You pose a very valid queation Ross! Will Biel get it's due as their OEM partners become successful? My guess is that increasing Biel revenues will serve as the primary driver of Biel's PPS. Biel will be serving as the primary hub for all OEM successes. Go Biel!
That is an interesting dynamic Ross, in their PR that announced our current partners BIEL announced that "they" would discontinue marketing ActiPatch in USA.
So when KT product came out it does not mention BIEL or ActiPatch. However DonJoy and OTC products say "Powered by ActiPatch".
I doubt Biel would be mentioned in a KT Health PR.
The good news is that it says manufactured by BioElectronics along with the address right on the side of their box..
Agreed a little DD is required to connect the dots.
In my opinion this is a blessing in disguise because any rise in pps with this particular OEM partner will be based on earnings leading to slower but more sustainable growth in pps vs. PR’s which lead to sharp spikes in pps with the corresponding sharp declines.
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