Equity Field Notes from temporal sources

[DanWebzster]

DRIO has recently switched from B2C to B2B2C in the diabetes management space.

Aiming at the Livongo niche, DRIO was able to do a capraise that will give them a 2-yr runway.

The DRIO diabetes ap gets stellar reviews in both the IOS and the Android stores, much better than DXCM. DRIO's technology is also considered more simple to use than Livongo's

Presently, DRIO has a MCF of ~100M with 38M in cash. If DRIO can generate 20M in Revs that would go along way toward demonstrating a value proposition. Consider that Livongo is valued at ~27X Revs.

Is DRIO to be an also-ran with arguably better technology or will it take market share from DXCM and Livongo. I will be following earnings releases.