Does anyone have access to broker data over the last few...

Does anyone have access to broker data over the last few sessions?

Would be interesting to see who's been the big buyers and sellers.

All indicators are pointing to Buy. We're hitting higher lows and higher highs with each session.

I suspect we'll see a new high water mark tomorrow, it's currently 60.5c.



MedAdvisor currently promote 33+ Digital Health Programs within AU for all the big international pharma across the ~3200+ MedAdvisor connected pharmacies, of which there are ~5700 total (that's all of AU).

This deal with Adheris is only for 4 programs (probably BMS as postulated above), but will reach 4000 pharmacies, of which Adheris connect to ~28,000 total. There are 67,000 pharmacies in USA.

They have stated in AU each pharmacy connects on average 388 patients.

Let's round up to 400 to make it easy.

400 patients x 4000 Adheris pharmacies = 1.6M new patients (on top of 1.2M AU users)

They also calculate ARPU (Average Revenue Per User) at $8 to $9.


MedAdvisor is all about integrating pharmacies and big pharma to patients.

Philippines has 27,000 pharmacies (MedExpress - launching in FY20).

Malaysia (Klinify - also launching in FY20) connect over 2M patients.

Zuellig own a large chunk of EBOS and both are invested with MedAdvisor.

EBOS own ~12% of the register, Zuellig are MedAdvisor's JV partner in Asia.

Zuellig acquired Klinify who was considered a start up less than a year ago.
https://www.zuelligpharma.com/news/zuellig-pharma-acquires-healthtech-start-up-klinify

I've stated before, Swinnerton is a serial entrepreneur. He may sell MDR or his stake to start anew.
https://businessrecord.com/Content/Executive-Tools/Video/Article/Get-active-/147/791/53126

I believe he and the founders will position this as a lucrative, profitable and desirable (international) business and look to sell to the highest bidder in the medium term (3-5 years).

They will want to maximise their holding and the market cap before putting up the For Sale sign. Of which a buyer could be anyone local or international - HMS, Zuellig, EBOS, big pharma, perhaps even Chemist Warehouse.

If an opportunistic bid arrived early it would have to be entertained (made public) even if this first offer might be rejected. Would Management take $200M in early 2020? Or would they wait for the hooks to get into the new pipeline customers and accept more in 2021+?

Ok, enough dreaming into my Japanese whiskey. Let's wait for reality.