MVH medic vision limited

really important stuff

  1. 244 Posts.
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    Hi all

    Just had a listen to the interview, two things stand out which no-one's mentioned.

    firstly, for the short/medium term, the focus on Beijing, remember, this is a city of over 15 million people- and it appears mvh have first crack at the place- lots of hospitals, med schools methinks.

    secondly, the line in the interview about all medical schools being targets, this is massively important as this implies a move from the postgrad to the undergraduate market[ additionally not instead of].
    If you couple this with the US push to mandate simulation training at all levels in medical training then your market grows exponentially- do not underestimate the significance of this as the annual global spend on medical training will probably be in the hundreds of millions of dollars per year.

    what do you guys reckon?
 
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