for the past five years PNV has generally been considered a burns treatment company.
But as your post shows the pipeline is rapidly expanding which is why the company has taken to seeing itself as a dermal scaffolding company.
However, what really caught my attention in the presentation was the low key reference to the treatment being developed for diabetes using Beta islet cells and BTM. What was said was that the treatment had been trialled in pigs and that it had worked and that it had stabilised blood sugar levels in pigs with diabetes. In other words we have Proof of Concept for a treatment where the total market potential is more than 10 billion dollars. I accept that there is still a way to go before this happens, but it might happen a lot sooner than people think and I can't think of another company on the ASX with this sort of projected potential.
I am not much of a drinker but tonight I think I shall do a Fleish have have a few glasses of red
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