RE:Needs a clearer growth path Looks like the investment in VeruStat (remote patient monitoring) has given VMD a comprehensive solution that has finally attracted providers participating in shared savings programs.
Growth to date has been patient by patient. Have yet to score a shared savings program with a large patient load (e.g. 500) Have had conversations with the top 5 payors to develop these programs.
Total guess. Commonwealth has 132 primary care providers. There are 209,000 in the USA. So Commonwealth could be treating 132/209,000 of the 1,250,000 copd stage 4 patients that Viemed says is its target market. => 789 patients x $12,000/yr = $9.5 million US annual revenue to VMD.
Desi2019 wrote: Sure more cash this year due to COVID revenue, but company needs to clarify what the growth trajectory will look like going forward as that has been rather flat in core business. Many companies exploded in revenue and share price in 2020 and VMD price has not benefited much from that tailwind or quantitative easing.