I also see this as a multi billion dollar "unicorn" in a few...

  1. 2,733 Posts.
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    I also see this as a multi billion dollar "unicorn" in a few years if everything goes according to plan ... however I do see PULSE a bit differently:

    ( I have grabbed some info below from previous posts )

    The November presentation states $250 per sales event - I assume this is per device.

    I paid $189 for a home blood pressure monitor. I selected from the high end of products available as what’s the point in measuring your BP if it’s low quality output ... particularly when you life is literally on the line.

    Sounds like an excellent price point for PULSE . Purveys top right quadrant on “ high quality/ high price matrix “ for this market segment, which is perfect for this new , breakthrough technology.

    What we know:

    The Pulse device will be able to provide crucial cardiovascular diagnostics at home that are typically only available through specialist clinicians.
    It's Syphgmocor at home, proving the best possible blood pressure measurement possible.
    In other words, the old Atcor, consumerised. Clinical level measuring at home, or in the general practice/small medical practice
    A $3Bn market - slide 23 from Nov 2020 Presentation
    That's 12 million customers @ 250 each.10,000 units being manufactured by Andon.
    15 programmable Arty features at launch.

    What we don't know, and what I want to know, is the margin on those 10,000 units.
    Using a recent investor update (slide 23) we can use 60% margin.
    For the 10,000 units at $250 each would be $2.5M revenue and $1.5 M margin.
    If there really are 12M target customers, then I wonder what the sales targets are. If they are even 1% of that number, that's 120,000 units.
    That's $30M revenue and $16M margin.

    But the real money comes from subscription fees to Arty ... that's when we become a SaaS business.
    At $10 per month ( again, an investor update quoted number ), 100K subscribers, monthly $1 million and $12 million yearly only in subscription fees towards CDX.

    I'm sure they would like 1M registered users within 2 years across Pulse and Conneqt band.
    $120M in subscription fees a year.

    All this for a current SP 0f .07c !!

    GLTAH

 
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