Alonso - was brick in some other life form at some stage but someone, that didn't appreciate the line of questions I was raising, put some pressure on some MODS and had me closed down [more than once I'll add]. It also a pity SLA thread will never be opened here again too on HC, after it was closed down under pressure too.
Now BPO specific yes Termilone product lines should achieve commercialisation in Aust; and then USA in due time. I believe the latter will be down the track some but should have full product range applicability, while here tropical zone applications may have some product range limitations [without further research]. But that wont hold up all the other applications being marketed.
ReGen I think is a bit of a sideshow, in relation to the potential of the other products, but in saying that the Demure brand may just takeoff in China as it will offer "exotic" point of difference if marketed smartly. Locally I don't know if market share will grow that much on the back of previous range and marketing, unless it is to be expanded and marketed differently - wait and see after TGA/SFDA approvals are completed.
BioA - well well well we will have wait and see. Commercialisation of Gi-Guard should have been in the near future but that now has more hoops in the path [NPI].
SLA - BioA good product with expanding market.
BioI [under Siberian Red] jury still out on that one.
BioB [market dud in Aust, not too big in Europe either].
Ropren, potential there don't know what to take of sales data and marketing plan - too early to tell but initial figures yet to show any convincing uptake and on-going consolidation to date. TGA hoops mean it's years off for Aust sales [via NZ loophole is interesting - what was sold there as one off once may I believe have been from Australian trial stocks and don't know if it can be imported again.
The history of SLA executive team turnover is interesting to say the least, but maybe not necessarily an investor deal breaker for me.
I'm in for the long term on both, but further SP falls could see other folks' margins put under pressure and TO potential could rise [not being alarmist just noting the possibility - see ACU example, don't know where it ended up after Eastern Block Dr Opara attempted a TO via an Hawaiian based Biotech nominee account and several "opera" based name nominees in OZ.]
AGMs will be interesting - unless muzzled by litigation.
BPO Price at posting:
1.0¢ Sentiment: Hold Disclosure: Held