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our first live stream for the new year 5.52 Jump to 28.8
    ORDINAL first
    DATE the new year
for 2022 and we are starting off with 6.48 Jump to 30.72
    DATE 2022
one of the hottest health tech companies 4.919 Jump to 34.32
    CARDINAL one
multi-billion dollar market 2.96 Jump to 62.239
thousand percent or more and uh now it's 5.92 Jump to 73.6
    PERCENT thousand percent
i think this 2022 could be relics here 4.881 Jump to 76.799
    DATE this 2022
you know a little bit i think was 90 3.84 Jump to 81.68
    CARDINAL 90
everything started working so i think 20 6.0 Jump to 94.64
    CARDINAL 20
about one of the key things that 5.28 Jump to 124.24
    CARDINAL about one
december at did you it was two million a 5.759 Jump to 132.48
    CARDINAL two million
okay so two million a month exit in 20 5.121 Jump to 138.239
    CARDINAL two million
    CARDINAL 20
uh in in 12 5.92 Jump to 143.36
    CARDINAL 12
last 22 okay so which is basically right 6.76 Jump to 145.92
    CARDINAL 22
24 million run right annualized yeah 5.88 Jump to 152.68
    CARDINAL 24 million
we've seen stocks trade at 50 x revenues 4.56 Jump to 167.84
    CARDINAL 50
be trading at a billion dollar run rate 4.0 Jump to 175.12
    MONEY a billion dollar
you got the 24 million runner plus you 3.839 Jump to 179.12
    CARDINAL 24 million
little bit under 200 million shares out 3.2 Jump to 185.84
    CARDINAL 200 million
yeah about 190 million fully diluted so 4.72 Jump to 189.04
    CARDINAL about 190 million
should be trading at five dollars like 4.88 Jump to 193.76
    MONEY five dollars
significant growth and those and 75 6.159 Jump to 220.72
gross and 45 ebitda margins and so you 5.68 Jump to 223.44
    CARDINAL 45
things that drive value one is you know 3.92 Jump to 233.92
so cognizant is a 50 billion market cap 5.04 Jump to 267.68
    CARDINAL 50 billion
fortune 500 company i think their 5.36 Jump to 272.72
    CARDINAL 500
fortune 186 number 186 um they're 6.32 Jump to 274.4
    CARDINAL 186
    CARDINAL 186
definitely a blue chip stock 25 of their 4.64 Jump to 278.08
    CARDINAL 25
and they integrate with 650 different 5.759 Jump to 282.72
    CARDINAL 650
80 percent of blue cross blue shield's 4.72 Jump to 291.199
    PERCENT 80 percent
healthcare space but they're one of 3.919 Jump to 299.84
multi-billion dollar multinationals what 2.639 Jump to 305.84
much more significant one right now 4.319 Jump to 392.16
also important to realize last year 2021 5.84 Jump to 500.0
    DATE last year 2021
are you so am 87 is asking are you 4.72 Jump to 567.6
well we want to put on 40 000 patients 4.0 Jump to 610.079
    CARDINAL 40 000
multi-billion dollar multinational that 4.32 Jump to 682.72
comparable services to 200 million 4.56 Jump to 738.32
    CARDINAL 200 million
i think you know 5 000 10 000 you know 5.36 Jump to 759.279
    CARDINAL 5
30 000 patients whatever the numbers are 5.599 Jump to 761.68
    CARDINAL 30
but this is the year 2022 6.081 Jump to 764.639
    DATE the year 2022
know a million patients 4.401 Jump to 773.519
there's a couple hundred people watching 3.04 Jump to 808.88
    CARDINAL a couple hundred
um yeah you're not the one who'd go to 3.361 Jump to 813.839
gonna take that to mean first quarter of 4.719 Jump to 837.92
    DATE first quarter
22 that we could see something well you 4.161 Jump to 840.079
    CARDINAL 22
going forward through 2022 and you know 3.599 Jump to 854.48
    DATE 2022
market we've got a first mover advantage 3.2 Jump to 872.8
    ORDINAL first
was uh microsoft and phillips sort of 10 5.28 Jump to 884.32
    CARDINAL 10
15 years ago when they had a 4.321 Jump to 887.279
    DATE 15 years ago
i mean maybe six months from now a year 3.12 Jump to 932.32
    DATE six months from now a year
take six months to a year but you know 3.841 Jump to 947.279
    DATE six months to a year
and you know year or two from now and 4.32 Jump to 957.6
