OptimizeRx Corporation (OPRX)

[vlscout]

Not sure what to make of this quarter (q1) and the CC.

They suddenly revealed that their largest customer stopped using them for 4 months jan-apr (to evaluate effectiveness they say). Also allscripts had reduced activity due to privacy issues on their platform. Neither of this mentioned in the previous call or ahead of the secondary.Seems like material information to me.

On the other hand their comments regarding future are very positive. Pharma firms all agreeing that sampleMD is a fantastic channel. "Very significant" ramp expected in h2. Never read this kind of positive language in a SEC filing.

Then on one hand they hand out the target of doubling distributions (of vouchers). But they refuse to give those numbers for q1 for "competitive reasons"., so investors have no ability to judge achievement of targets.

Every couple of quarters they have these rather huge "one time" stock option expenses for "former" and current executives.

The good thing is that the new investor who bought a lot of shares lately (partially from the selling executives), Harvey Poppel, seems not to be shy to hold managements' feet to the fire if he thinks its required.