Ann: Last patient assessment completed for SARTATE trial, page-24

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flotsam222

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29/11/24

11:11

Post #: 76837862
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Originally posted by JoboMundaka: ↑

You’re certainly well-read on currency in the industry!

No doubt, new, high-volume sites will look to purchase higher-tech scanners. The plethora of existing sites (of which there has been enormous growth in recent years) will not replace existing scanners; at least until they have realised a return on their investment and they generally aren’t setup for such high-throughput anyway. The patient management infrastructure required for that throughout is significant and will be accommodated by large hospitals and the new, large and high-volume clinics, but not existing smaller sites.

Another interesting dynamic is the revenue spread of Illucix. Because of the nature of the product, it is a very convenient product for regional clinics, who may not yield such a benefit from such high throughput machines.

This is a fascinating industry because of the interface between complex physics, chemistry, medicine, technology and logistics! That’s what has kept me in the space for so long!

It’s great tech and excellent for the industry and patients, but the impact won’t be as widespread and rapid as hype would have us think.

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I agree completely Jobo.
And those machines have higher maintenance costs too.

As you say, in regional areas something with a long half life which gives optimal results on a standard machine would be better placed.

It's certainly not going to be a winner takes all type scenario.
It's much more nuanced than that and there's space for everyone to play.

Cheers

CU6 Price at posting: $6.30 Sentiment: None Disclosure: Not Held
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