Meeting Title: COGS Followup Sync Date: 2026-02-09 Meeting participants: Fireflies.ai Notetaker Katie, Katie Kramer, Amber Lin, Brad Messersmith, Surf’s iPhone


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1 00:05:12.960 00:05:13.830 Amber Lin: Hello!

2 00:05:15.570 00:05:16.780 Katie Kramer: Hi, how you been?

3 00:05:16.960 00:05:18.200 Amber Lin: I’m good!

4 00:05:18.530 00:05:21.049 Amber Lin: Did you watch the Super Bowl this weekend?

5 00:05:21.360 00:05:34.799 Katie Kramer: I did. I watched a little bit. I was mostly just cheering for Bad Bunny and Cardi B, though, so as soon as they were done, I was checked out, too. But this morning, I saw who won, and I was like, oh, cool, it wasn’t the Patriots.

6 00:05:35.280 00:05:36.370 Katie Kramer: Everybody.

7 00:05:36.370 00:05:47.920 Amber Lin: I only got there, like, 10 minutes before the halftime, and then the rest of the game was quite uneventful, so I would say you didn’t lose out on anything.

8 00:05:47.920 00:05:56.199 Katie Kramer: Okay, good, because it was just… the beginning half of the game, it was brutal watch, so I was checked out. I almost turned on the puppy bowl.

9 00:05:58.720 00:06:00.370 Amber Lin: What’s the puppy bowl?

10 00:06:00.510 00:06:03.639 Katie Kramer: You’ve never watched The Puppy Bowl? Oh, I think you’re gonna need…

11 00:06:03.970 00:06:21.700 Katie Kramer: Research it. It’s so cute. It’s been happening since I was a kid, so I don’t know when it started, but I remember always flipping to the other channel during, boring parts of the game, and there would be just puppies running around kicking a ball, and, like, sometimes they would get it into a net, and all of a sudden there’s a point for one team, and…

12 00:06:22.540 00:06:27.689 Katie Kramer: Really cute, and they bring in the tiniest dogs sometimes. It’s really cute.

13 00:06:27.690 00:06:30.460 Amber Lin: That’s awesome. Okay, I’ll go check it out later.

14 00:06:30.460 00:06:33.359 Katie Kramer: I need to see who they have.

15 00:06:35.360 00:06:36.630 Katie Kramer: Sorry, go ahead.

16 00:06:36.630 00:06:40.050 Amber Lin: Do you know if Brad is coming? I know he just responded earlier.

17 00:06:40.370 00:06:47.830 Katie Kramer: He should be coming. We talked about this meeting earlier, so I would be shocked if he wasn’t here. Let me ping him real quick.

18 00:06:48.540 00:06:49.220 Amber Lin: Okay.

19 00:07:04.510 00:07:14.439 Katie Kramer: He also could be tied up in another meeting, because I think they have a member communications stand-up or something at this time, too. Yeah, yeah, I saw.

20 00:07:14.440 00:07:28.300 Amber Lin: Okay, I can… I can… while he’s not here, I can show you what I got. I think you’ve already seen this spreadsheet. So, essentially, I was able to grab, okay, by pharmacy.

21 00:07:28.300 00:07:45.759 Amber Lin: what are the product names we have, and, like, there’s so many different name fields. There’s stuff like this, and then there’s one that’s slightly different, because this is broken down by plan, this just says AP, and then this is, like, the…

22 00:07:45.780 00:07:56.370 Amber Lin: the unique ID for the variant, and then we have the standardized name, product marketing name, we have the categories.

23 00:07:56.510 00:08:08.320 Amber Lin: So there’s just a lot of… a lot of names available. I think we can use… I think this is the most detailed one, so I was hoping to use that to…

24 00:08:08.670 00:08:13.970 Amber Lin: map to these sheets that we have, so I’ll probably…

25 00:08:13.980 00:08:31.670 Amber Lin: based on what we see here, I can just copy over the price or… or the cost columns over in there. But since there’s just… even just… just for absolute, there’s so many, I was thinking.

26 00:08:31.670 00:08:47.950 Amber Lin: we probably will only be able to go through, like, one or two pharmacies today. You said… I remember you guys said Absolute was the biggest one, or… what was the top two pharmacies that you would recommend going through?

27 00:08:48.640 00:08:57.460 Brad Messersmith: Well, can I ask a quick question? Sorry, I was a few minutes late here. Katie, does this look like this data will map properly?

28 00:08:58.560 00:09:08.669 Katie Kramer: No, I see a few issues. There’s no vial size, and that’s why there’s so many different variant IDs, because where it says… so, for the semaglutides, for example, the.

29 00:09:08.670 00:09:09.030 Amber Lin: alternate?

30 00:09:09.280 00:09:25.469 Katie Kramer: that’s one specific dosing plan. And then the BW, that’s another dosing plan. And then the rapid is going to be down there somewhere as well. And then the Q is going to be quarterly, M would be monthly, and then there’s titration and maintenance. So we have so many dosing schedules throughout all of these.

31 00:09:25.470 00:09:25.820 Amber Lin: Isn’t…

32 00:09:25.820 00:09:35.799 Katie Kramer: It’s gonna be pretty difficult to route without the, at least vial size in there, because all those variant IDs are gonna route to a different vial size.

33 00:09:36.070 00:09:52.849 Amber Lin: I see, I see. So, do you think it’s not possible to just use this and then map it? Because I remember this said the month 1, 2, and 3, and then some of these do say, like, dose…

34 00:09:53.610 00:09:58.559 Amber Lin: dosages? Like, will that be able to map over?

35 00:10:00.470 00:10:10.219 Katie Kramer: I don’t know if I’ll ever be able to answer which variant IDs go to which vial size without diving into a thousand of them.

36 00:10:11.450 00:10:16.140 Brad Messersmith: Well, let me ask you this. Is there a way to manually get that information?

37 00:10:16.520 00:10:17.310 Katie Kramer: Yes.

