Jun. 24 at 8:42 PM
$LUCD My war cry for about a year has been about Direct to Consumer (D2C) Sales and Marketing, how EXPENSIVE it is, How NECESSASARY it is, and how you need an EXPERT in D2C to succeed.
Put another way. How much will D2C cost, does
$LUCD have the money to do it correctly and do they have the people with the experience and track record that know how to spend that money correctly.
EXAS is used as an example of success. BUT .........
The PUMPERS skip / ignore the TRUTH.
Sales ramp took 2+ years AFTER CMS approval to occur.
In the first year of ColoGuard launch EXAS spent
$303M on Sales and Marketing to generate
$40M in Revenue. They LOST just on that
$263MILLION.
Only when Stan Lapidus (of LUCD) was REPLACED by Kevin Conroy was ColoGuard sucessful.
For anyone besides EXAS to succeed with EsoGuard will cost them
$500M+ in losses before break even, even EXAS will need to lose
$100M.
Whoever EXAS chooses will win. There is no 2nd place.
This is my WAR CRY for at least one YEAR.
Read my posts.
