TD1 0.00% 0.1¢ tali digital limited

Q&A video interview with Managing Director, Glenn Smith, page-22

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    Famous adage on HC………….. DYOR, even basic dyor, and correct me if wrong............ but the “coast is clear” for Tali with its age group 3-8yr olds because apparently it’s harder to recruit this bracket. Akili which focuses on adolescents, and upon checking its website, does not have FDA approval for its research project in this space. So Novita with Tali Train and Detect has a leading advantage over Akili in this age group segment clearly defined since 2018, but strengthened by US FDA approval.

    An Autumn 2019 nite by Gordon Capital has a good overview, of where Tali is except at that time the FDA approval was not cleared.

    Further to that GC indicates a revenue base of $15mil in Australia for ONLY 10% share of 400,000 children with attention issues.

    http://www.gordoncapital.com.au/wp-content/uploads/2019/04/GC-SMCR-Autumn-2019.pdf

    So basic maths suggests the “coast is clear” with regards to competition.......... that Tali staff must be running to keep this advantage hard towards a potential billion dollar MC once it’s globalised.

    FDA approval is a huge step in being noticed where it matters.

    All IMO & DYOR
 
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