Short Term Trading Week Starting: 1st Aug, page-367

  1. 25,679 Posts.
    lightbulb Created with Sketch. 1230
    STTCOMP ALT, FA Long
    Market Cap $19.5M, Cash $1.25M
    2 Directors own nearly 33%
    PeriCoach at- home pelvic floor trainer device and smartphone app for sexual health.
    (see CNBC press release here:-https://www.cnbc.com/2016/08/02/pr-...ice-and-smartphone-app-for-sexual-health.html
    Lot of good anns lately but little traction. About to change IMO.
    AutoStart® infusion system product has been listed on the Queensland Health purchasing schedule.
    Incontinence mkt   9 bill
    Sexual dysfunction 7.7 bill
    20 year patent protection
    No real competitor
    Will eat into to the incontintent pad mkt worth 5 bill , they will not like it
    Will eat into the sexual dysfunction drug mkt 7.7 bill, big pharma wont like it
    The current burette mkt is a few billion a year the current mkt is controlled by only two players, they will probably buy the auto burette out, they dont want their mkt ruined
    Potential upfront fee of say 50 mill 2.5 cents a share  royalty of about 10% achieving 100 mill pa to ALT
    R&D refund approx. $1.3M next Q.
    $100 mill a year would give it a 1 bill mkt cap 45 cps
    Potential conservative value 47.5 cents
    Last edited by bevter: 03/08/16
 
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