I am a big fan of Coviu and the growth they have been able to achieve to date. I am also a big fan of the telehealth sector - such a huge opportunity in the current tough economic environment........A lot of investor money looking for more telehealth / remote healthcare exposure also.
So from a macro perspective it is as good as it gets.
What I am disappointed about is the announcement yesterday of the Coviu launch lacked detail. Sure I learnt of the $5-10 price, 2 year contract, and launching on the 9th of July. I am just a bit surprised that there wasnt more details, allowing the market to gain insights around likely sales levels.
But patiently waiting and hoping for more details in coming weeks.
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