    CARDINAL two
significant one followed by really 3.279 Jump to 965.92
see that you know the first big contract 4.24 Jump to 974.48
    ORDINAL first
that one of these major major deals and 3.76 Jump to 978.72
think probably one question that might 3.84 Jump to 1028.16
    CARDINAL one
mean right now if you're doing 2 million 4.16 Jump to 1034.72
    CARDINAL 2 million
achieved in 2021 and then share our 5.12 Jump to 1115.2
    DATE 2021
outlook for 2022. 4.48 Jump to 1117.76
    DATE 2022
the multi-billion dollar healthcare 4.321 Jump to 1142.799
we have strong margins of roughly 75 6.56 Jump to 1184.32
    CARDINAL roughly 75
gross and 45 ebitda 4.721 Jump to 1187.679
    CARDINAL 45
and we expect to generate over 40 3.28 Jump to 1190.88
    DATE 40
million in revenue in the current 5.6 Jump to 1192.4
calendar year so calendar year 2022. 6.08 Jump to 1194.16
    DATE year 2022
a million dollars in new revenue at over 5.36 Jump to 1236.24
75 percent margin by implementing a hugo 4.321 Jump to 1238.799
    PERCENT 75 percent
over 372 dollars per patient per month 5.76 Jump to 1271.36
    MONEY 372 dollars
and again we're only charging between 48 5.36 Jump to 1277.12
    CARDINAL between 48
um in the first half of 2021 6.6 Jump to 1288.84
    DATE the first half of 2021
covet 19. 3.279 Jump to 1297.28
    CARDINAL 19
u.s health care in the second half of 5.039 Jump to 1302.88
    DATE the second half
2021 so as we'd said all last year the 4.56 Jump to 1304.96
    DATE 2021
the second half of 2021 and that's 4.72 Jump to 1309.52
    DATE the second half of 2021
second half of the year were able to 3.039 Jump to 1318.88
    DATE half of the year
when we started in 2018 4.08 Jump to 1350.64
    DATE 2018
clinician was around 59 per patient per 4.959 Jump to 1354.72
    CARDINAL 59
beginning of 2021 rather it was um 4.961 Jump to 1359.679
    DATE 2021
around 315 dollars per patient per month 5.28 Jump to 1362.24
    MONEY 315 dollars
by the end of the year was 372 4.96 Jump to 1364.64
    DATE the end of the year
    CARDINAL 372
over 400 per patient per month so you 4.4 Jump to 1369.6
    CARDINAL over 400
and can reduce costs by up to 5 6.88 Jump to 1399.679
    CARDINAL up to
    CARDINAL 5
um in 2021 we saw a dramatic increase in 5.281 Jump to 1406.559
    DATE 2021
about two months later after they've 3.52 Jump to 1418.96
    DATE about two months later
of a sudden we get a call from six of 3.2 Jump to 1428.0
    CARDINAL six
in 2021 we expanded into california 3.919 Jump to 1440.24
    DATE 2021
    GPE california
provide a pipeline of over 200 000 3.36 Jump to 1476.0
    CARDINAL over 200 000
we have about 500 000 patients under the 4.161 Jump to 1481.279
    CARDINAL about 500 000
clear path to onboard 200 000 patients 4.64 Jump to 1491.919
    CARDINAL 200
by the middle of 2023 4.0 Jump to 1494.559
    DATE the middle of 2023
um and that translates to about 120 3.521 Jump to 1496.559
    CARDINAL about 120
million in annual revenue at full 3.041 Jump to 1498.559
    DATE annual
and that's at an average revenue of 40 5.12 Jump to 1501.6
    CARDINAL 40
quarter ending september 30th 2021 5.041 Jump to 1510.559
    DATE quarter ending september 30th 2021
by 192 percent uh relative to the 4.64 Jump to 1515.6
    PERCENT 192 percent
1.6 million at a gross margin of 72 so 5.439 Jump to 1520.24
    CARDINAL 1.6 million
    CARDINAL 72
so our outlook for 2022 and expect to be 4.96 Jump to 1545.12
    DATE 2022
point in 2022 and currently targeting 4.72 Jump to 1552.559
    DATE 2022
sort of the second half of the year but 3.04 Jump to 1555.2
    DATE the second half of the year
billing codes for 2022 so these are um 4.321 Jump to 1564.559
    DATE 2022
original target of roughly 37 million 4.08 Jump to 1583.76
    MONEY roughly 37 million
50 million medicare and medicaid 4.4 Jump to 1587.84
    CARDINAL 50 million
and our strategy for 2022 is definitely 4.319 Jump to 1600.24
