2026-07-23 inf. ultra (2)

0:00

S… Speaker 1 (2026-07-23 inf. ultra (2))

But from a very better perspective,

0:02

S… Speaker 1 (2026-07-23 inf. ultra (2))

there is any barrier or very important to think about

0:07

S… Speaker 1 (2026-07-23 inf. ultra (2))

the critical things.

0:08

S… Speaker 1 (2026-07-23 inf. ultra (2))

So the reason that I keep saying is that if

0:12

S… Speaker 1 (2026-07-23 inf. ultra (2))

we are a talented representative product,

0:16

S… Speaker 1 (2026-07-23 inf. ultra (2))

not all product,

0:17

S… Speaker 1 (2026-07-23 inf. ultra (2))

we need to verify that there is no impact on our product.

0:23

S… Speaker 1 (2026-07-23 inf. ultra (2))

So before,

0:25

S… Speaker 1 (2026-07-23 inf. ultra (2))

I'm wondering now,

0:27

S… Speaker 1 (2026-07-23 inf. ultra (2))

because before you have been

0:31

S… Speaker 1 (2026-07-23 inf. ultra (2))

executed,

0:32

S… Speaker 1 (2026-07-23 inf. ultra (2))

you need to ensure that that strategy can work across all of

0:36

S… Speaker 1 (2026-07-23 inf. ultra (2))

the different ways.

0:58

S… Speaker 1 (2026-07-23 inf. ultra (2))

The most complicated thing is that we have in

1:03

S… Speaker 1 (2026-07-23 inf. ultra (2))

the previous from another product.

1:29

S… Speaker 1 (2026-07-23 inf. ultra (2))

okay okay

2:05

S… Speaker 1 (2026-07-23 inf. ultra (2))

so let's take let's understand

2:10

S… Speaker 1 (2026-07-23 inf. ultra (2))

Is it still a big plan for you to execute this in

2:15

S… Speaker 1 (2026-07-23 inf. ultra (2))

terms of revenue saving or in

2:19

S… Speaker 1 (2026-07-23 inf. ultra (2))

terms of cost saving?

2:20

S… Speaker 1 (2026-07-23 inf. ultra (2))

Is it still a high priority from a type of

2:24

S… Speaker 1 (2026-07-23 inf. ultra (2))

respect?

2:36

S… Speaker 1 (2026-07-23 inf. ultra (2))

Not only the GMI project,

2:38

S… Speaker 1 (2026-07-23 inf. ultra (2))

but also the PCGP project for

2:43

S… Speaker 1 (2026-07-23 inf. ultra (2))

this Influenza Ultra product.

2:45

S… Speaker 1 (2026-07-23 inf. ultra (2))

PCGP,

2:47

S… Speaker 1 (2026-07-23 inf. ultra (2))

so Light Objective for the Post -Cost

2:52

S… Speaker 1 (2026-07-23 inf. ultra (2))

Reduction.

2:52

S… Speaker 1 (2026-07-23 inf. ultra (2))

Okay,

2:54

S… Speaker 1 (2026-07-23 inf. ultra (2))

but it's the thing.

2:55

S… Speaker 1 (2026-07-23 inf. ultra (2))

We keep pushing until we see VR because of all

2:59

S… Speaker 1 (2026-07-23 inf. ultra (2))

of our projects coming in.

3:00

S… Speaker 1 (2026-07-23 inf. ultra (2))

That is going to be the case.

3:03

S… Speaker 1 (2026-07-23 inf. ultra (2))

We only have a budget for next year.

3:06

S… Speaker 1 (2026-07-23 inf. ultra (2))

I would lose my entire team.

3:08

S… Speaker 1 (2026-07-23 inf. ultra (2))

So,

3:09

S… Speaker 1 (2026-07-23 inf. ultra (2))

yes, you might receive money,

3:11

S… Speaker 1 (2026-07-23 inf. ultra (2))

but if you don't have the team to register,

3:13

S… Speaker 1 (2026-07-23 inf. ultra (2))

what's the point?

3:14

S… Speaker 1 (2026-07-23 inf. ultra (2))

You got to support.

3:14

S… Speaker 1 (2026-07-23 inf. ultra (2))

You got to support.

3:15

S… Speaker 1 (2026-07-23 inf. ultra (2))

You got to support.

3:16

S… Speaker 1 (2026-07-23 inf. ultra (2))

You got to support. You got to register.

3:17

S… Speaker 1 (2026-07-23 inf. ultra (2))

We all know guys who have received the entire

3:21

S… Speaker 1 (2026-07-23 inf. ultra (2))

budget.

