Ok this is long, almost 4 hours, if you are big on ALC, it may be worth a listen. i do it while jogging or ironing etc

although mainly US-based this is the monster in med records. interesting, the podcast highlights the pinch points and dynamics in the industry, since software was not a "thing" in my equity analyst heyday im always interested in learning more about it.

i think it is probably bearish if you think ALC will dominate the industry, maybe ok if they find a niche and maybe engineer a good exit in time. thats what i cam away with anyway. disc no holding in ALC

https://open.spotify.com/episode/6ParBTxIbofsV5DDZxA4y9?si=e2807723ed3446a0

for those interested in the Olinqua tie up--looks incremental, Australian ED's

https://olinqua.com/alcidion-and-olinqua-partner-to-reduce-record-hospital-wait-times-that-cost-australian-lives/

More buying again by director, D sharp. when a director is buying a bit, like here, i like to look at their credentials to see whether they know what they are doing. of course, some directors understand share prices more than others. DS was an ED at small cap specialist broker Cannacord for 12 years, in ECM IPO etc. given this i would think he understands the risk/return in the small/micro area.