Covid-19 Argument is ValidI was a strong believer in good Q3 results from Lisa and I am very disappointed with the actual financials.
At first, I thought that because they could onboard remotely, the lockdown had no impact on them. In the end, I guess her argument that the clinicians were overwhelmed and had other priorities is valid...
This would mean that April is probably as dramatic as March and could lead to very bad Q4 results... It could be why she doesn't want to give us current numbers. The higher the share price, the less dilution for us. I could understand why she could want to delay bad news as long as possible.
The "hope" I have is the massive pipeline they have. As long as the demand is there, it shows they have a good product. The quality of their product is what matters here. I have no idea how they will go from 400k/quarter revenue to their potential 200m+/year but even if they reach 1/10 of that objective the company will be worth more than today.
They showed they could sign 100k+ patients so I believe they can sign 500k+. They still have to show me how they can onboard 100k+ tho...