Great interview.
Have to look at this in terms of a growth story.
Initial roll out, Sydney / Melbourne. Not national initially. 20k tests per mass spec, and have two machines at present =>40k tests estimated in this initial phase. (cost 0.5m each machine)
each mass spec machine, suggests 80 patients per day x 6 days x 50 weeks = 24k tests x 300 per test = $7.2m
Other webinar said 100% margin. So profit per machine => $3.6m, which is nice organic growth if the machines cost only $0.5m
That is the seed entry. Establish in the market.
Then need to scale. Long runway.
The other webinar also talked about US in 2025.
Ann: Corporate Presentation, page-16
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