I listened from 10:34 onwards and my points are:
1. I asked about why we have not heard much about India, Brazil etc. they said they have had good feedback from these markets, however as they are struggling badly with COVID the Australian and US markets have become more of a priority.
2. Mayo Clinic have stringent reporting requirements so the upcoming trial may take sometime to report, however HMD will look to work with Mayo to release top line data ASAP - this could be in a few months or even weeks.
3. They were speaking up the latest partnership with Ecare and how good they are.
They seemed pretty positive for 2021
I’m probably comfortable to top up my holding but will wait for likely continued weakness in so first.
Ann: Updated HeraMED Investor Update Conference Call, page-5
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