38 00:10:17.880 00:10:20.819 Brad Messersmith: Okay, in… in Basque, I assume, right?

39 00:10:20.820 00:10:21.600 Katie Kramer: Yes.

40 00:10:21.790 00:10:28.539 Brad Messersmith: Okay, so there is at least a way. But what was the, I saw a table, I thought, in your…

41 00:10:30.050 00:10:31.020 Brad Messersmith: In your message…

42 00:10:31.020 00:10:47.149 Amber Lin: Yeah, let me… let me show you. I think what we have is called dispensed quantity, and then… and then check the vial size. I don’t know exactly if this maps over, because then this would be…

43 00:10:47.240 00:11:04.830 Amber Lin: it will be at, like, 1.3, and then it’ll be at 10 or 30. So, like, I can go and check if it’s the average, or if it’s the bile size, but, like, sometimes I think it could just be the total amount,

44 00:11:05.540 00:11:14.830 Amber Lin: So, like, I don’t know how helpful this field is, and I also don’t have it for, some pharmacies, so I don’t have it for absolute…

45 00:11:16.720 00:11:19.550 Amber Lin: I think I only have some of it for Boothwood.

46 00:11:20.680 00:11:27.699 Brad Messersmith: Yeah, this is, part of why I actually wanted to invite Cerf, because he…

47 00:11:28.350 00:11:31.970 Amber Lin: is, I think, attempting to conquer this…

48 00:11:33.760 00:11:35.689 Brad Messersmith: The same issue, at least.

49 00:11:36.480 00:11:38.429 Brad Messersmith: as the OS project?

50 00:11:39.690 00:11:45.319 Brad Messersmith: And he was working with Ryan, I think, who had at some point developed a script

51 00:11:45.500 00:11:56.450 Brad Messersmith: to basically scrape the data out of Basque, I think. I don’t know for sure what sources or how, you know, how he has all that connected, but it sort of seemed like it was…

52 00:11:56.960 00:12:01.629 Brad Messersmith: in an automated way, going in page by page to BASC.

53 00:12:01.860 00:12:03.640 Amber Lin: And somehow… or…

54 00:12:03.640 00:12:08.919 Brad Messersmith: portions of BASC. It might have been kind of some of what he has access to in terms of the data structure, but…

55 00:12:09.500 00:12:26.430 Brad Messersmith: So Surf might have a better answer to this, hopefully, but he’s also pinging me, and this morning he’s saying, I need to talk to you about dosage sizes and whatnot, which tells me he’s probably maybe running into the same issue.

56 00:12:27.610 00:12:30.139 Brad Messersmith: And I don’t know, like…

57 00:12:31.820 00:12:38.809 Brad Messersmith: I’m not sure what the right solution is in terms of trying to get that data, but I would say it exists in BASC.

58 00:12:39.020 00:12:43.620 Brad Messersmith: And rather than trying to have my team reinvent it.

59 00:12:43.900 00:12:51.000 Brad Messersmith: It’s… it’s… I mean, we can go through if we have to. We can go through a spreadsheet that you guys give us.

60 00:12:51.200 00:12:56.620 Brad Messersmith: with the data, and I’m saying a lot of that stuff is likely to be obsolete.

61 00:12:56.690 00:13:15.969 Brad Messersmith: So if you pulled all of the everything, you know, 50% of it, we could go through in a day, I bet, and just say, this is not coming over. We’re not going to use these old SKUs, it’s all the old pharmacies we haven’t used and won’t use again, and things like that, the conventional dosing and stuff that’s just not coming back.

62 00:13:16.400 00:13:18.230 Brad Messersmith: Then from there.

63 00:13:18.900 00:13:28.539 Brad Messersmith: you know, I mean, we can do this if we absolutely need to, if the effort is, you know, the juice is worth the squeeze, and this gets us into OS.

64 00:13:29.360 00:13:33.150 Brad Messersmith: Our reporting and everything in one clean…

65 00:13:33.260 00:13:47.229 Brad Messersmith: thing, like, I’m willing to even do this myself if I need to. Katie can train me where the pages are, like, I think it’s that important. That being said, I’d rather try and work with Ryan and Surf and see if we can just get the data from the source.

66 00:13:47.870 00:13:56.310 Brad Messersmith: And if we’ve exhausted all options, then I think we just need to make sure that that data effort that my team goes through

67 00:13:56.450 00:14:06.119 Brad Messersmith: has everything available so that we know that it’s all there, it’s all the right information, and what goes into Eden OS, and then what you potentially build with reporting.

68 00:14:06.420 00:14:08.760 Brad Messersmith: all lines. Is that… you see where I’m coming from?

69 00:14:08.760 00:14:25.770 Amber Lin: Yeah, I hear you. So, it is going to be quite a bit of effort for you to tag it manually, and based on what you guys just said, you can’t really even tag it manually, because you don’t have the file size. I think what we can get from BASC is to,

70 00:14:25.950 00:14:40.909 Amber Lin: give you the vial size and the product name, but BASC doesn’t have the correct cog, so I think what we’ll need from you guys is if we can find, the correct vial size from BASC,

71 00:14:40.990 00:14:58.770 Amber Lin: Then, say, for example, we have pharmacy, we have the name, and then we have a file size. Will we be able to map the cogs over based on that, or is that all you would need to do that, or is there anything else, so I can see what the team can do?

72 00:15:00.200 00:15:03.309 Brad Messersmith: Yeah, I think that would probably give us…

73 00:15:04.120 00:15:15.009 Brad Messersmith: Let me think about this. So we would have file size… yeah, because if we have… yeah, see that column E right there is really the one that’s kind of missing, right?

74 00:15:15.300 00:15:16.080 Amber Lin: Mmm.

75 00:15:16.080 00:15:28.340 Brad Messersmith: So if we know the, kind of, product name and that vial size, I think we can go and… and really what we’ll do, probably, is get the SKU from the pharmacies.

