$DRIO post earnings (Updated)
Since earnings, in the last 3 sessions, everything has gone from suck to rainbows. Earnings beat on topline / bottom-line / EPS and margins have resonated with smart money. Last three season have been nothing short of spectacular. Analyst upgrades and price target raises showing an increased multiple in the financial models. Management is execution and WallSt is taking notice. Next Mini-Livongo 2.0 in time. Also DRIO is sitting down with Industry leaders at McKinsey's 5th annual digital healthcare event.. June 21-23rd.

$TDOC loss is $DRIO gain
$TDOC loss is $DRIO gain in a Cowen note this morning... 75% of the guidance adjustment was due in part to there DTC therapy product. This is unrelated to DRIO as they have no similar product. The other 25% attributed to longer sales cycles on there digital health product resulting from increased competition. Given that TDOC have not historically sold to fully insured health plans, they underestimated what sales cycles to these plans mean. It also shows they are not convinced of Livongo's ROI. Given the markets migration to a fully integrated solution and growing disappointment from Livongo / Teladoc (given that TDOC has put less emphasis and development on the legacy Livongo solution; its not surprising there experiencing tougher sales environments. DRIO is not seeing the trends that TDOC is facing and may very well be the competition there referring to. (DRIO keeps inking employer contracts and health plans seemingly)
$DRIO - Dario Health - Business Group on Health - Annual Conference
Buddy attending this today.. Lot of Healthcare Groups there today, Aetna, United Dario etc.

Drive better conversations & change in health care experience. It was standing room only when Dario presented today... just saying...
post media
$DRIO - Earnings Call this morning - Turning the Corner (Long)
I continue to highlight and bring to the attention of this investor fan base - Dario Health. From seeing it from the basement to where it's at today; nothing short of spectacular. This company at this valuation will bear a 4 - 10x in the next 12-24 months. If you like how the year has gone, take a seat because its just getting warmed up.

2021 and Recent Highlights
  • Total revenue increased 171% from $7.6 million in 2020 to $20.5 million in 2021 on the strength of Dario's rapidly expanding growth resulting from the acquisitions closed in 2021 and the increasing sales in the B2B channel.
  • Increased the number of accounts to 54 across the health plan, employer, and provider market segments to create book of business worth $35 million in total contract value.
  • Successfully implemented clients and achieved market-leading 40%-member enrollment rate with retention above 80%, proving the value of Dario's B2C2B strategy leveraging the company's successful consumer engagement capabilities.
  • Signed a multi-year, multi-faceted agreement with leading health care company Sanofi to accelerate adoption of Dario's solution in the payer market through joint sales efforts and drive innovation through shared research initiatives and development of new products for use on Dario's platform.
  • Signed three acquisitions – Upright Technologies Ltd. (Upright") for musculoskeletal health and PsyInnovations, Inc. (dba wayForward) for behavioral health; and executed an acquisition agreement with Physimax computer vision technologies - to expand platform solutions to cover four of the top five condition priorities for B2B buyers.
  • Launched digital physical therapy product, Dario Move, which uses wearable sensor technologies developed by Upright, further differentiating the full suite of solutions and generating interest in the health plan and employer markets.
  • Published five new clinical studies, including peer-reviewed clinical research demonstrating the impact of Dario's single platform approach in a leading peer-reviewed journal for digital medicine and health, the Journal of Medical Internet Research, providing the market with real-world evidence of the effectiveness of the company's integrated solutions.
  • Financially sound into 2024
  • More strategic discussions are talking place and expect more deal-flow.
  • Company culture, management team, cap table - are in the highest of regards.
Alberto Wallis's avatar
$8.7m follower assets
Upcoming Earnings Calendar (March 21st-25th)
Two heavy-hitters reporting next week: Nike and Adobe. Really interested in seeing what Nike has to say about supply chains after the recent events. Carnival Cruise and Nio should also be interesting. Full list of companies below.

MON:


TUE:


WED:


THU:


FRI:
post media
$DRIO - Cowen and Stifel Notes Out - Institutions starting to digest the news
One of the most disconnected stories on all of wallst.. this is the first of many dominos. What people don't understand (and I do) from my days in pharma.. is two things. If ph1 - goes well with Sanofi, they will put up 50m in an equity stake in phase 2. Expect that to come this yr. If that happens, 70 percent change of a buy-out cus they just put a lid on the tech. Big pharma knows this, so they will circle and see what the hubbub is about.. Also, two things.. Sanofi went under the NDA and checked under the hood. Which leads me to believe that Dario is getting courted by more pharmas. AND .. the best in the business go invited to this partnership, Omada, Teladoc etc etc.. Something with Dario's solution stood out.... #knowwhatyou own. This is one of the best risk-on position in the market right now.. Cheap long term options or position build is a no-brainer. I did it the first time at 7$ and actually caught the top at 30$. It will easily happen again. This is how "cunning" Wall St is, the bitch that it is... When this stock had the least... it was at it's most and now it's at it's most and it's priced at it least. Oh well, I'm ready to make 500k on this one again. Question is.... are you.

I follow Buffett rule of 5-8 best ideas... and know everything I can about em... I have spent hundreds on hours of unbias DD on this... and I like the others one's too... I just like percentage basis on this and the timing of the sector.
post mediapost media
I own both and a buyer at these levels ... but your percentage on return will fare better buying DRIO vs TDOC. TDOC is riddled with some really strong short funds now.. there like fleas. DRIO is a much cleaner story that no one knows about.
View 1 more comment
$DRIO - technical pattern detected
I have been following the company since the pandemic and based on all the analysts note I've reviewed, I am expected some big news in the quarter. The chart is signaling my intuitive thinking. Considering this low float, tightly held stock and how far apart the moving averages are, I expect the move to be big. When this stock moves on big news, is it reflected in the price action. This ticker has had several 4 - 6+ pt moves in a day once it becomes liquid.

Another reason that is justifying my thinking is the latest 13fs. Nanathala and Collaborative (long term/sticky money anchor tenants) have doubled there positions (over 1+m shares of open market buying) this Q. They have cost avg'd down and in doing so have kept the supply tight. This leads me to believe that they have been close to management during this downcycle with Teladoc and other digital telemedicine plays, however smart money being smart money, continued to buy when the stock is was at its weakest (top technical of money flow into the stock almost green when it shouldn't). Stock has been getting comfortable sitting on the other side of the 20sma, and seem to be slowly letting it out (would like to see this starting to close above 9.25 - next should be 10.36) before news (I'm thinking). However, my cross over on the vortex (first time in a long time) has me smiling.

If you followed me on MOTS you bagged 40+ percent on a trade, but I am holding for bigger percentage plays. DRIO still hasn't had its "I've arrived day trading session" where it's traded its float 3-4x). If that happens, don't know what can happen here. Happy trading. I am long $DRIO
post media
Commonstock is a social network that amplifies the knowledge of the best investors, verified by actual track records for signal over noise. Community members can link their existing brokerage accounts and share their real time portfolio, performance and trades (by percent only, dollar amounts never shared). Commonstock is not a brokerage, but a social layer on top of existing brokerages helping to create more engaged and informed investors.