Rough day today…, and I understand why people are feeling it. I've felt it too.
The patch is real… and that counts for something. It's the one thing we can actually point to that's new right now. But when I think about where the real value in this company lives, my mind goes past the product to everything built to surround it. The provider network, the clinics, the wraparound program. A patch by itself is a product. A care network built around that patch is a business, and that's the kind of thing that pays for years.
That's the part I'm watching for, and the part I'm most excited about. The patch matters. The infrastructure matters more, because that's where the long game is, and that's always been the bigger story to me.
On the price, I'd keep some perspective. This float is tight, so it doesn't take a crowd to move it. One holder trimming a position they've sat on for years, or one person who just needs the cash, can send it down or run it up further than the size of the trade should. I don't read a dip as a verdict on the company. And if you need to sell, no judgment from me. Everybody has bills, and everybody has to make the call that's right for their own life.
For those of us holding, I'm right there with you, hoping for something real to land. As in signed documents etc…And if you're frustrated right now, that's fair. Nobody should feel bad for being tired of the wait.
The patch is real… and that counts for something. It's the one thing we can actually point to that's new right now. But when I think about where the real value in this company lives, my mind goes past the product to everything built to surround it. The provider network, the clinics, the wraparound program. A patch by itself is a product. A care network built around that patch is a business, and that's the kind of thing that pays for years.
That's the part I'm watching for, and the part I'm most excited about. The patch matters. The infrastructure matters more, because that's where the long game is, and that's always been the bigger story to me.
On the price, I'd keep some perspective. This float is tight, so it doesn't take a crowd to move it. One holder trimming a position they've sat on for years, or one person who just needs the cash, can send it down or run it up further than the size of the trade should. I don't read a dip as a verdict on the company. And if you need to sell, no judgment from me. Everybody has bills, and everybody has to make the call that's right for their own life.
For those of us holding, I'm right there with you, hoping for something real to land. As in signed documents etc…And if you're frustrated right now, that's fair. Nobody should feel bad for being tired of the wait.
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