Business StrategyFor a founder-led organization with a long-term focus, there may be some appeal to turning around the business as a private company.
Customer AcquisitionOpportunity for new customer acquisition is clear. With unaided/aided awareness among healthcare professionals at just ~20%/~50%, physical retail does present a clear opportunity to tap into a new customer base.
Market PerceptionThe stock quickly rallied near the price quoted in the report, indicating the market may feel a higher premium could be warranted in the event the offer is confirmed.