WebMD announced today that it has signed an agreement to acquire Conceptis Technologies Inc., a Montreal-based provider of online and offline medical education and promotion aimed at physicians and other healthcare professionals.
WebMD is well positioned to further its lead and penetration in this high value segment of medical marketing.
This information was posted by Zacks along with a strong buy recommendation on WebMD.
I have not very well swing trading WBMD up and down, up and down. But the difference between us, besides age, is that only one of us understands WBMD, its business, its competitors, etc. But please, more 500 word posts on the world of WBMD circa 2020....
Thanks for the advice! However, Money talks, and I'm making it! Just glad I didn't follow your advice on shorting WebMD. With all your youthful knowledge you just can't ring the register.
I love your tactics of distraction. You say something that makes no sense, and then instead of backing it up by answering the question you choose to distract by calling names.
Look, I get it. You are an old dude who only understand the macro trend of healthcare benefitting from technology. Everyone understands that trend. But until you understand WBMD, and more importantly any of the potential "acquirers" that you mention I think the best you can do is stay quiet and continue to thank the heavens that this stock, on no news or fundamental changes to its business model, has run from $22 to $50. Leave the real thinking to others who understand it, and at a minimum can articulate it.
Oh, and for the record - GOOG does not own, nor has it ever owned, nor will it ever own content. For many, many, obvious reasons.
First step in the process of integration is to remove those employees that sound off as you do! The disturbed ones! The obstacles to orderly functionality!
Wow - you have no idea how Google works, do you? How would WebMD be "easily integrated into Google"?
I think 100% of your never ending blather is based on nonsense.
Who cares what I am saying? This is a message board. Regardless, when asked to make a case for the stock being fairly valued at $50 you have nothing to say.....
Correction Fish, Sumner Redstone is 91 and still running Viacom! However, I like you, would like to see a buyout at a much higher price. Are you really going to sell prior to the 8/5/14 earnings report?
Fish, I don't think Marty has even thought about preparing his " bucket list." He will probably be around just like Sheldon Adelson and Sumner Redstone, 2 guys in their 80's and still running their respective companies.
Tracey, I believe the key proposition that drives Marty Wygod is the creation of the most innovative, cost reducing healthcare platform which drives consumers, providers and payers to utilize the WebMD system as the only go-to platform spearheading healthcare's much needed Fee-For-Value operating philosophy. A results oriented program that engenders better health outcomes, at dramatically lower cost within the providers critical time restraints, while being totally compliant with all government regulations.
Regarding Marty's family, I think they are all on their way to living their respective dreams regardless of what he does or doesn't do with WebMD. We should all be that fortunate!
im not looking for a sale,just asking and we both know why this comes up and thats martys age and his propensity to look out for his family.i think the co has really yet to fire on all cylenders,though i think barring a broad economic problem than a year from now we should see some earnings fireworks.
Tracey, when a Brand has a high % of consumer awareness + a high % of successfully marketed products and or services, under that Brand Name, than that = a high level of extremely valuable Brand Equity. Just think of the top of mind Brands today and their respective priceless Brand Value / Equity.
There are no guarantees that spending billions of dollars creating a new brand will result in strong revenues. Therefore, I believe, that as soon as WebMD can show a clear, sustainable, growth trajectory from multiple revenue platforms that assures them of reaching a billion dollars in revenue and $250 million in net profit within the next 2 years, then WebMD will command a buyout price of $5 billion on a 50 million share float.
However, I can't emphasize enough the importance of the clear unobstructed path to the billion $'s in revenue.
Keep in mind that they may also have a plenty of cash on the balance sheet.
thanks you found the word i was searching for BRAND,this is a big brand,bigger in as sense than its revenue.its a brand that really commands a serious premium as big caps go,typiclly bigs get 15 -20 percent,this really warrents 20-25 percent.though i wonder what the breakup value is,realizing that marty wont break this up right now.
Tracy, I agree, a small deal relative to WebMD revenue, under a billion dollars annually, but a great brand to own as healthcare takes center stage in the not to distant future!
syeve its likely going to get broken up,but i think the aquirerer if there is one will do it,this is still a relatively small co,the guys who might want this would see this as a pretty minor deal though very public.
If one looks at the 3 divisions of WebMD: 1) Public Portal 2) Private portal 3) Medscape, do they actually have greater value if they were each sold to 3 different companies? I raise this question because it is possible that WebMD does not fit easily into one specific acquirer. For example, the Public Portal can be easily integrated into Google, Microsoft search engines that earn revenue on web page advertising. The Private Portal may have greater synergies with a major health insurer like United Health or a Blue Cross - Blue Shield given the changing healthcare paradigm shift and corporate healthcare cost containment goals, while Medscape can have benefits when combined with a Cleveland Clinic, a John Hopkins University Medical Center or another organization that would benefit from connecting millions of Healthcare Providers around the globe. However, having said that, it is entirely possible that WebMD gets acquired by one company, and the pieces that do not fit, get sold off I'm just adding this to the discussion as Rupert Murdoch looks to acquire Time Warner, but is not interested in CNN. There is an article out today that believes that Bloomberg News would have considerable interest in acquiring CNN from Fox /Murdoch should he be successful in acquiring Time Warner.
steve actually has created a rational case for wbmd,dont forget both steve and i have been invested in this co in a sense before it was ever born some 25 plus years ago,you can surely grasp that we both have a different pers[ective than most,it was actually that perspective that had me buying puts from 52 or so down to the twenties a few years ago.i see this as a buyout in the not too distant future