing, but at $1,350 reimbursement for Remplir already established in Australia, and the global incident rates of PNI's, a $75 million mkt cap for OCC on potential Remplir revenues alone seems a bit silly. Let alone an already locked in global Striate deal and probability adjusted potential future revenues in ATI, CelGro Rope and CelGro Tendon.