Member Info for Goodbody

extracts from Generex Investor Conference Call...

"Excellagen is FDA cleared at 17 wound care indications, including postsurgical wounds, diabetic wounds, and foot ulcers and venous stasis ulcers, post Mohs skin cancer surgery, and cosmetic dermatological applications.
To date, Generex has funded Olaregen with $1.4 million to support manufacturing and pre-launch activities."

"The completion of our comprehensive sales training modules, and with the hiring of a number of experienced specialty sales reps, we are poised to enter the market with our 0.8 cc syringe, selling it to the VA inpatient and wound care clinics, the DOD, and in-hospital surgical settings. With the supporting data on Excellagen features and benefits, together with our value-based pricing, we anticipate early uptake in these markets"

https://storage.googleapis.com/wzukusers/user-26831283/documents/5c7a927a938dcse7yQHy/Generex_IR%20_Call_2262019.pdf

http://ir.collagensolutions.com/content/news/2019/150119.asp

Good find Tommy, Great Video. SoupChicken; to me, COS is not the company it was even one year ago. It has moved up the value chain. Would suggest watching the Hardman presentation where Jamal mentions this new strategy and explains exactly what you mention, that the %returns were much lower with their old strategy, so they changed it.
60% of COS is in major shareholders hands; this says something to me. Looking forward to news on the horizon.

Looking at the charts the 50 and 200day moving averages look good; rising steadly. We just bounced off the 50day and this could break out to the upside. Resistances at 5 and 8. I would guess a break out would see us in between these if volume picks up.

https://www.tradingview.com/x/gk1WiIq2/

http://ir.collagensolutions.com/pdf/presentations/2019/Hardman_Investor_Forum_0219.pdf

ChondroMimetic Next Steps
Europe
• Pending CE Mark submission
• Early distributors signed
• “Limited User Release” planned with KOLs • Additional distribution channels to follow
Asia
• South Korean regulatory submission in process
• Distribution signed for Malaysia, Indonesia, and other
• Timing linked to CE Mark (to support local submissions) • Additional distribution channels to follow

https://www.collagensolutions.com/sites/default/files/careers/chondromimetic_market_manager.pdf

The position, to be based in Europe, will work alongside the US commercial organization and UK-based operations and R&D groups to successfully launch the company’s first finished medical device, ChondroMimetic®.

Well said Tommy, I see we have a new major shareholder. Brett Gordon https://www.londonstockexchange.com/exchange/news/market-news/market-news-detail/COS/13977655.html

http://ir.collagensolutions.com/content/news/2019/180219.asp

Presenting at the Hardman Investor Forum

This is great news, the key point here is that it is a licence agreement. Having support to get regulatory approvals in asia is very positive.
Done all they can with EU approvals, passsed the audit, submitted the paper work; just have to wait it out now. Could happen at any point so i think they are just being a bit cautious about their previous time scales. Still time for it all to be approved this year. Isn’t the first company to be off a little with their forecast and certainly wont be the last!

Some background on Orlagen’s plans https://storage.googleapis.com/wzukusers/user-26831283/documents/5c382db41e08bhw9Vq7C/PR_Excellagen_3_doses_1_11_19.pdf

Good news on a new manufacturing agreement. http://www.lse.co.uk/share-regulatory-news.asp?shareprice=COS&ArticleCode=d16008ph&ArticleHeadline=New_Manufacturing_Agreement

Speculation, but given the low volume sitting on the ask could L&G have finished. Some news would be good if they have.

https://bit.ly/2PrcA9q

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

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.

https://youtu.be/6jVMni1udz8 interesting video

Great presentation https://youtu.be/xV3nZD8PN08

Some serious buying going on in the background.

http://www.lse.co.uk/share-regulatory-news.asp?shareprice=COS&ArticleCode=4ra2zerv&ArticleHeadline=Investor_presentation