Jul. 24 at 12:31 PM
$RMTI We're looking at two separate timelines that could eventually converge, although the odds aren't particularly high. On one side, there's the new product timeline, and Brian Cox's hiring strongly suggests that certifications and portfolio expansion are moving forward. On the other side, there's the DaVita contract timeline, with the current agreement approaching expiration. If these two timelines were to converge, leading to a new three-year agreement covering 10% of DaVita's demand, including not only Rockwell's concentrates but also bloodlines and dialyzers, we'd be looking at a contract worth at least
$30 million. At this stage, I'd assign roughly a 30% probability to this scenario.
