That's a succinct summary. I would just ad that a big tailwind for cardiac PET and this company's position as the only dedicated cardiac PET maker could allow them to build a significant business here.
They were about a decade early....but the market will finally be coming to them when GE/Lantheus get Fluorpiridaz F-18 approved.
CT scanners are expensive and unnecessary for the cardiac measurements. There's over 25 million cardiology offices that would be better served to get a dedicated PET camera without the CT.