Apologies mate, I must misunderstand what is going on.
So there is no value loss for HMD associated with a patient signed up with e-Lovu vs one signed up with HMD? e-Lovu is presumably clipping the ticket somewhere, perhaps in their broader offering.
But from what you're telling me, it sounds like a license is a license and a device sale is a device sale.
Who owns the data received via the device?
Following that thought further, and now that the funding arrangement are sorted out in the US, what value is there in HMD pursuing its own sales there?
Is there an opportunity for HMD to set up an e-Lovu style offering here in Australia, supported by different funding arrangements? I could see private health insurers might see the appeal, particularly as a way to differentiate their offering.
