Hi,
MDR is rapidly building market share through a "land grab" for pharmacies, and is already the market leader in this space.
More pharmacies means more patients and more doctors using MedAdvisor as their preferred medication management platform, creating a "network effect" similar to realestate.com.au.
MDR also have major non-profit disease based organisations as well as private hospitals and private health insurers backing and promoting them.
Big pharmaceutical companies will become more and more motivated to promote their medications via the MedAdvisor platform given its large network.
And they have deep pockets (much deeper than paying pharmacies or GPs) to eventually drive strong revenue growth for MDR.
MDR also interestingly has the current COO of realestate.com.au as a strategic advisor...
And currently based on broker data we may be seeing money go from retail investors to institutional investors.
Perhaps accumulation at play till the shackles come off and MDR re-rates.
Any thoughts on this?
Thanks.
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