Q&A on Nanalysis
Where does this massive growth come from that he mentions? They didn't say in that interview how much of that $1 bil / year TAM they think they can realistically acquire - is that out there in any other places? It appears they are going to sell some 400 devices this year - that's like 4% right now. Does that go to 50%? 75%?
***Growth in addressable market opportunity is coming from miniaturization of devices and new software applications. Growth in company revenue is coming from (1) the new 100 MHz, (2) continued sales of existing products, (3) sales of proprietary products acquired in 1st acquisition, and (4) new acquisitions.
***It is important that while these different products are slightly different, they are all withing magnetic resonance and they share a common technology platform.
Are there any numbers out there regarding the software potential?
***At the current time, software is used mostly to drive hardware sales. In 2022 they will start selling their software as an extra item, and then in 2023 will be more aggressive with Software as a Service (SaaS) with a freemium revenue model of basic data processing is free and advance is done via the cloud and AI. The company does not have any numbers to provide at this time, but will evolve this part of the story as the quarters go by.
And then any more info on the MRI product? Seems like that's an awesome opportunity but at least 3 years out?
***Last year they sold roughly $2M into MRI space on OEM basis in Europe and two customers in China. Yes, the MRI end-user product is roughly 3 years out, but will show substantial growth with EOM module and special projects sooner. The strategy is to leverage strength in NMR, evolve common NMR/MRI tech platform, and then do a big splash in MRI M&A in about 2 years.
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