yes rusty02 - research and info on comparative disruptive peers in the sector are essential as that information really shines a light on the value the company is opening to the sector on the DAQ
very pleasing moves heading in to 2024
A 600 billion healthcare revenue opportunity into 2025 over there as opposed to the 11.5 billion here on the same time frame drives home that disparity pretty clearly imo
Once the human data starts dropping the SP will reflect clearly any quality outcomes that pop....and there will be quite a few so we are in the best place possible for that data to leverage 'growth' in all areas of the company and its assets.
the sector returning to the average 6.6x should be good to watch
clearly nothing is written in stone but the 'indications' are looking better than they have for some time
hurry up and wait!
good luck to us all rusty02 -
i.e. prior preparation meets opportunity
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