IPD 3.57% 8.7¢ impedimed limited

Thanks for getting me to think about this some more.Last 2 years...

  1. 353 Posts.
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    Thanks for getting me to think about this some more.
    Last 2 years of USA sales have been 162 units.
    As of 24Q2 these are in year 1 or 2 pricing.
    26 of these go to 3 years pricing this quarter 24Q3 and another 26 in 24Q4 go to year 3 pricing. opportunity for some of these units to get priced at $2500.
    That leaves 110 units in years 1 and 2 pricing.
    https://hotcopper.com.au/data/attachments/6022/6022914-7a218812774b676d60aa1f00f1398e6c.jpg
    If there is 85% policy coverage at the end of 24Q4 this should assist in getting the other 401 improved policy payout and have 28 test per month could then start to be repriced to $2500. Also churned units may be reactivated.
    Caveat is the date we are informed of a sale in the quarterly and the contract start date might not be the same quarter.
    Yes there are some grandfathered contracts, not as many as I thought.

    There is a better way.
    Acclivity

 
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