Capt, it still IS a good company.
It's not an awful quarter by any means. Revs are up YOY, and that derivative FV adjustment really throws off the bottom line.
Seeing that prescription sales have essentially flat-lined is certainly concerning. I was fully expecting those to be higher given their software issues last year. 340B revenues also down, but I think they canceled a couple of those contracts?
They NEED to start talking about how they plan to grow revenue if indeed they've reached their max from a prescription standpoint at their current pharmacies. For example, I don't understand what ClearMetrX is contributing at all and what the delay is there.
I would also love to know what the Script revenue break down is per store. Pre-2018 when they were at just the one pharmacy, they were growing pretty steadily each year and then capped off around $20 million. It doesn't seem like we've seen much growth at all at any of the locations they acquired.
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