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WebMD Health Corp. Message Board

limpingbull 29 posts  |  Last Activity: Jul 2, 2015 3:59 PM Member since: May 10, 2006
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  • Reply to

    One wonders...

    by limpingbull May 15, 2015 7:46 AM
    limpingbull limpingbull Jul 2, 2015 3:59 PM Flag

    Change will come with the earnings announcement. Which I think will be very positive.
    So take it easy, its summer, there is no volume, and some people still worry about Greece, although they shouldn't. Because now those stupid boys who “govern” that sad country have gamble themselves out of the game completely.

  • Reply to

    Greece

    by limpingbull Jun 29, 2015 2:07 PM
    limpingbull limpingbull Jun 30, 2015 12:21 AM Flag

    Tracey, to compare Spain and Italy to Greece, is an insult to them.
    Their economies are already improving tremendously, and they are not being governed by a bunch of leftwing idiots.
    As the head of the IMF said: It is time Greece sent some adults to the table!

  • limpingbull by limpingbull Jun 29, 2015 2:07 PM Flag

    Greece 10,8 million people
    22 th GDP per hab

    who gives a hoot????

    A good opportunity for the boys to get stuff cheap

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    limpingbull limpingbull Jun 24, 2015 12:48 PM Flag

    Having been with Marty for about 35 years or more, I know how you feel.
    Forget about Icahn, he went in for a fast buck and didn't get it. Marty takes a much longer view.
    And forget about the new analysts. They don't have any vision. They just ask for guidance and then they start guessing.
    With my knowledge of Marty, I prefer to apply the psychology of the individual and do my own guessing and analysis. And apart from Walgreens, I'm very hopeful concerning the Blue Cross Blue Shield deal that will be actvated this automn.
    With WBMD having a turnkey solution for 27.9million potential clients with 120million individuals – surely they should be able to make some money out of that one?

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    limpingbull limpingbull Jun 24, 2015 10:51 AM Flag

    Tracey,
    I completely agree with you that we should be higher were it not for the loss of goodwill because of the desaster three years ago. At least now they have realised they need more sources of income, and I'm still hoping for good news concerning Walgreens.
    Perhaps the kiss for the sleeping beauty will be the earnings at the beginning of August...

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    limpingbull limpingbull Jun 24, 2015 4:05 AM Flag

    Tracey, If you look at the charts, we are not doing too badly, considering the hole we were in:

    WBMD 10.13.2008 $ 15.18 = + 198%
    DJ 10.13.2008 8,852.22 = + 105%
    Nasdaq 10.13.2008 1,711.29 = + 365%

    As for the market in general we should not forget the huge amounts of money still being pumped into the system, resulting in historically extremely low interest rates. The economy is only now slowly climbing out of a very nasty recession and, in my opinion, has still got a long way to go.
    As for some “experts” moaning about the “strong” US$ - well, if we compare it to one of the few serious currencies, the Swiss Franc, it is still about 23% below where it was in 2008...

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    limpingbull limpingbull Jun 23, 2015 1:59 AM Flag

    Sleeping beauty waiting for the kiss...

  • Reply to

    MEDICARE SAVINGS VIA TELEMEDICINE

    by stevecrf Jun 12, 2015 3:38 PM
    limpingbull limpingbull Jun 13, 2015 12:17 AM Flag

    It has always been Marty Wygod's aim to reduce health care costs. After all, his most successful company so far was called Medical Cost Containment Services, or Medco.
    In the fight against waste and to increase efficiency, WBMD is the obvious partner for any government. They have been working together for years on desease prevention.

  • limpingbull limpingbull May 28, 2015 2:56 AM Flag

    “The service is available to clients of all sizes, although it may prove most beneficial to small businesses that typically lack the administrative staff needed to manage a wellness program, said Aaron MacDonald, Blue Cross Blue Shield’s director of small group sales and external distribution.
    MacDonald described WebMD Health Services, a unit of WebMD Health Corp., as a “turnkey solution” that’s readily adopted by employers.”
    According to the U.S. Census Bureau, Bureau of Labor Statistics, there are 27.9 million small businesses in the U.S.
    Over 50% of the working population (120 million individuals) works in a small business
    Small businesses have generated over 65% of the net new jobs since 1995
    Approximately 543,000 new businesses get started each month (but more employer businesses shut down than start up each month)

    I find the fact that WBMD has a “turnkey solution” that's readily adopted by 27.9 million potential clients very interesting.

  • Insurance providers offer options to help small employers adopt wellness programs

    Blue Cross Blue Shield of Michigan’s partnership with an arm of WebMD Health Corp. could help to extend wellness into an area where it’s gained the least traction: small businesses.