3:22

S… Speaker 1 (2026-07-23 inf. ultra (2))

Understood.

3:22

S… Speaker 1 (2026-07-23 inf. ultra (2))

I think what we're clear to hear is...

3:29

S… Speaker 1 (2026-07-23 inf. ultra (2))

That's kind of like a conversation that needs to happen.

3:32

S… Speaker 1 (2026-07-23 inf. ultra (2))

Because we always...

3:36

S… Speaker 1 (2026-07-23 inf. ultra (2))

Okay, GMI is not saving us this amount of money.

3:39

S… Speaker 1 (2026-07-23 inf. ultra (2))

We are not saving.

3:40

S… Speaker 1 (2026-07-23 inf. ultra (2))

How much money are we wasting?

3:43

S… Speaker 1 (2026-07-23 inf. ultra (2))

That's not a better word.

3:51

S… Speaker 1 (2026-07-23 inf. ultra (2))

And that is an

4:00

S… Speaker 1 (2026-07-23 inf. ultra (2))

important position that nobody's having.

4:04

S… Speaker 1 (2026-07-23 inf. ultra (2))

Okay.

4:04

S… Speaker 1 (2026-07-23 inf. ultra (2))

Can we just,

4:06

S… Speaker 1 (2026-07-23 inf. ultra (2))

could we capture that to that note,

4:09

S… Speaker 1 (2026-07-23 inf. ultra (2))

just to follow this Andrea needs to see this that we're looking at?

4:15

S… Speaker 1 (2026-07-23 inf. ultra (2))

What's the cost of delaying the IBDR program?

4:18

S… Speaker 1 (2026-07-23 inf. ultra (2))

In consideration,

4:20

S… Speaker 1 (2026-07-23 inf. ultra (2))

what are we expected to save on some of these things?

4:23

S… Speaker 1 (2026-07-23 inf. ultra (2))

Sometimes I think that's a conversation we need to drive what's in a different form.

4:47

S… Speaker 1 (2026-07-23 inf. ultra (2))

so what for

4:52

S… Speaker 1 (2026-07-23 inf. ultra (2))

me is important here too is to understand

4:56

S… Speaker 1 (2026-07-23 inf. ultra (2))

your skills

5:00

S… Speaker 2 (2026-07-23 inf. ultra (2))

Because it sounds like,

5:02

S… Speaker 2 (2026-07-23 inf. ultra (2))

I think just to put it in a context to

5:06

S… Speaker 2 (2026-07-23 inf. ultra (2))

say, they're expecting this to go down to integrate this.

5:10

S… Speaker 2 (2026-07-23 inf. ultra (2))

But what are we integrating?

5:13

S… Speaker 2 (2026-07-23 inf. ultra (2))

and what are the aspects of it that we did already see,

5:16

S… Speaker 2 (2026-07-23 inf. ultra (2))

whether it's going to have impact,

5:18

S… Speaker 2 (2026-07-23 inf. ultra (2))

how are they,

5:20

S… Speaker 2 (2026-07-23 inf. ultra (2))

not just from the financial,

5:22

S… Speaker 2 (2026-07-23 inf. ultra (2))

but from the time,

5:23

S… Speaker 2 (2026-07-23 inf. ultra (2))

or what are the specific?

5:25

S… Speaker 2 (2026-07-23 inf. ultra (2))

And I was thinking we saw opportunities where already

5:29

S… Speaker 2 (2026-07-23 inf. ultra (2))

the stability,

5:30

S… Speaker 2 (2026-07-23 inf. ultra (2))

how the concept of our strategy with the stability isn't going

5:34

S… Speaker 2 (2026-07-23 inf. ultra (2))

to pass for the IBDRs.

5:35

S… Speaker 2 (2026-07-23 inf. ultra (2))

Those are the things we need to do now to kind

5:39

S… Speaker 2 (2026-07-23 inf. ultra (2))

of, because this is the opportunity,

5:41

S… Speaker 2 (2026-07-23 inf. ultra (2))

we don't have these conversations.

5:43

S… Speaker 1 (2026-07-23 inf. ultra (2))

And the other thing is for us,

5:44

S… Speaker 2 (2026-07-23 inf. ultra (2))

that we thought,

5:45

S… Speaker 1 (2026-07-23 inf. ultra (2))

because we won't have to do it.

5:46

S… Speaker 1 (2026-07-23 inf. ultra (2))

What if services fail?

5:48

S… Speaker 1 (2026-07-23 inf. ultra (2))

What is their sentiment?

5:50

S… Speaker 1 (2026-07-23 inf. ultra (2))

All of that will start giving into our time.

