The reduction in urinary "leak" after a single dose treatment is progressive over time, as the patients start to recover from the surgery for the underlying condition Thus the 50 + month data should be better than the 12 month data.
Should the study results be positive per protocol, the implication for a broader patient population including women could be big.
Do you not find it ridiculous bordering on in competence that Cytori shareholders would not receive e mail of an article like this in the sake of better communication. Hedrik promised . Of course if results are questionable, typical of Cytori if they don't ask ,don't tell. I would guess this will be dealt with in tomorrow's presentation. I have eyes in ears in room tomorrow interested in what Impressions are live.
DOV - the fluff industry SHOULD be worried. A 50% reduction in leakage is quite possibly a 50% reduction in sales. Given the premium pricing of the adult incontinence products, a fall in sales would have a disproportionate effect on profits. Below is a link to an interesting article.
Older people quite often have more discretionary money to spend, and political clout. I would imagine that they would prefer a cure but a material reduction in leakage and possibly an increase in "control" during the time they are awake is not to laughed at. Better a one time operation that helps and maybe in some cases cures, than a lifetime of drycleaning bills, buying incontinence diapers and risking self-imposed isolation from shame and fear.
The big market will be for women. They already undergo surgical treatment for the condition that is not that great. Also lets not forget that this target market is also being addressed in Japan. A small trial but with very interesting results. Fas is right about our not being aware of what is truly happening.
***Older people quite often have more discretionary money to spend***
Some do some don't. For those that do....is the cost really worth it ? My understanding is they are responsible for 30% of the cost in Japan.
Will the out of pocket cost be worth a few diapers saved ? They wont know when a leak would occur so someone would still need to wear a diaper all the time.
***a lifetime of dry cleaning bills***
Really ? No laundry detergent in Japan ? For the most part, they wear pants just like we do.
Otherwise, I agree the market potential is huge. I just disagree that the data we see today captures much of that market.
Of course I am not excited about the hair regrowth market either.
Burns, I see a real need. Not as general treatment standard of care but in special situations.
I still believe if scleroderma and/or OA don't work out we are toast. I guess given where we sit today, the pressure really falls to OA.