Replies to post #746 on INVO Bioscience Inc (INVO)

[bkeezy]

I'd say replacing is a BIG stretch. Starting to get some in the industry interested, sure.

Coincidentally my wife and I are currently seeing a fertility doctor so I asked whether he had heard of INVOcell and if so what his take was. I was pleased to hear he was familiar with it and had followed some of the recent updates so at the least it has hit those circles here in Chicago.

He went on to share his opinion that although it may prove to be a very impactful product for developing nations and underinsured parents he doesn't see it making any dent into the existing IVF market which consists mostly of sufficiently insured couples looking for the premium option which for the foreseeable future will still be lab based procedures.

Again INVOcell competes on price so can it make an impact in the groups I mentioned earlier? Sure. (hence why I am long) but will it become a new standard of care, definitely not. It's also worth noting that cost of traditional IVF has been on a steady decline.

Just trying to help manage expectations GLTA

[shorthound]

Will INVOcell replace IVF completely?

There are certain situations that INVO does not fit as a solution. That is why there have been criteria for the INVOcell trials so it is obvious that INVOcell will not work for 100% of the infertility cases out there, so will it replace IVF completely? short answer...NO.

Besides, traditional IVF labs did not spend all that money just to throw away their investment and switch to INVOcell.

INVOcell was never meant, I don't believe, to take over the IVF industry. Rather, it was seen as providing an option for those who could not afford traditional IVF and thereby make fertility an option for those who could not afford the full cost. So it wasn't seen as replacing but rather opening up a market that could not otherwise afford IVF. However, if couples opt for a lower cost option, all the better.

Now the proof of this is that traditional full service IVF clinics are signing up for that very reason. If INVOcell was meant to completely takeover you wouldn't see this occurring. INVOcell provides an additional revenue stream since these customers would not have moved forward without this lower-cost option. So why not come on board? Makes perfect sense.

So the full IVF clinics add it as a lower cost option and then there is of course TCART in Canada which made it an additional cost option for those seeking the "natural" experience. Seems like a dumb thing to do but maybe the people that go there already have a connection with this clinic and don't have a problem paying more for this option. It's a one-off clinic, no big deal. Think of it like those customers who would buy Sony just for the name, go figure.

Maybe they rethink that strategy when the INVO-only clinics start to rollout. Of course I'm referring to the first partnership with Effortless IVF in Canada. They are doing INVOcell only (which again does not address 100% of infertility cases). This group led by Jason Broome have been involved with INVOcell for a looooong time and have made a strategic investment in its success. They have now said that they plan up to 12 clinics over time which is great news for INVO Bio.

I doubt that Effortless IVF will be the only clinics to rollout in this manner. There will be others where IVF is a geographic challenge. The ability to open a clinic with a much lower investment is a perfect option for obgyn's or those looking to repeat the Effortless IVF model.

Anyway, all this is to agree that while INVOcell can carve a significant chunk of the IVF market, it certainly wont replace ALL of the traditional IVF market.