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Biotech / Medical : AHTC Corp (AHTC)-formerly Advanced Health (ADVH) -- Ignore unavailable to you. Want to Upgrade?


To: Louis Riley who wrote (120)5/12/1998 9:57:00 PM
From: Louis Riley  Respond to of 371
 
As for the margin slippage - they attributed it to the growth in PPM.

This company still has the best metrics in the business.

Management spent a big portion of the call discussing IMM. They have big plans, hoping to convert their docs from their fixed fee model to ADVH's gain share model.



To: Louis Riley who wrote (120)5/12/1998 10:52:00 PM
From: songsung  Read Replies (2) | Respond to of 371
 
<<1999 for the first time ever. He projected $1.43, which is a good 12 cents below the
consensus of the four bulls (leaving out Schroeder's skeptical analyst - who was at
$1.25). Superbull (and IPO and secondary underwriter Cowen's analyst) Kathy Miner
was all the way up at $1.65. So everybody's numbers must come down. The worry is
that Miner and Lee @ H&Q might cut their ratings (from "Strong Buys") as well.>>


The mean estimate I found was $1.48 (5 estimates ranging from $1.65 to $1.21). Am I missing something here?