Who can remember my post on $NNOX remember?
5 months have passed since then. Something significant has changed.
I have invested.The ARC system has received clearance from the FDA for the 510(k) application.
This means that the product and the included cloud software can be distributed to professional medical facilities in the USA.
The ARC is a multiple X-ray source system that enables 3D imaging with much smaller and simpler hardware.
X-rays are no longer generated with 2000 degree hot cathodes, but with a specially developed semiconductor.
Medical imaging around $100k instead of a million dollar investment. But from an investor's perspective, there is also an "as-a-service" model via cloud service.
Do you see the business of Siemens $SHL (+0,87%) Philips $PHIA (+1,05%) GE Health $GEHC (+1,45%) business at risk?
Can you imagine this market being disrupted?
I have a small bet going on and am in with just under 1.5% of my portfolio.
After the publication of the FDA approval, I bought 50 units.
An investment company of the SK Group from Korea, which is a manufacturing partner of the semiconductors, has the largest share of over 7.5%. After that the #ceo has a share of over 5%.
Opinions?
