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Ann: 2018 Full Year Results - Appendix 4E, page-17

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  1. 7,071 Posts.
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    my take from presentation (sort of new or confirmed):

    1 earlier than anticipated approval of Trophon2 with North America and European launch in August 2018 (so it is already happening or they just are showing it off for sales in Q1 2019)

    2 a broadening number of selling models, each with different revenue profiles... with UK hospitals adopting trophon without upfront fees (consumables still a go from day 1)

    3 consumables up 25% - strong growth....that is where our money will be coming from, that and trophon replacements after 5 years (initially they talked about 10 years for replacements)

    4 expansion into new geographical territories - updates regarding this should give us a bit A of spike in sp. Asia Pacific is a huge market and we are just starting there

    5 R&D still ongoing but new product/s way away in 2020....thought that will be much earlier 


    over all no surprises for me here....reaction to announcements was quite savaged to start with but it settled before the close....may still come down some more incoming months....will be definitely averaging up if it comes closer to $3 or below it..

     

 
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