Thanks for your view @vikasbargale. I am curious on certain aspects.
As per my understanding, the efficiency came by tele reporting that allows full utilisation of radiologist’s time across multiple machines. This means, the cost per CT scan will be lower, but the radiologist will earn more in total due to increased efficiency.
Also, the cost is primarily the machine itself. Krsnaa’s utilisation rate is much higher than other players since they also optimized the process of onboarding patients. I think their utilization is 3 times that of competition.
The business model is with scale, efficiency and reduction in costs. I see this as a speculation on key investor behavior. However, I do agree that we should monitor company’s execution record. Even if they don’t run it as a charity, they still might have an edge as long as they can manage to scale reasonably.
This is very interesting. Do we have any evidence that Krsnaa’s results are inferior to competitors? I see an assumption that their pricing comes at cost of quality. But wouldn’t efficiency also bring down price?
If I am going for any CT scan or pathology tests, I will try to use Krsnaa and other competition to see how results turn up. If anyone here has done it, would love to hear from them.
Once again, thanks for your views @vikasbargale. It is a good counter view for an overall bullish sentiment on this stock. We need more of this.
Disc: invested
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