Post by
mingzhu on Nov 20, 2021 9:35pm
calculation for $10 valuation with 200k patients
it has 40k by the end of 2021, 160k to go in 2022. currently it is onboarding 10k /month. 160k/12=13k/month. 200k*$75(65 USD)*12 month=180m*45% net margin=81m *typical 20x=1620m/171m shares=$9.4. Not evey patient pays $75. That will be made up by selling hardware with 15% profit.
Comment by
jimitwist on Nov 21, 2021 8:50am
I think they announced that they were getting away from selling hardware. Just selling the software made them more nimble and able to onboard clients quicker without handling the hardware.
Comment by
jakethesnake2 on Nov 21, 2021 9:33am
Lisa said they will only sell hardware to very large clients that request it in order to close the deal