@bedger@KainCarverI would just like to start by thanking our two...

@bedger@KainCarver

I would just like to start by thanking our two stalwarts of this thread for their excellent updates and observations over the past few years.
I have always liked the science behind Orthocell but I felt the timetable for commercialisation was unlikely to reward shareholders whilst we were years away from US approvals , so i cashed up my chips post the BioHorizons deal for Striate+ with a view to reinvesting nearer this major inflexion point. Had conditions for biotechs been more buoyant i would have initiated this move much earlier or stayed invested.
I now envisage some decent Asian market share within the next two years from the roll out of Remplir in the nerve repair market. Post expected approval in Singapore, there is a substantial market in Thailand and Vietnam immediately beckoning from tag along adoption , as they have very high levels of motorcycle accidents which cause peripheral nerve damage.

Paul Anderson, having refilled his coffers, has opted for a relatively low risk 510k pathway to approval in the USA. Whilst the pricing implications are not fully optimised , I feel it is a realistic “time to market” strategy which should encourage a faster market adoption. Obviously, post 510k approval , OCC may still wish to pursue the option of pursuing high value subsets, such a for quadriplegic use,with a De Novo pricing formula. I hear that there was a very enthusiastic response to recent presentations in Hawaii and the main risk from the first phase of the US 510k animal studies has in my view passed post the results published, although I acknowledge that there are still further studies to conclude. I believe we are on the home straight and I am hopeful of US approval indications this year.

I also feel that Ortho ATI has tremendous potential in patients under 60 with otherwise good health. The problem for Orthocell is resources and I would suggest that they focus on nerve repair. If they agree with my view I would think it highly likely that they would be able to do a partnering deal close to 10 times? the size of the BioHorizons deal in terms of value which would catapult the shares of this company . One of the great benefits of the Striate deal is being able to build up and maintain manufacturing under the purview of the FDA, allowing exploitation of low volume high margin opportunities in nerve repair at the same time. Not only does this optimise margins but it facilitates, rapid modular expansion of an existing facilty when the time arises to move into larger markets.

It may be slightly early, but I started to build a position in this stock today. I did not want to wait until the 3rd quarter and find the price north of 50 cents because i had tried to be too clever in my timing. The market for these stocks is very illiquid. With such a small market capitalisation any form of US approval will be extremely well received , but the shares are completely undervalued when Asian markets repeat the growth in market share now becoming obvious in Australia. If I were not so keen on the prospects of another ASX listed biotech, I would be piling in with a much larger investment. Good luck to all. OP



Please do not rely on the facts or opinion expressed in the above post when making an investment decision.