Bio Horizons is marketing Sriate+ directly on its homepage, page-75

It's been over a year since OCC has released a new investor presentation to the market. Anyone know when we can expect an updated one to be released?

I thought they may have presented at the Euroz Hartleys Healthcare Forum again this year but for whatever reason, they didn't. Is there another upcoming (hopefully, larger) event that they're planning to present at? Or perhaps they're just waiting for some other updates to be confirmed before finalising a full presentation for 2024?

While we wait, I'll get back on topic and work off the screenshots from the JP Equity Investor Briefing in November 2023.

Now that BioHorizons Camlog has officially launched Striate+ in EU/UK as shown in the post above, OCC's partners are currently selling Striate+ in US/EU/UK/AU/NZ which has a total addressable retail market of around US$500M as shown in the screenshot below:



From the $500M, I think it's heavily implied that OCC is expecting to receive a ramp up to around AU$35M p.a. [($500M/$700M)xAU$50M] in Striate+ wholesale revenue over a period of time. For this exercise I'm going to say the period of time is 5.5 years to see what that might look like (I think it should be sooner but it's hard to know when guidance hasn't been provided yet):

		FY24e	FY25e	FY26e	FY27e	FY28e	FY29e
1	Striate+ Revenue	$4M	$7.5M	$12.5M	$19M	$27M	$35M
2	Growth (YoY)		88%	67%	52%	42%	30%

Revenue growth looks pretty respectable to me. It would look even better if we add potential Remplir (shown below), OrthoATI, and OrthoACI revenues.