Aug. 10 at 12:03 AM
$ZOMDF
The bullish picture is getting much clearer:
• Q2 revenue
$9.5M, +37% YoY
• Diagnostics +77%, driven by accelerating recurring consumables/utilization
• Development Services already producing meaningful revenue and opening opportunities in animal + human health
• Operating expenses down ~20%; adjusted EBITDA loss cut ~59%
•
$44.1M liquidity, essentially no funded debt, shares stayed ~980M through Q2
• PulseVet, Assisi, TRUFORMA, TRUVIEW & VETGuardian alone address >
$2B U.S. TAM
• Add international expansion, Development Services, HT7/hematology, new assays, Oxford/licensing and the broader pipeline, and the practical opportunity could be roughly
$15B–
$30B+ by our estimate
• Management is actively focused on international growth, strategic partnerships and acquisitions
The key: Zomedica doesn’t need huge market share. Even a few percent of the opportunities already available could support
$75M–
$100M+ revenue
.
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