5:53

S… Speaker 1 (2026-07-23 inf. ultra (2))

So,

5:54

S… Speaker 1 (2026-07-23 inf. ultra (2))

GMI,

5:55

S… Speaker 1 (2026-07-23 inf. ultra (2))

we don't have a time limit,

5:56

S… Speaker 1 (2026-07-23 inf. ultra (2))

right? We don't have to.

5:57

S… Speaker 1 (2026-07-23 inf. ultra (2))

We don't have to.

5:58

S… Speaker 1 (2026-07-23 inf. ultra (2))

There's no other time limit.

6:00

S… Speaker 1 (2026-07-23 inf. ultra (2))

It's an internal time limit.

6:01

S… Speaker 2 (2026-07-23 inf. ultra (2))

Let me ask you,

6:04

S… Speaker 2 (2026-07-23 inf. ultra (2))

have you implemented big or small pouch for

6:08

S… Speaker 2 (2026-07-23 inf. ultra (2))

any of the others?

6:09

S… Speaker 1 (2026-07-23 inf. ultra (2))

So it's

6:15

S… Speaker 2 (2026-07-23 inf. ultra (2))

implemented for ATD?

6:26

S… Speaker 1 (2026-07-23 inf. ultra (2))

And the site wants to change the big box to a small box

6:31

S… Speaker 1 (2026-07-23 inf. ultra (2))

here. So that is part

6:35

S… Speaker 1 (2026-07-23 inf. ultra (2))

of the project.

6:35

S… Speaker 2 (2026-07-23 inf. ultra (2))

So from a bigger site

6:40

S… Speaker 2 (2026-07-23 inf. ultra (2))

perspective,

6:41

S… Speaker 2 (2026-07-23 inf. ultra (2))

eventually all are still going to see.

6:45

S… Speaker 2 (2026-07-23 inf. ultra (2))

OK. So now we're saying this is where you

6:50

S… Speaker 2 (2026-07-23 inf. ultra (2))

.

6:50

S… Speaker 2 (2026-07-23 inf. ultra (2))

And I remember you

6:54

S… Speaker 2 (2026-07-23 inf. ultra (2))

were saying there were about three cap versions of water

6:59

S… Speaker 2 (2026-07-23 inf. ultra (2))

that you were able to do it,

7:01

S… Speaker 2 (2026-07-23 inf. ultra (2))

because this was not impacting anything else.

7:03

S… Speaker 2 (2026-07-23 inf. ultra (2))

Maybe there was a local,

7:04

S… Speaker 2 (2026-07-23 inf. ultra (2))

and there was one for the .

7:05

S… Speaker 1 (2026-07-23 inf. ultra (2))

Yeah, that's right.

7:06

S… Speaker 2 (2026-07-23 inf. ultra (2))

Yeah.

7:09

S… Speaker 2 (2026-07-23 inf. ultra (2))

Can you go back to where you are and where you are in the implementation plan for

7:13

S… Speaker 2 (2026-07-23 inf. ultra (2))

all of these?

7:14

S… Speaker 2 (2026-07-23 inf. ultra (2))

Can we go back?

7:17

S… Speaker 2 (2026-07-23 inf. ultra (2))

Can we go back to that?

7:17

S… Speaker 2 (2026-07-23 inf. ultra (2))

I'm just trying to understand.

7:22

S… Speaker 2 (2026-07-23 inf. ultra (2))

I do respect your point of statement,

7:25

S… Speaker 2 (2026-07-23 inf. ultra (2))

but I think that's a conversation we need to be with.

7:49

S… Speaker 1 (2026-07-23 inf. ultra (2))

For that time.

7:57

S… Speaker 2 (2026-07-23 inf. ultra (2))

For that time.

8:03

S… Speaker 1 (2026-07-23 inf. ultra (2))

There are many trees and

8:08

S… Speaker 1 (2026-07-23 inf. ultra (2))

designs that have always been in

8:14

S… Speaker 1 (2026-07-23 inf. ultra (2))

the city of Amos.

8:17

S… Speaker 1 (2026-07-23 inf. ultra (2))

Because some of them are required to

8:22

S… Speaker 1 (2026-07-23 inf. ultra (2))

register.

8:22

S… Speaker 1 (2026-07-23 inf. ultra (2))

They must come

8:26

S… Speaker 1 (2026-07-23 inf. ultra (2))

with that one.

8:38

S… Speaker 1 (2026-07-23 inf. ultra (2))

I'm going to show you the 12th of June.

