the dyevert equipment is approx 350GBP per patient. No OSP don't make the dye, they make the equipment that results in approx 40% less dye used for same image quality. The result is less dye used to prevent any kidney failure issues and reduced overall costs. Even at a discount less GE sales commissions, GE are able to sell this add on to their existing customers this will result in significant growth for OSP particularly when COVID levels drop. I suspect OSP have conservative growth levels despite the GE agreement due to COVID so there is only upside and earlier cash flow positivity from here
OSP Price at posting:
4.7¢ Sentiment: Buy Disclosure: Held