Fantastic announcement! As always early days, but HMD are making...

Fantastic announcement! As always early days, but HMD are making the right moves to get this incredibly exciting flywheel turning.

It will be really interesting to see what commercial models they build when they roll out beyond this 6 month agreement beyond these 100 mums. Presumably there's a per user element to unique mother profiles on the SaaS, but then there's separately the physical device re-use mother to mother, (but perhaps they will just build those costs in and keep it at per user per month). Will be keen to see in reality at what stage of pregnancy these mums get their hands on the device and build up their user data, and for how long they keep the device personally. Will it only be tail end of final trimester - or a longer engagement?

Lets get Joondy running, and then crack open Ramsay proper.
Separately, we'll see this same proof of concept/value to pilot to adoption with Mayo, Sheba, and Hapvida. (Remind me, are these small or large orgs that oversee how many pregnancies?)

Don't think we'll get there soon, but a 5% adoption across Ramsay's, Mayo's, Sheba's and Hapvida's pregnancies is a SERIOUS order of revenue &/or MCAP up from here.

GLTAH