Just listened to Scotty's interview. Comes across extremely well informed and has a way of explaining the medical jargon in a simple but articulate way (easier said than done imo). Been a shareholder since ipo and am going no where and I think we can all agree the run up to $4 was wonderful but not sustainable for where the product was at that time. One aspect that I think Scotty explained really well is in relative terms , the approval process is a lot shorter/cheaper than biotech. Essentially we are at stage 3 , gathering data in a clinical setting for reg approval in 2024. The other aspect which I think most miss out is that the algorithms will be pretty much the same for hospital/ambo model...so if we get really good data in this trial , it will be easily replicated in the next device/trials as it's only the hardware that essentially changing. The large imaging companies would get this so like in biotech where interim data for stage 3 is pivotal point for the company and generally see massive rerates because of take over premium the market could wake up one day and realise emv is at the same point....what happens then is we repeat 2020 but instead of stopping at $4 we head to $10.
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- Interview with Scott Kirkland CEO EMV and some notes.
Just listened to Scotty's interview. Comes across extremely well...
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Last updated 15.51pm 07/05/2024 ? |
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