When the market wakes up to the earnings growth profile potential, will potentially blow all other med techs out of the water from a speculative pov. (50-100X AUS?)-1000X ?? USA ? IMO Margins require clarifying.
I'll be watching like a hawk, the day the FDA clearance lands, what the available supply is. That is the chock in front of our wheels at present.
Accumulators are taking the bet, that it is simply a matter of patience for all approvals to land.
How many fence sitters will pile into the money train when the green light given.?
As market discovery goes, what is the pool of those who are aware of the Bet at hand ? And what will a heard of hungry Indians to this wagon train ?
And how many are waiting with time money invested elsewhere until approvals ?
If we think about IBX ran from a similar value to 200m mc, simply on its phase 1 trial roll out, and speculation of the success case for diagnostics ?
What then will this do, when it is more advanced entering commercial reality ?
Again, for mine any speculative bet, requires awareness of the winning stakes.
27m Mams in USA, 0.9m in AUS pa. do the math. (stated $350 revenue per test AUS, margin unknown)
Roll out in synergy with mams, but will likely eventually imo be available to those who prefer not Mam, but a simple blood test ? And there are plenty of those outside of the current pool those who get the mam. How many more ? Its a huge recurring market volumes x margin.
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