Same as they were last time I waded in.
they need to get off their high horse of what is morally acceptable for incentivise patients - and start slipping brown paper bags with $10k to each patient.
Beyond some awakening in that motivation, or getting some special sales team involved at the hospital (give the hospital staff a bonus for each enrolled patients - will see some extra care given to persuade.) - you still have the very best med tech on the ASX, when they eventually come through the patient enrolling. I cant say this enough . Tick tock . When the bunny alarm Clock goes off - we change medical practice world wide for early diagnosis and treatment = $$$$$$$$ billions .
oh and you have Siemens wanting a non toxic contrast agent .
what’s their MC again ? What is ours ?
for mine - we are free carried , and don’t sweat the market reactions - par for the course. It’s expected. And so is the prize if they pull this off. Everything in between is noise .
only one question- do you allow yourself to be moved out if a position because of what others sell for - when the bet is the same .
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