76 00:15:28.800 00:15:42.360 Brad Messersmith: In each of these cases. So then we can just say, this is SKU number whatever it is, you know, it might be absolute 12345, and then that SKU will apply to a bunch of the different product IDs.

77 00:15:42.360 00:15:43.320 Amber Lin: Hmm, okay.

78 00:15:43.320 00:15:44.890 Brad Messersmith: Not one-to-one. Does that make sense?

79 00:15:44.890 00:16:00.460 Amber Lin: See, I see. So it’s something like this, because this is, like, in the… in the order product name, this is 2.5 milliliters, which is what it… what it’s right here, right? So you would be able to kind of know how it maps using this? Is that…

80 00:16:00.460 00:16:05.349 Amber Lin: It’ll require some work, yeah, but we’ll have to try and kind of back into it that way.

81 00:16:06.070 00:16:07.850 Amber Lin: Oh, okay.

82 00:16:08.050 00:16:18.080 Brad Messersmith: Kyle, how does that work, Katie, with the monthly and the quarterly? Because that’s the only other aspect of this. If you think of how we’re mapping the SKU, we’re basically mapping the pharmacy SKU and the COGS.

83 00:16:18.080 00:16:20.690 Amber Lin: Right? Yeah.

84 00:16:20.690 00:16:25.950 Brad Messersmith: the SKU is, like, many to one, so for each SKU,

85 00:16:26.460 00:16:31.409 Brad Messersmith: it might be the same SKU that’s getting shipped a bunch of times for the quarterly plan.

86 00:16:31.720 00:16:34.870 Brad Messersmith: that’s being shipped for the monthly plan, do you see what I’m saying?

87 00:16:35.410 00:16:39.230 Amber Lin: Yeah, so I also wanted to ask how that would work.

88 00:16:39.400 00:16:53.399 Amber Lin: Because if it’s just membership fees or shipment schedules, I do have, like, I do have when people ask, say, for example, over here, you have

89 00:16:53.660 00:16:55.740 Amber Lin: Like, the… oops.

90 00:16:56.470 00:17:15.260 Amber Lin: For example, you have the monthly plan, and then you have the payment schedule and shipping schedule. So, like, we also have for each order what their schedule is. However, like, I don’t know how that maps to what we have in the product name.

91 00:17:15.750 00:17:21.760 Katie Kramer: Our shipping schedule? Is that what you said? Is that, like, it says monthly or quarterly in the shipping schedule?

92 00:17:21.760 00:17:25.359 Amber Lin: Yeah, membership, payment, and shipping schedule, so there’s kind of, like.

93 00:17:25.369 00:17:25.959 Katie Kramer: So…

94 00:17:25.960 00:17:26.840 Amber Lin: Most people can choose.

95 00:17:26.849 00:17:41.619 Katie Kramer: The shipping schedule matters, because some pharmacies can ship 3 vials at once, so if it says monthly, then they’re always going to do one at a time, but if it says quarterly there, then the member’s getting 3 vials up front, and then the BUD can support it for the next 3 months.

96 00:17:43.079 00:17:53.269 Katie Kramer: Same thing, I guess, with the billing, you could see 6-month yearly, and quarterly, but shipping will only be monthly or quarterly, and those ones are the ones that really matter for this project.

97 00:17:54.580 00:18:07.539 Amber Lin: Monthly, quarterly… and if they ship, say, monthly versus quarterly, the shipping fees apply, right? So they have different shipping fees, or it gets applied twice?

98 00:18:08.030 00:18:11.909 Amber Lin: Or multiple times throughout the quarter, if they’re doing monthly.

99 00:18:12.670 00:18:30.920 Katie Kramer: I’m not exactly… so, I’m not exactly sure how the shipping works with the quarterly, especially with paying the pharmacy. I think it’s all just one shipping cost that we pay, to ship all three vials with the pharmacy, and the number doesn’t see any separate costs if they pay, quarterly and have it shipped quarterly rather than monthly at a time.

100 00:18:30.920 00:18:31.699 Amber Lin: Oh, okay.

101 00:18:31.700 00:18:44.369 Katie Kramer: So they pay that quarterly upfront cost, which… I don’t know what it is right now, but it used to be $828 for semaglutide, and even if it ships monthly or quarterly, it’s going to be that same cost. We eat the cost of the shipping monthly.

102 00:18:44.860 00:18:47.640 Amber Lin: Gotcha, okay .

103 00:18:47.880 00:18:49.520 Brad Messersmith: Are you sure?

104 00:18:49.520 00:18:51.120 Katie Kramer: I’m so sure.

105 00:18:51.340 00:18:52.480 Brad Messersmith: You are? So, like…

106 00:18:52.480 00:18:53.499 Katie Kramer: We don’t… they…

107 00:18:53.570 00:18:54.550 Brad Messersmith: Make sure.

108 00:18:55.050 00:18:55.929 Katie Kramer: Alright, go ahead.

109 00:18:56.260 00:19:02.869 Brad Messersmith: Month… okay, so let’s say somebody’s on a quarterly plan, alright? Month two ships to absolutely, let’s say.

110 00:19:04.060 00:19:05.670 Brad Messersmith: They’re paying…

111 00:19:07.490 00:19:09.690 Katie Kramer: They already paid. 50 cents.

112 00:19:11.100 00:19:12.020 Katie Kramer: The member?

113 00:19:12.670 00:19:15.649 Brad Messersmith: No, we’re paying $58.50.

114 00:19:15.850 00:19:16.640 Katie Kramer: Okay.

115 00:19:17.140 00:19:17.820 Brad Messersmith: Right?

116 00:19:18.680 00:19:24.819 Katie Kramer: I mean, you know the COGS better than I do, I just know that we pay a shipping fee every time an order gets shipped.

117 00:19:26.540 00:19:30.769 Brad Messersmith: Yes, but I think that’s built into the price for the members as well.

118 00:19:31.580 00:19:46.269 Katie Kramer: No, the fees are exactly the same for a quarterly member. It’s not going… it doesn’t change between that. It’s probably built in when, like, it’s all said and done, but the members have the same price if they pay quarterly and it’s shipped monthly or quarterly.

