I came across 4DX about 12 months ago when their price sky...

I came across 4DX about 12 months ago when their price sky rocketed prior to crashing a bit due to their cap raise, however, it's been an stock of interest. Don't need to tell anyone here their technology and its value proposition dunks on most othere competitors in the industry.

Now onto the meat and potatoes of this post.

With the Phillips deal announced recently - I can't help but think where's there's smoke there's fire and in 4DX's case a potential even larger fire on the horizon in terms of a buy out.

The reason I think this could be a possibility is how Phillips / other competitors have behaved in the past with partnerships that have led to buy outs.

Example 1: Monica healthcare:
~2016 Phillips entered into a collaboartion with Monica healthcare to develop what is effectively a wireless version of one of their products (CTG) for childbirth and delivery. What ended up happening was GE healthcare swooped in about a year later and bought out Monica Healthcare leaving Philips out to dry.

I love a bit of competition between some giants, especially if it means shareholders (in this case Monica Healthcare share holders) get a juicy cheque as a result of it. And the best thing about MedTech is it's effectively in ologopoly, so we have a few big players, who could be fighting each other with their balance sheets if the team at 4DX keeps doing things right.

I believe the key here will be to see how well 4DX sales performs with the Phillips deal in the next 6-12 months.

Philips acquisitions (https://tracxn.com/d/acquisitions/acquisitions-by-philips/__azUbj3wCVuOZaNr4JCU7-egFfHTBhcriQxAkDVOGrAg)

Big boys have big cheques average deal size is $990M

I also came across another post (https://hotcopper.com.au/threads/sizing-the-market-for-4dx.8238847/#post-76034524) that went over some market sizing numbers that seem very promosing, however, I'm always a bit sceptial of other people's analysis (especialy market size) until I do it myself and have a deeper dive into the assumptions of the market etc.

What is the TLDR?
Phillips deal good. Maybe buyout later. GLTAH. LFG.