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WebMD Health Corp. Message Board

limpingbull 40 posts  |  Last Activity: Mar 27, 2015 4:40 PM Member since: May 10, 2006
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  • Reply to

    NO EXECUTIVE OPTIONS GRANTED IN 2014

    by stevecrf Mar 5, 2015 9:49 AM
    limpingbull limpingbull Mar 27, 2015 4:40 PM Flag

    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers
    On March 25, 2015, the Compensation Committee of the Board of Directors of WebMD Health Corp. approved the following grants of shares of restricted WebMD Common Stock and options to purchase WebMD Common Stock to executive officers of WebMD:


    Executive Officer Title Number of Shares of
    Restricted Stock Number of Shares
    Underlying
    Option Grant

    David Schlanger Chief Executive Officer 40,000 80,000

    Steven Zatz, M.D. President 40,000 80,000

    Peter Anevski Executive Vice President and Chief Financial Officer 40,000 80,000

    Michael Glick Executive Vice President and Co-General Counsel 16,000 42,500

    Douglas Wamsley Executive Vice President and Co-General Counsel 16,000 42,500

    Martin J. Wygod Chairman of the Board 60,000 —

  • Reply to

    Looking forward

    by limpingbull Mar 21, 2015 1:42 AM
    limpingbull limpingbull Mar 26, 2015 11:46 AM Flag

    Tracey, yes, I agree with you. The partnership with WBA should be very interesting indeed, and the way the stock behaves in the face of adversity seems to indicate that there is some very cautious vacuum cleaning going on

  • limpingbull by limpingbull Mar 21, 2015 1:42 AM Flag

    Going on about the dead past with its shortcomings known to all is tiresome.
    Big things are in the making:

    Market watch: Lions Health Brings Google, WebMD, Walgreens, Novartis, Weber Shandwick and the CEA to the Stage

    During the WebMD session at the Festival, Alex Gourlay, EVP Walgreens Boots Alliance, and president of Walgreens, will join WebMD CEO David Schlanger to examine what it will take for consumers to incorporate the necessary behavior changes they need to make to improve their health, Lion's Health announced.

    Lions Health 2015 will be held June 19 and 20, Palais des Festivals, Cannes, France.

  • limpingbull by limpingbull Mar 20, 2015 2:58 PM Flag

    Sometimes it’s all a bit too much:
    People worrying about a rise in interest rates when, in fact, that is a very good sign for an economy picking up…
    People going on about a “strong” dollar when, in fact, it is just recovering a bit of the huge losses it had against serious currencies, as, for instance, the Swiss Franc…
    People going on about WBMD being quiet - they quite obviously haven’t heard anything about option expiring dates…

  • Reply to

    Next stop 40

    by jakemalloyip Mar 11, 2015 1:19 PM
    limpingbull limpingbull Mar 20, 2015 4:18 AM Flag

    Congratulations, you’re living up to your name

    The agreement was done with “WebMD Health Services”, the WebMD unit that runs the private portals.

    “The new partnership gives Michigan Blues' customers, including employer groups looking to keep costs down, the opportunity to incorporate wellness programs into their benefit structure.”
    This says it quite clearly what this is all about!

  • Reply to

    WALGREENS IN THE HUNT

    by stevecrf Mar 12, 2015 10:29 AM
    limpingbull limpingbull Mar 12, 2015 12:50 PM Flag

    Congratulations - It is good to see that someone else realises the importance of the Walgreens alliance for additional revenue sources outside advertising!

  • Reply to

    NO EXECUTIVE OPTIONS GRANTED IN 2014

    by stevecrf Mar 5, 2015 9:49 AM
    limpingbull limpingbull Mar 5, 2015 10:16 AM Flag

    They were probably so embarrassed by being criticised on message boards they decided against bonuses for once.

  • Reply to

    REAL ESTATE DEAL WATCH-CRAINS N.Y. BUSINESS

    by stevecrf Mar 4, 2015 10:14 AM
    limpingbull limpingbull Mar 4, 2015 11:58 AM Flag

    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!

  • Reply to

    REAL ESTATE DEAL WATCH-CRAINS N.Y. BUSINESS

    by stevecrf Mar 4, 2015 10:14 AM
    limpingbull limpingbull Mar 4, 2015 11:35 AM Flag

    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?

  • Reply to

    Not so shabby:

    by limpingbull Feb 25, 2015 3:50 AM
    limpingbull limpingbull Feb 25, 2015 6:05 AM Flag

    Marty is probably working on the big picture and leaves day-to-day business to the CEO, as he should, as Chairman of the Board. If he is confident that the CEO knows what he is doing, of course, which, apparently, he is.
    After hours don’t mean a thing because of very limited volume and MMs doing their adjustments. Let’s wait for the opening.

