RE:3 analysts covering CloudMD nowI'm just now learning about CloudMD. While it certainly seems to be well positioned for the pandemic and changing nature of health care delivery, given that we mostly have a public health care system (i.e., highly regulated thus limiting revenue potential), is anyone able to say why it's reasonale to have high expectations for DOC as compared to TDOC (NYSE) which operates under a private care model?
FYi, comprehensive overview of the tele-medicine business @ https://www.newyorker.com/magazine/2020/06/29/the-promise-and-the-peril-of-virtual-health-care.