Ann: Sales Note to Accompany June 2019 Quarter Appendix 4C, page-4

Agreed. Other thoughts:

the Mar/Apr presentation listed a reimbursement of $US3500, the July presentation left that out, maybe they thought that was a bit presumptuous (especially in a cap raise). This is the first time I recall seeing a price per unit, so that's good to know. I do know in previous presentations they've compared themselves with products that get US$3000/unit reimbursement

The current 800 units per month translates to 9600/year. The ann promised 10-15k in 2019. I can't see the numbers going backward so I regard this as a milestone met.

One detail I don't know is what their current manufacturing allows them to produce. They clearly supply 800/month, and 15k/year averages at 1250/month. Now I'd leapt to conclusions and figured 15k/yr was saturation but I looked through some of the old anns and I don't see that they've stated a limitation in that regard.

I'll be really interested to see if the deployment rate increases and at what rate.

Unless there's something I'm missing (and I'm always happy to see a contrary opinion) this is a really solid result.

I would hope in the near future we get ann about the pre-IND meeting. And I hope it's just as positive.