I am highlighting the plight of the company. If the companies current addressable individual point of sale, cant sell 1 box of the product, then LDX is not going to be successful period. Febridx has been the core business pitch since IPO. Not the Hologic deal which has only come out in the last 12 months. If they are going to focus on the US market for FFN, then stop selling the pitch on Febridx.
As it currently stands, their last quarter represented a total of 600 boxes of product, at best. This is from a current TAM of no less than 28,000 points of sale. This represents a ratio of .0214 boxes per point of sale known. (10,000 pharmacies and 18,000 US sites).
Even if you address this to the US market solely (which you simply can not), then the ratio is .033 boxes per point of sale.
You clearly, and evidently don't read the reporting provided by the company and you have not historically read the reports on the deals they have done and the total market reach of the company. Tell me more about how you don't run your own business.
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