Hi Sambi,yes saw it, but .... i didn't come away with a lot of...

Hi Sambi,
yes saw it, but .... i didn't come away with a lot of confidence in the next 6-12 months. This was recorded and will be uploaded to CDX.

For me the key takeaways were:
1) DTC sales isn't going great, so they're trying to go after the BaaS (biodata as a service) - with options to use CDX or other devices (however, i can't see how you'd get the richness of data if we've got the gold standard and look at more than the 2 points (Systolic/ Diastolic) that others get. i.e. you need to look at the whole waveform, which others may not have
2) whilst we have TGA approval, it won't be marketed in AU - whilst that's sensible to be focused in the largest market (USA), with limited $/ resources, why even spend effort getting TGA approval in the first place.
3) CC didn't touch on whether the BaaS will be global or again target to the USA - as it's cloud based, global seems just as easy, but, i'm not going to make any assumptions, as even opening the current app to global customers should not have any implications to cost/ etc - so not sure why they haven't done this, as it would be a repository for personal data that anyone should be able to apply trend analysis to, see how lifestyle changes affecting data, etc

I was left somewhat undewhelmed...

Anyway it was recorded and will be on the CDX website, so hopefully my full day had something to do with my take on this, and hope they start kicking goals soon.