119 00:19:47.360 00:19:55.370 Brad Messersmith: So, what we need to do, Amber, I think, as we’re going through this, the COGS, for this.

120 00:19:55.570 00:20:03.099 Brad Messersmith: needs to be… we’ll… we’ll clarify that as we transfer it over. So, like, if it’s a quarterly plan.

121 00:20:03.380 00:20:09.839 Brad Messersmith: the COGS for that quarterly plan variant ID, or whatever you want to call it, will be 3 times…

122 00:20:10.250 00:20:12.930 Brad Messersmith: $58.50, or whatever it is.

123 00:20:15.500 00:20:16.989 Brad Messersmith: Does that make sense to you, Katie?

124 00:20:18.870 00:20:20.170 Katie Kramer: I think so.

125 00:20:21.000 00:20:25.730 Brad Messersmith: Basically, our customers are paying for 3 of them at a time, right?

126 00:20:27.500 00:20:29.610 Brad Messersmith: They’re paying the cost of them.

127 00:20:29.960 00:20:35.799 Brad Messersmith: one at a time to the pharmacies. We don’t have a special price for the pharmacy for a quarterly versus a monthly.

128 00:20:36.580 00:20:37.510 Katie Kramer: Correct.

129 00:20:37.870 00:20:42.349 Brad Messersmith: So, each month, where that COGS is gonna get hit, it’s gonna be…

130 00:20:42.630 00:20:45.440 Brad Messersmith: a different amount. Do you see what I’m saying?

131 00:20:48.090 00:20:51.690 Katie Kramer: Yeah, did this just raise alarm bells in your cog’s brain or something?

132 00:20:52.060 00:21:00.720 Brad Messersmith: No, I just… What we’re about to do is… The work that’s going to…

133 00:21:01.590 00:21:05.300 Brad Messersmith: set up the data and information that’s in Eden OS.

134 00:21:05.560 00:21:10.430 Brad Messersmith: Which… now we own. It’s fun and easy for us to, you know.

135 00:21:10.740 00:21:18.679 Brad Messersmith: be mean to bask about how unresponsive and whatever they are, but guess what? They’re the ones that have this complicated problem to manage, and now it’s ours.

136 00:21:18.760 00:21:19.530 Katie Kramer: Yep.

137 00:21:19.540 00:21:30.810 Brad Messersmith: for us to go through this spreadsheet and spend the hours that we’re about to have to, which I’ve told you many times is coming, like, we’re gonna dig through this, but we’re the ones that get to frame up

138 00:21:31.170 00:21:45.780 Brad Messersmith: how well our operating system works from here on out. And Amber’s building, like, you know, reports and stuff that’s gonna… I mean, she’s gonna do the SLA stuff probably in 2 seconds, once we get all this put together.

139 00:21:45.900 00:21:49.129 Brad Messersmith: It’s really, like, you know, both things, but…

140 00:21:49.710 00:21:56.530 Brad Messersmith: what we’re about to do is say what the COGS is in our system, Right?

141 00:21:56.880 00:21:59.250 Brad Messersmith: So if we did that wrong…

142 00:21:59.780 00:22:03.859 Brad Messersmith: our… all of our financial reporting is wrong. Do you see where I’m coming from?

143 00:22:04.070 00:22:09.019 Brad Messersmith: So, getting this clarified, at least for my brain, is important, because

144 00:22:09.140 00:22:15.670 Brad Messersmith: What we’re saying for the quarterly, basically, is that the month one COGS for a quarterly, variant.

145 00:22:15.800 00:22:25.859 Brad Messersmith: is 58, or whatever it is. And month 3 is $58.50, or something. Do you see where I’m coming from, Katie?

146 00:22:26.120 00:22:26.950 Katie Kramer: Yes.

147 00:22:26.950 00:22:35.919 Brad Messersmith: So when we go through in the spreadsheet, it’s really important for us to do that math carefully so that the COGS is accurate for

148 00:22:36.790 00:22:46.810 Brad Messersmith: But how do we work backwards then, Amber? Like, how do we delineate that in case we need to in the future? Because this is where we’re kind of going to be housing all of our information.

149 00:22:46.810 00:22:58.440 Amber Lin: I think if… if they were to set up some platform like this, you should be able to have a product page where you go in and edit

150 00:22:58.530 00:23:12.750 Amber Lin: Like, that’s in my mind how they should do it, like, you should be able to edit the cogs, because those things change, and I think Surf should be planning for that, but I’m not involved in that side of the project, so I can’t say for sure.

151 00:23:13.200 00:23:13.950 Brad Messersmith: Okay.

152 00:23:14.330 00:23:18.299 Amber Lin: Yeah. But just to clarify, so I know there’s…

153 00:23:18.410 00:23:35.380 Amber Lin: the revenue side of reporting, and then there’s the COG side of reporting. So, Katie, based on what you said, the revenue, they just pay one time. The revenue is logged once up front, right? So, for just… if we’re talking about quarterly plans, they pay,

154 00:23:35.630 00:23:37.349 Amber Lin: Like, they just pay…

155 00:23:38.250 00:23:43.829 Amber Lin: when they buy the plan, or how… how does it… how does it work? Because I know

156 00:23:43.960 00:23:49.290 Amber Lin: the payment is not tied to our COGS, like, we just log our COGS separately.

157 00:23:50.980 00:24:08.440 Katie Kramer: Yeah, they just pay up front, and then they don’t have to pay again. For the multi-month plans, though, if they choose a monthly plan, then they do have to pay every month, but with those quarterly, and I don’t know if we currently have 6 months, but we used to. But right now, just quarterly plans,

158 00:24:08.480 00:24:12.420 Katie Kramer: They pay once, and then they get their medication, and then pay again at the end of the three.

