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Research Note | Premium Equity Research
First US Deal Signals Physitrack's Enterprise Pivot Is Working
Physitrack's first US enterprise deal is immaterial in size, less than 0.3% of Lifecare revenue, but the signal matters more than the dollars. An academic medical center is a credibility-conferring reference account, and this is the third institutional deal in March alone, all enterprise-scale and all with built-in expansion language. The go-to-market is shifting, and the market continues to ignore it...
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