Ann: Webcast Recording for the 1H FY25 Results Presentation, page-2

  1. 2,573 Posts.
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    Just finished listening and some good progress on the go.

    Have brought back in $1.47 as this sell off was hard and fast, cash burn was on Capex and delayed payment terms in the USA so an accounting outflow. 28% growth is healthy and as MTX and trauma take market share as stated thats the real company maker, Burns are unpredictable and as stated 60% burns revenue 40% trauma ATM will change flattening revenue upticks and the comments on Tariffs not a real issue ATM with over a years inventory in the USA ATM.

    BARDA should announce results on the 120 patients trial should also be favorable
 
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