Ann: Lumos receives CPT PLA Code for FebriDX in the US, page-38

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Istina

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05/12/24

13:49

Post #: 76932279
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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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Thanks for the detailed reply.

It certainly does have the potential to be huge, just waiting on the green light for CLIA waiver later next year.

Given time and success, Lumos can easily be a $1+ stock.

LDX Price at posting: 3.9¢ Sentiment: Buy Disclosure: Held
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Ann: Lumos receives CPT PLA Code for FebriDX in the US, page-38

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