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Some background on Orlagen’s plans https://storage.googleapis.com/wzukusers/user-26831283/documents/5c382db41e08bhw9Vq7C/PR_Excellagen_3_doses_1_11_19.pdf
Orlagen is a subsidury of a 106.74m mcap company - Generex Biotechnology
" This may be our most important partnership." said Anthony J. Dolisi, CEO of Olaregen.
Good move here imo
Yes, very good.
Is this the first one they have converted from the development work ?
Good news on a new manufacturing agreement. http://www.lse.co.uk/share-regulatory-news.asp?shareprice=COS&ArticleCode=d16008ph&ArticleHeadline=New_Manufacturing_Agreement
Certainly a lot more interest now.Hopefully people starting to see the potential here.
All good for the next few years and the grant shows government confidance in the company.
Better year to come with CE approval and new product release imminent.
Imho of course.
Tino.
I am pretty confident on the pricing, I may have even undercooked it by about 30% based on something Jamal said in one of the video presentations. Take up is just a stab in dark really but given the data that goes with this product and the pricing, in time, you would think why would you use anything else. That said I have been disappointed by take up rates of great products in the past, even though they get there in the end.
Still if they can get to 20,000 units a year (5% of their estimate of addressable market) this product generates a GP equivalent to todays market cap. Worth thinking about !
Tommyflowers.
I think the figures seem reasonable but only based on guesswork tbh.
If it can be sold at these prices than i don't think 1.5% is too aggresive.
Imho of course.
Yes agreed it is good news.
Scottish government backing shows confidence also.
Hope it makes the media and throws some attention this way.
Think we all want more sales,profits and of course a partnership would be great.
All in good time imho.
Good news today but I want to see more sales, more profits and perhaps a partnership with a larger player.
Does anyone have any figures on likely first year take up of ChondroMimetic ? I know they have indicated a cost around the US$ 1,500 mark .... I am guessing based on similar products a GPM of between 50% and 60% .... so that is @ US$ 800 to US$ 850 per procedure. What do you reckon 5,000 unit sales in the first 12 months (that is @ 1.5% of what they consider to be the addressable market) ? Too aggressive ? That would result in a good GBP 3+ million in gross profit contribution and would see us well clear of the break even level. Any views on this would be much appreciated.
Speculation, but given the low volume sitting on the ask could L&G have finished. Some news would be good if they have.
I have the same sentiment towards this.
So much potential.
CE mark and some sales from the "Positive Eight-Year Results of ChondroMimetic® Cartilage Repair Clinical Study" should reap some rewards.
Imo of course.
Hoping for a better 2019.
Gla
COS needs some positive news flow on sales and profit margins in 2019 to recover towards 5p. I remain optimistic that will occur and hold a modest stake in the expectation of a strong return.
https://*********************/companies/uk/medical-equipment-services/collagen-solutions/research/cenkos-securities/cenkos-collagen-solutions-plc-commercial-progress/39_2018120403085233766
Maybe this answers your question on profitability. Check out the video.
End of the financial year mentioned.
https://www.proactiveinvestors.co.uk/companies/stocktube/11421/collagen-solutions-plc-performing-well-as-first-half-revenues-rise-11421.html
Lots to like in the results .... EBITDA breakeven is within spitting distance if they can sustain the performance. Very encouraging.
Good news indeed. Evereything going well so desrves a tick up soo imo.
New distribution partners
Great results, clear growth and many new contracts. CE mark well on its way and bew distribution partners engaged. Very positive outlook.
I am hoping when they report next week they start to give a bit more information with respect to profitability outlook, I don't need to see near term profitability but I would like know where we stand and where we are headed.
I am pretty impressed at this point with Hillary the CFO and I like the fact that she appears with Jamal at many events.
Shhh sp moving up nicely.
https://youtu.be/6jVMni1udz8 interesting video