@Deanstock My sense is that they need the app and the users in Aus (not 2m) to be able to sell their 'database' to pharma companies who have a better chance of targeting the right people with trials. I think they stumbled into this pharma stream of revenues when they realised they have enough data to make it easier for pharma companies to target their users than try to find these people some other way.
Perhaps the price rise in Aus will make a small impact (~10-20% price rise from the average) it it applies to all pharmacies....I suspect there are some that have multiyear contracts on the lower monthly charge
My personal view is if they crack the US, ANZ & UK won't matter (they will bump along, but be irrelevant). The challenge in the US is being able to digitise as much as possible to bring the margins up while also capturing more pharmacies & patients which will allow them to charge the pharmas more money. It does need to be relatively stable though and not fighting for renewal/contract each year else they can't really term themselves as a SaaS company along with the multiples those companies attract.
The next 12 mths in the US is critical....make or break
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