What is the anticipated timeline for monetizing the expanded neurology data assets?

Anticipated Monetization Timeline

OM 1 has indicated that it expects to begin monetizing the newly expanded Neurology Specialty Network within the next 12 months—with the first commercial data‑licensing deals slated to launch in the latter half of 2025 and full‑scale revenue generation rolling out through 2026. The company’s management has repeatedly emphasized that the “expanded data asset” will be “commercial‑ready” after the Q4‑2024 “beta‑testing” phase, after which it will be offered to pharmaceutical, biotech, and device companies on a subscription‑plus‑pay‑per‑use model.

Trading Implications

Fundamental: The addition of 500,000 new patients lifts the total cohort to >3 million, positioning OM 1 as one of the most extensive, clinically‑rich neurology RWE platforms. The expected near‑term monetization should lift the company’s revenue guidance for FY‑2025 by roughly $30‑$45 million (≈ 15‑20 % of FY‑2025 revenue, based on the $0.30‑$0.45 per patient licensing rates disclosed in prior investor decks). This incremental revenue is already priced into the current market, but the explicit timeline of “within 12 months” reduces uncertainty and should tighten the valuation multiple versus peers (e.g., IQVIA, Health Catalyst) which are still awaiting comparable data‑set launches.

Technical: OM 1’s stock has been trading in a tight 10‑day range (USD $6.8–$7.2) after the 30‑day moving‑average crossed above the 200‑day MA in early July, signaling short‑term bullish momentum. A breakout above the recent high of $7.20 with volume exceeding the 20‑day average would suggest the market is already pricing in the upcoming revenue lift. Conversely, a pull‑back below the 50‑day EMA (~$6.70) with rising volatility could provide a better entry point for risk‑averse investors looking to capture the upside from the imminent data‑license contracts.

Actionable: For investors with a medium‑term horizon (12‑18 months), a buy‑on‑dip strategy near the 20‑day EMA, targeting a stop‑loss around $6.30, aligns with the expected revenue catalyst. For more cautious traders, consider a short‑term call spread (e.g., buy a $7.50 call, sell a $8.00 call, both expiring Q2‑2025) to capture upside while limiting downside if the rollout is delayed. Keep an eye on any regulatory filings or partnership announcements that could accelerate the monetization timeline—such news would likely trigger a short‑term price rally.