Biological - PBS listing, page-3

great link thanks Diamo - there is clearly an opportunity for RSH with biologics......RSH presentations consistently mention potential large global pharma partners + and it is not difficult to join the dots between large pharma + Respiri + Biologics!

IMO the current board/mgmt is smashing it out of the park in terms of executing their strategic plan.

the question I have for everyone is what will it take for the market to catch on? Open to all opinions here.

from my perspective below this is where we sit, and what needs to be delivered

Missionstatement: Respiratory eHealth SaaS company extending patient care beyond the clinic.

milestones: AU pharma partners, AU patient/doctor experience program, exacerbation trial commencement, wholesale pharmacy distribution agreements

cashinthebank: Tick

bigtarget market + problemofpoorasthmacare:
340m patients globally who don’t have new solutions like other chronic diseases such as diabetes + cardiac. Obvious problem = appendix material for RSH preso’s

solution = RSH eHealth SaaS strategy

partnerships: announce binding partnerships and how they fit into the mix of delivering quality solutions to asthma patients. The milestone table suggests 2 x global pharma partnerships in coming months.

supply: IMO the new team has done a great job here. MM announced that after the 3500 batch supply due for Q42020 the next batch in early 2021 will be produced at a cost of under $100. The next key question is what supply capacity the company will have for 2021 as demand increases?

validation: Studies + consumer + doctor/clinician engagement + app usefulness for consumers

operational: 1%’ers such as post-sales support, warranty etc. doesn’t matter how good the strategy is, the success is all about execution + team!

expansionphases: A new category with global opportunity requires carefully planned strategic expansion. Ie costs + timing of moving outside Australia. To what extent can the successful execution in Australia be replicated overseas?

additionalproducts: with the potential of commercialising a platform technology there is big market cap gains from being able to leverage this into additional products


please add anything I have missed?