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Epocrates, Inc. (EPOC) Message Board

  • AndrewKimb AndrewKimb Apr 26, 2012 2:06 PM Flag

    Future of EPOC?

    Can someone explain the long-term potential for EPOC? With EHR pushing across the industry due to the HITECH Act it seems like a lot of benefits of the mobile app will be internalized within the larger deployments. It could make EPOC a strategic target for acquisition or companies (EPIC, AllScripts, Meditech, etc.) could internalize the capability.

    I mean, they have a bunch of cash so they have some time, but I cannot see the long-term continuation of their current model. Moreover, their failed EHR product is a sign that there are unable to leverage their 50% US physician reach.

    Anyone have ideas about how to think about this company? Thx.

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    • If you can't see the long term continuation of their current model why should anybody consider acquiring it now when they can wait for the stock to fall lower? In addition, this sock is borrrrrring. I don't see any tremendous bull swings in this sector or this stok but I do see a great short opportunity.