159 00:24:13.820 00:24:19.970 Amber Lin: I see, Monthly pays…

160 00:24:20.610 00:24:26.480 Amber Lin: And then, for the COG side,

161 00:24:28.740 00:24:45.609 Amber Lin: because… I guess, because for each month, the COGS might be different, and then the shipping… the shipping cost is also different for us if we ship multiple times, so, like, I guess that’s the… that’s the differences when we log the COGS, right?

162 00:24:46.120 00:24:59.650 Katie Kramer: We’re gonna wanna check on the shipping 1-vial versus 3-vial cost, because I’m not 100% sure on that, but I don’t think it’s much of a change to ship 1 versus 3, because it’s in the same packaging and everything.

163 00:25:00.830 00:25:11.080 Brad Messersmith: Yeah, that… I agree with Katie. I’m sorry, I know I stepped on you a little bit earlier. I agree with the fact that if we ship 3 at a time, it is the same shipping price for one.

164 00:25:11.080 00:25:11.780 Katie Kramer: Okay.

165 00:25:12.060 00:25:17.699 Brad Messersmith: What I was saying is, in some cases, we have a quarterly plan where someone pays quarterly.

166 00:25:17.890 00:25:20.619 Brad Messersmith: But then it gets shipped monthly by the pharmacy.

167 00:25:21.410 00:25:33.299 Amber Lin: Yeah, like, some people have quarterly membership plans, monthly payment schedules, and monthly shipping schedules, so that will get shipped, like, there’s gonna be 3…

168 00:25:33.460 00:25:34.750 Amber Lin: Shipments.

169 00:25:35.530 00:25:41.499 Amber Lin: That’s 3 different fees, because, like, one shipping is… it’s, like, we pay once per shipping, right?

170 00:25:41.840 00:25:42.600 Katie Kramer: Right.

171 00:25:43.470 00:25:52.099 Brad Messersmith: So those… in your spreadsheet, that’s gonna end up being… or whatever data we have to clean, that’s gonna be a long, long list of… of…

172 00:25:52.420 00:25:55.719 Brad Messersmith: different combinations, I’m assuming, it seems like, right?

173 00:25:55.870 00:26:15.820 Amber Lin: Yeah, but what I can do is, like, this doesn’t have to go into the cogs for, because that’s the benefit of this breakdown, is that I can take the shipment cost and apply it based on if it’s monthly or quarterly shipping. So if I… if we’re able to just map the product names.

174 00:26:15.820 00:26:23.049 Amber Lin: I can take… Say this is just a medication cost. I can take this, apply it based on

175 00:26:23.050 00:26:40.399 Amber Lin: the product names, and then I will take the fulfillment shipment, whichever is related to the shipping cost, I will apply it to, like, if it’s monthly, I’ll apply it in this logic. If it’s quarterly, I’ll apply it in that logic. So that’s the benefit when you have it broken.

176 00:26:40.400 00:26:44.349 Amber Lin: For us to be able to map that. That’s cool. Yeah.

177 00:26:44.610 00:26:45.940 Brad Messersmith: Okay, that’s, yeah, that’s super helpful.

178 00:26:45.940 00:26:47.690 Amber Lin: That’ll make it a bit easier.

179 00:26:47.690 00:26:56.869 Brad Messersmith: Absolute will be the most complex in terms of this fulfillment and shipping cost stuff, because most of them have basically…

180 00:26:57.030 00:27:04.570 Brad Messersmith: just one total price. And then it’s broken down into medication, supply, shipping, and sometimes a dispense fee.

181 00:27:04.680 00:27:11.879 Brad Messersmith: But most of the time, it’s, like, a total price from there, so it might be a little less complex to map some of the other ones.

182 00:27:12.640 00:27:21.919 Amber Lin: Okay, how does the fulfillment and shipping costs, like, compare? Like, are they all applied as shipping? Like, what’s fulfillment cost?

183 00:27:21.920 00:27:32.660 Brad Messersmith: Yeah, let me explain this sheet, because like I said, this one’s a little more complicated than the other ones. If you look on the left, under Alternate ID, basically what we do on column B,

184 00:27:32.920 00:27:34.690 Brad Messersmith: We buy from NOVA.

185 00:27:34.820 00:27:37.189 Brad Messersmith: a 503B pharmacy.

186 00:27:37.910 00:27:43.890 Brad Messersmith: Basically, we can buy larger quantities, but we buy a finished vial that’s already been compounded from the 503B.

187 00:27:44.050 00:27:47.019 Brad Messersmith: We purchase it, and then it goes to Absolute.

188 00:27:47.190 00:27:53.359 Brad Messersmith: Absolute then fulfills it and ships it for us to the member. Basically dropships it for us.

189 00:27:53.620 00:27:54.820 Brad Messersmith: So…

190 00:27:55.350 00:28:02.519 Brad Messersmith: In this case, we have a medication cost in column H, which is being paid to a different entity.

191 00:28:03.020 00:28:06.380 Brad Messersmith: then… Absolute.

192 00:28:09.100 00:28:15.179 Amber Lin: I see, so medication costs… Is… is paid to, like.

193 00:28:15.360 00:28:15.840 Brad Messersmith: Nova.

194 00:28:15.840 00:28:16.780 Amber Lin: Nova.

195 00:28:17.230 00:28:18.530 Brad Messersmith: 503B.

196 00:28:18.730 00:28:19.620 Amber Lin: I see.

197 00:28:19.960 00:28:23.519 Brad Messersmith: Okay, so this is the only one that’s arranged like this currently?

198 00:28:23.860 00:28:33.250 Brad Messersmith: And then what we do, yeah, you’re kind of… yeah, exactly, perfect. So we’re fulfilling… we’re paying absolute these prices to fulfill and ship, then.

199 00:28:42.320 00:28:46.760 Amber Lin: I see, I see. And then shipping is just, like, paying the shipping carrier.

200 00:28:46.960 00:28:52.330 Brad Messersmith: Exactly, yep. And this particular, they don’t charge us for supplies, some do.

