MTT and IME, page-7

Thanks for this post, really helpful

Can I ask, from what you’re saying, ime is potentially a non competing different market to pme/m7 in that they have a small clinic offering that aren’t being targeted by the other 2?

And this market being about 80% of clinics will result in smaller contracts, but a lot more of them compared to the other 2?

Obviously they’ll be a degree of grey area cross over, but as a generalisation does the above hold true?

Hence holding both ime and m7t will not necessarily be a hedge bet, but both could do brilliantly?

cheers.