Listened in to David's webinar yesterday (thanks @billseops). Was distracted somewhat but picked up the following -
Average use of platform is ten months
Mayo Clinic Study - "please be patient" - Mayo Clinic is No.1 hospital in the world - are extremely diligent and will work to their own timetable - however do have prelim info that results will be satisfying
Sheba Study - Due soon
JHC - Discussing a 3 year extension (we heard this last quarter). Not allowed to discuss specific commercial details at the request of Ramsey, so can only speak generically (ie $50/mth/user)
Spain tender - Have no timeframe - is a very large tender - Heramed continue to share results of studies as these become available
Commercial focus is on US, Israel and Australia then other markets (David then mentioned are having discussions with German operators!)
At the end of the presentation was a video of the GYN/OBS JHC Lead Doctor - Clearly a supporter of Heramed and Heracare. A key comment was that to incorporate Heramed and Heracare they have had to completely change their internal systems and processes - which have remained unchanged for the last 30 or 40 odd years.... So my take here is that while there are $ savings and improved outcomes for all - a decision to incorporate Heramed is also a decision to restructure long established and entrenched processes - a significant undertaking that would require buy-in from staff and management. Would make sense that roll-outs/modernisation will be gradually implemented across organisations
HMD Price at posting:
15.0¢ Sentiment: Buy Disclosure: Held
