ClearPoint Neuro(US:CLPT)2021-08-12 15:29Company Overview - ClearPoint Neuro operates as both a biologics & drug delivery company with a potential market exceeding $1 billion, expecting its first indication in 2022 [4] - The company also functions as a medical device company with an existing market opportunity of over $500 million, anticipating more than 5 new products in the next 2 years [4] - In 2020, ClearPoint Neuro's revenue reached $12.8 million [5] - The company's gross margin stands at 67% [5] Biologics & Drug Delivery - The estimated market opportunity for gene therapy using the ClearPoint platform is $1.5 billion [15] - Specific indications targeted include AADC Deficiency ($12 million), Friedreich's Ataxia ($60 million), Angelman Syndrome ($72 million), and Parkinson's Disease ($1.2 billion) [15] - Other indications include Huntington Disease, Diffuse Intrinsic Pontine Glioma ($20 million), Multiple System Atrophy ($90 million), ALS ($120 million), and Glioblastoma ($2.4 billion) [15] Neuro Navigation (DBS) - The total current addressable U S market for Deep Brain Stimulation (DBS) navigation is $72 million [19] - The DBS market is experiencing a growth rate of 10% [19] New Therapy Devices - The total current addressable market for Laser Therapy in Epilepsy and Tumors is $360 million, growing at 20+% [22] Financial Performance - Estimated FY21 revenue is $17.5 million [28, 29]