looking more and more like a basket case I hope two dogs enjoys...

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Al101

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01/02/24

17:02

Post #: 72189544
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Originally posted by Acclivity: ↑

SB they have and will use that info for internal use as you say, real world cases and monitoring for fee increases etc. but as a metric for us, see below.
There are 500+ USA units($8M revenue) and 500+ Asia units($1.1M revenue), who's to say what continent may be outperforming the other in the amount of testing going on, so on the information we are provided who do you allocate the testing to? Is Asia outperforming USA in testing? the SOZO sales momentum is going that way.
What MG did say is that they know how many tests get done but do not know how much the USA hospitals get reimbursed for each test. The starting figure is USD $146 and $300(my guess) for private payors for USA SOZO only. I don't think it is a good metric to base projections off for us. As far as I know the former board never got a formal testing protocol(identified this as a risk over many years) recommended in any gridlines NCCN or other, so who's to say how much testing gets done and for how long? Does each facility make their own testing program? Tim & RV last Q did not have this metric.
Much easier to divide 8 by 500 and divide by 12, than try and use 56000.

IMO the previous lot had to publish or put out anything they could, the tests look impressive, of course they are going to focus on that metric.
56000+ or 34 what's the most impressive metric here? No need to put into the 4Cs anymore.
I have over 1billion reasons to not like the former lot, this week's move so far, is on less than 1% of the 2 billion float. People are looking at the P&L when they should be focusing on the cycle, ie do you think 500 units sold is the start of the cycle or do you think it is the end of the cycle. The TAM might not be 2B but defiantly higher than 10M. The existing licence fees are low now and are increasing.
ATM the other 99% see all this and are not selling and probably buying the 1% selling. Stage 1 of the growth cycle is 3 to 5 years.

Happy to acquire sub 0.10 if I get the opportunity. Remember RVs projection was for double profits around 6 quarters at best which is Dec 24.
Start filling ur Xmas sockings now, so next time you can sell some in the twenties.

Kind regards
Acclivity

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looking more and more like a basket case
I hope two dogs enjoys another loss day
down we go after management sell the good news

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