Ram Selvaraju's questions to ROCKWELL MEDICAL (RMTI) leadership • Q2 2025
Question
Asked for details on expansion plans in the Western U.S., the status of negotiations with their former largest customer, capital allocation priorities, and how new long-term contracts will affect revenue predictability in 2026.
Answer
The Western U.S. is viewed as a significant, $100M opportunity, with more clarity expected later in the year. Discussions with the former largest customer, DaVita, are ongoing for a new long-term agreement, and the company is optimistic about a positive outcome. Capital is being prioritized for manufacturing automation and new customer acquisition. The shift to long-term contracts is intended to create a reliable and reproducible revenue stream, stabilizing the business for future growth after the recent transition.