Presentation Just looking at June.
I know theres a bit of scepticism about whether the revenue line is growing in synch with the salary expense.
But as you look at the market profile - about a million COPD 4 sufferers with about 80,000 currently serviced - and the projections for DmE expenditures - based on 5% growth CAGR. - I see nothing not to like. These volumes are not rosy or speculative but seem very pragmatically real.
And our low cost model seems to be holding up very well. I appreciate the need for centralized IT and similar overhead that does not directly drive revenue.
if there is some doubt about COPD4 revenue growth then so be it. But if you see see this all as positioning for a more generalized extramural home nedical services provider then it makes more sense.
yup. A nice VA pilot will be nice. Proof positive that this model works exactly as intended.