Ann: MDR March 2020 Quarterly Report & Appendix 4C, page-3

Still no international revenue but adding 200,000 users this quarter is an amazing result.

ARPU is $8 - $9.


That's a ~15% increase in the user base (and extra $1.6M) with most new subscribers likely to have joined post-COVID, so earnings would only have been from a couple months rather than the entire quarter.

• Still $13M in the bank.
• US Health Programs appear to have dropped from a 12 month pilot to 9 months (full rollout will come sooner).
• 3000 orders for 9000+ items suggests more than medication is being ordered via the app.

A drop in revenue this quarter has been justified by the timing in receipts which therefore should see a bumper last quarter for FY20. I assume the second reference should be for FY20 as it contradicts the first.

• Total revenue of $2.2m (+5.5% vs Q3 FY19 $2.1m) and cash receipts of $2.1m (-10.8% vs
  Q3 FY19 FY20 $2.4m). The marginal decline, related to the timing of cash receipts, has flowed
  post Q3

There's some more chatter on the bird about MDR with quite a few chartists seeing the rising volume and smaller trading range as posted by @ASXcowboy.



There's also other HC members envious of how MDR has generated their telehealth opportunities.

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Looking forward to the next announcement which should be one of the international customers going live.