The data moat angle is super interesting, but I wonder if the regulatory environment will let them actually leverage that advantage. Health data is notoriously hard to monetize even when you own it, and every privacy law seems to get stricter. Still, the in-house compounding facility gives them a real structural edge that most competitors can't copy.
Good point. I think the answer is in the verticalization 😎 they are going after the complete supply chain, meaning data don’t need to go out of the company to be used
The data moat angle is super interesting, but I wonder if the regulatory environment will let them actually leverage that advantage. Health data is notoriously hard to monetize even when you own it, and every privacy law seems to get stricter. Still, the in-house compounding facility gives them a real structural edge that most competitors can't copy.
Good point. I think the answer is in the verticalization 😎 they are going after the complete supply chain, meaning data don’t need to go out of the company to be used