You'll find the link for the interview on the Aroa company page and also the Meetings page.

But here's a summary of the meeting:

Here is a more detailed summary of the interview with Brian Ward, CEO and founder of Aroa Biosurgery:

1. Introduction and Company Overview (0:00 - 5:30)

- Aroa Biosurgery is a soft tissue regeneration company using proprietary extracellular matrix (ECM) technology derived from sheep forestomach. 

- The company has 4 commercial product families and key partnerships, with 95% of sales in the US market. Total addressable market estimated at $3B+.

- Aroa is at an inflection point, with FY24 product sales of NZ$68m (up from NZ$20m in FY21), gross margins of 85%+, and approaching profitability.

2. ECM Technology, Manufacturing and IP (5:30 - 13:00)

- Aroa's ECM technology enables regenerative healing using a unique bioscaffold with an open structure and key biological signals. This acts as a framework for rapid cell infiltration and tissue growth.

- ECM is processed to remove components that cause rejection while retaining a scaffold for repair. This is then fabricated into specific device designs for each product (e.g. Myriad, OviTex).

- Manufacturing involves isolating specific tissue layers from sheep forestomach, decellularization, and conversion into products. Capacity is being expanded ahead of demand to support up to $200m revenue.

- IP covers the ECM material, production process, and specific product designs. The process is highly scalable with long shelf life and room temperature storage.

3. Commercialization Strategy and Progress (13:00 - 21:00)

- Aroa started with simpler wound products and has built clinical evidence over time to drive adoption in more complex reconstructive procedures. 6M+ patients treated to date.

- The company uses a mix of direct sales in the US (expanding KOL accounts) and a partnership with TELA Bio for hernia/breast products. TELA Bio deal provides capital-efficient growth.

- Surgeons are conservative but sticky once adopted. Aroa has seen increasing clinical acceptance, with a comprehensive GPO contract position and maturing sales force.

- Estimated 18-24 month lag between building commercial team and seeing full productivity. The company is focused on growth initiatives to expand US revenue.

4. Product Advantages and Clinical Evidence (21:00 - 28:30)

- Aroa's products enable one-step procedures with faster healing, fewer complications and lower costs than standard of care. Clinical studies are underway to build further evidence.

- Myriad (soft tissue reconstruction): Faster healing and less complications than biologics or negative pressure wound therapy. Key focus in complex limb salvage and trauma cases.

- Symphony (diabetic/venous ulcers): Combines Aroa ECM and hyaluronic acid. Randomized trial underway vs standard of care, with results expected early 2025.

- OviTex / OviTex PRS: Hernia and breast reconstruction products sold via TELA Bio. Prospective studies show significant reduction in complications vs standard of care.

5. Financial Position, Capital Management and Outlook (28:30 - end)

- Aroa has 85%+ gross margins and prices 20-30% below competitors. Scale benefits and mix shift expected to drive further margin expansion. No pricing pressure seen.

- The company is balancing growth investment with the path to profitability and aims to be cashflow breakeven in the near term. FY25 guidance of NZ$80-87m revenue.

- Multiple factors support an inflection in growth: maturing sales force, GPO coverage, growing clinical evidence, and new product pipeline. R&D projects include new platforms and indications.

- The CEO sees a long runway for Aroa to disrupt the regenerative medicine space and build a successful global company. Key focus in the near term is execution to drive US commercial growth.