Ann: ImpediMed anticipates no material impact from U.S. tariffs, page-6

  1. 479 Posts.
    lightbulb Created with Sketch. 405

    https://hotcopper.com.au/data/attachments/6931/6931254-2aa8c39390b9264835a0a19c5218e41e.jpg
    https://hotcopper.com.au/data/attachments/6931/6931257-fd21285c5e382988d793e7d25d988c05.jpghttps://hotcopper.com.au/data/attachments/6931/6931262-a2384f6014152298319b8eff62e1d5da.jpghttps://hotcopper.com.au/data/attachments/6931/6931265-5ce36b49fc2eaedd0cfd06569e1bc258.jpgNAPBC will increase the existing pipeline
    Reading between the lines
    Mangement knows sales forecast, some will be affected by Insurers timing & has built inventory to suite, SWK Holdings issues loan based on their own diligence & IPD forecast. SWK Holdings can be thought of as another entity/third party confirming IPD business model. https://www.swkhold.com/investment-process/

    Other news
    Trump administration increased Medicare advantage spending by 5% vs Biden administration which was decreasing.
    extra $25B for 2026
    https://hotcopper.com.au/data/attachments/6931/6931282-e60b3fd9a170db2392d1e82f9438f6e7.jpg

    Other other news
    https://hotcopper.com.au/data/attachments/6931/6931369-21d20bebda49738b9d7a117a9406fada.jpg
    If Vol stays above 40 sh!t breaks

    All the best
    Acclivity

 
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2.9¢
Change
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Mkt cap ! $57.78M
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No. Vol. Price($)
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Price($) Vol. No.
2.9¢ 122358 2
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