PNV 4.63% $2.47 polynovo limited

Equity Mates recently posted a CEO discussion with Aroa. When...

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    Equity Mates recently posted a CEO discussion with Aroa. When asked what their point of difference is when stacked up against their competitors (e.g. Polynovo) all he was able to do was duck and weave like a politician and state that there's a big enough market for many entrants to get a slice of the pie no matter what the size. He avoided talking about Novosorb BTM at all costs. He completely avoided discussing how their product stacks up against synthetics.

    On one end we have DW stating how vastly superior synthetics are over biologicals and how world class surgeons are going mad over it and on the other end you have the CEO of a competitor who won't even acknowledge the presence of one of their biggest competitors. If a company isn't willing to acknowledge their competition and try to spell their point of difference over them (biological vs synthetics) then this raises massive red flags for me.

    We are on a massive winner here.
 
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