201 00:28:52.440 00:28:55.280 Brad Messersmith: But most of the other ones that you’ll see…

202 00:28:55.300 00:29:00.510 Amber Lin: will not necessarily have this 503A, 503B distinction stuff.

203 00:29:01.270 00:29:17.020 Brad Messersmith: We kind of sometimes negotiate with them with the medication and fulfillment and shipping costs in there. A lot of times, pharmacies want to, but typically, at the end of the day, it’s just a total price that’s rolled up. You’ll even see some pharmacies don’t have the breakdown, so…

204 00:29:17.490 00:29:24.880 Amber Lin: Okay, what about this cost per milligram? Like, does that matter for our COGS, or what is this part?

205 00:29:25.410 00:29:33.470 Brad Messersmith: This is more of a reference for me, because what happens, you’ll notice, is… these SKUs…

206 00:29:34.080 00:29:36.950 Brad Messersmith: Every layer you go get more and more complicated.

207 00:29:36.950 00:29:37.550 Amber Lin: Yeah.

208 00:29:37.920 00:29:46.550 Brad Messersmith: And each SKU for each different pharmacy, when I’m negotiating prices, have… different… strengths.

209 00:29:46.740 00:29:49.019 Brad Messersmith: Of the actual medication.

210 00:29:49.020 00:29:50.110 Amber Lin: Mmm…

211 00:29:50.110 00:29:58.799 Brad Messersmith: So basically, like, the different strengths, this one might be 2.5 milligram per ml, but a different one might be 3.75, I think is one of them.

212 00:29:58.800 00:30:01.519 Amber Lin: I see, I see. So you’re just normalizing the total.

213 00:30:01.520 00:30:06.300 Brad Messersmith: Yeah, so I’m trying to get a sense of, like, how much is this pharmacy paying versus this pharmacy?

214 00:30:06.300 00:30:07.840 Amber Lin: Oh, yeah.

215 00:30:07.840 00:30:08.210 Brad Messersmith: Imagining.

216 00:30:08.210 00:30:09.520 Amber Lin: I see, exit.

217 00:30:09.520 00:30:27.430 Brad Messersmith: while I’m trying to negotiate these prices, I don’t really know what volumes… that’s why I’m hoping, you know, we can build reports that help me connect these things, because if I could tell myself what volumes are… I could predict, also, what future volumes… anything I have history for, I can forecast, so…

218 00:30:28.140 00:30:40.529 Brad Messersmith: if we can have some historical data that shows our order volumes by SKU, then I can really… that’s… that’s the COGS, you know, we’ve done the lift that we need to to do all the COGS stuff we need… we need from there, I think.

219 00:30:40.880 00:30:55.059 Amber Lin: Yeah, I see. I think our current problem is we have the products, and then you have the pharmacy products. We can forecast them for… for our… the product names that we have, but it just won’t match to

220 00:30:55.060 00:31:01.009 Amber Lin: the cost and price data you have, so it’s essentially not very helpful, like…

221 00:31:01.210 00:31:09.149 Brad Messersmith: Yeah, it’s just the high level, which is still good. I mean, it’s useful to be able to see that, but all of our pharmacies ask me almost every week, like.

222 00:31:09.290 00:31:17.460 Brad Messersmith: what are the different vial sizes? And, you know, like, telling them 1,000 orders of semi-glutide is just not accurate enough, right?

223 00:31:17.460 00:31:19.950 Amber Lin: Yeah, I see

224 00:31:20.890 00:31:40.340 Amber Lin: Okay, I know we have, like, 2 minutes left. I still have the question of, like, how does these things map over, or are these things just combinations of… like, for example, the alt maintenance quarterly, are they just different combinations of these products?

225 00:31:40.470 00:31:45.969 Amber Lin: Like, is that how… how it is right now? Because I guess I kind of have this.

226 00:31:46.240 00:31:48.650 Amber Lin: like, the…

227 00:31:49.560 00:31:53.740 Katie Kramer: Yeah, so it’s definitely a combination,

228 00:31:54.180 00:32:13.020 Katie Kramer: go back to the other sheet real quick, where it has, like, all of them listed. Thank you. So where it says Alt Maintenance Dose 1, that one, I know the dose. That one is going to be a 1ml vial at most pharmacies. And then same with dose 2, 3, 4, and 5, those ones are on the master sheet. Those are accurate. It’s gonna be,

229 00:32:13.020 00:32:17.350 Katie Kramer: 1 milliliter for… dose… mmm… I need to…

230 00:32:17.370 00:32:19.210 Katie Kramer: Before I speak on that, I’ll quote.

231 00:32:19.210 00:32:24.719 Brad Messersmith: It is systematically, because we’re going to need to do this for everything, but let… if I could share my screen for just a second…

232 00:32:24.720 00:32:25.360 Amber Lin: Yeah, totally.

233 00:32:25.420 00:32:30.140 Brad Messersmith: I think, while Surf’s here, it’d be good to just show you

234 00:32:34.930 00:32:41.229 Brad Messersmith: This is what we’re kind of working on, or trying to, behind the scenes. Can you see my screen here with the Pharmacy Product Master?

235 00:32:41.230 00:32:41.840 Amber Lin: Yeah.

236 00:32:42.130 00:33:00.629 Brad Messersmith: You can see we’re pulling together from all over the place, different sources, and it requires us doing very careful math to be able to make sure that all the directions in here are correct, so that we’re not, like, misdosing people or whatever. But you can see, this is how they map, so these are actual, Optio Pharmacy SKUs.

237 00:33:01.770 00:33:03.719 Brad Messersmith: This is the alternate.

238 00:33:04.140 00:33:10.890 Brad Messersmith: So, basically, it’s 6 months, But the months are only 4 different SKUs.

239 00:33:11.120 00:33:13.620 Brad Messersmith: The last 3 months are the same SKU.

240 00:33:14.570 00:33:21.009 Brad Messersmith: Now, what you saw in Optio was month 1, month 2, month 3, month 4, month 5, 6.

