Apr - June subscription results are due to come out within the next 20 days.
Based off the uptake rate at the beginning of April ( 500 per week, with 3000 existing patients, I think we maintain around average penetration increase, about 20% or so per week. If that is the case, they have smashed it "out of the ball park"
This would give us somewhere between 9000 ( 0% increase - probably beyond wost case) and 22,000 ( 20% weekly increase compounding ) subscribers.
22,000 subscribers at 500 USD per is 167 Mill AUD per year at 80% retention.
This is still under 1% of currently treated market penetration.
Huge opportunity, massive growth now... I hope any takeovers don't short change us !
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