Release Date: February 26, 2025
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
Q: Are Alcidion's contracts with North Tees and Hartlepool likely to be extended to include South Tees? A: Unidentified_1: There are opportunities in England where trusts are merging within an integrated care system. Alcidion is in a strong market position with positive feedback at South Tees. Although North Tees has a different supplier, Alcidion's position in the integrated care system, including North Cumbria and Northumbria, presents a strong opportunity.
Q: Can you provide an update on Alcidion's relationship with University Hospital Southampton Trust? A: Unidentified_1: Alcidion continues to work with University Hospital Southampton, which is rolling out the emergency module. They are part of an ICS going to market for an EPR later this year, so additional module rollouts may be limited until then.
Q: What benefits have resulted from the Novare and Alenka partnerships? A: Unidentified_1: While no specific deals have been won due to these partnerships, they expand opportunities by allowing Alcidion to offer a wider ecosystem to customers, enhancing the Myer platform's role as a consolidator.
Q: How is the NHS procurement landscape evolving, and is the current cadence of new contracts sustainable? A: Unidentified_1: The procurement landscape is active, with ongoing pre-market engagements and tender processes. The upcoming 10-year plan from NHS England will provide clarity on future digital health spending, indicating a sustainable cadence of new contracts.
Q: How aggressively is Alcidion pursuing expansion beyond the UK, and are there opportunities in Canada or the US? A: Unidentified_1: Alcidion has been active in the UK, including Scotland and Wales. While focused on existing markets, the company is open to geographical expansion. Canada is a definite opportunity, and recent participation in a US conference suggests similar healthcare challenges exist there.
For the complete transcript of the earnings call, please refer to the full earnings call transcript.
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