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Polyphemus

01/18/21 12:32 PM

#730 RE: mick #724

Lots of qualitative information. Looking past the reported % revenue increase, the annualized run rate of revenues and the projected increase in absolute $ terms are the two controlling factors for enthusiam about ECOR in its current strategy. IMHO, the reconsideration of treating bronchoconstriction (airway issues) in hospital ERs and in EMT teams is the best opportunity for a business breakout. US is the biggest opportunity due to pricing & single markety issues if management can overcome the earlier regulatory bungling of prior regime. Direct experience with OUS markets leads one to temper enthusiasm for eastern Europe & Baltics.