Read on Twitter
$SHG CEO INTERVIEW SUMMARY THREAD Went to @WallStreetRprtr today for $SHG interview. This was one I was really looking forward to. Prad did a great job breaking it down.
Read the thread for all you need to know
$SHGFF
$PYR $KNR $GSI $MTRX $DOC $NXO $WELL $SONA
OVERVIEIW
$SHG is one of the largest multi-specialty healthcare systems in the United States
Operates a US multi-state health network that comprises of physical multi-disciplinary medical clinics providing a range of services
150K patients
16 jurisdictions
$SHGFF $SHG.v
$SHG is one of the largest multi-specialty healthcare systems in the United States
Operates a US multi-state health network that comprises of physical multi-disciplinary medical clinics providing a range of services
150K patients
16 jurisdictions
$SHGFF $SHG.v
$SHG NEWS TODAY
GatherMed = Remote Patient Monitoring for hypertension
Insurance expected to reimburse $1,920/year USD per patient registered = $100M rev potential if 1/3 of existing patients in their network sign up
Only 1 product in 1 patient condition = many more to be add
GatherMed = Remote Patient Monitoring for hypertension
Insurance expected to reimburse $1,920/year USD per patient registered = $100M rev potential if 1/3 of existing patients in their network sign up
Only 1 product in 1 patient condition = many more to be add
A lot of $$$ going in healthcare to create access for all
- will only be further advanced by Biden
CEO says $SHG are focused on organic growth thru disciplined practice that leads to increased clinic visits and therefore rev + more clinics
=creating value not just through M&A
- will only be further advanced by Biden
CEO says $SHG are focused on organic growth thru disciplined practice that leads to increased clinic visits and therefore rev + more clinics
=creating value not just through M&A
M&A
Acquire clinics is through network acquisitions which already have organic growth models
Often built by management who want to run them long term but the private equity that built them wants liquidity
= perfect for $SHG = consolidation of smaller networks satisfies both
Acquire clinics is through network acquisitions which already have organic growth models
Often built by management who want to run them long term but the private equity that built them wants liquidity
= perfect for $SHG = consolidation of smaller networks satisfies both
$SHG
Market Cap = $219.2M
$45M rev expected this year! only 5x mc??
175M shares out
NASDAQ application filed
Share consolidation to come = tighten float
Most big institutions can’t buy until they uplist to NASDAQ
Same people who took GrowGen $GRWG from $4 to $50+
Market Cap = $219.2M
$45M rev expected this year! only 5x mc??
175M shares out
NASDAQ application filed
Share consolidation to come = tighten float
Most big institutions can’t buy until they uplist to NASDAQ
Same people who took GrowGen $GRWG from $4 to $50+
macro trend to increased access to healthcare