    DATE 2022
our target margins of 75 percent gross 4.88 Jump to 1614.64
    PERCENT 75 percent
and 45 ebitda which are very compelling 4.0 Jump to 1617.2
    CARDINAL 45
and we expect to generate revenues of 40 4.56 Jump to 1630.96
    CARDINAL 40
million this year and we expect to 4.64 Jump to 1632.96
    DATE this year
for 2022 we did at the end of 2021 6.48 Jump to 1645.679
    DATE 2022
    DATE the end of 2021
calendar year is 40 million 3.12 Jump to 1652.159
    CARDINAL 40 million
further into 2022 and have more sort of 5.76 Jump to 1670.799
    DATE 2022
updated guidance for 2022 and again as i 4.481 Jump to 1684.399
    DATE 2022
is uh 40 okay so so the projection is 7.64 Jump to 1708.84
    CARDINAL 40
for 40 million dollars in revenues 5.839 Jump to 1713.2
    MONEY 40 million dollars
in uh 22 this year 4.16 Jump to 1716.48
    DATE 22 this year
we're in 22 now 5.12 Jump to 1719.039
    DATE 22
uh so in actual actual revenues of 40 4.72 Jump to 1720.64
    CARDINAL 40
million 3.201 Jump to 1724.159
know million patients or whatever what 4.401 Jump to 1744.799
gonna that 120 million revenue is gonna 5.199 Jump to 1750.96
    CARDINAL 120 million
five billion dollar valuation i mean it 3.76 Jump to 1764.08
    MONEY five billion dollar
could be you know ten dollars you know 3.76 Jump to 1766.0
ten dollars a share stock price and 3.6 Jump to 1767.84
    MONEY ten dollars
could do 40 million this year again 4.56 Jump to 1776.96
    CARDINAL 40 million
    DATE this year
you're a 24 million runner right now so 4.8 Jump to 1778.96
    CARDINAL 24 million
uh five years ago next week or the week 5.28 Jump to 1813.279
    DATE five years ago next week
    DATE the week
reality is you know one of the i guess 4.16 Jump to 1873.84
downsides of being sort of first to 4.16 Jump to 1876.48
    ORDINAL first
20 minutes worth of of conversation so 6.16 Jump to 1909.6
    TIME 20 minutes
you know give you uh you know 50 million 3.84 Jump to 2035.12
    CARDINAL 50 million
know no one's going to get fired for for 3.28 Jump to 2054.24
know i don't know 20 a share 3.76 Jump to 2195.76
    CARDINAL 20
company's worth less than a billion 2.801 Jump to 2241.599
    MONEY less than a billion
billion dollar evaluation and and you 4.0 Jump to 2245.68
not you know one of of many companies 5.361 Jump to 2251.839
you know gold standard first to market 4.32 Jump to 2257.2
    ORDINAL first
advantage and you know i think if one 3.921 Jump to 2259.359
lisa nothing below 20 a share 5.28 Jump to 2279.28
    CARDINAL 20
twenty dollars minimum 4.16 Jump to 2316.24
    MONEY twenty dollars
i think at one point you said well you 4.801 Jump to 2330.079
    CARDINAL one
a three to five million dollar raise 4.639 Jump to 2359.2
    MONEY three to five million dollar
five you know five million that's only 3.921 Jump to 2387.599
    CARDINAL five
    CARDINAL five million
you know what it'll be two million let's 4.24 Jump to 2391.52
    CARDINAL two million
call two million shares roughly and 3.679 Jump to 2393.68
    CARDINAL two million
that's like one percent of that's 3.12 Jump to 2395.76
nothing it's like that's one day's 3.441 Jump to 2397.359
    DATE one day's
think you know uh for one year 5.2 Jump to 2459.76
    DATE one year
in 2018 was the billing codes were new 4.24 Jump to 2478.72
    DATE 2018
2018 we left it up to the clients to 4.32 Jump to 2520.16
    DATE 2018
collects at least you know 15 readings a 4.079 Jump to 2544.0
    CARDINAL 15
month or 16 readings a month which is 3.76 Jump to 2546.48
    DATE month
    CARDINAL 16
company who got caught in that first 3.52 Jump to 2580.0
    ORDINAL first
1998 whatever it was like yeah you know 5.04 Jump to 2685.52
    DATE 1998
the internet was just like aol or 97 4.72 Jump to 2687.76
    CARDINAL 97
whatever the video was like 97 it was 3.759 Jump to 2690.56
    CARDINAL 97
sudden uh two years later it was a whole 4.32 Jump to 2700.24