241 00:33:21.130 00:33:34.850 Brad Messersmith: So their SKUs mapped a little differently, but they do somehow map similar to this. And then same here, like, the last 3 months in COGS are the same as this SKU, because it’s the same vial that’s being shipped.

242 00:33:37.180 00:33:48.049 Brad Messersmith: Does that make sense? So the same 2.5 milliliter vial is going to get shipped, and then our members are going to use 1.9 milligrams of the medication, which converts to a certain amount of milliliters

243 00:33:48.250 00:33:50.530 Brad Messersmith: 0.51 once weekly.

244 00:33:51.590 00:33:55.130 Brad Messersmith: And then that’s the price. So, by month 6,

245 00:33:55.460 00:34:13.319 Brad Messersmith: a lot of our members are paying higher prices, but we’re paying the same COGS as we were from month 3. And that differs every pharmacy. So you can see, like, we’re trying to… like, I’m in the middle of trying to work backwards and do the math. We don’t have all the data, like, we don’t have all the SKUs.

246 00:34:13.850 00:34:27.379 Brad Messersmith: Katie and I are attempting to do this math, but we’re not clinicians either, so you can sort of see, like, we’re trying to manually invent the data versus pulling it from somewhere and then, you know, going from that direction, right?

247 00:34:28.210 00:34:29.779 Surf’s iPhone: Alright, quick questionnaire, Brad.

248 00:34:29.780 00:34:31.379 Brad Messersmith: Yeah. Because this is actually the…

249 00:34:31.380 00:34:34.090 Surf’s iPhone: path that I’m on right now, and what you just said.

250 00:34:35.099 00:34:36.049 Surf’s iPhone: Can you hear me?

251 00:34:36.840 00:34:37.379 Amber Lin: I hear you.

252 00:34:37.389 00:34:47.159 Surf’s iPhone: I said, yeah, this is currently the path I’m on right now, and what you said makes my head spin just a little bit. So let me try to simplify it.

253 00:34:47.509 00:34:53.859 Surf’s iPhone: to make sure I’m going down the right track. Are we saying, in month 1, 2, 3, and 4, for the same patient.

254 00:34:54.099 00:34:57.409 Surf’s iPhone: The dosage is getting stronger? Is that what that’s saying?

255 00:34:59.120 00:35:06.429 Brad Messersmith: Yeah, typically the direction’s within 2-week timeframes, too, so you’re gonna run into a problem if you’re mapping this data.

256 00:35:07.240 00:35:17.219 Brad Messersmith: Our doctor network, essentially, what we get from Beluga is that they want our patients to have 0.2 milligrams weekly for the first 2 weeks.

257 00:35:17.580 00:35:21.169 Brad Messersmith: And then 0.4 milligram weekly for the next 2 weeks.

258 00:35:22.530 00:35:24.549 Brad Messersmith: So, Beluga will spell that out.

259 00:35:24.630 00:35:40.550 Surf’s iPhone: from the call that… alright, I was just doing a conversation with Beluga, just double checking there. So Beluga will spell that out, and then my job is to then map it to, those doses at the pharmacy, but I guess, am I sending it one time to the pharmacy for the entire thing?

260 00:35:40.890 00:35:45.350 Surf’s iPhone: I’m assuming so, right? I just say, pharmacy, here’s the plan, and then they just run it.

261 00:35:45.800 00:35:55.699 Brad Messersmith: Yeah, confirm that if you could, Katie, but I believe typically they’ll get a 6-month, prescription, but then they get a notification monthly, whenever they need to ship, they need a new order.

262 00:35:55.890 00:36:00.459 Brad Messersmith: So then the order would be associated, I think, to the same prescription, is that right, Katie?

263 00:36:00.690 00:36:13.439 Katie Kramer: Yes, and with the easy script, or whatever it is that they launched, BASC gets all 6 scripts, and then they send it with the API every month, but they do send the full titration plan if the doctor allows.

264 00:36:14.380 00:36:22.150 Surf’s iPhone: Got it, so it is an automated Basque, like, every… every time BASC sends an API to say, now send this order, now send that order.

265 00:36:22.450 00:36:23.000 Katie Kramer: Yes.

266 00:36:23.000 00:36:27.079 Surf’s iPhone: Okay, perfect. Alright, cool, sweet. This is super helpful. Alright, carry on.

267 00:36:28.790 00:36:48.239 Brad Messersmith: Yeah, I mean, I think that’s… that’s the gist of it. So really, you know, from our end, I mean, Katie and I, I think, are ready to help lift, you know, do whatever we need to do. If there’s manual, kind of, data cleansing or anything that is associated with this, we can do it. We want to try and only do it once for both… both sides, or both initiatives, I guess.

268 00:36:48.270 00:36:56.100 Brad Messersmith: And then, you know, make sure we have everything we need, ideally, for Eden OS, and can transfer, you know, cleanly into that. So…

269 00:36:56.280 00:37:01.899 Brad Messersmith: From here, I mean, you guys want us to wait, you guys can take this and think about what’s next, or what do you think?

270 00:37:01.900 00:37:04.480 Surf’s iPhone: Can you send me… make sure that I am…

271 00:37:04.740 00:37:08.469 Surf’s iPhone: I can see this entire sheet, like, all these sheets?

272 00:37:08.930 00:37:09.580 Brad Messersmith: Yeah.

273 00:37:09.890 00:37:11.319 Surf’s iPhone: Make sure this is shared with me.

274 00:37:11.640 00:37:12.520 Brad Messersmith: Yeah, no problem.

275 00:37:12.520 00:37:13.749 Surf’s iPhone: Thank you so much.

276 00:37:13.750 00:37:15.470 Brad Messersmith: I think you’re already on it, Amber.

277 00:37:15.470 00:37:31.799 Amber Lin: Yeah, I have it. Sir, I also wanted to ask, when you were in BASC and seeing all the data they have, do they have vial size based on the data you are seeing, or are we gonna have vial size on EdenOS that we’re creating?

