Selling WebMD for " a Wygod Premium" does not make Marty a fool!
Nothing wrong with sticking to partnerships!
No one is going to #$%$ Marty's company as he will sell when he wants to sell!
Unless Marty has personally told you that he will not sell WebMD at any price, then he could very well sell WebMD at his price! I can't comment on what Marty can or can't do at 75! However, he will do whatever he desires regardless of his age!
Well, I never thought Marty was a fool.
What’s wrong with sticking to partnerships?
What would Marty do once somebody snatched his company?
At 75 you don’t start a new career.
That’s why I repeat what I said before:
This company is NOT for sale!
Limp, while viewing the Robin Roberts videos, I noticed that both Walgreen's and Johnson & Johnson had banner ad logos on the lead in page. I believe that either one of these entities could be a potential suitor of WebMD.
Due to healthcare's rapidly changing consumer paradigm, many companies may have their M&A departments scrutinizing WebMD to see how they can increase their own growth and participation in the Consumerization of healthcare by acquiring them. Of course, there may be many others on the table.
It should be obvious that the partnership with Walgreens is a game changer and will be responsible for much faster growth than we have seen so far.
That this is not yet included in the 2015 guidance is only due to the fact that probably nobody can estimate what it will be. I think the numbers could be staggering.
And on who’s table have you folks seen a buy-out project?
I believe a buyout possibility, short term, is diminished, but not completely off the table.
As I listened / viewed the Robin Roberts/ WebMD videos, it becomes readily apparent that WebMD is rapidly developing its Healthcare Information Footprint via strategic relationships with influential people and other corporate entities.
Expanding the awareness of the WebMD Brand, both aided and unaided, is essential relative to increasing consumer participation with the public portal. It provides the much broader net needed to encourage consumer utilization of WebMD's future Revenue generating platforms, especially the adoption of the patient / physician, and yes, the pharmacist / pharmacy interaction using smart phone technology.
i wonder if ,this takes buyout off the table for a while.but yes i agree things dont square with stated co growth.
For those of us that track every article written about WebMD, I find this article enlightening! It pertains to their new office space taken recently that expands their current space by 50% and will be occupied in 2016.
I find this comment by a WebMD spokesperson interesting. "The publically traded company is growing quickly and plans to continue to add more staff." We all know about this move out of the Google Building, however, the 50% increase in space + the comment about growing quickly and adding more staff does not foot with a company growing at a painfully low rate of between 6% to 9% in 2015. Here is my take on what may really be going on here. The forecast is absurdly conservative, as we all know that WebMD grew Revenue by 13% in 2014. So I ask myself, does a company expand office space by 50% when their growth rate is forecasted to decline from 13% to a high of 9% the following year? No, I don't think so! The other possibility is that WebMD will be making an acquisition in 2015 and will be closing the deal just in time to consolidate the acquired company into the new WebMD Manhattan offices. Either way, I don't believe that Wygod would expand and pay for space unless he planned to fill it with revenue generating man-power relatively short term.
Could this be the year that WebMD trades over $52.69 for an extended period? If the stock does achieve and hold this level, then the 1.5% notes, maturing in 12/2020, may convert to common stock. This would add approximately 5.694 million shares to the WebMD float and reduce the debt on the Balance Sheet from $952 million to $652 million. At that point, Cash on the Balance Sheet, currently at $707 million, would be slightly higher than the debt! The remaining Convertible Notes, the 2.25% and 2.50%, account for another 9.7 million shares of additive float, at higher conversion prices. If WebMD repeats, both the annual tender offers of previous years and stock buy backs in the open market, it is my opinion that they will buy back at least another 3.5 million shares. This would mean the fully diluted float of 53 million shares,currently on this years Financial Statements would be reduced to around 50 million shares. That, of course, is favorable for the price to earnings ratio. Furthermore, upon the next notes conversion, the debt would be reduced by another $400 million, to $252 million. WebMD could be debt free within the next 2 years, provided they do not issue additional convertible notes, however, the difference in 2 years, would be a war chest of cash that was not present years ago when the 3 notes above were issued.
Funny stuff, I was just posting last wk on how I always hang on to this thing waiting for the holy grail of home runs. Now after one nice day my attitude has changed again and the arrow is pointing up. Seems I am not the only one with this problem.
at this point i have no fing clue,i woke up thinking about selling at least some and by 9.30 when i saw it didnt plunge even though it was down,a few pms with steve and my mind was changed
JAKE THE SNAKE !! why dont you go back into hibernation.???..Its been so nice around here lately without you spewing all your negative #$%$ about..............
Did you know the most trusted professionals by consumers are doctors, nurses and pharmacists !
So I disagree with your premise that the Walgreen's shingle would be detrimental to WebMD's trusted brand of health information! Consider that CVS has changed their corporate shingle to CVS Health and has entered into opening "Minute Clinics" in many of their stores operated by Nurse Practitioners. The drug store as we know it is evolving and will be pro-active in the changing healthcare paradigm. Perhaps you are behind the 8 ball when it comes to understanding the changing Consumerization of Healthcare and how new combinations will be forged.
good call for this am,im still confused guidence was pretty mediocre,hence the selloff after hrs,so whats the reason for the rise today,the potential buyout,co sandbagging
Jake, interesting comments, read from the conf. call transcript, WebMD's response to the question about their new relationship with Walgreen's. Does their response alter your opinion?