    DATE two years later
at the end of 2018 2019 i stripped us 4.72 Jump to 2719.599
    DATE the end of 2018 2019
back to just myself one of the 3.841 Jump to 2722.079
tier two let's say auditor to kpmg you 4.88 Jump to 2746.56
    CARDINAL two
stock five years ago or something they 2.879 Jump to 2848.96
    DATE five years ago
but one of the key things again with 4.4 Jump to 2854.0
    CARDINAL one
about eight months of due diligence you 3.52 Jump to 2872.72
    DATE about eight months
from what we were um back in 2018 4.161 Jump to 2901.599
    DATE 2018
company is essentially in the next six 3.599 Jump to 2912.24
    DATE the next six
stock go you know five six dollars 3.201 Jump to 2919.599
    MONEY five six dollars
bitterly disappointed by one month and 3.441 Jump to 2947.359
    DATE one month
one so that creates too much volatility 4.72 Jump to 2954.48
having you know 40 000 patients as 4.48 Jump to 2978.16
opposed to 400 000 patients so you know 4.72 Jump to 2980.24
    CARDINAL 400
and no one outside the company is ever 3.84 Jump to 3023.44
one one of the questions i think we 4.161 Jump to 3093.359
    CARDINAL one one
first i want to just cover this question 4.24 Jump to 3108.16
    ORDINAL first
uh does your 40 million dollar forecast 5.2 Jump to 3110.24
    MONEY 40 million dollar
40 million revenues forecast 22 4.48 Jump to 3112.4
    CARDINAL 40 million
    CARDINAL 22
okay so bottom line this 40 million 4.64 Jump to 3146.4
    CARDINAL 40 million
having five servers they drive they say 2.961 Jump to 3326.079
    CARDINAL five
think their revenue last year was 16 to 5.04 Jump to 3351.68
    DATE last year
    CARDINAL 16
20 billion dollars so us 5.839 Jump to 3354.24
    MONEY 20 billion dollars
one-off so you know going forward we 4.721 Jump to 3458.319
    CARDINAL one
be a one-off going forward so you know 4.241 Jump to 3476.799
    CARDINAL one
if we had a month where say we had 5 3.521 Jump to 3479.119
    CARDINAL 5
million in hardware sales i don't want 3.519 Jump to 3481.04
they'll be one-offs as i say they won't 4.0 Jump to 3523.76
okay so so the 24 million dollar run 4.879 Jump to 3531.92
    MONEY 24 million dollar
you know ten dollars because you know 4.4 Jump to 3555.28
right you're going to be doing your 40 3.84 Jump to 3557.68
    CARDINAL 40
million dollar run rate this year so 4.24 Jump to 3559.68
    MONEY million dollar
    DATE this year
health tech you know 50 x very possible 4.16 Jump to 3566.24
okay which is 2 billion 6.52 Jump to 3568.4
    MONEY 2 billion
uh or next year at 23 2023 7.36 Jump to 3570.4
    DATE next year
    DATE 23 2023
120 million dollar run rate 5.8 Jump to 3574.92
    MONEY 120 million dollar
let's say let's say it's only a 20 x 4.16 Jump to 3580.72
    CARDINAL 20
still going to have a two and a half 4.0 Jump to 3584.88
    DATE two and a half
billion divided by 200 million shares is 4.4 Jump to 3586.24
    CARDINAL 200 million
roughly ten dollars a share if i did my 3.52 Jump to 3588.88
    MONEY roughly ten dollars
this is the path to ten dollars and 2.88 Jump to 3592.4
    MONEY ten dollars
so it's one of those things um okay so 3.52 Jump to 3618.16
through one of them and about 4.159 Jump to 3675.44
    CARDINAL one
15 months ago even and they kind of 4.801 Jump to 3679.599
    DATE 15 months ago
which is responsible for 25 of all of 4.48 Jump to 3719.44
    CARDINAL 25
so bottom line is the path to twelve 4.16 Jump to 3862.24
    CARDINAL twelve
you know as as uh 2022 unfolds 5.041 Jump to 3869.599
    DATE 2022
very excited about 2022. 4.479 Jump to 3890.88
    DATE about 2022
in 22 as you know these stocks start 4.881 Jump to 3917.839
    DATE 22
sorry one more question one last 3.921 Jump to 3928.319
    CARDINAL one
    CARDINAL one
30 days actually let's just say the 4.401 Jump to 3941.039
    DATE 30 days
first 60 days between now and and 4.88 Jump to 3942.88
    DATE first 60 days