RE:merged or acquiredLOL...its possible that DOC will get taken out by one of the big players BUT, after Oncidium and VisionPros joining the fun, their offering is arguably the most complete whole patient ecosystem in the market from the "wholly-owned tech platform" vs most competitors using 3rd party plug-ins.
If I were AMZN as an example: I'd be open to paying at least $20/share "today"......and $30/share once its fully integrated in Q3/Q4....
WHY?
Because of at least, 4 reasons
1)AMZN can stop trying to build AMZN CARE and gains Immedecy of global adoption and scale just by plopping DOC atop AMZN CARE....and boom! instant income
2) AMZN, as part of 1) gets Canadian 5MM+ consumers already on the network....and the practioners, specialists etc etc network......and RXi gives AMZN the Pillpack(ish) version of the north :-)
3) Patents: VisionPros are about to launch the very latest and unigue EYE EXAM version that also detects health symtoms via the EYE EXAM....a FIRST!!.....for an AMZN to have this as a global provider facing Walmart and others trying to defend themselves is massive. They also can leverage VisionPros tech and supply chain for getting eyeware to ur door
Just like DOC paying $100MM for VisionPros and $100MM for Oncidium....the value(in addition to cash) is in the patents, mgmt, platforms, networks and how many users/lives etc are on their platforms/books.....AMZN would look at DOC the same way....not about DOC today but what-if they dropped it on top of their entire AMZN network tomorrow.....!!!
$4Bn to buy DOC today would be chmp change for AMZN.....theyd make that back 5 fold in year 1 and 10 fold in yr 2......