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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 > VMD's CC: Additional GROWTH excerpts & the Competition
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Post by stockfy on Jun 07, 2021 4:46am

VMD's CC: Additional GROWTH excerpts & the Competition

Both the CEO and the COO emphasized in the latest CC that VMD will announce revenue YoY growth in 2021, although VMD reported very strong YoY revenue growth in 2020 compared with 2019.

In my previous messages, I posted several growth-related excerpts from the latest CC. See some additional growth-related excerpts below.

It must also be noted that all these growth initiatives differentiate VMD from the competition, so VMD becomes even more attractive for a large healthcare name and will be acquired sooner rather than later.
 
 
"Physicians are actively receiving billable codes from our care team and their offices are billing for the monitoring of these patients. As a result of the RPM offering, our physician referral sources have naturally sent more sleep apnea patients our way. We are optimistic about this new trend and will continue to place more HSD reps around the country to expand both RPM and our Home Sleep Delivered model."
 
and:
 
"We also added a new feature to engage in the first quarter called clinician, which allows the physician to have a portal where they can remotely tap in and have a real-time look at the care delivered to their patients. The sales force is currently being trained on the features of engage and we expect this to be another strong sales feature that will substantially differentiate us from the competition in 2021."

 
and:

"Our other new conversation with physicians has been about our behavioral health offering called Viemed Clinical Services. The VCS team has hired and trained licensed clinical social workers in six new areas. Many hospital systems have a strategic focus on helping prepare patients for the end of life, with these conversations being really tough for the physicians to have, our VCS team has proven that we serve as a nice complement for them to carry this conversation forward and give the patient and their family and next level of care. This is going to uniquely differentiate us from the competition. Our behavioral health workers have proven that they can help us retain more patients on vents, contribute to new core business and help drive more hospital partnerships."


 
Comment by JackLambert on Jun 07, 2021 7:49am
Right on.  All defensible IPR.  
Comment by stockfy on Jun 10, 2021 1:38am
Thanks, JackLambert. I just posted facts from the latest CC in terms of how VMD expands its business and differentiates from the competition.
Comment by JackLambert on Jun 10, 2021 7:35am
Indeed.   What really matters here is the market.  Very large.  Lucrative. And competitively under represented.   A slick fast innovator can do well for several years.   For me the real risk to the shareholder is a buyout before we hit the big money.  
Comment by JackLambert on Jun 10, 2021 9:42am
Anyone who has held this stock for the past three years knows some things.  I am in my third now.  1.  You have made a boat load of money.  2.  This is at least the third time the price has been dragged down massively because of (competitive) billing issues.   Each time the drop is smaller.  Each time it comes back faster.  And each time it does/will ...more  
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