OCC 3.65% 66.0¢ orthocell limited

Ann: Striate Global License and Distribution Agreement Update, page-44

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  1. 7,894 Posts.
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    @Mangoman605

    This probably the correct thread for this discussion. I've looked at a few dental threads since the deal and best I can come up with is possibly as high as 15-20 million globally now, given past figures:

    https://www.researchgate.net/publication/328219098_Dental_Implant_Quality_Register-A_possible_tool_to_further_improve_implant_treatment_and_outcome

    "The annual global dental implant market is estimated at around 12–18 million implants sold (Figure 1), representing more than 100 commercial brands. In Europe alone, the annual market has been esti‐mated at 5.5–6 million implant s (Figure 2) implants sold"

    Lets go conservative at 15 million, with BH 10% and 40% having accompanying GBR => 600,000 GBR units - assuming the majority are BH's own AlloDerm product, we still hit 100,000 pretty quickly.

    Of Henry Schein's $12 billion in revenues in 2021, 60% were dental ($7.5 billion)!

    I'd urge OCC investors to have a good look at HS(BH):

    https://www.henryschein.com/us-en/images/corporate/corporatepres-Q2-2022.pdf

    The market is grossly underestimating the size of this deal to a minnow like OCC (they estimate US as 35% of global implant mkt for your worknigs). OCC isn't stopping at 110K capacity for Striate. That's just where they are short-term. I'd advise investors to look again at OCC's October presentation that described hypothetically this very partnership. 350,000 units a year eventual at lets say a conservative $50 USD per unit price. Huge potential revenues....and this the smallest application of CelGro technology vs nerve and tendon.
 
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