TripTrap
$FEMY Yes...US FemBloc approval is likely a 2027-2028 event, the one-year reliance data plus FDA review makes that just math. Anyone expecting near-term approval is kidding themselves.
But “why own it then?” assumes approval is the only catalyst. It isn’t. The modular PMA means pieces get reviewed and cleared along the way, there’s an interim analysis at 300 patients well before the full readout, and FemaSeed US revenue is a totally separate engine that doesn’t wait on FemBloc at all.
Europe is a slow partner/distributor. The US, by contrast, would be direct through the OB/GYN channel they’re already building. Different markets, different playbook, so weak European uptake doesn’t automatically mean weak US.
A lot rides on next earnings in mid-November to see whether they have done anything with revenue. High risk, high reward if it happens.
Don't sleep on the fact that we could wake up one morning to find some big pharma company buying us out. This is "why buy now?"
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