strong handsOne the best things about Well Health Technologies is their ownership of non-eroding assets. They have a captive audience with their user base through their EMR plateforms, and this is only going to be strengthened with time through scale and future innovation.
I sincerely hope they continue their doctor-focused niche in health care - there are a lot of ways to improve efficiency. Doctors are receiving way more patient information/data than they care to have or can justifiably process. They are getting lab data, radiographic and other specialist reports, and as this information grows, there isn't a way to search for a particular data point of interest within these files - which can end up being a labourious search for such info. If MDs could navigate within EMR and pull up relevant information more easily, then I'm sure this will help tremendously. I'm sure this is one of the inefficiencies Well Health Technologies is working on already - lots of problems to solve, and I'm sure things will only get better with time.
If you're a long investor - please have strong hands and avoid thoughts of fear. This company is gaining momentum. It's value is intact with assets entrenched within a stable relationship with doctors.