SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : AHTC Corp (AHTC)-formerly Advanced Health (ADVH)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: LoLoLoLita who wrote (157)5/19/1998 7:14:00 PM
From: Zebra 365  Read Replies (2) of 371
 
Hi David. Well, I am long this company. And I just made a bunch shorting PHYC the second major PPM, which is in the process of seeking it's true value. Lou Riley hit it on the head that the problem with MDM, PHYC, and FPAM is that they do not bring enough value into medical practices to support their fees.

I consider those PPM's to be the first iteration of the PPM, the consolidators.

ADVH seems to have the idea that they will have to bring value to the table. Working with the clinical side and IT is going to be the second iteration. That is where value can be added. Not that ADVH is all about IT. But they do seem to realize that just being a consolidator won't cut it anymore.

As for Mr. Win, he seems to have a bone to pick with Riley. I would never consider shorting a company with these financials. Even if the stock price gets dragged down by PHYC, and the multitude of FPAM suits I would consider it a greater bargain.

Zebra
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext