It would be irrational to sell after news like this; I’m holding. No one knows when all of this will turn into euros, but right now it’s looking delicious.
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Oleellinen:
"Not the speed. The fact that every single institutional partner — hospitals, pharmacy stores, retail chains — said yes faster than we expected.
China’s healthcare system is overwhelmed. 233 million diabetic patients. 160million+ people with high-degree myopia. Top-tier eye hospitals are booked months out. The demand for accessible eye-screening is so intense that when a real solution shows up — not a concept, not a pilot, but an operating JV with a regulatory-cleared solution— doors open."
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Additionally, it appears that a fairly experienced China-based executive from SEB is among those who liked the post. Himberg mentioned in the interview that they also need financiers to get on board with this arrangement. I wonder if this has now been tackled as well.
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Even though I’ve occasionally criticized the relevance of some LinkedIn posts, thanks for this highlight (as well). This looks interesting to me too. Both Optomed and Wiser seem to be seriously involved, and the fact that Wiser is using Optomed as a reference suggests they truly want Optomed to succeed and are working hard to make it happen.
Potential success in China hasn’t really been priced into Optomed’s share price. In that sense, the China case is somewhat asymmetrical in my opinion, and it’s one reason why I’m still sitting on my shares despite the criticism.
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It would be a bit silly if Wiser didn’t want Optomed to succeed. After all, they are a partner to Opto and make money through them. Hype and promotion are, of course, part of the game.
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If the case looked bad, they would hardly be drumming it up as a reference for their ability to build business in China.
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This was exactly my point as well. We probably all remember Optomed’s previous China setup, where the partner wasn’t particularly convincing. So, it’s not insignificant who the partner is and what their motivation is.
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If I remember correctly, during the Q1 presentation, Himberg hinted that we might hear Big Pharma or similar news during H1. Given the current situation and these (China) developments, it’s starting to feel possible. My gut feeling is that the news flow will indeed continue (perhaps even before Wednesday?).
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Hardly think we’ll hear anything from there, everything essential has already been told
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The Czech version of “Kauppalehti,” which focuses on startups, has interviewed the CEO of Aireen. Optomed is also mentioned a couple of times:
Here are the translations where Optomed is mentioned:
Retinal images can be taken with a standard fixed fundus camera or a handheld camera, such as the one from Finnish manufacturer Optomed, with whom Aireen has collaborated. “We bring complete mobility to screening. We can treat patients who cannot get to a doctor,” says Kuchyňa.
In connection with the integration of the new Optomed LUMO camera, the Aireen team had to re-validate the model. Therefore, Aireen first implemented the diagnosis of diabetic retinopathy and is only now adding AMD: “We will not release it to the market until we are sure of the actual result.”
So far, the doctor buys the fundus camera and pays Aireen per examined patient, but the investment requirement for the device is changing the collaboration with Optomed. “Screening as a service with no upfront costs, no worries. You order, unpack, and go. We aim to identify potential barriers to entry and remove them,” Kuchyna adds.
There is definitely a good buzz around Aireen and Aeye Health, and it’s great that both have chosen Optomed’s camera as their primary option. Furthermore, Aireen is focusing exclusively on the Lumo, which is a positive development.
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When reading that LinkedIn post about the situation in China and recalling the CEO’s comment after Q1 regarding China being “50/60” (toss-up)—that you can’t know what will happen—it makes you wonder if the right person is in the right place, or if these things are supposedly kept so “hush-hush.”
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With Optomed, things are being kept hush-hush for as long as possible. Additionally, some might view the China hype as a negative, so I think it’s actually good to stay quiet.
They could have announced even this larger deal in advance. You have to know how to read the CEO; he said he is very confident that the coming quarters will improve, and I personally believe him.
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When we remember the previous attempt to conquer China and know how closed that market is, “50/60” might still be a very valid guess, even though a couple of months have passed since the Q1 comments. I haven’t found any indication anywhere that they are actually making money there yet; at this stage, it’s still about marketing and the pilot phase. The LinkedIn references are positive, but it’s certainly not a finished deal yet.
If you are very confident that China will be a major success, then now is likely still a good time to buy. If that success starts showing up in the numbers at some point, the best moment will already be behind us, but the risks will also be lower.
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Insiders aren’t buying.
There are reasons for this. It’s not worth expecting anything from China until it actually shows up in the numbers. Just imagine the outcry if there were massive hype and the end result was coming up empty-handed. If China breaks through, I promise to bring Petri Salonen a bottle of slightly finer whiskey at the next Annual General Meeting.
But I’d rather approach this through grim realism. And at the risk of repeating myself regarding the capex deal; the company has consistently communicated since the beginning of the year that it will grow during 2026. Q1 was soft, and this deal was, in a way, much needed. The announcement was appropriate in the name of restoring some level of faith. Otherwise, we would have been looking at sub-euro levels by August.
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There’s a lot of hype around Wiser at the moment, and Optomed PLC is being frequently linked to them. Believe it if you will, but a business case is definitely starting to take shape here
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In China, AI is advancing rapidly to cover the entire healthcare sector.
I have previously noted that the Optomed story is not just a US story. China and India are moving fast across the entire AI front.
“”“”“”“”“”
AI-assisted diagnosis will achieve basic full coverage at the grassroots level by 2030.
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Summary of the above:
China aims to build a very extensive AI-based healthcare system where AI supports diagnostics, treatment, research, and public health – with the goal of near-total coverage by as early as 2030.
| China’s Strategy | Optomed |
|---|---|
| AI diagnostics for primary healthcare |  core use case |
| Mass screening | diabetic retinopathy |
| Doctor shortage | AI triage |
| Scalable infra | handheld device |
| Data + AI | Avenue AI |
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We are right at the heart of the matter 
Interesting news can be expected from China during H2… not forgetting India.
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Especially if this is true and ongoing:
The demand is real. The infrastructure is ready. The model is working.
We’re not running a pilot. We’re building the blueprint.
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