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Re: None

Tuesday, 02/16/2021 8:55:22 AM

Tuesday, February 16, 2021 8:55:22 AM

Post# of 3687

$CVLB ( From Corey Deutsch) for today's Q&A

here is what I have so far, feel free to add in the comments below if i missed anything:

How is CVLB differentiated and thoughtful in its approach?
Is NavaMD still a Q1 event?
How does the transition of the business model in the ShapiroMD brand affect it’s current ARR
Explain the scalability capabilities of VeritasMD
It seems to me like LifeMD was launched ahead of schedule. Why?

@CVLBCorpDev
Bullish
Bearish

Can you disclose estimated LTV and CAC for Rex MD and Shapiro MD? And churn / retention metrics? Or provide a ballpark sense for where these lie?
What happened with SOS Rx? No mentions of it anymore
What will the business model for Life MD / Veritas MD be? And what are the fixed overhead costs involved in operating the platform?

Will you guys be developing and launching mobile apps for your telehealth services in the future? it looks like
$HIMS
,
$TDOC
, etc. already have applications in the app store with thousands of reviews... how do you plan to compete and differentiate yourselves from already established players in the market?
CVLBCorpDev

I'm interested in corporate governance and how the BOD contributes to keeping a tight ship and not pursuing top-line growth and market share at the risk of letting expenses or the need for further raises get out of control

Do they currently have any plans to expand into multiple geographies?

Run rate increase and not "spend increase" is especially relevant for a fast-growing company like Conversion. Does Justin/BOD have limits in place on the amount by which they are willing to increase what they are spending without jeopardizing increased run rate?

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