IPD 0.00% 5.8¢ impedimed limited

To clarify63 policies published as experimental in 23Q3.Direct...

  1. 434 Posts.
    lightbulb Created with Sketch. 370
    To clarify
    63 policies published as experimental in 23Q3.
    https://hotcopper.com.au/data/attachments/6449/6449872-8b115a0436b2f8f6dec9341603620039.jpg
    Direct correspondence to IPD from payors. Known outcomes. 3
    Provider partners that have reimbursement letters from payors. Does not require change in policy. Know outcomes for Partner does not confirm policy change for payor. see notes in 1st, 2nd and 4th box.
    Publicly available BIS medical policy publishing updates. Unknown outcome. 60
    https://hotcopper.com.au/data/attachments/6450/6450128-d64f08fd17470ab72ae834d7817c7baf.jpg
    based on above I don't know how they came up with what they did.
    23Q4
    Expectations set back 1.
    https://hotcopper.com.au/data/attachments/6450/6450721-179ada5e44e90728b6814b0930eef553.jpg
    24Q1
    Expectations set back 2.
    https://hotcopper.com.au/data/attachments/6450/6450816-f38f31ba6f9ef0dfad0225a79a355a18.jpg
    Market tops out

    Below the last update I can find from 24H1
    https://hotcopper.com.au/data/attachments/6450/6450580-66642a1330aa08429ae16cf2bfbfdf74.jpg

    40 of 63 do silent coverage. 64%
    14 have positive coverage.
    HCSC policy update expected this month. A positive policy review that would add 2 more high priority states into the 80% coverage for those states. That would be 10 of 11 priority states to sell into.

    There is a better way Wyckoff. Accumulation.
    Acclivity.




 
watchlist Created with Sketch. Add IPD (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.