Share
263 Posts.
lightbulb Created with Sketch. 19
clock Created with Sketch.
12/09/20
14:35
Share
Originally posted by StealthInvest:
↑
I sent some follow up questions to TTB to ask for further details of items in the recent investor call. Emil VP of finance kindly responded as follows: 1) I asked about the addition clinic opportunity and the extent to which this was moving from concept to real clinics signing up (I see massive potential in this vertical). Response follows: ”We have several clinics signed up with ongoing pilots for this opportunity. The early results are positive and we continue testing our way into the best way to position our product here, as well as the best way to fit our solution in the workflow of the clinicians.” 2) I asked about the mental health index partners. And specifically whether they were taking any active steps to promote TTB to their members which reach 70m Americans, and this if is translating into actual sales pipeline activity. Response below: “Yes they are. We have gotten a number of solid leads w top decision-makers in F500 companies already. We have been featured in webinars to their members and different groups within their organizations over the past 2 months. COVID and work-from-home have put mental health at the top of the agenda for HR leaders and these organizations are able to add value to their members by showcasing us as a solution, especially through the lens of an objective data-driven Mental Health Index they can measure themselves against. This strategy has proven to be an effective top-of-funnel channel for us so-far.” 3) I asked if they still expect to do first IBM GRIT rollout this year as per their previous comments stating this. Response below (appropriately conservatively worded) “We have not adjusted our guidance to the market since” there are 3 massive and seperate opportunities bubbling away here in parallel. It’s a very easy hold for me given growing mental health focus. This will be a transformation year for TTB and in 12 months be valued at multiples of current share price GLTA
Expand
Thanks for posting. I also think the clinical side has huge potential and tried to get a timeline out of them in the last quarterly call but my full question did not get posed to louis.