I don't really get it. The fundamental and structural thematic continues so must be the initial pre-IPO shareholders slowly selling down. I noticed that Cyan Investment was in on the stock and they seemed to be a bit baffled by the market reaction as well.
The industry feedback seems to be that they are just milking patients and putting pressure on employees/contractors to get more efficiencies from them - understandably so but runs the risk of vendors treading water till they can sell out and leave altogether. Smiles Inclusive rings a bell here.
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