Considering COVID impact the Co has made good progress and HF is establishing in next 6 months.
Re conf call:
Sounds like reimbursement is moving forward with medicare provisional payments going through regularly.
McKessons is still in trial mode but the barrier to uptake is now only clinical acceptance by individual sites.
Was excited by the higher testing rate for HF monitoring and that step change in TAM for that. HF for oncology seemed to be the stepping point but the larger HF market may be accessible with the data from oncology-related HF study opportunity. The Hf commercialization is the next area to watch.
Interesting that AU Gov support was an additional help in last 3 months.
Sounds like SaaS sales have had to become capital-light for some customers with limited capex budgets. The ARR is more important and higher revenues from that may be offset by capital amortization requirements.
All IMHO and DYOR
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