You’d think things are going pretty well based on the hiring: https://www.aeyehealth.com/our-careers
As many as 14 positions open
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On the other hand… salespeople leave if deals aren’t closing, coders leave if they get more elsewhere. High turnover certainly doesn’t create efficiency.
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Could software lead to a positive profit warning (posari)?
It seems that in September 2026, three major welfare area (hyvinvointialue) tenders were published (South Ostrobothnia on Sep 11, Lapland on Sep 11, and Northern Savonia on Sep 20). In all of these radiology remote interpretation service tender documents, the OptoMed portal is locked in as a mandatory technical platform. Here is a link grabbed from the adjacent column, where they are already looking for someone to fill the role:
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These are small streams. However, it is “only” an auxiliary and support system and might be in the range of max €100k/year. Of course, every bit helps and I’m not downplaying it at all.
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Aren’t those procurement processes looking for service providers, rather than some system supplier? The wellbeing services county (hyvinvointialue) surely already uses Sectra’s PACS (supplied by Optomed) and the Optomed portal from which images are interpreted remotely.
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Yes, every image taken at the hospital goes to PACS for storage, and someone has been looking at them up until now. So if the wellbeing services county (hyvinvointialue) already uses Sectra, and the number of images doesn’t increase significantly, I don’t quite grasp where this extra cost comes from.
Edited. I probably need to check the procurement processes again. But basically, I believe that the wellbeing services county is only procuring the interpretations (lausunnot), while the system, licenses, etc., will be provided by the wellbeing services county itself.
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In my opinion, this nicely summarizes the problem that has also been discussed in this thread; the thread gets a lot of obviously direct copy-paste content from AI, with almost no analysis of whether the observations are in any way relevant or even realistic. The quantity of information does not replace quality; AI is a good servant but a bad master.
The subject of the procurement here appears to be specialist doctor services produced by radiologists. I cannot quickly find any indication that these tenders would have any impact on Optomed’s cash flow or earnings. As I understand it, that would require two things: 1) Optomed would bill for these somehow on a transactional or volume basis, and 2) these volumes would now grow as a result of the tenders. What leads one to conclude that 1+2, or even either of them, is now happening in connection with these tenders?
@Mr_Stock can you elaborate a bit more on why you see that this could be a reason for a positive profit warning for Optomed? You wrote, among other things, about “expensive doctor salaries, recruitment costs, or sick leaves” – has Optomed borne the risk for these before these tenders, and would this risk somehow now be eliminated? Or do you see evidence of some mechanism by which Optomed is now able to bill more for these softwares than before? I personally fail to come up with a reason to celebrate based on these tenders.
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That previous medical risk comment of mine was admittedly poorly phrased – I was just trying to compare the margins of a medical company and a software company, of course Optomed has never had any medical risk.
As for whether Optomed will get more money from this: yes, it will.
Even though the basic infrastructure (Sectra/portal) already exists, connecting an external operator practically always means additional invoicing for a software company (or else the contract terms are shockingly bad):
Integrations: Setting up interfaces and secure connection pipelines for an external operator is always expert work that is invoiced separately in the real world.
User licenses: New licenses and access rights are needed for external remote doctors/etc.
Volume: When the pent-up queues of 12,000–15,000 examinations are cleared out, the traffic and often also transaction-based fees in the portal increase.
Regarding a positive profit warning (posari): you can’t bake a positive profit warning out of these alone, but when enough of these accumulate + Ubetec, then the game might look completely different…
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Integraatiot: Rajapintojen ja suojattujen yhteysputkien pystytys ulkopuoliselle toimijalle on aina oikeassa maailmassa erikseen laskutettavaa asiantuntijatyötä.
Käyttäjälisenssit: Ulkoisille etälääkäreille/ yms. tarvitaan uudet lisenssit ja käyttöoikeudet.
Volyymi: Kun patoutuneet 12 000–15 000 tutkimuksen jonot puretaan ulos, liikenne ja usein myös transaktiopohjaiset maksut portaalissa kasvavat.
Tämä keskustelu ei varmaan tuota kovin paljoa lisäarvoa palstalle, mutta laitan nyt vielä linkin Optomedin sivuille tähän liittyen:
Hyvää työtä olet tehnyt tietoa louhiessasi, kiitos siitä. Hieman sitä tekoälyn keksimää tietoa voisi käydä läpi itse ja tuoda paremmin esiin mikä on suoraan kopioitu tekoälyn tuottamaa tekstiä.
Kiitos kaikille palstan aktiiveille.
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Tehdäänkö yhteenveto: aivan peanuts Optomed-sijoittajan kannalta. Vaikka tästä joku uusi toimija liittyisi Optomedin portaaliin, ei näillä pennosilla tai tuolla palveluportaalilla ylipäänsä ole mitään käytännön merkitystä case Optomedille.
Samoilla linjoilla. Foorumin säännöt ottavat tähän myös kantaa.
Jep.
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Mielipiteeni: vaikka silloin tällöin tänne eksyy heikosti perusteltua optomed pohdintaa niin ainakin minua häiritsee enemmän se metakeskustelu missä valitetaan näistä kirjoituksista, se jos mikä on lisäarvotonta, ja voi olla jopa haitallista sillä kirjoituskynnyksen noustessa voi oleellista lopulta jäädä postaamatta.
Tämä oli nyt kai sitten meta-metatason viesti, saa poistaa jos joku tästä ärsyyntyy.
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