"If it was simply the case that GE Healthcare could only profit...

"If it was simply the case that GE Healthcare could only profit from the initial sale of the one trophon unit - and then NAN could supply and capture the full margin of all the consumables and replacement units from then on"

Or is that just because at present NAN doesn't have same distribution capability as GE? That is to say, GE's distribution network is so vast that even though customers are not contracted to buy from them, they do so through convenience.

My guess is that the cost would be the same whether the product is bought through NAN or GE, so the customer doesn't really care who they buy off, it just comes down to convenience. I'm not convinced it's a contractual issue.