IMO Aroa will run a decent established business for hernia repair products in conjunction with their distributor partner Tela Bio, especially with the boost from the exchange rate. But I think the growth will slow since they are not expanding their sales force at the same rate as Polynovo and not entering new markets at the same rate. I also believe margins and productivity are lower then PNV.
Also, in the hernia market there are many well established competitors which might slow growth as well.
But like you I'm interested to see how BTM performs in comparison to the medicated dressings of ARX for foot ulcers. My bet is that BTM will produce more durable outcomes. Sure with lots of care and attention wounds can be encouraged to close and maybe heal. But how long before it recurs?
PNV Media Thread, page-2580
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