Half Year 2022 Polynovo Ltd Earnings Call Transcript - Thomson StreetEvents

Half Year 2022 Polynovo Ltd Earnings Call Transcript

Half Year 2022 Polynovo Ltd Earnings Call Transcript - Thomson StreetEvents
Half Year 2022 Polynovo Ltd Earnings Call Transcript
Published Feb 25, 2022
20 pages (14764 words) — Published Feb 25, 2022
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Abstract:

Edited Transcript of PNV.AX earnings conference call or presentation 25-Feb-22 3:00am GMT

  
Brief Excerpt:

...Well, welcome, everybody, to the PolyNovo H1 FY '22 results. I can't actually see how many people are on the line, but I'm expecting a big number. And I think you can see on your screen, there are 4 people: myself as Chairman, David Williams; and at the top of my screen, probably yours, Jan Gielen, the CFO of PolyNovo; Max Johnston, under him with the glasses, acting Interim CEO and previous Board member; and in a dark suit with the blue shirt, Ed Graubart, who's in charge of our U.S. operations, and I didn't ask you, Ed, but probably in from California. So I'm going to top-and-tail this as I normally would. I'm going to hand it over to Max for some comments. So, no doubt, also at an appropriate time just ask Ed to say a few words about how the U.S. is traveling, and also hand over to Jan. I'd say some editorial comments at the end, and then we'll open up for some questions. So welcome, everybody, in any case. I thought a little bit about what I was going to say in the last half an hour...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
Polynovo Ltd
Ticker
PNV.AX
Time
3:00am GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Rachael Harwood - Macquarie Research - Analyst : Just my first question is just around exit rates. So I guess, obviously, Jan was a record month. How is Feb tracking? And how are you seeing the COVID impact in this half so far?

Question: Rachael Harwood - Macquarie Research - Analyst : That's great. And then maybe another one for Ed. How are you seeing the sales through the GPO network progressing? And then I guess with this new matrix products, will this also be able to be sold through the existing GPO networks?

Question: Rachael Harwood - Macquarie Research - Analyst : The first part was just around how they're tracking, the existing sales, through the network at the moment.

Question: Rachael Harwood - Macquarie Research - Analyst : That's great. And then just moving on to cash flow, I guess one for Jan maybe. I guess the cash flow was down this half, and you expect to expand head count pretty aggressively. Do you expect to be able to fund this, I guess, through existing debt and then the sale and leaseback alone?

Question: Rachael Harwood - Macquarie Research - Analyst : Okay. And just last question for me. I guess R&D spend was up this half. How should we think about this in the balance of the second half '22 and then just going forward, just given the number of clinical trials ongoing?

Question: Rachael Harwood - Macquarie Research - Analyst : Yes. That's great.

Table Of Contents

Polynovo Ltd at JPMorgan Healthcare Conference Transcript – 2023-01-11 – US$ 54.00 – Edited Transcript of PNV.AX presentation 11-Jan-23 3:30pm GMT

Polynovo Ltd Investor Update Transcript – 2022-12-04 – US$ 54.00 – Edited Transcript of PNV.AX conference call or presentation 4-Dec-22 11:00pm GMT

Polynovo Ltd Annual Shareholders Meeting Transcript – 2022-10-28 – US$ 54.00 – Edited Transcript of PNV.AX shareholder or annual meeting 28-Oct-22 2:00am GMT

Full Year 2022 Polynovo Ltd Earnings Call Transcript – 2022-08-26 – US$ 54.00 – Edited Transcript of PNV.AX earnings conference call or presentation 26-Aug-22 4:00am GMT

Polynovo Ltd Q&A Session with New CEO Swami Raote Call Transcript – 2022-08-02 – US$ 54.00 – Edited Transcript of PNV.AX conference call or presentation 2-Aug-22 11:30pm GMT

Polynovo Ltd Annual Shareholders Meeting Transcript – 2021-10-26 – US$ 54.00 – Edited Transcript of PNV.AX shareholder or annual meeting 26-Oct-21 2:00am GMT

Full Year 2021 Polynovo Ltd Earnings Call Transcript – 2021-08-26 – US$ 54.00 – Edited Transcript of PNV.AX earnings conference call or presentation 26-Aug-21 1:30am GMT

Half Year 2021 Polynovo Ltd Earnings Call Transcript – 2021-02-23 – US$ 54.00 – Edited Transcript of PNV.AX earnings conference call or presentation 23-Feb-21 12:30am GMT

Polynovo Ltd Annual Shareholders Meeting Transcript – 2020-11-13 – US$ 54.00 – Edited Transcript of PNV.AX shareholder or annual meeting 13-Nov-20 2:00am GMT

Full Year 2020 Polynovo Ltd Earnings Call Transcript – 2020-08-26 – US$ 54.00 – Edited Transcript of PNV.AX earnings conference call or presentation 26-Aug-20 1:30am GMT

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Thomson StreetEvents. "Half Year 2022 Polynovo Ltd Earnings Call Transcript" Feb 25, 2022. Alacra Store. May 17, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2022-Polynovo-Ltd-Earnings-Call-T15127260>
  
APA:
Thomson StreetEvents. (2022). Half Year 2022 Polynovo Ltd Earnings Call Transcript Feb 25, 2022. New York, NY: Alacra Store. Retrieved May 17, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Half-Year-2022-Polynovo-Ltd-Earnings-Call-T15127260>
  
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