IPD 1.25% 8.1¢ impedimed limited

I expect the 300 new units will be in targeted locations that...

  1. 353 Posts.
    lightbulb Created with Sketch. 318

    I expect the 300 new units will be in targeted locations that have the patient flow to charge $2500 per month ( 28 tests a month split 50%medicare/50%private) if there is 600 even better. "Targeted approach" vs "these states have say 1000 locations go see what you can do".

    Existing contracts to be treated as below in states that have =>85% coverage. Reference to the Michigan contracts at $2500 per month starting from month 1. 24Q1
    I acknowledge that stair step contracts may still be appropriate at some locations.
    Information from presentation 24HY.
    Starting from $2500(estimate 28 test per month).
    https://hotcopper.com.au/data/attachments/6022/6022720-1c60f80e6888549bc360dc22a53336c3.jpg
    24Q1
    https://hotcopper.com.au/data/attachments/6022/6022852-11cf8a25211e86f5155e953ed50b19cf.jpg
    In summary this is how I am thinking it pricing goes from here, some of the existing contracts will remain on stair step, until 28 tests covered by reimbursement is achieved (85% states covers expected June 2024), while overachieving locations will be pay est 50% of turnover, new contracts will be starting at $2500 per month for the 300-600 targeted locations.
    Keeping in mind each monthly anniversary a new cohort starts their 3 year testing resume. Year 1 28 per month then Year 2 will be 56 and Y3 84. Which looks like that is happening from page 27 24HY. smile.png Start month could also be a combination of year 1 and high risk patient tested post surgery.

    There is a better way.
    Acclivity

 
watchlist Created with Sketch. Add IPD (ASX) to my watchlist
(20min delay)
Last
8.1¢
Change
0.001(1.25%)
Mkt cap ! $161.8M
Open High Low Value Volume
8.1¢ 8.3¢ 8.0¢ $135.0K 1.683M

Buyers (Bids)

No. Vol. Price($)
2 262422 8.1¢
 

Sellers (Offers)

Price($) Vol. No.
8.2¢ 275775 6
View Market Depth
Last trade - 14.28pm 15/05/2024 (20 minute delay) ?
Last
8.3¢
  Change
0.001 ( 3.13 %)
Open High Low Volume
8.2¢ 8.3¢ 7.9¢ 619397
Last updated 14.49pm 15/05/2024 ?
IPD (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.