MDR 3.45% 30.0¢ medadvisor limited

Ann: MedAdvisor to Acquire Healthnotes to Accelerate Growth-MDR.AX, page-13

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  1. 28,128 Posts.
    lightbulb Created with Sketch. 42
    the unseen advantage here is the large leap on others -

    this is a very specific market and the chomp that MDR have has now gotten a whole lot bigger in one bite - that makes it very hard for someone else to enter.

    Also - it makes it very very hard for another player who is in the field and will be faced with customer after customer coming into their chemist shop and asking if they do Medadvisor

    Combine this ann. on health notes and the Diabetes announcement - and, IMO

    this is a combined hit that will really hurt any other players.

    If they are not thinking about capitulating already - they should certainly sit down and think it through now.

    MDR has the app. that is better - now has the scale and will soon have a herd of GP's on board.

    Any competitor should really start to think about getting on board here - as if they do - it will just make the thing unassailable.

    This IMO is a very low level investment (early stage) - and, it just got derisked a lot.

    all my opinion in a huge market

    Pinto
 
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