I am well connected in the digital space from my Livongo, Teladoc and Ontrak days. I have all been very bullish on Dario Health. And while the stock price hasn't performed (mostly due to Teladoc desimating the sector) and coming out of the pandemic, one thing I know is digital healthcare is the next frontier. Either in pharma, tech or the sector itself.
Eitan was the curator of the Livongo platform. It was his innovation that really put the pieces together for Livongo and make the platform so attractive. For Eitan to come to Dario speaks volumes to the potential of what lies ahead.
IMO, over the last yr,
$DRIO has inked some of the best names, best sponsors, and its execution has made this an attractive buy at these levels. IMO, this has no business sitting at 100mc and literally should be in the 300-400M MC today. Don't sleep on this ticker.
And for sprinkles on this ice cream, Arnaud Robert was a former C-Suite at Sanofi (Dario's current sponsor/partner) and also believe that isnt a coincidence. This year, Sanofi brought Prevention for over 1B and if Dario continues to deliver, it wouldn't surprise me if Dario is bolted into the mother ship sometime down the road. While Dario/Sanofi current have a 30m strategic in place from last yr, Sanofi has spent over 100m internally building there digital therapeutics arena leveraging Dario as the KOL.