The strategy for centres of excellence means there will be...

  1. 31,520 Posts.
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    The strategy for centres of excellence means there will be gradual but sure uptake of the technology by health professional leaders. This is occurring.

    Everybody knows that biotechs are difficult and have long lead times. Does this make AVH particularly difficult? Not at all. It's a biotech which is maturing.

    Sales are gradually increasing. Why aren't you fitting that into your completely negative narrative?

    'The funny thing is', yes Recell has been available for sale in the rest of the world for some time,
    BUT as we all know the previous management blew it. This is old news. Yet you ignore this reality and blend the old management with the new, which has a completely new take on things and indisputably has turned the company around. CCE was on its knees, whereas AVH is far from it.

    It is some kind of achievement that you get to make those slurs and get away with it.

    Re China, they just have a new distributor, and price negotiations are part of the new approach. They will have to know what the market can comfortably take. Getting the price wrong can be a very bad decision, the temptation would be to make it too high. Winding it back is tricky then, as it makes you look desperate. Too low and it is difficult to get the revenue base to grow adequately. The market there would be primarily cosmetic, which means there is not the comparitive savings as with skin grafts. The company is being careful. This is good management, unlike the used car salesman approach of CCE management.

    I am not bothered that they are taking their time to get the price right. China is a particularly difficult market for new entrants. Excellent products can fail there. A lot depends on relationships there and these need to be build gradually.

    Each one of your allegations can be addressed, but as usual you make broad negative statements and it takes a lot of effort to address them. You seem to have amnesia about those points being addressed earlier, so they have to be restated and this cumulatively is wearing. Again, the reason for slow uptake is not current management, it is that previous management messed up.

    THAT is why the SP languishes, because brokers have been burned from CCE as a result. You know it, DVEous. It has been stated so often now it's like a stuck record and it is beyond dispute. Anyone who doubts this should read back. I am so tired of restating things, and not restating means the doubt is left to fester.

    Is this a genuine discussion? It looks like one, but cheerful disregard for known facts means you'd have to doubt that much.




 
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