With the regularity and scale of the announcements flowing...

With the regularity and scale of the announcements flowing through, the indication by Andreas that more is to come in 2023 is a warning shot to those hoping to buy again on a dip.

This deal leverages beyond VA into the world. It has been the strategy of large hardware providers/manfacturers such as Siemens and Philips to embed service revenue/streaming etc. I suspect that Philips will be offered some 'first-taker' exclusivity for a period after which others will line up.

That 4D Medical have developed their own fit-for-purpose scanner becomes a threat to hardware providers when XV SAAS etc. takes off. Aligning closely with the 4D suite early potentially leads to 4D licensing the manufacture of their IP-protected scanner into 3rd-party branded scanners, simplifying the HW business for Andreas into design and licensing fees. In that role, the SAAS becomes like 'intel-inside'..ie.embedded and the global giants take the SAAS to the world.