HMD 13.6% 2.5¢ heramed limited

Ann: Updated Investor Presentation, page-6

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  1. 2,237 Posts.
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    as I understand it, we are enrolled at Mayo Rochester Minnesota. Mayo has 2 other locations but the Rochester one is the original site, maybe they don't deal with as many via Minnesota? The other part, again based on my reading of all of this and unsubstantiated, is that those big bangers with 20,000+ births are dependent on the BIG tick from Mayo. Wether Mayo does 1 or 10,000 is irrelevant as they provide the DD for all others to bypass initial stages of trials etc and can go straight to commercialised status. As I understand it, Mayo is not the end goal it is the bridgehead.

    I spent way too long last night looking at all of the LinkedIn activity of the board trying to get a gauge on what was next... it looks like we are VERY active in the Telehealth world of the USA. The scope for growth is quite substantial.

    Have a look at the top 5 shareholders mentioned.. classic story of punters getting pushed aside as things get bigger. I feel sorry for people who have held for a bit and have sold into the rise of some new and better financed buyers. Altor is open for s708 and beyond so another classic case of the rich getting richer at the expense of Joe public.
 
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