$UNVC --- I don't wish to pump, but a little
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Posted On: 01/06/2021 11:54:44 AM
$UNVC ---
I don't wish to pump, but a little analysis of what we know and think we know may be warranted, and it does appear to sound pretty darn good.
Dalton claims he or Univec has its own Teladoc-like "platform" that combines the best of all others into one coherent system powered by AI. This system tracks everything from cradle to grave and can indicate on its own when intervention (by a healthcare professional) might be warranted. Also, when one signs up with this system, it comes with or at least suggests an entire portfolio of sensor devices that will monitor all of an individual's vitals. Somehow, this system even monitors addicts and can tell if someone is slipping back into addiction (the Crx Monitor).
While I do need to know more details, this all does sound good to me. So the question is, if Teledoc shares are currently trading at $200+ per share, then what might a system like this be worth? I don't have that answer and certainly don't claim to, but if one thinks about such an all-encompassing system, the numbers begin to pile up.
So one question that comes to mind is do we own the monitor devices? If not, do we receive a providers fee? Lots of revenue might be generated by providing these devices. If the system utilizes an I-pad or something similar, will we provide it and will we get a fee for that option as well?
Should Teladoc investors be worried? It's too early to know without additional information. However, if Amazon, Berkshire Hathaway and JP Morgan Chase dropped their system in favor of Dalton's (speculation), then who knows how high Univec share prices might go. I think it should be mentioned that the total addressable market for telehealth is huge and might better be described as enormous and certainly big enough for multiple winners. This suggests that the Dalton/Univec system could be a serious competitor and perhaps even a dominant player in the future.
So what does Dalton's MIMI-RX have compared to Teladoc?
The Teladoc app does not appear to have monitoring, it does not track medical history, and there are no biometrics or monitoring devices. While MIMI-RX has all the above and it also utilizes ZOOM so it can host multiple doctors all at the same time. Pharmacists could even join with the doctor to fill a prescription or provide holistic care (perhaps Rite-Aid will play a role). Even more important, MIMI-RX has AI to monitor vitals and suggest a course or courses of options for treatment. Finally, since the MIMI-RX app was developed in cooperation with the Department of Health, one must wonder how this might be utilized during a Biden Administration --- would large government contract be forthcoming?
Again, lots of unknowns. But Dalton could surprise us all, and in a very good way.
Kgem
I don't wish to pump, but a little analysis of what we know and think we know may be warranted, and it does appear to sound pretty darn good.
Dalton claims he or Univec has its own Teladoc-like "platform" that combines the best of all others into one coherent system powered by AI. This system tracks everything from cradle to grave and can indicate on its own when intervention (by a healthcare professional) might be warranted. Also, when one signs up with this system, it comes with or at least suggests an entire portfolio of sensor devices that will monitor all of an individual's vitals. Somehow, this system even monitors addicts and can tell if someone is slipping back into addiction (the Crx Monitor).
While I do need to know more details, this all does sound good to me. So the question is, if Teledoc shares are currently trading at $200+ per share, then what might a system like this be worth? I don't have that answer and certainly don't claim to, but if one thinks about such an all-encompassing system, the numbers begin to pile up.
So one question that comes to mind is do we own the monitor devices? If not, do we receive a providers fee? Lots of revenue might be generated by providing these devices. If the system utilizes an I-pad or something similar, will we provide it and will we get a fee for that option as well?
Should Teladoc investors be worried? It's too early to know without additional information. However, if Amazon, Berkshire Hathaway and JP Morgan Chase dropped their system in favor of Dalton's (speculation), then who knows how high Univec share prices might go. I think it should be mentioned that the total addressable market for telehealth is huge and might better be described as enormous and certainly big enough for multiple winners. This suggests that the Dalton/Univec system could be a serious competitor and perhaps even a dominant player in the future.
So what does Dalton's MIMI-RX have compared to Teladoc?
The Teladoc app does not appear to have monitoring, it does not track medical history, and there are no biometrics or monitoring devices. While MIMI-RX has all the above and it also utilizes ZOOM so it can host multiple doctors all at the same time. Pharmacists could even join with the doctor to fill a prescription or provide holistic care (perhaps Rite-Aid will play a role). Even more important, MIMI-RX has AI to monitor vitals and suggest a course or courses of options for treatment. Finally, since the MIMI-RX app was developed in cooperation with the Department of Health, one must wonder how this might be utilized during a Biden Administration --- would large government contract be forthcoming?
Again, lots of unknowns. But Dalton could surprise us all, and in a very good way.
Kgem
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