  • limpingbull by limpingbull Feb 25, 2015 3:50 AM Flag

    For the year 2014

    Adjusted EBITDA + 29%

    Adjusted Net Income + 116%
    or per diluted share + 148%

    Guidance for the year 2015

    Adjusted EBITDA + 13% to 20%

    Net Income + 23% to 45%

  • limpingbull by limpingbull Feb 12, 2015 5:17 AM Flag

    There are some indicators that show us were the company is going:

    1) The in-and-out of Icahn.
    Carl Icahn is not a long term investor, but a short term opportunist who aims to profit from special situations.
    He probably went into the company with the intention of forcing a sale and make a nice profit in the procedure. However, as he ran into opposition from Marty and his buddies, he preferred to sell his position to the company and walk away with a small profit or perhaps even a small loss.
    For the combined know-how and connections of Marty and Icahn it shouldn’t have been any problem to find a suitable buyer for this company.
    That a sale did not result should be indicator enough even to the most stubborn speculators that this company is not for sale.

    2) Competition
    The closest competitor is far smaller Everyday Health, a company that yet has to make a profit.

    3) The partnership with Walgreens
    When the leading health portal and the largest drug retailing chain in the United States, and perhaps the world, form a partnership, they don’t do it just to hold hands together but to increase revenues and profits for both of them.
    Remember this exchange between an analyst and David Schlanger at the last earnings conference:

    Question:
    Are you thinking that (the partnership) more as a revenue generator? Or is it really more about the marketing presence, being in the stores? And do you see opportunities for this kind of partnership, either doing something deeper with Walgreens or with other partners?

    Answer:
    Well, I would say yes to all of the above.
    We are certainly pleased with the economic terms of the agreement.
    We think it’s a terrific opportunity to leverage Walgreens’ substantial reach with consumers.
    They get 8 million store visits a day, to make WebMD content and tools more accessible to people where they are.
    And lastly, because of the breadth of Walgreens’ organization, we certainly see additional opportunities to work with them beyond what we’ve already contracted for.

    After cooperating with Apple’s HealthKit and Qualcomm Life, this is an even more important step on WebMD’s way on becoming the octopus of healthcare.

  • Reply to

    LEERINK-WEBMD CONFERENCE

    by stevecrf Feb 11, 2015 11:23 AM
    limpingbull limpingbull Feb 11, 2015 11:46 AM Flag

    It did come up, and Schlanger was not at all concerned about it!

  • Reply to

    LEERINK-WEBMD CONFERENCE

    by stevecrf Feb 11, 2015 11:23 AM
    limpingbull limpingbull Feb 11, 2015 11:41 AM Flag

    “As expected this Leerink discussion with David Schlanger provided no greater insights into WebMD strategies for Revenue Enhancement…”

    Which, of course, was hardly to be expected 13 days before their Fourth Quarter Earnings Release Date and Conference Call…

  • Reply to

    Major owners

    by limpingbull Feb 11, 2015 3:10 AM
    limpingbull limpingbull Feb 11, 2015 11:15 AM Flag

    My point is that highly respected outfits like BlackRock and Vanguard don’t buy more than 5% of any company without having an in-depth discussion with that company’s management and without knowing exactly where those people are going.
    As for yesterday’s announcement by Google I do hope you all listened to David Schlanger’s presentation at Leerink.

  • limpingbull by limpingbull Feb 11, 2015 3:10 AM Flag

    Vanguard has now 6.04%

  • Reply to

    BLACKROCK, INC.

    by stevecrf Feb 2, 2015 1:22 PM
    limpingbull limpingbull Feb 10, 2015 5:01 PM Flag

    Institutional? With such small volume?
    I don't think so!
    WBMD's stength lies with Medscape, not with some gimmicks that can be copied by others. Just Watch tomorrows reply at Leerinks

  • Reply to

    WELLS FARGO ANALYST-PETER STABLER

    by stevecrf Feb 10, 2015 2:10 PM
    limpingbull limpingbull Feb 10, 2015 2:26 PM Flag

    This is a very small segment of what WBMD is doing. Hardly of any importance. So please try not be hysterical.

  • Reply to

    BLACKROCK, INC.

    by stevecrf Feb 2, 2015 1:22 PM
    limpingbull limpingbull Feb 10, 2015 2:07 PM Flag

    This is a very small segment of what WBMD is doing. Hardly of any importance. So please try not be hysterical.

  • Reply to

    BLACKROCK, INC.

    by stevecrf Feb 2, 2015 1:22 PM
    limpingbull limpingbull Feb 5, 2015 3:34 AM Flag

    Tracey, if you want to know more about Blackrock and its history, read

    “Larry Fink's $12 Trillion Shadow | Vanity Fair”

WBMD
44.50Mar 27 4:00 PMEDT