5 Comments

Great read mate, well summarised and a company you can really get around and hope for its success.

Expand full comment
May 14, 2023Liked by JP Picard

Great summary. Nice work

Expand full comment

Excellent summary, well condensed and it has spurred me on to look closer at it. From a different perspective, I do believe you could add these to the ‘Bull case’ and ‘Bear case’

Demographic swell - meaning my generation (baby boomers) now beginning to take up more medical beds and occupy more nurse/specialist time time. A strong case to use technology to gain incremental efficiency.

Ability to assist upstream and downstream services. In Qld we have an awful scenario called ramping where stationary ambulances are used as patient beds. So perhaps the ambos and even home services using much the same diagnostic technology could provide greater efficiencies in the totality of the patient care.

I see a potential loss of considerable goodwill should the Alcidion system be determined to be the primary cause of a fatality.

Expand full comment