LDX lumos diagnostics holdings limited

Ann: Q4 FY24 Investor Presentation, page-4

  1. 1,793 Posts.
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    Mixed feelings.

    Lot's of 'we are bullish' statements, but very scant on actual expectations of FY 2025 figures.

    Probably the most important takeaways for me:

    No current purchasers of Febridex in Australia

    Good expansion of Febridex into the USA Student health market

    Progress made on CLIA waiver

    Progress made on re-imbursement coding - why that wasn't done before launch is baffling tbh.

    I think it all depends on the Febridex uptake in the next FY (obviously) to see whether we will be 100% reliant on IP deals to keep the doors open.

    If it takes off - so will the SP. It's that simple.

    Overall - 6.5/10

    Lots of bones, not too much meat.

 
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