Putting numbers on it, page-9

  1. 51 Posts.
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    Hi Jellyroll, great analysis.

    How do you know that the AD is 40% of the current backlog? As far as I've been able to gather, in one of the most recent presentations, Brad has mentioned that the rare diseases represent 20% to 25% of bookings, but I have not heard him talk about what percentage of the current backlog is related to AD.

    You also mention that the largest customer represents around 4%, but in the 2020AR the company states that "one customer represented more than 10% of Cogstate revenue."

    Cheers

 
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