    The service is available to clients of all sizes, although it may prove most beneficial to small businesses that typically lack the administrative staff needed to manage a wellness program, said Aaron MacDonald, Blue Cross Blue Shield’s director of small group sales and external distribution.

    MacDonald described WebMD Health Services, a unit of WebMD Health Corp., as a “turnkey solution” that’s readily adopted by employers.

  • Reply to

    One wonders...

    by limpingbull May 15, 2015 7:46 AM
    limpingbull limpingbull May 20, 2015 7:40 AM Flag

    Interesting news coming out of JNJ
    More than 10 new drugs till 2019
    New anti-cancer drug
    This should heat up the whole industry including WBMD

  • Reply to

    One wonders...

    by limpingbull May 15, 2015 7:46 AM
    limpingbull limpingbull May 18, 2015 1:44 PM Flag

    I like your stuff concerning the turtle.
    Are you a Harvard man, by any chance?

  • Reply to

    One wonders...

    by limpingbull May 15, 2015 7:46 AM
    limpingbull limpingbull May 18, 2015 1:15 AM Flag

    Its all a question of timing.
    First you increase the audience, then comes the increase in revenues.
    After all, those who want to sell something, have to go, where their clients are.
    In other words, the big increases in WBMD's audience today should result in big increases in its revenues tomorrow.
    This is so simple, it should be obvious to everybody – without increased guidance by the company.

  • Reply to

    One wonders...

    by limpingbull May 15, 2015 7:46 AM
    limpingbull limpingbull May 15, 2015 1:23 PM Flag

    Counting beans is for accountants.
    Looking beyond your nose is the business of a different calibre of men.

  • Reply to

    One wonders...

    by limpingbull May 15, 2015 7:46 AM
    limpingbull limpingbull May 15, 2015 9:45 AM Flag

    Agreed. However, they also announced this very important news:
    “Recently, we entered into an agreement with Carenet, one of the leading websites for healthcare professionals in Japan. Medscape will provide its independent educational programs and editorial content to physicians in Japan on a Medscape-branded area of the Carenet site. Offering Medscape’s leading medical education and editorial resources to Japanese healthcare professionals in their local language extends our global reach in this important market, which is one of the largest pharmaceutical markets in the world behind the U.S.”
    Should that not create a little bit of excitement?
    It seems to me only some of the old professionals, like the guys at Elkcreekpartners, are still able to see beyond their noses. They just filed WBMD as their second largest position.

  • limpingbull by limpingbull May 15, 2015 7:46 AM Flag

    I just wonder who it is who wants the stock to stay put where it is now.
    Every day the same trading pattern: First it goes up, then its pushed back down.
    The market makers must have a lot of fun...

  • Reply to

    Results

    by limpingbull May 11, 2015 2:45 AM
    limpingbull limpingbull May 11, 2015 9:53 AM Flag

    From the last earnings conference:
    Turning to Information Services, our Information Services comprise standalone data products that we sell to data services, informatics, and consulting companies. Revenue from the sale of Information Services in the first quarter increased 32% from $6.2 million to $8.2 million. The principal source of the data that we use in these Information Services is from a 10-year license to de-identify data that we retained from our divestiture of Emdeon Business Services in 2008.
    We are currently working on bringing in new third-party data sources to both strengthen and diversify our data products, and in anticipation of the expiration of the Emdeon license.

  • Reply to

    Results

    by limpingbull May 11, 2015 2:45 AM
    limpingbull limpingbull May 11, 2015 9:36 AM Flag

    I've always been under the impression that at the time of the divestiture of Emdeon, WBMD had an agreement of indefenite access to their data, which to me means no time limite.
    Now they are talking about a 10 year agreement.
    Anybody remembers the deal?

  • limpingbull by limpingbull May 11, 2015 2:45 AM Flag

    An interesting item is Information Services Revenue, which shows an increase of 32%.
    In that context, I recommend reading the recent article by Trevir Nath “How Big Data Has Changed Healthcare”

  • Reply to

    Comments by Zacks

    by limpingbull May 11, 2015 2:04 AM
    limpingbull limpingbull May 11, 2015 2:30 AM Flag

    Leerink Swann restated their outperform rating on stock of WebMD Health Corp. (NASDAQ:WBMD) in a report issued on Saturday. They currently have a $54.00 target price on the stock.
    “We believe that WebMD is well positioned to capitalize on the growth and major changes that are affecting the healthcare industry and that are making WebMD’s core assets – the leading online audience of healthcare consumers and physicians in the US health information marketspace – increasingly valuable.,” the firm’s analyst commented.

WBMD
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