Does anyone know if Sam Hupert from PME owns shares in 4DX...

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spinecho

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14/12/23

08:37

Post #: 71439583
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Originally posted by MikesLM: ↑

I am pretty excited for the year ahead for 4DX, after re-watching today’s presentation.

I’ve covered most key things said but here are some additional exciting details / quotes below:

Philips:
- Philips is the lead player in lung health, out of all the large iconic healthcare brands (largest market share). They have 25,000-strong sales force, representing the “boots on the ground” who will be selling our products (VA and outside of VA, and likely expanding globally later). (That’s many multiples of our present sales force, increasing chance of onboarding new customers!)
- AF noted Philips is listed as just one dot point on the Target Catalysts slide but he expects “there will be multiple announcements around Philips … over the rest of the financial year.”

US Medicare reimbursement:
- “We are seeing dramatic progress in that reimbursed pathway.”
- “Memphis and Detroit contracts … are just the first of many. We are confident of delivering news of new agreements such as Memphis and Detroit.”

Academic medical centres:
- “We have a number of academic medical centres following on behind [the University of] Miami, penetrating that highly coveted AMC space in the U.S.”

Imbio:
- Companion diagnostics space - Imbio don’t really have any competitors for the contracts that they offer. They have strong leadership in their space.

Future products:
- It is an easy step up from offering diagnostics for just lungs to heart plus lungs given Imbio’s 3 heart products and 4DX’s heart product patents (our investment in our patents though will be subject to the right time later).
- If we become a leader in heart and lung diagnostics, this will cover the majority of diagnostic procedures undertaken.

Sam Hupert of PME is a trusted advisor to AF personally as well as to the Board.

AF expects recent stream of news flow to accelerate over the balance of the financial year.

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Does anyone know if Sam Hupert from PME owns shares in 4DX and/or is a significant shareholder?

4DX Price at posting: 73.5¢ Sentiment: Buy Disclosure: Held
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0 Great analysis

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