It’s strange that this story didn’t generate more hype. I wonder if many people missed it because it’s behind a paywall?
Last time there was a similar story in Kauppalehti, the share price rose 18 percent!
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Continuing the wish list…..
In the Inderes interview, it would now be desirable to bring up India as well. Optomed and partner Aimil / Nextgen esolutions have projects ongoing there.
The question is, what is going on and at what stage, when will operations start or have they already started? Lumo AI / Aurora AI?
Hospital and other healthcare partners / customers with whom they work or where operations will start?
Information about India is requested.
Ville on a trip to India.
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And about China, we also want to know how things are going there. Is revenue starting to come in yet?
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I’ve been thinking for two weeks now whether I should put my hand in my pocket and add (heavily) to Optomed before the release. The discussion about these 1,200 deployments initially even stirred up some dormant FOMO, but my thinking eventually shifted to a more critical look at the situation.
If I remember correctly, one of the biggest promises of the handheld device was that it could be used in several (even dozens of) different units of the same provider. Of course, hundreds of home visits can be made with one device, and thousands over the years. Is each of these a new deployment?
I’m just trying to say that for a moment I (too?) happily confused sales and deployment figures. It’s certainly possible that they are the same thing and Optomed has sold 1,200+ devices. Possible, maybe. Most likely very improbable.
Another thing that somehow stuck in my mind was this quote from Himberg in a recent Kaleva article (Feb 2, 2026):
This doesn’t quite sound like devices are being snatched out of the salesmen’s hands. Rather the opposite. 1,200 devices sold by the end of the year would, in my opinion, be a smashing success in itself.
I held my fire this time.
I am looking forward with great interest to the upcoming report lurking around the corner, especially the sales figures for the devices segment (as well as expectations for 2026).
I may have made a big mistake by letting FUD take over. Somehow it just feels like this positive news and light hype are setting the stage for a small “disappointment” (relative to investors’ optimistic hopes) in the upcoming release. In the short term, that is; I’m not losing my faith in the company (at least not yet).
For now, I’m holding onto what I own and still looking for potential buying opportunities.
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An interesting interview/podcast with Dr. Alvin Liu.
The Digital Healthcare Experience - Eye-Opening AI: Visionary Screening and Diagnosis
Listening to the podcast will certainly provide new insight into the significance (in the workflow) and scale (in cost savings) of the Epic integration previously announced by Aeye Health:
”Through this seamless integration, healthcare providers can now order an AI diabetic retinopathy exam directly from the patient chart. A nurse or medical assistant captures a single retinal image per eye using a portable camera integrated with AEYE-DS, and results are automatically returned to the patient’s medical record within seconds. When signs of disease are detected, an automated alert is sent to ophthalmology for timely follow-up. The entire process - from order to results - takes less than one minute. Full automation of reimbursement code billing and care gap reporting is also supported.”
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Dr. T. Y. Alvin Liu works at the Johns Hopkins Medicine health system in the United States. He is the inaugural Director of the James P. Gills Jr. and Heather Gills AI Innovation Center and Assistant Professor of Ophthalmology at the Wilmer Eye Institute – Johns Hopkins School of Medicine. He is also a clinical retinal surgeon and leads research and implementation projects related to the use of health technology and AI within Hopkins => could AEYE Health be a customer?
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Tuesday is knocking on the door soon, and it’s time for the annual review. Let’s check the forum’s expectations for Q4 and for this year.
Q4 revenue
- 3.5-4 million
- 4-4.5 million
- 4.5-5 million
- 5-5.5 million
- 5.5-6 million
0
äänestäjää
Revenue growth for this year
- 10-15%
- 15-20%
- 20-25%
- 25% or more
0
äänestäjää
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I happened to ask Gemini which information system CVS Health uses. Although it was already known without asking…
And the answer:
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Here is a summary of the system’s use across different units:
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MinuteClinic: CVS’s walk-in clinics switched to using the EpicCare EMR system as early as 2015.
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CVS Specialty & Care Management: Epic was implemented in 2017 to support care management for chronic and rare diseases.
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Oak Street Health: The primary care network acquired by CVS in 2023 is currently transitioning to the Epic platform, and the transition is estimated to be completed by the second quarter of 2026.
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Patient Portal: Customers can view their information through the CVS Health MyChart website, which is a patient portal belonging to Epic.
The use of Epic enables seamless information exchange between CVS and other major healthcare providers, as it is the most widely used EHR system in the United States.
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There are 1,000 or even more of those MinuteClinic units. Additionally, CVS Health has its own pharmacy chain with a modest 9,000 pharmacies. Waiting for news…
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I wonder to what extent AEYE’s agreement with Ford Medical could push that package forward…. It’s been really quiet on that front (too). The partnership announcement was made back in July, after all…..
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The M&A market continues to run hot. Conglomerate AMETEK, which generates 7.5 billion in revenue, has acquired LKC Technologies, the manufacturer of the portable RETeval camera. AMETEK already owns Reichert, a competitor to icare’s tonometers.
Portable devices clearly interest even the big players, and in this regard, AMETEK is a noteworthy competitor for Topcon in the acquisition market as well. No doubt there would be suitors for Optomed too.
https://investors.ametek.com/news-releases/news-release-details/ametek-acquires-lkc-technologies
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Yes, Aeye Health is constantly promoting Aurora+DS rather than Topcon’s desktop camera..
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