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  1. 80 Posts.
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    BB, the relevance of reporting the number of tests per unit per month is that is the key metric that provides evidence to the hospitals that their monthly payment to IPD for providing the sozo device is more than covered by reimbursements from private payors (which is, as you know, per test). The fact MG didn't want to answer that question on the call, and indicated they would not be providing that data point moving forward, should be of real concern to all shareholders. It says to me that utilisation of installed devices is not what it should be to make it an easy purchasing decision for new customers.

    I can't believe that the smart people on this thread were more or less impressed with today's call. It sounded to me like the new team are rabbits in the headlights and can't quite remember why they agreed to get into this. They are just now starting to realise that in spite of NCCN guidelines, selling new ways of doing things to slow moving cash poor customers is HARD. I hope I'm wrong, but I think in the next few quarters all you cheerleaders who advocated sacking the board and management will come to realise Rick and Tim were not bad operators, but that the sales process is slower than we all thought, and the new team have no better chance of speeding it up than the old team. I didn't hear anything on today's call that convinced me we have just had a game changing management upgrade. They have a lot to prove.

 
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