SiNtx Technologies Inc (SINT)

[boston745]

This is precisely why their partnerships are so important! We know theyve been working with Morgan Ceramics. We know NP Aerospace was spun off from Morgan after Sintx was working with Morgan and that Sintx began its foray into the armor market with the help of NP Alum Donald Bray who left Morgan with the divestment of NP.

Just because they have something doesn't mean they've done anything with it.

Morgan Ceramics = Aerospace products
Zimmer Biomet = Arthroplasty oriented products
ZimVie = Dental?
Solventum = Wound Care, Catheters, & possibly Cancer treatment products.
Cardinal Health = PPE & Medical protection apparel.
NP Aerospace = Armor plates & other possible products connected to TA&T.

With Zimmer Biomet comes ZimVie and likely Solventum because of CEO Bryan Hanson. Sintx has been working with Zimmer/Biomet for going on 20 years and seems to be working with Solventum too based on it collaborating with a company on these products:

NEW OPPORTUNITIES/MARKETS/PRODUCTS
Several new collaborations in developing products for wound care, cancer treatment, and an antipathogenic coating for catheters.

Sintx hiring of Joseph Palomo suggests its working with Cardinal Health.

Palomo joins SINTX with over 40 years of experience in protective apparel and PPE, such as surgical gowns, surgical drapes, isolation gowns, films, tubing, and surgical face masks.

He has held management roles at Cardinal Health R&D for new product development on a global scale

Quote Sources:
https://d1io3yog0oux5.cloudfront.net/_9be13c70ea13288f968a56d0f02f5862/sintx/db/443/4298/pdf/SINTX+Corporate+Overview+-+Jan+%2724+-+Rev+J.pdf
https://ir.sintx.com/news-events/press-releases/detail/184/sintx-technologies-provides-update-on-antipathogenic

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Section 3 - Markets Si3n4/Sintx Ceramics can be used in (not comprehensive)

Otho Market = $64 billion
Personal Protective Equipment market = $79.53 billion
Global Catheter market = $55bn
Antibacterial market = $44.5bn
Wound Care market = $22.25bn
Biosensors Market = $28.9bn
Condom Market = $11.6bn
Dental Implant market = $4.99bn
Armor Materials Market = $13.59bn

Total = $324.26bn

Its honestly overwhelming the size of the markets Sintx material can be used in. Hypothetical scenario using 5% market penetration with a 5% licensing fee equates to $811m in yearly licensing revenue. Thus Si3N4 is worth at least $800m in potential yearly revenue for an acquiring company through licensing revenue according to this scenario. Its ability to penetrate the above markets will vary but Ortho & Catheter markets are markets that Si3N4 should significantly penetrate; with Wound Care & Dental being up there as well. Condom market is more hypothetical based on Si3N4 ability to kill Herpes and possibly other STI. However would need to be studied further to ensure it doesnt impact the delicate microbe balance inside a vaginal canal. A new patent was awarded Sintx for the use of Si3n4 against funguses that impact the wine industry providing yet another market it can tap into. This could be a market that they could break into sooner than some of the others listed above but it wouldnt be as lucrative.

Sources:
https://web.archive.org/web/2024040...ogger.blogspot.com/2011/05/whos-next.html?m=1
https://orthospinenews.com/2021/01/...y-2025-as-acquisitions-surge-says-globaldata/
https://www.grandviewresearch.com/industry-analysis/personal-protective-equipment-ppe-market
https://www.grandviewresearch.com/industry-analysis/catheters-market-analysis
https://www.grandviewresearch.com/industry-analysis/wound-care-market
https://www.grandviewresearch.com/industry-analysis/biosensors-market
https://www.grandviewresearch.com/industry-analysis/condom-market
https://www.mordorintelligence.com/industry-reports/armor-materials-market
https://www.grandviewresearch.com/industry-analysis/dental-implants-market