Stanu - MDF - Thanks for the link to the presentation, it was excellent! It was great to listen and to see the presentation slides! I told myself I am completely loaded up, but the presentation made me want to buy more at the $2.50 level. Points that jumped out at me:
Confirmation of 5-6K breakeven
Good discussion of current low penetration and growth opportunity
Charts on increases in per patient $ and profit
Discussion that PSN MER expected 88-90%, but HMO is expected in low 80s
Discussion of importance of May date, end of June and other potential for new customers
More detail on expansion plans that will triple the number of eligible customers (300K + 700K)
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