I'm not a holder (yet) but I've been watching and reading up on MDR since the EBOS deal.
I'd say it is definitely Software GICS and i'd agree it's industry classification has let it fly under the radar. I'd suggest BUD is a little over-priced at this point but I haven't looked in detail at BUD.
My issue with MDR is it's path to profit.
Talking to pharmacists who use it, they love the product and support it. Where i scratch my head is, if pharmacists love it, the up-take seems a bit slow to me and I can't put my finger on why beyond saying wrong age demographic or poor referral from Pharmacists to use the product. Secondly, if they have such a large market share (total pharmacy's) should they not be a little closer to breakeven? Have they priced the product right or is it too cheap? (not an insurmountable problem).
As a potential new investor, i'm a little frustrated trying to find out what their strategy is and how they will achieve profitability. But on a product basis, from i can find, great
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