I wish people would read and listen and understand they're not...

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    I wish people would read and listen and understand they're not going to get direct, number based responses from an investor webinar. You're only going to get a straight bat answer.

    sardines - the document attached at the top of the thread states "The size and duration of each campaign varies, with average campaign size growing over last 12 months to $512,000".

    Some minor celebrities asking questions on the call today - Ron Shamgar (from TAMIM) and Peter Bennetto (ex MedAdvisor Chair).

    Rick and Ancila were fair, patient and willing to give up what they could.

    They're not going to state numbers, so the same language as the presentation was echoed.

    Ron already on Twitter misinterpreting what was said, asking what the cash burn for H2 looks like. I understood the intention behind the response. Cash burn has a negative connotation, run rate, which was the term used, may sound better with some, but means the same thing. MedAdvisor isn't torching their cash, they are choosing to run it at a rate that is measured and prudent.

    What I liked from the presentation:
    • Current patient reach in the US is 60M with 100M reach by FY23, with 235M to target next FY
    • Average US program grew by 31% over the last 12 months
    • MedAdvisor earns less than 1% of US$16B spent by big Pharma on digital programs
    • Early thoughts on who MedAdvisor can partner with, sharing their linkages in pharmacy and patients
    • They seem committed to cracking the UK this FY (has been stated before without success)
    • PlusOne migrating some GuildLink features with subscription pricing to be 'harmonised'
    • A switch from covid programs to vaccine awareness ... so more than just covid
    With many questions on the same topic, I think it's easier to read (and re-read) announcements and make your own assessment on future revenues.
    Last edited by futurenow: 01/03/23
 
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