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Bullboard - Stock Discussion Forum Viemed Healthcare Inc VMD

Viemed Healthcare, Inc. through its subsidiaries, is a provider of home medical equipment (HME) and post-acute respiratory healthcare services in the United States. The Company’s service offerings are focused on effective in-home treatment with clinical practitioners providing therapy and counselling to patients in their homes using cutting edge technologies. The Company’s products and services... see more

NDAQ:VMD - Post Discussion

Viemed Healthcare Inc > VIEMED SEES ‘DRAMATIC COMEBACK’ - HME News
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Post by donmayne on May 14, 2021 3:15pm

VIEMED SEES ‘DRAMATIC COMEBACK’ - HME News

VIEMED SEES ‘DRAMATIC COMEBACK’ 
COMPANY PREPS FOR GROWTH THROUGH ACQUISITIONS, NEW OXYGEN BIZ 

https://www.hmenews.com/article/viemed-sees-dramatic-comeback

LAFAYETTE, La. – After weathering some of its toughest months in January and February from the dual impacts of COVID-19 and a treacherous ice storm, Viemed Healthcare saw significant patient growth in March, says CEO Casey Hoyt. 
 
“In January and February, we were admitting 65% of our pre-COVID new patients,” he said on a recent earnings call to discuss first quarter financial results*. “March was right around 90% of pre-COVID numbers. It’s a dramatic comeback (that's) consistent in April. It’s a good sign that things are opening up around the country.” 
 
Viemed reported total revenues of $28.4 million, including $2.9 million for contract tracing services and product sales related to the COVID-19 pandemic. Revenues for its core business were $25.5 million, an increase of 12% over the same period last year. 
 
The company is on pace to hire 65 new sales reps in 2021 to drive organic growth and the company has developed a “pipeline of opportunities” for growth through acquisitions, says Todd Zehnder, COO. 
 
“Acquisitions were not part of our strategy in the past, but we will make them a meaningful part of expanding in 2021 and beyond,” he said. “The companies we’re evaluating are medium to large and in areas we have a geographic coverage gap.” 
 
Viemed is especially interested in larger companies, says Hoyt. 
 
“We’re not interested in doing 10 acquisitions worth $2 million each,” he said. “We’re really focused on quality companies with quality management teams that can carry our mission forward.” 
 
Also contributing to Viemed’s future growth: The national rollout of its oxygen business, an area where it is making investments in sales and infrastructure. 
 
“There’s no reason oxygen won’t be a huge growth driver for the company for years to come,” said Hoyt. 
 
Comment by besttobe on May 14, 2021 3:47pm
Show me story.... Just sayin...
Comment by lscfa on May 14, 2021 6:13pm
If one territory per rep that's 60 new territories by year end. Assuming 60 vent patients per rep that's $41 million USD increase to revenue run rate by year end. Why the hell are these guys not providing guidance beyond 1 qtr?    Aphria and Adapthealth provide yearly guidance.   60 x 60 x $950/mo x 12 mo = $41 million USD  Casey Hoyt:  We have ...more  
Comment by lscfa on May 14, 2021 6:15pm
That should read Apria, not Aphria....
Comment by LongTerm3 on May 15, 2021 11:27am
What about the additional money for Oxygen, there fastest growing division.  Also,  Sleep Apnea Remote Patient Monitoring Behavoral Health              These are just a few things. This isn't a one product company, as when I bought the stock over three years ago. Just to be honest, I am not happy with there salaries, but they managed to grow ...more  
Comment by lscfa on May 15, 2021 11:19am
One time Covid revenues masking growth....   Revenue 2020 Actual 2022 analysts est. Increase Core biz + Covid 131.3 133.6 1.8% Core biz 96.9 133.6 37.9%  ...more  
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