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Medx Health Corp V.MDX

Alternate Symbol(s):  MDXHF

MedX Health Corp. is a medical device and software company. It develops and manufactures skin-related screening tools and phototherapy devices for pain relief and tissue repair. It focuses on skin health with its SIAscopy on DermSecure telemedicine platform, utilizing its SIAscopy technology. SIAscopy is a medical device technology that is used to scan skin for suspicious moles and lesions and, including DermSecure, its telemedicine software application, and phototherapeutic medical devices, which use light energy in lower-level laser and light-emitting diode to provide treatment of pain and tissue damage in the rehabilitation market. Its products SIAMETRICS, SIMSYS, and MoleMate include hand-held devices that use patented technology utilizing light and its remittance to view up to two millimeters beneath suspicious moles and lesions in a pain free, non-invasive manner. Its SIAscopy on DermSecure telemedicine platform enables the Web-based operation of its SIAscopy scanning technology.


TSXV:MDX - Post by User

Bullboard Posts
Comment by Insightful1on Jan 26, 2020 10:30am
116 Views
Post# 30599890

RE:RE:RE:RE:RE:RE:RE:Everyone take a breath and relax

RE:RE:RE:RE:RE:RE:RE:Everyone take a breath and relaxI think these boards benefit with strong discourse. I get the frustration that sometimes creeps in but you never want emotions to guide your investment decisions so I try(not always successfully) to keep it balanced.

The problem with going to a show like Dr.Oz is it costly and the problem is you generate a lot of patient interest and then they cannot access the technology and the negative feedback forthe  lack of access far outweighs the few shareholders who ou potentially pick up. I think the better strategy is to gain access to a few National pharmacy chains in Canada and the USA plus a few well known Medical Spas and then you can do that kind of massive awareness campaign. I do think you hit on a point that I think is important, MedX is now scalable so if a National chain decided to go across the USA or Canada the DermSecure platform can easily handle this task. I suspect we will have pilots starting in Q1 that will indicate this strategy commencing in 2020.

Two reasons for your dilution question 1) With only 1,500 installs MedX makes $3million in hardware sales +$5.4 million in RECURRING revenue. Brazil just ordered 500 scopes so you get my point it won't take long for MedX to have 1,000's of scopes in the market  therefore the free cash flow will handle the debt. Remember the scans in the SaaS model cost peanuts so the margins are very large. The stock market loves recurring revenue so we should see a real advance in the share price. Exercising the warrants will cause more dilution however MedX explained in a roadshow they have a new product they are going to launch that will take a perfect image of the skin that is a non-contact image. This will allow MedX to be able to add less threatening images such as acne, psoriasis,diabetic wounds,etc. this is a real prescription generator so you are using the same platform but really increasing the scan revenue.So I expect a lot more recurring revenue as they add more to the DermSecure platform.

The Brazil comment is a good one however MedX is in 34 Countries and the regulatory side is well known. Any Company going through the process is given guidance all the way along and when you get to the end of the in visit audit you know exactly where you stand. The Brazilian partners have a strong working relationship through Oneway Diagnostic and they have done this many times in the past. I would guess they would not have ordered ~$1,000,000 of hardware if they were not confident they were close to approval.

Hope this helps and thanks for the good questions.  
Bullboard Posts