278 00:37:32.280 00:37:36.490 Surf’s iPhone: We can have the vials, if it’s important, no?

279 00:37:37.210 00:37:39.189 Surf’s iPhone: I’m more…

280 00:37:39.190 00:37:41.999 Amber Lin: That is pretty important for them to map stuff over.

281 00:37:42.000 00:37:47.160 Surf’s iPhone: Yeah, because I’m more focused on the dosage plan right now, but I could have the vial sizes in there, it’s not a problem.

282 00:37:51.200 00:38:00.679 Brad Messersmith: Yeah, I mean, that’s really the one key piece of information that we’re missing from most of our reports, honestly, is the file size. It makes it hard to map

283 00:38:01.220 00:38:05.540 Brad Messersmith: From order to order, exactly what… what’s being ordered.

284 00:38:05.790 00:38:07.130 Brad Messersmith: If that makes sense.

285 00:38:07.980 00:38:08.490 Surf’s iPhone: Cool.

286 00:38:11.920 00:38:27.209 Amber Lin: Yeah, because I was just pulling a list of product names and, say, variant ID, bundle ID, because we wanted to map it to the COGS. But I know that’s something… I just learned that that’s something you guys are also working on.

287 00:38:27.330 00:38:47.230 Amber Lin: Are you working on, like, mapping the product names or, say, variant IDs to what the pharmacy names are, or, like, how are we dealing with the difference in naming between, say, our database and then the different pharmacy names?

288 00:38:47.230 00:38:56.770 Surf’s iPhone: I don’t… again, from my perspective, don’t really care. And the reason why I say don’t really care is I’m sending Optio that ID.

289 00:38:57.500 00:39:03.960 Surf’s iPhone: So, Optia was linked north of the ID, so I can literally call it Surf’s Great Weight Loss Drug. They could care less.

290 00:39:04.420 00:39:09.730 Amber Lin: Okay, so is it the variant ID, or is that the Optio ID that…

291 00:39:09.730 00:39:11.430 Surf’s iPhone: ID one, that friend.

292 00:39:11.430 00:39:13.209 Amber Lin: Oh, okay, okay.

293 00:39:13.210 00:39:14.320 Surf’s iPhone: That’s how they mapped them.

294 00:39:14.580 00:39:22.690 Amber Lin: Okay, that’s good. Is that in our database anywhere, or is that, like, something that is only from the pharmacy?

295 00:39:24.170 00:39:37.500 Surf’s iPhone: I got this list from Brad, so I’m using it to do the internal mapping, and it’s gonna be in our database, because that’s how I’m gonna use to send over to Optio, and then something similar when I send over to Eden Pharmacy for Fomenico.

296 00:39:38.150 00:39:39.540 Amber Lin: Mmm, okay.

297 00:39:39.750 00:39:53.749 Amber Lin: Okay, that’s… I didn’t know that before, that would be very helpful. Brad, is that the same sheet that you were talking about, or is there, like, a different sheet that has, say, the opioid ID and then the different pharmacy IDs?

298 00:39:55.080 00:40:11.940 Brad Messersmith: We have some of them. A lot of them we don’t have… have that listed. It’s not really, like… typically, it’s not a part of the conversation unless we just happen to get it. Basc is always doing those integrations, typically, so it all is housed in BASC when they set the product IDs up.

299 00:40:12.910 00:40:13.690 Amber Lin: Mmm.

300 00:40:13.690 00:40:28.720 Surf’s iPhone: Yeah, that’s what we found, Amber. Basque, like, masks them, but then we have the ones for the actual Optio. So, like, Basque uses Optio underneath, too, for some of our stuff, but they mask them in, like, Basque ID wrappers, so you can’t, like, undo that.

301 00:40:28.720 00:40:29.740 Amber Lin: I see, I see.

302 00:40:29.740 00:40:36.580 Surf’s iPhone: I got this list from Brad, which is what I’m using to talk with Optio directly, and I’m gonna do a similar thing with, Union Pharmacy.

303 00:40:37.590 00:40:52.290 Amber Lin: Okay, okay. I’m gonna need some time to think this over, because all the dosage, the file size, this is all new to me. So, once I do that, I think either I’ll reach out, sort of, to you, or reach out to the team to see how we want to do that.

304 00:40:52.290 00:41:02.790 Amber Lin: For the COG stuff, I probably will have some questions on what it will be like in the Eden OS. So, let me get back to you guys on how that will go.

305 00:41:04.090 00:41:23.480 Brad Messersmith: Okay, cool. And so, either of you, if you need anything more from Katie and I, just let us know. I mean, hopefully we can kind of do this systematically and pull data directly and stuff, but if you need our help, or even before it goes into Eden OS, we probably should just go through it and make sure that things are clean and make sense and all that.

306 00:41:23.790 00:41:24.370 Surf’s iPhone: Cool.

307 00:41:25.400 00:41:28.019 Surf’s iPhone: Okay, yeah, from my perspective…

308 00:41:28.370 00:41:39.809 Surf’s iPhone: on… to both teams, I can… like, having more columns for us isn’t a problem, as long as I have the core pieces. So, like, again, like, for me.

309 00:41:39.810 00:41:48.710 Surf’s iPhone: file size… well, again, I won’t say it doesn’t matter, but it’s not something I need in what I have to do, which is ship sending

310 00:41:48.810 00:41:57.069 Surf’s iPhone: the data parcel to Optio, because they already know the file size based on the ID. But I could store it for you guys.

311 00:41:57.450 00:41:58.609 Surf’s iPhone: That’s not a problem.

312 00:42:00.140 00:42:01.959 Brad Messersmith: Cool. That sounds good.

313 00:42:04.240 00:42:06.360 Amber Lin: Awesome. Alright, thanks, everyone.

314 00:42:06.850 00:42:09.600 Brad Messersmith: Alright, thank you. Have a great week. You too. Bye.

315 00:42:09.600 00:42:10.230 Amber Lin: Right?