sell, I couldn’t care less. The stock will live and die on commercialisation, nothing else.
Ramsay - JHC is under commercial terms until January 2023, with discussions to extend for three. $220k this year, significantly more in subsequent years. I’m not sure if there’s more going on with Ramsay?
Mednax - Successful pilot, working on expanding. “HeraCARE is what makes Pediatrix’s Virtual OB program possible”. Doing business takes time.
Sheba - pilot is being finalised and work on commercial deployment will follow. Also seems like they have their hands full with Ukraine, which HMD is involved in.
dunno covered all this in a lot more detail recently, an everything I’ve summarised is in public reports released in the last 20 days. I’ve gone from very green to red this week, which sucks, and would love some more comforting hugs from management too, but that’s not how the world works. From all the information I have access to things look to be progressing, maybe just taking longer than we’d hoped.
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