Movement at the Station, page-27

First 27 Last

Share
Profile

Follow
Mangoman605

1,688 Posts.

184

15/11/22

10:33

Post #: 64776169
Share

Originally posted by Merchantech: ↑

In regards to OrthoATI and partnering with J&J or someone else.
I don't believe they will engage partners till they have a clear pathway with the FDA and have an approved IND ( Study) which would enable them to discuss better terms if they chose to partner with the product.

Below was from a previous presentation.

US addressable market
Initial market sizing undertaken by Orthocell suggests that Ortho-ATI™ could be applicable to >480,000 rotator
cuff patients per year in the US alone, which equates to a market opportunity of approximately US$4-5 billion1
.
Ongoing work by Orthocell aims to also assess the savings to the health system that may be delivered by
OrthoATI™ when accounting for more effective pain relief and return of function, return to work and
avoidance of surgical costs. Ortho-ATI™ can be used in both pre-surgical and post-surgical applications, not
only in treating rotator cuff injuries, but many other tendon injuries and is at the forefront of a significant and
increasing market opportunity.
Next Steps
The Orthocell team was responsible for the initial development of a similar cell therapy product for the
regeneration of cartilage (known as MACI) which is now being commercialised by US company Vericel, which
currently generates more than $120 million in sales and is only used to treat one target joint in the body.
Vericel currently has a market capitalisation of approximately $1.2 billion.
1 Internal Orthocell modelling based on published epidemiology data and assuming target pricing for a subset of the rotator cuff injury segment.

Orthocell is in a strong position to advance its US commercialisation strategy to deliver the first injectable cell
therapy in orthopaedics for the treatment of chronic tendon injuries.2
The results of this study demonstrate that OrthoATI™ is more effective than steroid injections for treatment of rotator cuff tendinopathy with
intrasubstance tendon tear. The Company continues to progressits US plans with the evaluation of technology
transfer options, FDA engagement and commercial preparation activities to prepare OrthoATI™ for a
randomised controlled study under FDA supervision

Expand

And absolutely no worries about that long long 5-7
years IP runway. Phase 2 trial begun 5.5 years
ago. The tech may be great, but how does this
company get it to market.

OCC Price at posting: 48.5¢ Sentiment: Hold Disclosure: Held
Upvote

0 Great analysis

Reply

Top Stories

MIN

Ellison slapped with $20M sanction from MinRes but will stay on as leader – for now

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

MIN

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

There are more pages in this discussion • 45 more messages in this thread...

First 27 Last

Add OCC (ASX) to my watchlist

(20min delay)
Last 61.5¢		Change 0.005(0.82%)		Mkt cap ! $147.0M

Open	High	Low	Value	Volume
61.5¢	62.0¢	61.0¢	$428.7K	696.6K

Buyers (Bids)

No.	Vol.	Price($)
3	142386	61.5¢

Sellers (Offers)

Price($)	Vol.	No.
62.0¢	36604	1

View Market Depth

No.	Vol.	Price($)
3	142386	0.615
5	111998	0.610
12	151429	0.605
19	251365	0.600
5	120994	0.590

Price($)	Vol.	No.
0.620	36604	1
0.625	30462	2
0.630	67690	3
0.635	25000	1
0.640	20000	1

Last trade - 16.10pm 04/11/2024 (20 minute delay)

OCC (ASX) Chart

Movement at the Station, page-27

Ellison slapped with $20M sanction from MinRes but will stay on as leader – for now

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Movement at the Station, page-27

Top Stories

Ellison slapped with $20M sanction from MinRes but will stay on as leader – for now

Week 44 Wrap: Relatively boring week ahead of US election; HotCopper's most watched; Oz inflation at 3.5%

Movers and Shakers: Zip Co, MinRes, Kuniko, more – The week's top ASX gainers

Palladium's the newest geopolitical hot commodity. But ASX exposure is limited

Bitcoin hits fresh record as instos pile into BTC ETFs – and Trump helps, too

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News