Nov. 28 at 3:03 PM
$PROF https://finance.yahoo.com/news/profound-medical-launch-ai-powered-124500774.html
This new BPH module is yet another major selling point for the TULSA Pro system. It comes less than 6 months after the first commercial BPH procedure.
"On the company’s own math, BPH and hybrid BPH/cancer patients would expand the eligible pool by about 2× relative to the prostate-cancer-focused base, taking total from 1× to about 3×, i.e., BPH roughly doubles the market on top of what cancer alone provides.
That does not automatically translate to revenue tripling (penetration, ASPs, and mix matter), but from an addressable-procedure standpoint, BPH is positioned by management as the main lever to move from a ~200k-case world to a ~600k-case world."