Does ADR understand their market ?, page-3

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Brewstex

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10/04/23

15:04

Post #: 67204144
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Originally posted by CM662: ↑

I asked ADR these question on their investor forum about generics, my take on their answer in short with questions, full answer below

You say you have 79% and 91% of the top 20 branded inhalers.
Within that segment how many of the top 20 branded inhalers have a generic equivalent and are ADRs device compatible with those. ANSWER ADR dont know.

Of the top 20 generic inhalers measured in the same way ar the 79 and 91% mentioned here what % coverage does ADR have. ANSWER ADR dont know
.
When will you be sharing data on the success of the devIces with physiological measures in terms of number of customers,sales patient uptake of these newer devices and how they are helping you achieve the goals you set youself in the updated investor presentation in August 2022 ANSWER, we have not told you when you asked before and we are not changingor tack or keeping investors in the dark with genric statements and no details on revenue.

Answer Which I take as " I dont want to answer you question or we dont know or we dont understand or see generics as a threat ? really?"

We believe a key for business success is focus. Such is our emphasis on the U.S. Top 20 branded inhaler medications. With 51 million patients diagnosed with asthma and COPD in the U.S. and 8.5 million of those considered severe and difficult to treat, there is a large, attractive market to service with branded inhalers. Generics will be evaluated on an on-going basis as well as the strategy and approach to service that market if the ROI is deemed appropriate.We are selling and deploying our entire Hailie product portfolio which means both sensors with physiological parameters and the prior generation with adherence parameters. The sensors may be deployed on both maintenance inhalers and rescue inhalers. In the U.S. sensor deployment also considers remote patient monitoring reimbursement models as all Hailie sensor enable reimbursement for Medicare’s remote therapeutic monitoring and the new, next generation sensors enable Medicare’s remote physiological monitoring. All is distilled as we report revenue in the Appendix 4C and will provide further updates on our progress towards these goals.

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All is distilled as we report revenue in the Appendix 4C

Can't believe I'm saying it but after that comment I'm kind of keen to see ADR's revenue in the next Quarterly. All is revealed hey. I'll believe it when I see it.

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ADR Price at posting: 0.4¢ Sentiment: Buy Disclosure: Held
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