Fusion Investing long at 3c...Analytica’s PeriCoach is leading...

Fusion Investing long at 3c...

Analytica’s PeriCoach is leading the medical technology revolution
MAY 6, 2014 8:25 AM BY DEAN MOREL

Analytica accelerating PeriCoach launch
Analytica (ASX:ALT) is set to launch an exciting medical technology product that is in the right space at the right time.

Analytica is raising up to $3 million to expand the scope of its marketing activities ahead of its lead medical tech product, PeriCoach, launch this quarter. We are long Analytica and intend to take up our full entitlement in the retail non-renounceable share offer. Despite our actions, most investors should sit on the sidelines and wait for sales data to validate this opportunity.

PeriCoach is a medical device system that aims to address the underlying cause of incontinence, and provide women with an ongoing, long term treatment plan which can reduce or eradicate the problem. This presentation provides a good overview of Analytica’s PeriCoach and its market potential.

Right product right time;

Right time: As this article highlights Apple has been on a medical tech hiring spree.

Over the past year, Apple has snapped up at least half a dozen prominent experts in biomedicine… Much of the hiring is in sensor technology, an area Chief Executive Tim Cook singled out last year as primed “to explode.”

Analytica summarises why PeriCoach is an exciting product in the right space at the right time.

Technology timing is perfect – sensors, bluetooth, 80% market penetration of smartphones
Unmet need for a massive and costly problem vs. dwindling healthcare resources – Patient-driven healthcare takes load from public system.
Regulatory Approval done in Australia (ARTG). US, EU soon.
Lowest risk classification medical device.
Strong, multi-pronged Intellectual Property protection.
Production ready – Device tooled, software released, cloud validated.
Easy future upgrades – app updates free over the air.
Overwhelming enthusiasm from Clinicians at every level
Low infrastructure, manufacturing, and overhead costs

Analytica remains a highly speculative investment. The sensible investment approach is to add Analytica to your watchlist and wait for sales data to validate the concept. The vast majority of these speculative opportunities crash and burn. If they are successful missing the first big leg up in the share price is a small price to pay for greatly reduced risk.

Disclosure: Long Analytica share price at posting: $0.03