VTI 4.76% 11.0¢ visioneering technologies inc.

Ann: VTI Announces Positive Interim 1-Year PROTECT Results, page-6

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    The latest ECP report from Jobson Research shows that among a few hundred ECPs myopia is the growth opportunity they see increasing:

    https://hotcopper.com.au/data/attachments/5765/5765509-b674d7b6f7f8885af32abb32254594bb.jpg

    The KPI that worries me most about VTI is the static growth in US ECP numbers - ECP number hasn't increased in over two years, although the revenue generated has:


    https://hotcopper.com.au/data/attachments/5765/5765514-23b17a11847157dc4de19f00c01823ce.jpg

    A lot ECPs in the US are members of buying groups that have many hundreds of ECPs. We really need to see some penetration into these types of groups to make some progress. Hopefully the RCT 1-year result will convince some groups to start using Naturalvue off-label.
 
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