Member Info for lospeculatore

Exactly, SpaceTom. I couldn't have put it better myself ;)

From a Philips perspective probably most important news was the registration of the Xenoview patent in China in January. https://irtools.co.uk/62/story/281b0c34-b858-4bfe-bcf6-f1e83188dd3e

Having invested heavily in China they took quite a big profits hit in 2024 because of chinese government clampdown on corruption in the hospital procurement process leading to reduced equipment spending. The Xenoview patent now gives them the edge over siemens and GE in a country with massive growth potential.

Note Cyrille's responsibility as CDO for M&A at Bracco.

Https://www.bbc.co.uk/news/articles/cp9yl50zkmmo

2 million sufferers in uk alone, according to ONS. That’s a massive market.

It’s a revenue generating model. For all the doubters.

That link with VIDA looking a shrewd move.

I was wondering if we might get a nice rns to coincide with the Investor’s Day on Wednesday.

Totally agree, Napalm.

Commercial traction isn't just about sales and revenues. Of course there are going to be further fund raises. The company themselves don't expect to turn free cashflow positive before 2028.

The thing with CVJ is he has powerful contacts. Why do people think Bracco, second biggest producer of contrast agents in world were prepared to stump up $2million in last raise and leave it there.

Have a look at Bracco's portfolio. What's the one agent missing? Yes, pulmonary. Masssive gap in world market.

I always just assumed dyo was jj’s alter ego.

****burger we can tell you’ve never worked in sales.

AH couldn’t have been there last year. He wasn’t a polx employee.

truth is this is not a traders share. so jj and his close buddy ****burger might as well get off of here now.

but it will make money longterm. as all lths know.

For anyone not aware, this week is the annual meeting of the Radiological Society of North America, where the latest medical imaging technologies are presented. Also a chance for Polarean to meet up with all the big names in the industry. https://www.rsna.org/about

Chris von Jako and Alan Huang are there. https://www.instagram.com/polarean_imaging/p/DC0BblOACZq/

On Vox this morning

https://www.voxmarkets.co.uk/articles/interview-with-ceo-christopher-von-jako-from-polarean-48bc243/

For anyone who wants to know about Polarean current position.

Couldn't agree more GG. I like CVJ. Most CEOs on AIM come across as though they're either overhyping their product or frightened they'll get found out.

GE has 30% of US market share in mri. So this is a massive boost to our sales potential.

Anyone else noticed Polarean have had two very positive interviews with Proactive Investors in just over two months?

No, it doesn't.

As has already been pointed out, Polaris is not a company. It's a research project at Sheffield university. Has been since 2015.

Yes, they are using hyperpolarised Xe 129 to provide better MRI imaging, but there the comparisons end.

JJ is confused. There IS a medical device company called polaris, but if he checked it out, he'd know that they manufacture equipment for laser tattoo removal.

Https://www.linkedin.com/comm/feed/update/urn:li:activity:7247223360068165632?origin=NETWORK_CONVERSATIONS&lipi=urn%3Ali%3Apage%3Aemail_email_network_conversations_01%3BgVVhRQqATkq9zWcH4jiNLA%3D%3D&midToken=AQHFrspOtNkxMg&midSig=2ewq0GQxvK2Hw1&trk=eml-email_network_conversations_01-network~post-0-wrapper~link&trkEmail=eml-email_network_conversations_01-network~post-0-wrapper~link-null-dokbrn~m2wauid5~ww-null-null&eid=dokbrn-m2wauid5-ww&otpToken=MWEwNzE5ZTMxMzI3Y2RjMGI3MjQwNGVkNDUxZWU0YjU4N2NkZDE0MzlmYTg4YjYxNzljNzA2NmM0ZTUzNTVmMmZmZGNkZjk2NjliNmMxZTQ3YWYzZGY3YjdjMTU2ZTI0ZjdmMWFhMjk3MGZlNjcxZjBjMDliYywxLDE%3D

Yet more positive news. And another +ve finish.

Another good starting point for any newbies - the recent company Investors Presentation Day video https://us06web.zoom.us/clips/share/9l79D2Shb58lcFEfi5eE7JORXErNc0wmykKpZJwWrLhu7Sjm1BFLR3cXbTQU_rZfPchLUg.ThBUFPhODP6SNryR

The hospital procurement process is slow and complex. CVJ makes a point of it in the presentation and has never made a secret of it.

Nothing to do with Rachel Reeves. After 19 years of conservative governmen the Uk has the lowest number of public MRI machines in Europe and the longest waiting lists. New government committed to bigger nhs spend and greater use of tech to reduce waiting lists. More scanners = more possibility of big nhs contract with Philips and Polarean.

Absolutely, Muminr. So the big question has got to be, with a top piece of medtech, why haven't we got any sizeable IIs?

It's like comparing sales of Fiat 500s with Ferraris, though, isn't it. You're not going to sell one of these units to a hospital in every Health Trust in the country.

But we are guaranteed at least one sale in the UK, Germany, France, Italy, Australia and at least a couple more in the US. Why? The Royal Brompton in London is ranked one of the best pulmonary specialists in the world. Ditto Royal Melbourne in Australia. (see others in Newsweek link below) and they won't want to lose that prestige. It also makes economic sense for any government funding.

dyor

https://www.newsweek.com/rankings/worlds-best-specialized-hospitals-2024