Loved the session with David Williams and Andrew .

Really upbeat and practical and on point .

Thanks Andrew

I can see as many before me have outlined David is definitely a good salesman.

The simplicity of the product and what looks to be application across many skin related issues when combined with the 90% margins are hard to simply overlook and present of interest moving forward as i am not a holder.

What i do see and a concern is the ability for Polynovo to scale and sell ?

Getting good quality sales people across the globe whom can represent the product and sell over $1m per year is easier said than done (it was great to hear David call out the need of the new CEO to have experience and clear global plan to scale the sales area, without a focus / concern re margins )

Although not a deal breaker it seems like a real enabler to the success and profitability over the next 2-5years.

At current price and trading at 22x sales I will looking to add at lower multiples even though the outlook is positive long term

Disc Not Held but on Watchlist