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Posted by
Two Blokes Jun 7 -
Filed in
Stock
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7 views
Omada's IPO impresses with rapid revenue growth and a unique approach to chronic disease management, but the company remains unprofitable. Valuation is stretched at 5-6x sales, especially given continued operating losses and the need to prove sustainable growth. Key risks, other than losses, include reliance on few PBMs, potential engagement/churn issues, and privacy concerns, making the outlook uncertain.
