Gulf Coast Territory, which will encompass AR, LA, TN, AL, and MS.
3 of the states where at 80% a year ago.
That combined territory is the same size market as NY state.
I am guessing that all 5 states will be >80% now or shortly and management is comfortable opening up this market and expand the IDNs into the other 4 states. Noting TN was already a priority market and there may have been enough positive client enquiries to now open up these additional 4 states and lock up that market share. Encouraging as these states are not high yield, low hanging fruit as the other priority states. I assume the southeast coast KAE position has been filled and is up and running.
Cal is a very large market that at, or close to .80%. Time to expand further into that market.
The question to ask is what is the turnover percentage of the KAE personnel over the last 12 months?
25Q2 will provide either new and confirming information and I am looking forward to that.
Embrace the better way.
In the meantime, accumulate. Wyckoff.
Acclivity
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