Make or break is right.
Thanks for the heads up re Aus pharma being able to use the data - I thought that was just the US so needed to look over the report again. If they could also target complimentary manufactures this would mean they could protect their moat by providing it to Pharmacies for free / super low cost.
They also hinted at using Aus as a low risk test and learn sandpit for the US which would become the cash cow, I'm supportive of that. Outside of that I agree they need laser focus on the main game - for the US I think it would be best long term if big pharma and healthcare (ins coys) pay but the physical pharmacies may have a different ownership structure than here (I think they are much more corporatised). If the app is a saas service to the physical outlets the model will always face significant risk.
Hopefully they are also hanging out in the Cotiviti offices - there may be a lot of synergies they could leverage to reduce the burn.....
No matter what, I feel the journey will be long! Good luck with your holding and thanks for the reply!
Make or break is right. Thanks for the heads up re Aus pharma...
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