Great interview.
Have to look at this in terms of a growth story.
Initial roll out, Sydney / Melbourne. Not national initially. 20k tests per mass spec, and have two machines at present =>40k tests estimated in this initial phase. (cost 0.5m each machine)
each mass spec machine, suggests 80 patients per day x 6 days x 50 weeks = 24k tests x 300 per test = $7.2m
Other webinar said 100% margin. So profit per machine => $3.6m, which is nice organic growth if the machines cost only $0.5m
That is the seed entry. Establish in the market.
Then need to scale. Long runway.
The other webinar also talked about US in 2025.
Great interview. Have to look at this in terms of a growth...
Add BDX (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
11.0¢ |
Change
-0.005(4.35%) |
Mkt cap ! $27.75M | |||
| Open | High | Low | Value | Volume |
| 11.0¢ | 11.0¢ | 11.0¢ | $7.843K | 71.29K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 36514 | 10.5¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 11.0¢ | 20000 | 1 |
View Market Depth
| Last trade - 11.00am 24/05/2024 (20 minute delay) ? |
|
|||||
|
Last
11.5¢ |
Change
-0.005 ( 4.55 %) |
||||
| Open | High | Low | Volume | ||
| 10.5¢ | 11.5¢ | 10.5¢ | 17649 | ||
| Last updated 11.27am 24/05/2024 ? | |||||
| BDX (ASX) Chart |