Brewstex has got it right. A single large order ( why not identify the customer ? ) is very encouraging. However proof of claims made and payments recieved is whats going to drive this business and encourage peers to adopt the technology. CMS CPT payments are made automatically when submitted within 5 weeks. No prior authorisations needed. CMS reporting is 2 quarters in arrears. I would look for proof of paymnets and no claw backs in the next 6 month. Be interested to know if any commercial carriers / insurers are paying as thats where the biggest market will be.
US investments to support the growth a positive sign, would have liked to see leadership in the US rather than just support staff. Who is going to ensure they are doing the right stuff ? The one thing sales and support staff are good at in the field is spending money.
New CTO, be good to see what skills he brings vs the old. Current had global experience with Tunstall from his linkedin profile , new guy seems more local. More details at the AGM on revenue, who is buying and why, how many doc and patients, data on payments etc would be really helpful ahead of any CR. One order does not make a business. Its a start.
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