I initiated a position here today as well with profits from COV since that deal was announced.
Now I have to get more serious about doing my DD!
Here we go again. Hope longs took the opportunity to take profits or cut losses short, and shorts took opportunity to short more. Looks like a significant break below 120 could take us down below 100. Stay tuned.
- epocrates revenues a shame
- revenue growth rate down
- physician growth rate down
clearly there's not much to celebrate here given the stock's valuation. Waiting for cc.
bookings more than 50% below expectations, $300 mln wasted for a nursing case, physicians signing behind expectations, Accenture cooperation below plan - almost everything below expectations
it is pretty hard to figure out why the shares are trading above $50