I dialled into the conference call.
Timing has been announced in the report.
Day Lewis - No timing mentioned (despite below suggesting H2FY20)
Adheris - Q4FY20
Zuellig - Q1FY21 (this appears to only be MedExpress, Alpro and Klinify are not there)
HMS - Q2FY21
...... but all of these are so far behind initial targets by 3 to 6 months or more.
I'm a bit confused by the UK wording "MedAdvisor signed an agreement with UK-based Day Lewis Pharmacy Group to develop a solution".
Develop a solution? Isn't the solution PlusOne and the supporting app?
I recall the Adheris Health Program would provide revenue of $825k during the 9 month pilot. If the program went live last quarter, when are they expecting to receive payment?
Regarding range, they have specified what the target addressable market is in each region. I think I know where you're heading with the question - there's no quantifiable figure with each opportunity, just a very vague, large number.
Encouraging metric is the cash balance appears to mostly hold through each quarter, still over $12M.
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