I reminded everybody of the tax loss aspect just to give an idea of a possible driver of the share price short term.
Not long after that we have the next qly report. I believe in the tech, but will want to see signs of commercial success. Where I feel I am weak is in the economics of the units. How many and how much per unit is what matters now. How far will patients have to travel to access a unit on average? What percentage of cancer clinics will be willing not to have a unit, and send their sick patients elsewhere for the test? (I'm throwing in a partisan aspect there - lol). I don't believe anybody knows the answer, not even management. Just guesswork.
And then there is the pricing lever - that can be optimised to gain the best result possible, as we get more information. After all the units are in a monopoly position, and are a desperate want. There is an alternate model to charge per test, would require some significant changes. Could be a good stage 2 option once wide adoption is in place. I think the more adoption of the units takes place, the better than negotiating position.
No matter what - I believe every lymphedema risk patient will be using these units, or will be taking unnecessary risk without it. Since I don't have a handle on the economics I am giving it the benefit of the doubt.
- Forums
- ASX - By Stock
- IPD
- Ann: Investor Presentation
Ann: Investor Presentation, page-121
-
-
- There are more pages in this discussion • 26 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Featured News
Add IPD (ASX) to my watchlist
(20min delay)
|
|||||
Last
5.9¢ |
Change
0.001(1.72%) |
Mkt cap ! $117.3M |
Open | High | Low | Value | Volume |
5.8¢ | 5.9¢ | 5.8¢ | $16.04K | 276.5K |
Buyers (Bids)
No. | Vol. | Price($) |
---|---|---|
2 | 415035 | 5.7¢ |
Sellers (Offers)
Price($) | Vol. | No. |
---|---|---|
5.9¢ | 81258 | 5 |
View Market Depth
No. | Vol. | Price($) |
---|---|---|
1 | 298 | 0.058 |
1 | 412294 | 0.057 |
2 | 110000 | 0.056 |
6 | 398885 | 0.055 |
2 | 450000 | 0.053 |
Price($) | Vol. | No. |
---|---|---|
0.059 | 81317 | 5 |
0.060 | 204460 | 2 |
0.061 | 148217 | 2 |
0.062 | 395390 | 3 |
0.063 | 12113 | 1 |
Last trade - 11.39am 07/10/2024 (20 minute delay) ? |
Featured News
IPD (ASX) Chart |