Market Opportunity
SCUDOdoc Global Market
A €3 Billion Phase I opportunity across private GP & dental clinics
€3.0B
Phase I TAM
(private clinics)
(private clinics)
€1.875B
Serviceable
Addressable Market
Addressable Market
<80%
Gross Margin
Target
Target
€400M
Revenue Target
Year 6
Year 6
Market Phases
| Phase | Target | Key Characteristic |
|---|---|---|
| I | France 47K dentists → EU 360K dentists | Private, fast cycle, ESG-driven |
| II | EU GP & specialist clinics (480K) | Private; GP network adoption |
| III | US & other Western markets (Japan, Korea, Taiwan) | Supply-security driver |
| IV | Public health systems, hospitals & community clinics | Largest volume; longer procurement cycle |
Business Model
Annual Recurring Revenue
€400/device/year
(declining to €300 in year 3+)
Gross Margin Target
>80%
High margin SaaS-like model
EU Phase I–II ARR Target
€150M–€300M
Within 5–6 years
vs. Current Spend
Saves €100–€600/clinic/year
Replaces €500–€1,000 annual mask spend at €400
Revenue Projections
| Year | France (€M) | EU Dentists (€M) | EU GPs (€M) | Total (€M) |
|---|---|---|---|---|
| 1 & 2 | 11.0 | — | — | 11.0 |
| 3 | 11.2 | 43.6 | — | 54.8 |
| 4 | 14.9 | 72.6 | 16.5 | 104.0 |
| 5 | 18.6 | 101.7 | 33.0 | 153.3 |
| 6 | 22.3 | 130.7 | 49.5 + 205.7 | 408.3 |