Sudhakar1990
$BDMD
🚨 BDMD – Key Investor Takeaway
🇺🇸 US expansion is the BIG story.
• FDA-cleared Microwave Ablation technology
• Thyroid market = large unmet need
• Recurring, high-margin needle revenue model
• Early adoption across major US institutions
• Reimbursement pathway improving
• China reach expanding: 6 → 28 provinces
• Future pipeline: IRE, HIFU & robotic ablation 🤖
Key catalyst: US procedure adoption + recurring needle sales + reimbursement execution.
Key risk: Large market opportunity still needs to convert into sustained revenue and procedure volume.
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