Auriga on Healthcare IT & Services: HIMSS Themes - Accountability, Data Exchange, Population Health & Analytics
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Price: $94.92 --0%
Rating Summary:
8 Buy, 17 Hold, 1 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 8 | Down: 5 | New: 26
Rating Summary:
8 Buy, 17 Hold, 1 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 8 | Down: 5 | New: 26
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Auriga on Healthcare IT & Services: HIMSS Themes - Accountability, Data Exchange, Population Health & Analytics
Auriga analyst said, "We attended the annual HIMSS conference last week, which coincided with the long-anticipated release of Stage 2 rules on Meaningful Use (MU), a requirement for all hospitals and physicians to comply by 2014. Key themes included accountable care organizations, population health management, and analytics (real time decision support tools that extract value from the electronic medical record - EMR). We find Cerner (Nasdaq: CERN)(BUY), Epic (private) and CPSI (Nasdaq: CPSI)(BUY) best positioned from an enterprise perspective with respect to inpatient, and Epic and Quality Systems (Nasdaq: QSII)(HOLD) on the ambulatory side. That said, we think valuations are full in many cases, and could compress over the next 24 months as the stimulus advances to its later innings. We point to recent and insider selling by executives at Allscripts (Nasdaq: MDRX)(BUY), QSII and CERN as partial support of this view."
Auriga analyst said, "We attended the annual HIMSS conference last week, which coincided with the long-anticipated release of Stage 2 rules on Meaningful Use (MU), a requirement for all hospitals and physicians to comply by 2014. Key themes included accountable care organizations, population health management, and analytics (real time decision support tools that extract value from the electronic medical record - EMR). We find Cerner (Nasdaq: CERN)(BUY), Epic (private) and CPSI (Nasdaq: CPSI)(BUY) best positioned from an enterprise perspective with respect to inpatient, and Epic and Quality Systems (Nasdaq: QSII)(HOLD) on the ambulatory side. That said, we think valuations are full in many cases, and could compress over the next 24 months as the stimulus advances to its later innings. We point to recent and insider selling by executives at Allscripts (Nasdaq: MDRX)(BUY), QSII and CERN as partial support of this view."
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