Takeaways from Stifel Confwith CEO Zane & CFO Lee, from LVGO, on June 9th, were many. I was a little psychic in predicting that cholesterol would be added & they announced that. They were excited about adding fee for service (Medicare Supplemental) members, due to law/policy changes by HHS in April, to add to Advantage members, opens up a large mkt to them. They also getting into wider array of cardiovascular than just hypertension & they are excited for behavioral health as well. They didnt mention weight mgmt but am sure that is still there. Their TAM (total addressable mkt) is huge & they have only touched the surface. They have xlnt data to show they save their clients a lot of money while improving members' health. Also, global is in their future as LVGO's executives have experience there. I think this can be a 5 bagger from $60 in 3 yrs & 10 bagger in 5, as they are executing great with huge TAM. I think they beat estimates for 2nd qtr. Oh, CFO said they will use the new $ raised but be very selective. Expect an acquisition in next 3-6 mos. & it will be accretive, not dilutive, just like what IIPR has done when raising moneys. What a company !