Although an investor presentation hasn't been released to market...

Although an investor presentation hasn't been released to market since February 2023, (which BTW seems very strange to me. I think it would be helpful to investors to release a presentation with the quarterly results like many of its peers but I won't hold my breath since I've only heard crickets after emailing investor enquiries) I think it's worth recalling Paul's presentation at the JP Equity Investor Briefing in November 2023 where the wholesale revenue expectations for Striate+ and Remplir were presented:




If you blinked and missed it, you can watch it here: JP Equity Partners presented an Investor Briefing 'Boom of the Biotech' on Thursday 17th November 2023. I also did a post showing the slides and some of my miscalculations Post #:71267574

Hopefully, we'll see something similar to the above for SmrtGraft in a future presentation to help set our expectations.

Regarding the share price, hopefully this gentleman is correct:

[Paul Anderson]: "We've got a really exciting six months ahead of us with with a possible FDA approval in Q1 of 2025. Uh, and so, you know, we see that with increasing revenues and increasing product registrations, that's going to be a real correction to our share price and our market cap in the coming months." - https://aus biz.com.au/media/orthocell-is-smiling-after-successful-study?videoId=35829

I've checked my calendar to try to get a glimpse of what PA might be seeing (feel free to correct my mistakes or missed something):

Increasing Revenues:

• July 2024: Q424 & FY24 Results

~ Step up in Q4 revenue like last year? >$2M? (I imagine it could be higher with increased Striate+ orders in EU/UK)
~ Total Revenues FY24 (excl. $3.1M R&D rebate): >$6.9M? (~35% growth Y/Y)

• October 2024: Q125 Results

~ Step up in Q1 revenue like last year? >$2.1M? (I imagine it could be higher with increased Striate+ orders in EU/UK)


Increasing Product Registrations:
(which ultimately lead to partnerships and new revenue streams)

	DATE	PRODUCT	CATALYSTS
1	13/02/2024	Remplir	Singapore Application for Remplir
2	11/06/2024	SmrtGraft	TGA Application for SmrtGraft
3	Q3 CY24	Remplir	"Remplir US 510k regulatory study on track for completion and data read out in Q3 CY24"
4	11/06/24 + 60 business days? = 3/9/24?	SmrtGraft	TGA Approval for SmrtGraft?
5	13/02/24 + 240 days? = 10/10/24?	Remplir	Singapore Approval for Remplir?
6	2024?	SmrtGraft	Partner for SmrtGraft
7	2024?	Remplir	Partner for Remplir (US, EU/UK)
8	2024?	OrthoATI	Partner for OrthoATI
9	Q4 CY24	Remplir	"Remplir US regulatory application on track for submission in Q4 CY24"
10	Q1 CY25	Remplir	"Remplir US approval in Q1 CY25"
11	Q1 CY25	Remplir	"Progression into sales soon thereafter"
12	November 2024+	Striate+	Regulatory Approval - Canada
13	Nov 24 - Nov 25	Striate+	Regulatory Approval - Brazil
14	Nov 24 - Nov 25	Striate+	Regulatory Approval - Japan

With increasing revenue and the above milestones achieved, I agree with Paul and can see the potential for the SP to be substantially higher over the next 6-7months and beyond (the revenue ramp up has really only just started and has a long way to go).