RE:RE:RE:RE:Silent shareholderYes, of course, there are other things than collections and adherence, like...
- Number onboarded
- Number compliant
- Number adherent
- Average $ per patient per month in revenue (including the extra from adherence work)
- Gross margin %
- Extra expenses to ensure extra adherence
- Other expenses
I think the focus has been on collections and adherence because those are where the bottlenecks are purported to be. For example, if adherence doubles, then revenue should double, which is an insight in itself.
Having said all of that, I do agree that its fair game to expect the company to provide information in areas where they have provided estimates in the past. One of those is onboarding, although I don't think they'll provide it until the adherence issue is straightened out.
Efnjesuschrist wrote: Relying on an adherence percentage is a humungous mistake if patients onboarded aren't included. smoke and mirrors all the way. So we know atleast 250 000 patients onboarded by the end of June. Let's say 50% adherence. That's a $130 million on an annualized basis. Percentages mean nothing without patient numbers. So either Lisa tells us how many patients have been onboarded or we just wait for the quarterly results. Money in the bank!