IPD chart, page-927

Howdy ..

this first part is "media" but follows posts above re the new sales SVP Scott Long.. I grabbed this off linkedin.. this is what the last Co he worked at specialised in for close to 4 years..

Sirius Medical
Specialties...Surgical Marker Navigation, Wire-free localization, Tumor localization, Breast lesion localisation, Breast cancer, Breast cancer surgery, Breast conservation surgery, Minimally invasive breast surgery, Lumpectomy, Oncoplastic surgery, Surgical imaging, and Magnetic seed localization

there are 6 other Co's listed from 2001Scott was at.. not posting them all here but go check it out.. serious pedigree and experience .. he is connected and strong add to IPD it would seem...

otherwise.. some numbers I am focussed on..

Cash receipts.. Q1 $2.71m Q2 $3,419m Q3 $4.059m

ARR Q1 $11.6m ( Q on Q +600k ) Q2 $12.5m (+900k ) Q3 $13.7m (+1.2m)

cash burn stable even with up spend on conferences and inventory build

US Churn Q3 2 devices.. annualised rate of 1.47%

and after all of these.. we have the first guidance the Co has ever provided.. of substantial change re US sales this Qtr and for rest of 2025..

the trend is your friend I hear from time to time..

accumulate..

cheers ..