RE: TB Screening Programme in India4 Mar 2024 08:39
Just to continue on from the same theme of yesterday. The TB opportunity (if realised) is HUGE for Feedback. There isn’t really an adequate word to describe it tbh.
To give an illustration (going on information previously provided by TO in 2021) the cost (in 2021) for the Indian government to provide an individual screening per patient was £20.
Tom stated that Feedback could provide the Bleepa offering for £2 per patient giving an EBITDA return of 80% margin! That would leave 90% for other partnership providers (such as Quere.ai and AWS to take their slice.
In terms of patient numbers to be screened, India is huge, so we are talking many millions per state. One state could provide in excess of £15m revenue (if population 7.5m x £2 for a random example)
The numbers are truly staggering and it’s no exaggeration to say that IF they are chosen to participate in the screening as a digital partner, and we know the trial was clearly successful this would 20, 30, 50 bag from here.