futurenowI would be cautious of expecting some bumper quarter or...

futurenow
I would be cautious of expecting some bumper quarter or half year given the recent announcements.

A few reasons for my thinking:
- some of the announcements (telehealth, delivery) are all starting at some point in April and very much has to be accepted & adopted from the ground up (it's not something 10-20-30% of people are signing up for immediately). It will help with engagement etc, but I would temper expectation of huge revenues flowing in
- overseas rollout is likely to have been impacted by the shutdowns (Phil in total shutdown, Malaysia similar, and US is semi); and because they are not embedded already those locations, this will actually delay the process and likely the revenues from those locations

If they can square the circle in Australia over the next 6 months i.e. embed themselves with the doctors (electronic scripts), pharmacists and patients and make all their lives easier, that will be a game changer. The issue is telehealth & electronic scripts already exists outside of MDR, pharmacists may be reluctant to be fully dependent on MDR tools (scared they loose their patients to other pharmacies , and scared that MDR will start charging per script) and patients need to use MDR as their tool to monitor/request/pay for drugs....a big ask, but in this environment, if they could get sufficient traction, it builds a marketplace that builds on itself.

The next 6 months will be an accelerated period of investment and hopefully engagement....but IMO revenues are not necessarily going to flow until FY2021