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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 (124)5/13/1998 9:28:00 AM
From: Robert Floyd  Read Replies (1) | Respond to of 371
 
>>Yes - throw out Schroeder's estimate. Bill McKeever is bearish on the whole industry and is neutral on ADVH.

Now take the 4 analyst's estimates who are "Buys" or "Strong Buys" and you get the real previous 1999 consensus of $1.55. <<

How can you call it the "real previous 1999 consensus" when you toss the bear in the group out? It is only the average of the bulls...hardly a consensus of analysts.



To: Louis Riley who wrote (124)5/13/1998 9:50:00 AM
From: gcrispin  Respond to of 371
 
Thank you for posting your comments from the CC. I am curious about your remark that ADVH is planning to switch IMM docs from a fixed fee model to a gain share model. I have heard that fixed-fee doctors have a difficult time adjusting to a other "HMO styled" models. Could you discuss in more detail the "gain share" model. Since the profits are staying within the practice and not going to an insurance company, I would think that the doctors would have an economic incentive to switch. Could you post more of your thoughts on the acquisition?



To: Louis Riley who wrote (124)5/13/1998 12:33:00 PM
From: songsung  Respond to of 371
 
H&Q downgraded ADVH from strong buy to buy. Significant increase in accounts receivables raises concerns of earnings quality. Cut 99 estimate from 1.50 to 1.40.