I'd agree with that with the proviso that there would be volume...

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Hawk70

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05/12/24

11:24

Post #: 76929024
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Originally posted by FindMyBroker: ↑

Some communication with IR from last year around margin levels with diagnostics (general diagnostics space) would place it like this:

Provider buys Febridx for $25 per test. From the $41 reimbursement rate, the provider make back the cost of the test plus the difference to incentivise use of the test. Provider makes $16 profit per use of the test.

LDX sells the test for $25 and has a profit margin built into the retail price. Wholesale is typically 60% of the retail price which would make it $15 wholesale. I think somewhere LDX indicated a 50% profit margin? So likely $7.50 per test?

This would likely also be the way we work out the potential FFN annuity. Look at 10% of overall annual sale price for the FFN test specifically for a manufacturer margin.

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I'd agree with that with the proviso that there would be volume incentives as well.

In other words, the more it's used, the higher the annuity.

I'd certainly be hoping for at least 50c per usage.

That would be an income of $600,000 PA from Hologic fFN testing alone.

Build a portfolio of IP successes and have that amount grow year on year.

Once LDX completes 30 - 40 IP deals, then the income becomes substantial on top of any product sales.

LDX Price at posting: 3.9¢ Sentiment: Buy Disclosure: Held
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Last 2.8¢		Change -0.002(6.67%)		Mkt cap ! $20.95M

Open	High	Low	Value	Volume
2.9¢	3.0¢	2.7¢	$51.65K	1.829M

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No.	Vol.	Price($)
2	308289	2.7¢

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Price($)	Vol.	No.
2.9¢	518837	4

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No.	Vol.	Price($)
2	308289	0.027
1	243000	0.026
4	461153	0.025
1	1238229	0.024
1	16000	0.023

Price($)	Vol.	No.
0.029	518837	4
0.030	389579	3
0.031	247189	4
0.032	251725	2
0.035	88000	1

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I'd agree with that with the proviso that there would be volume...

This stock is crafting a cure for Huntington's – and it's making progress

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Listen: HotCopper Wire Podcast 013 - They changed the IPO rules (and that's a good thing)

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I'd agree with that with the proviso that there would be volume...

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