Just watched the recent interview, some fantastic questions lobbed kindly at the company, great work. I'm in the health data / innovation / clinical risk / AI space for work. On reflection of the growth opportunity I think the moat around the clinical decision tools may have been a bit overstated. Health round table is an absolute bastion and a great foundation of stable revenue.

The other three offerings I think don't have a great competitive advantage, the main risk being that when a hospital or a health service sign up for an electronic medical record platform these features are essentially built in. In particular the clinical deterioration alert is a highly contested space and difficult to get market share as an independent service. The AI is based on a logistic regression and I think their are more advanced predictive models that could be better suited for this purpose.

I'm watching with interest but haven't taken a position for these reasons.