Off the top of my head, I don’t think he gave any quantitative info just mentioned in terms of capacity. I’m sure the recording will be up soon. He had the opportunity to go into more detail earlier but chose not to.
He did say they will be doing more marketing and promotion for the US and acknowledged they didn’t have a sales force here. At the beginning of that discussion I believe he mentioned using independent distributors. I would like to go back and listen to that bit again. That would be a non exclusive arrangement? Who would they use?
COVID is obviously helping but the decline in elective surgeries and ability for the sales force to meet in person is hurting them.
Haven’t had a lot of time to pursue other things such as Hemodefend but they hope to move quickly given the recent grant. Still sounded to me like that will take a while to play out.
I missed the beginning of the call but their tone sounded less enthusiastic than on prior calls. Not sure what to make of that. Maybe they are just sick of the calls. I don’t know.
My solar system came through and I was able to listen. I am no an expert in understanding answers to questions like this, but one question was exactly that and the answer was not clear; perhaps when the recording is up more light can be shed. The main message I got out of the QA session is that their relationship with Fresenius is getting closer as was mentioned quite strongly more than once. Sounded to me like they do not want to go to bed with anyone just yet, especially with the potential market size of treatments for ticagrelor and rivaroxaban removal during cardiac surgery. Dr. Chan went over this with much emphasis.
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