LDX lumos diagnostics holdings limited

Guesses at upcoming Quarterly on 31 Jan (or so), page-3

  1. 5,802 Posts.
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    $1.5 mill product would be amazing; however, the reimbursement only started 1 Jan; from 1 Jan, the product is essentially FREE in the USA; but up to then, the patient needs to pay, so since antibiotics are free (govt reimbursed) - I assume there would be little appetite to know if you really NEED antibiotics; just dont pay for FebriDx and get the script

    This is why I think the period NOW (Jan to Mar 2025) is the key; mind you, if you are a using the a product you bought (stocked) in Dec for a patient in Jan consultantion, does the reimbursement apply; likely yes; in that case, there should have been stocking up at least in Dec, knowing you now have on your Dr shelves a free product.... we will see

    I guess $600k for product because last Q was 300% up on the corresponding Q of the prior year; and the big flu season of 2023 was only $200k - so triple that 2023 sales for 2024 flu, I get $600k... just a guess

    So, you see why I would be over the moon with $1.5 mill

    For the traders, they want to guess what Mr Market 'wants'; because if Mr Market sad, then price goes down; if Mr Market happy price goes up; Hawk, I should then sell some, even at 4.2, knowing I can buy back at 3.5 shortly (if my $600k is right and Mr Market wants $1.5 mill)

    But to reiterate; if we cannot sell a FREE product from 1 Jan 2025, then I just give up trying to work out the medical world (covid made me mostly give up - that con; I would be amazed if a con can run the world and make people rich (and poor), but a fair dinkum non-con (FebriDx) is ignored.
    Last edited by danhoff: 26/01/25
 
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