5 Comments

Fellow shareholder here✋

Expand full comment
author
Oct 9Author

it's a slow one

Expand full comment

There’s a ceiling, they’re price takers and they’re cyclical but niche consolidators are usually amazing. KUT is a little gem

Expand full comment
author

hmm, I think we disagree on where pricing can be brought. switching costs aren’t high but there’s little incentive to try and haggle for over tens of dollars.

Expand full comment
founding
Oct 10·edited Oct 10

With respect to Mobergs goals, would the shareholders desired outcome from this trial be enablement patent the whitening effect as needed for fungal death (which would include the new, patent protection into 2040s), combined with confirmation of efficacy of a longer daily application that would drive higher sales volume? This combined with prescribers coming around to the idea that Aesthetic cure is not an important end point due to 1. whitening it being transient, and 2. "whitening" actually being a requirement for the Myco cure with this product?

Expand full comment