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  "docSlug": "jarvis-politan-capital-masimo-presentation-may-2023",
  "documentTitle": "Politan Capital Masimo Presentation May 2023",
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  "presentationDate": "2023-05-01 00:00:00",
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      "kind": "callout",
      "text": "Results are always just a few years away...",
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      "kind": "quote",
      "text": "So, we're really expecting after 15 years...2023 and beyond will be...the 5 years to 10 years for rainbow to take off and others to follow it.",
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      "text": "...we would begin to accelerate beyond that 10% year-over-year growth rate. Hopefully in the not too distant future, moving towards 15% and then eventually 20% if you're looking at a window over the next five years. Those kinds of annual growth rates we think are very, very doable.",
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      "kind": "quote",
      "text": "Numerically, we think LiDCO can contribute roughly 1% of revenues this year and that number really can grow to be much more substantial as we look two to four years out.",
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      "kind": "quote",
      "text": "We're very excited about continuous noninvasive PO2 measurement...We think that that's going to be...a big opportunity for us....we're still probably about two years out from commercializing those products.",
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      "text": "I believe those $2 billion opportunities, they will start seeing their way into the market in three to four years.",
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      "kind": "quote",
      "text": "...by 2025... Root, from just beginning to hopefully maybe even $600 million, $700 million of revenue.",
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      "text": "So we think [Stork] is a very essential product that kind of fulfills the whole plans for Masimo SET pulse oximetry, so I don't know, maybe it should reach $100M, $200M of revenue over the next few years.",
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      "kind": "quote",
      "text": "And they're probably technologies that from a revenue standpoint won't have a material impact on 2018. You're probably looking more like 2019, 2020, 2021.",
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      "text": "Product B is about a $200 million potential; product C, $500 million; D, $1 billion plus; and E, $1 billion plus as well. And we hope in the next few years... to have rolled out all of these.",
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      "kind": "quote",
      "text": "...the Nomoline business is going to grow by at least 4x between here and 2022. So this is going to be a major source of growth.",
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      "kind": "title",
      "text": "...And Promising Success Is Just Around the Corner",
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