Good point re MedItalia & GMPatch, U$35/day
Company Presentation
page 11
IDTF is charging U$54 to $69 a month, for non-Prizma services.
Looks like *U$75 a month for Prizma* is too far fetched.
p8
Nasdaq valuation will be forward looking:
I mean after gmed has scored a pattern of 1-3 months of revenues in May-June-July, then IPO mgrs will do dd on Gyimei production capacity (1m.1.5m,2m?), margins,monthly subs fees, MOUs, and if they are pre-sold to Italy, USA, Taiwan, China. etc
'Nasdaq valuation will be forward looking'
for e.g.,
IRTC
U$147m, last 12 month revenue:
What i mean is - *If* IRTC fwd looking revenue nforext 12 months is:
$50m?
$100m?
$150m?
$200m?
$300m?
Qn:
What is the likely MC today, for each revenue scenarios?hat
Apply these to Gmed
Today:
MC, Revenue, Net income/loss
BEAT
US$1778m, US$399m, US$42.82m
IRTC
US$2359m, US$147m, (-US$48.28)
GMED
?,?,?, in Q3/202
p6
Prizma
B2B channel
Insurance companies
▪Medical institutions
▪Distributors
▪Government partner
Cheers
Ps
p12
Fosun Group (parent of FosunHani, nasd IPO co-mgr) is also active in high-end nursing homes (aka luxurious senior living).
hint hint.
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Good point re MedItalia & GMPatch, U$35/dayCompany...
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