James

Here to learn about finance.

[James @sedgejamesh]

@DanielCDrolet True, but the first time we saw an acceleration in growth numbers was between the reported numbers of early March and end of April; even with the one-month free trial, I expected there to be some growth in Q2. Still bullish but I'm a generalist so just trying to figure it out.

[James @sedgejamesh]

$LQDA so does anyone know why revs (which is still growing linearly) haven't followed the growth acceleration in patients?

[James @sedgejamesh]

@taobanker Do we trust the Value-Up program to work though😅

[James @sedgejamesh]

@russe49974 @beachbumcapital Why would the costs of those show up in revs?

[James @sedgejamesh]

@LQDA_Bull1 Took that into account but still seeing a pretty large discrepancy.

[James @sedgejamesh]

$PRTH back to a 5 handle, probably worth taking a punt?

[🏴‍☠️ @calvinfroedge]

I present to you

"Make the 1970s Great Again" featuring "Too Late" by Carole King

Find your 1970s crisis vibe

[James @sedgejamesh]

@taobanker was thinking of dm'ing you with this exact thought haha

[James @sedgejamesh]

@taobanker Similar thoughts but not liking the price action in metals rn...

[James @sedgejamesh]

@JohnDoeKnowsGuy Yep, completely agree... it's up to Judge Andrews now haha

[James @sedgejamesh]

@JohnDoeKnowsGuy Their stock comp was never that high so... for me, the biggest 'negative' was that costs increased much more than I expected

[James @sedgejamesh]

@taobanker Foundation models are trained to have "general knowledge"; basically task-specific models build on top of a foundation model to function. Single channel vs. multi channel is about input: what types of data are the model given to predict whatever?

[James @sedgejamesh]

@JohnDoeKnowsGuy It's my second biggest position so I definitely agree it's still very undervalued!! Just getting some doubts on those triple-digit price targets people have been throwing around which I used to agree with haha

[James @sedgejamesh]

@JohnDoeKnowsGuy Unique prescriptions are essentially 400 a month. Conversion rate has stayed the same since they last reported it so I don't think it's exponential? Also they previously reported 1500 starts as of 10/30... all of those patients should be contributing by now, right?

[James @sedgejamesh]

@JohnDoeKnowsGuy Would that assumption mean 1000 patients are still on the free trial/very recently got off of it? From what I've modeled, their adds have been pretty consistent/linear since their launch, hence my disappointment. Thanks for the response btw!

[James @sedgejamesh]

@tgod01 Thanks for acknowledging the revenue 'miss'; was going crazy seeing the reactions on here so positively skewed. Guess we'll have to wait for the earnings call to get some color on that.

[James @sedgejamesh]

@JohnDoeKnowsGuy Even with the free trial (afaik it's only a month), I was expecting a much higher number ngl

[James @sedgejamesh]

@AlphaHunte79332 @alex_ahdoot You've stated 225K a year a patient before, so how did you get 90M in sales with 2200 patients (yes I know there is a free trial)? I'm also a bull but having a hard time understanding this. Something is not mathing.