Let's have a look at this launch in more detail and set some...

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    Let's have a look at this launch in more detail and set some expectations - I'd like to have spent more on this but am flat out right now.
    I'm not concerned at all about no mention of blood pressure or CDX mention in the release: it's all about data flow to CDX and validating both the features and partnership model. Health360/Arty app revenue follows this.

    I've just re-read the proactive investors article titled "CardieX up on entering commercial partnership with Mobvoi for new health smartwatch" (Google that).

    In summary of the article:
    • The watch integrates to Arty: remember, data data data. CDX will harvesting customer data and highest quality heart and arterial data.
    • CDX IP is primarily the algorithms extract data from a PPG sensor, the features that generate arterial and heart analytics, and SDK/integration to ARTY.

    Here's what's good about it:
    • CDX technology is validated. Tens of thousands of users will be hands on with CDX data.
    • Revenue flow
    • Royalty on watch sales, to be advised on release.
    • Health 360 revenue sharing. After 3 month trial CDX gets 60% and Mobvoi gets 40%. Will be interesting to see Q4 results.
    • Arty funnel. Do not underestimate this. Those care about the heart data will provide ongoing subscription revenue and eventually pay for Conneqt - selling to this demographic will be shooting fish in a barrel.
    • Data flow. All data flows to CDX. Data is king - and in this case, probably worth more than the algorithm licensing.
    • Limited IP sharing. Hardware is not being shared, just a Mobvoi specific set of algorithms: I believe this is fancy wording that really says CDX are protecting their IP carefully. Personally I want blood pressure hardware to remain with CDX, especially if manufactured in the
    • Users who want better Cardio data will complement with Arty, or switch to a future CDX product.

    Here's what's bad:
    • No on-watch branding - though I thought this was a pipe dream. It's an OEM deal.
    • Though, Health360 likely to have CDX branding as it appears to be Arty. Software should be branded.

    Here's what next:
    • More watches.
    • More features to catch conditions such as Alzheimers, etc.
    • More partners. Integrating with Mobvoi is massive validation milestone. New partners will be much easier to get on board. To quote the article “Importantly, the partnership with Mobvoi also exposes us to a whole new ecosystem of potential partnerships given the strategic shareholdings in Mobvoi by some of the world's leading investment, technology, health, and industrial corporations."

    There is no need for concern.
 
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