8:41

S… Speaker 1 (2026-07-23 inf. ultra (2))

I'm going to show you the 8th

8:45

S… Speaker 1 (2026-07-23 inf. ultra (2))

of June.

9:10

S… Speaker 2 (2026-07-23 inf. ultra (2))

So you should the phase one to be almost completed for all?

9:14

S… Speaker 1 (2026-07-23 inf. ultra (2))

Yeah,

9:16

S… Speaker 1 (2026-07-23 inf. ultra (2))

phase one is almost completed for the cube change.

9:19

S… Speaker 1 (2026-07-23 inf. ultra (2))

ADJ is completed already

9:23

S… Speaker 1 (2026-07-23 inf. ultra (2))

applied.

9:24

S… Speaker 2 (2026-07-23 inf. ultra (2))

Domestic

9:29

S… Speaker 1 (2026-07-23 inf. ultra (2))

is already completed for 2025 and 2025.

9:33

S… Speaker 1 (2026-07-23 inf. ultra (2))

And Implant Ultra is already completed.

9:38

S… Speaker 1 (2026-07-23 inf. ultra (2))

Yeah, the last year.

9:39

S… Speaker 1 (2026-07-23 inf. ultra (2))

So yeah,

9:40

S… Speaker 1 (2026-07-23 inf. ultra (2))

we step by step to apply the pasties

9:45

S… Speaker 1 (2026-07-23 inf. ultra (2))

country to the installation.

9:46

S… Speaker 1 (2026-07-23 inf. ultra (2))

So we make the divide the SKU as soon as possible to apply.

9:51

S… Speaker 1 (2026-07-23 inf. ultra (2))

And we already create new SKU to communicate

9:55

S… Speaker 1 (2026-07-23 inf. ultra (2))

with global teams.

9:57

S… Speaker 1 (2026-07-23 inf. ultra (2))

And ACQ is that we apply to the QChange.

10:04

S… Speaker 1 (2026-07-23 inf. ultra (2))

Brazil and the Vietnam's queue is an individual

10:08

S… Speaker 1 (2026-07-23 inf. ultra (2))

country's queue.

10:09

S… Speaker 1 (2026-07-23 inf. ultra (2))

So even if the

10:14

S… Speaker 1 (2026-07-23 inf. ultra (2))

young is that we shared the information to the Latam country

10:18

S… Speaker 1 (2026-07-23 inf. ultra (2))

just amused,

10:19

S… Speaker 1 (2026-07-23 inf. ultra (2))

I will check again with the RA team.

10:22

S… Speaker 1 (2026-07-23 inf. ultra (2))

Even if the Latam country is already completely

10:26

S… Speaker 1 (2026-07-23 inf. ultra (2))

left,

10:28

S… Speaker 1 (2026-07-23 inf. ultra (2))

so we need all the country is to apply.

10:37

S… Speaker 2 (2026-07-23 inf. ultra (2))

when this change was applied did we do it only for the ibd

10:41

S… Speaker 2 (2026-07-23 inf. ultra (2))

or did we also include ibdr how are we

10:56

S… Speaker 2 (2026-07-23 inf. ultra (2))

Oh, yes,

10:57

S… Speaker 2 (2026-07-23 inf. ultra (2))

of course.

10:58

S… Speaker 2 (2026-07-23 inf. ultra (2))

So two will already be implemented on IVDR.

11:02

S… Speaker 1 (2026-07-23 inf. ultra (2))

So we need to check that over release

11:06

S… Speaker 1 (2026-07-23 inf. ultra (2))

the third part.

11:07

S… Speaker 1 (2026-07-23 inf. ultra (2))

Release the changes.

11:09

S… Speaker 1 (2026-07-23 inf. ultra (2))

Yeah,

11:10

S… Speaker 1 (2026-07-23 inf. ultra (2))

right there.

11:11

S… Speaker 1 (2026-07-23 inf. ultra (2))

Yeah, right there.

11:11

S… Speaker 2 (2026-07-23 inf. ultra (2))

It

11:19

S… Speaker 2 (2026-07-23 inf. ultra (2))

would be important to see if we still need to include that for the IVDR

11:24

S… Speaker 2 (2026-07-23 inf. ultra (2))

in the scope of the changes.

11:25

S… Speaker 2 (2026-07-23 inf. ultra (2))

Are you planning to

11:30

S… Speaker 1 (2026-07-23 inf. ultra (2))

leave these cues?

11:32

S… Speaker 2 (2026-07-23 inf. ultra (2))

For the IBD version,

11:35

S… Speaker 2 (2026-07-23 inf. ultra (2))

are you trying to skip this and go one -to -one

11:39

S… Speaker 2 (2026-07-23 inf. ultra (2))

mapping your IBDR?

