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squirrel1

12 Posts.

23/10/14

14:13

Post #: 14170345
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Originally posted by tanon ↑

Summary of impressions - what I heard and felt…
As always for ALT to fly means Pericoach must work and be adopted like the iPhone in its more limited target market – nothing has changed.
Directors were as honest as anyone can be is who is trying to sell you something (in this case they are selling the cr). I felt they were a little disappointed in the amount they were able to place with sophisticated investors (small institutions and others) – it was just ok not great or even good.
Directors ‘believe’ Pericoach can make it. They have not bet the farm on it but it is more than a sideline. From the ASX site @ 3c MM has $2.5m and WB has $0.95m tied up. I have the impression the board are in at an average price at much less than 3c though and they obviously couldn’t sell their shares at 3c.
ALT is hoping to prove the product in Australia which will provide the basis for a subsequent cr for a US campaign. If the product is successful it is critical that they move quickly. If all goes well directors believe ALT market cap could go up tenfold. A lot has to go right and they also have to stay under the radar of the bigger companies for as long as possible. They know a big company could buy them out ‘or else’ if they wanted to.
I thought the presentation was probably worth it just once in a while and is consistent with an approach of personal development of their product. Also the roadshow is part and was perhaps mandated by the cr.
Long blurb….
Same slides as on ASX web site re presentation. Can’t change much as lawyers have advised against it, probably due to cap raising etc...
TGA approval ok. Production is up and away. Clinicians are prepped and ready to go.
3500 shareholders at present.
20 m market cap
Most of board and executives present.
Guy doing presentation was involved in Viralytics prior.
Statistically 33% of women suffer incontinency but suggestion is that it is underreported and could be as high as 40%-50%. Every second woman is leaking?
Old style devices exist but are crude, large and not that effective. Pericoach has more sensors and measures what matters and provides cloud database to allow clinician monitoring feedback and data analysis for a better overall product and hopefully result. Pericoach is discrete about the size of a sunglass case. USB charged.
Clinicians are on board and a key and critical part of the marketing strategy.
Lots of interest from clinicians for product and wanting to trial it from all around the world. I think that may mean they want a free device to test and perhaps pull apart – hope they didn’t give too many away.
Mention of some benefit to Pericoach because of problems with other treatments and even law suits law suits related to surgery or devices implanted surgically surgery but it doesn’t look like anyone could sue over the use of Pericoach.
Product itself took several years of development and there are first mover advantages and things that are hard to get right without doing the hard yards. Would be hard to copy but not just the device – approvals and software and clinician lock in they believe is key and in the medical area the idea of cheap copies from overseas doesn’t cut it – you don’t see cheap Panadol being sold in Australia for example. But to be fair this is not just a generic compound.
Production is wrapped up with manufacturers that are fully certified in Melbourne and Sydney and that currently supply to RMD and COH.
Production can be up to 2400 units per week and if units were sold at that rate we would all be wetting ourselves.
Clinical advisory board is set up and has the best people in the industry on it.
Have done trade shows and had people 3 deep and more people than other booths. Some articles in journals Australian Doctor (GP journal) Australian Phisotherapy Magazine. PR campaign is expected to drive enquiries and then it is expected patients will be asked to go to their GPs. Expect social media and even shareholders (with SH discount) to help spread the word and sell the message. Retail ~ $300 1 years subscription $100.
Womens Weekly article p 152 was released too early and had enquiries coming in unexpectedly.
Controlled Market Release is a public beta test. It allowed ALT to work out a few issues. Several issues resolved / improvements made and the offering has been improved. The negative was the delay but reputation has been maintained and ‘reputation is everything’ in the medical area.
CE mark was really a formality.
Sports market could be significant as low barrier for people using the product and they want to get the best there is. This is a long term relationship and don’t expect return from relationship for 12 – 18 months. Weight lifter story sent horrors through the media where a female weight lifter urinated while lifting weights on television.
2017 absorbent pad market is expected to hit $7 bn could this be enough of a reason to buy ALT and shut it down?
Govt will be lobbied to include Pericoach on benefits but will take years to change - at present Govt will not reimburse any device that is not a prosthesis. Can sometimes get some coverage of devices on Private Health Cover.
Users expected to use device typically for 2-6 months. If not improving in this time then other issues need to be investigated / resolved.
‘Secret squirrel’ stuff…
Can’t tell you unless you’re a squirrel – it’s a secret.

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Tanon.... are you able to tell me the secret stuff?

ALT Price at posting: 3.3¢ Sentiment: None Disclosure: Held
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