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

To: gcrispin who wrote (204)	6/18/1998 2:46:00 PM
From: MC Niemi	Read Replies (2) \| Respond to of 371

Check out the latest proxy statement which came out in the past few weeks. There are some very interesting things you can infer from it. 1) 70% of the shares are held by big institutions of insiders. That leaves 2.8 or 2.9 million shares to trade. A number of times there has been 2 million shares traded daily. Why? Are traders just flipping shares back and forth? 2) Look at the type of holders of the stock. Franklin/Templeton at 14.7%, Wellington at 10.1%, Putnam at 10.1%, American funds at 5.2%. All these are value, long term, buy and hold investors. You also have RCM Capital at 9.7%, Pilgrim Baxter at 9.4% , Northwestern Mutual at 5.2% and directors and executive officers have 7.2%. With this many shares tied up the shorts could be in trouble. MC

To: gcrispin who wrote (204)	6/28/1998 10:45:00 PM
From: Tom D	Read Replies (1) \| Respond to of 371

Sorry it took so long to answer. <<<I am curious about number seven. What evidence do you have for this statement? If I am interpreting this correctly, what you are stating is that the groups who have partnered with ADVH are increasing their business with global risk insurance companies. So, not only are there more docs joining ADVH, but the docs that are affiliated with the company are increasing their revenues. Can you explain how you have found this out?>>> I don't have any hard data for this one. I know that ADVH does not do global risk contracting for ALL of its contracts. They have a mix of conventional, limited risk, and global risk. I assume that the percentage of contracting that is global risk will increase over time. This is certainly true for my group. But you are right in pinning it down as an assumption of mine. sekarlrac on Yahoo went to the shareholders meeting on Friday. He posted one phrase that I jumped all over--at the shareholders meeting mgmt said that... <<<year over year same physician revenue growth as being very strong and that the measure was a good sales tool for the company when approaching new practices>>> I think this is a key piece of information in understanding how well ADVH is doing. <<<Will there be double the number of physicians by the year 2003? I doubt it!>>> The number of docs won't double, but the revenues they handle will. Population will age. Expensive new treatments (TPA for stroke, radioactive stents, drugs like Aricept ($1500 per year drug for Alzheimers dz), drugs that prolong life in AIDS etc etc) will also increase the dollars controlled per physician. Should only help ADVH, as they create value in doing cost-effective care with higher stakes. Best Regards, Tom D