RE:What was expected in the last CC fell flat.Them doing this current plan isnt what is bad. In the end its the right way to go. Would had been nice if they had decided to say this had to be this way at any point leading up to it but thats not Stage's way.
The problem is the timing now.
LOI signed off end of June lets say.
Time table to get the new company together and integrate them into Stage's systems
When will that be done? August? September? who knows
All along that way we will continue to see problems reporting finacials.
Does this mean aristotle doesnt get rolling until towards the end of the year?
If so where is covid at that time? Are we testing away like people think or will it dip down a good amount with so many people getting the vacinne in that period of time.
So this is why we get the sell off
1. Massive mistake with rollout
2. Realization that their revenue will drop considerably before they can get aristotle rolling if covid testing decreases
3. Why keep money in this company doing nothing for the next 4-6 months. Maybe after that investors come back.
What is the only card Tripp can play that will turn it around? Is Care Oncology using Aristotle today even though the LOI hasnt been signed? I would assume they are but its not been said. Even if they werent doing the LOI I assume they would still be using the test. Is that where the uptick in cancer revenue came from? If so why not say that?? Where they using the other products in the suite and are now using arisitotle? If they did 500K in cancer in Q4 then maybe they will do 750-1M in Q1. Is that due to Care and because they have been working with them before that led to Stage wanting to buy them?
As always Stage = total guessing game and we will likely never have the facts.
probably 65 cents tomorrow. Would be nice to see insider buying at least