HLTH definitely has the potential to reach a cap of 1T for the following reasons:
*Just bought out a good chunk of their competition.
*The sea of fragmented, inefficient transactions that can be monetized by HLTH. If insurers decide to do things via HLTH, then that would create a huge barrier to entry that could only be stopped by the justice dept.
*The eventual coming of doctor-patient video teleconferencing via HLTH "virtual office". HLTH could be a very valuable aggregator of patient records into which doctors could tap into and modify right there during the tele-visit. The speedy rollout of cable set top boxes, interactive TV services, and broadband will immensely help HLTH's cause.
*Advertising: the big pharmas would pitch their products (product knowledge demos, etc) on the MD entrance side of HLTH.
*A resource center for the eventual gene engineering boom where you could find out (compare risks/rewards) if you want that new alteration that cures your nagging dermatitis or not.
*Tracking your overall health progress online.
The key for HLTH is to gain critical mass ASAP, which is exactly what they are doing with their recent acquisitions. To become "the standard", if you will, within the eHealth world. A bit like AOL and internet access, the two are practically synonymous. Getting backing from the likes of MSFT, News Corp, Janus, Insurers like United Healthcare, etc definitely helps speed things up. |
