I like your optimism, but AF specifically mentioned how hard it is to get these deals over the line without Cat I code. 4DX has a very longstanding relationship with Uni of Miami which is what I suspect got it over the line on this occasion. Would be great if it happens, but I'm not holding my breath.
AF also noted that their strategy is to focus heavily on the non-reimbursable market until they get the Cat I code, which is 18-24 months away. This includes VA, DoD and academic medical institutions, with the focus more skewed towards VA and DoD. Would be nice to get a couple uni's more but probably don't expect a huge amount of deals there.
Patience grasshopper, give it at least 18months before the reimbursable market takes off.
I like your optimism, but AF specifically mentioned how hard it...
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