PNV 0.81% $2.44 polynovo limited

I don't feel comfortable with timeframes, but I am comfortable...

  1. 5,269 Posts.
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    I don't feel comfortable with timeframes, but I am comfortable with comparisons. The main competitor for the PNV's BTM is Integra Life Sciences (IART). Their Integra is the predicate product for the BTM (FDA marketing approval for the USA just announced) and is the product that BTM is designed to supplant and displace on the basis of cost, storability, ease of use, and outcomes.

    IART has a market cap of US$2.5 billion. There is no reason not to expect that PNV, with its far more versatile IP not to eventually become not just the technical equal to IART but its financial one as well. US$2.5 billion market cap is well north of A$6 per share for PNV. Someday - no time frames, only the realm of possibility.

    And it all really begins today.
 
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