Hi Dan,
Not sure if you have an axe to grind with the companies or what (seems like it). But looking at their past revenue growth it is obvious to see there is a pretty big need for their products. But hey… maybe large numbers of insurance companies weren’t doing their due diligence on the product and signing up hoping it lowers their diabetes care costs and juicing LVGO’s accelerating revenues.
There is a certain CEO of the a demand side programmatic advertising company that had a lot of people’s BS meters going off. The stock has been a rocket ship. I would keep your axe out of it and let the financials and market opportunity of the companies speak for themselves.
Bnh