11:41

S… Speaker 2 (2026-07-23 inf. ultra (2))

Or are you going to go back to one and send it to

11:45

S… Speaker 2 (2026-07-23 inf. ultra (2))

all for the IBDR transition?

11:57

S… Speaker 1 (2026-07-23 inf. ultra (2))

I don't know exactly for the individual continuous

12:01

S… Speaker 1 (2026-07-23 inf. ultra (2))

queue,

12:02

S… Speaker 1 (2026-07-23 inf. ultra (2))

but even if the old market

12:07

S… Speaker 1 (2026-07-23 inf. ultra (2))

will be completely applied at the same time,

12:11

S… Speaker 1 (2026-07-23 inf. ultra (2))

we probably use the one's queue.

12:26

S… Speaker 1 (2026-07-23 inf. ultra (2))

All these changes that we will use after IBDR is

12:31

S… Speaker 1 (2026-07-23 inf. ultra (2))

considered a bit of a change.

12:33

S… Speaker 1 (2026-07-23 inf. ultra (2))

There are no more reasons for

12:37

S… Speaker 1 (2026-07-23 inf. ultra (2))

IBDR.

12:39

S… Speaker 2 (2026-07-23 inf. ultra (2))

It will be automated in the IBDR,

12:42

S… Speaker 2 (2026-07-23 inf. ultra (2))

I think. No,

12:43

S… Speaker 2 (2026-07-23 inf. ultra (2))

we still have to update the

12:47

S… Speaker 2 (2026-07-23 inf. ultra (2))

IBDR, the change doesn't make change.

12:49

S… Speaker 1 (2026-07-23 inf. ultra (2))

Yeah, okay.

12:55

S… Speaker 2 (2026-07-23 inf. ultra (2))

But when you do private,

12:58

S… Speaker 2 (2026-07-23 inf. ultra (2))

you're doing all YouTube and production

13:02

S… Speaker 2 (2026-07-23 inf. ultra (2))

in the hour.

13:03

S… Speaker 1 (2026-07-23 inf. ultra (2))

Yeah, so the last,

13:05

S… Speaker 1 (2026-07-23 inf. ultra (2))

the IMDR,

13:07

S… Speaker 1 (2026-07-23 inf. ultra (2))

so we just asked that the page one

13:11

S… Speaker 1 (2026-07-23 inf. ultra (2))

should be applied IMDR to submit.

13:15

S… Speaker 1 (2026-07-23 inf. ultra (2))

Page two is that the change is very broad

13:19

S… Speaker 1 (2026-07-23 inf. ultra (2))

stability and stability.

13:21

S… Speaker 1 (2026-07-23 inf. ultra (2))

So,

13:23

S… Speaker 1 (2026-07-23 inf. ultra (2))

yeah, yeah,

13:24

S… Speaker 1 (2026-07-23 inf. ultra (2))

yeah. Page two,

13:25

S… Speaker 1 (2026-07-23 inf. ultra (2))

we,

13:26

S… Speaker 1 (2026-07-23 inf. ultra (2))

this, yeah, this.

13:27

S… Speaker 1 (2026-07-23 inf. ultra (2))

This is the last year's communication.

13:30

S… Speaker 1 (2026-07-23 inf. ultra (2))

So the option one,

13:33

S… Speaker 1 (2026-07-23 inf. ultra (2))

so as you know that the page one,

13:37

S… Speaker 1 (2026-07-23 inf. ultra (2))

so we applied to the

13:41

S… Speaker 1 (2026-07-23 inf. ultra (2))

IBD.

13:42

S… Speaker 1 (2026-07-23 inf. ultra (2))

And page two is that

13:46

S… Speaker 1 (2026-07-23 inf. ultra (2))

we will make the whole market change.

13:49

S… Speaker 1 (2026-07-23 inf. ultra (2))

All the tests will be completed by the long

13:54

S… Speaker 1 (2026-07-23 inf. ultra (2))

time line.

13:55

S… Speaker 1 (2026-07-23 inf. ultra (2))

it is our last year discussion

14:27

S… Speaker 1 (2026-07-23 inf. ultra (2))

This information put on the...

14:30

S… Speaker 1 (2026-07-23 inf. ultra (2))

This chain put on the submission.

14:34

S… Speaker 1 (2026-07-23 inf. ultra (2))

I've got their submission.

14:35

S… Speaker 1 (2026-07-23 inf. ultra (2))

Of course.

2026-07-23 inf. ultra (2)

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