Allscript Misys Healtcar Solns (NASDAQ:MDRX)

CAPS Rating: 2 out of 5

The Company is a provider of clinical software, connectivity and information solutions that physicians use to improve the quality of healthcare.

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Member Avatar USARTY (< 20) Submitted: 4/7/2014 5:47:33 PM : Outperform Start Price: $16.90 MDRX Score: -2.90

ICD-10 Will still be a concern for the medical industry moving forward.

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Member Avatar pbtoau78 (76.43) Submitted: 8/13/2013 5:16:27 PM : Underperform Start Price: $15.35 MDRX Score: +1.74

As a physician discussion of EHRs typically involves heavy utilization of 4-letter descriptors. The majority of these platforms are bloated programs designed by non-clinican developers. Physicians in general can't stand them as they are non-intuitive and the studies demonstrating any outcome benefits are suspect to much scrutiny. Meaningful use criteria have made it a necessity for most practices to use them by way of the forceful hand of CMS. To see that Allscripts is "not pursuing" stage 2 Meaningful use certification makes one beg to ask, why use this platform at all? There are far more streamlined platforms that are leaps and bounds more user friendly than the bloatware offered by most large operations. the Epics, Greenways, NextGens, Allscripts of the industry are not "popular", they are only prevalent. They are so because most purchasing decisions are made by administrators who are more prone to the theatrics and pomp marketed by these outfits. The end-user experience will catch up imo and utilization of Allscripts as such will not meet expectations going forward.

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Member Avatar DanaFBlankenhorn (< 20) Submitted: 2/28/2013 1:24:29 PM : Underperform Start Price: $12.77 MDRX Score: -7.93

It will take time for their new executive team to get the software act together, if they can.

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Member Avatar buckeyefanboy (96.89) Submitted: 2/11/2013 12:52:30 PM : Outperform Start Price: $10.77 MDRX Score: +31.28

Healthcare software with new management. New CEO comes from competitor Cerner (a $14.8b company compared to allscripts' $1.8b). new exec holds 356k shares

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Member Avatar Tyrone85 (96.40) Submitted: 7/31/2012 10:02:09 AM : Outperform Start Price: $9.30 MDRX Score: +43.86

good company ( sell at $23,00) 300% return.

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Member Avatar coryjobe (93.15) Submitted: 7/25/2012 6:34:16 PM : Underperform Start Price: $9.38 MDRX Score: -39.92

There is a lot of repair work that needs to be done. Four members of the board including the chairman resigned after extensive discussions regarding the leadership of the company. Some former execs fo Eclipsys had deep concerns on the company’s current direction. There are some operating problems, the integration of sunrise clinical manager and allscripts HER did not find favor with hospitals and delivery systems, and revisions are being made to meet their needs.

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Member Avatar ikkyu2 (99.38) Submitted: 5/3/2012 12:51:04 PM : Outperform Start Price: $10.40 MDRX Score: +26.33

Unfairly punished. Not dead yet.

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Member Avatar TheDumbMoney2 (98.39) Submitted: 4/26/2012 5:56:35 PM : Underperform Start Price: $9.50 MDRX Score: -42.26

Joe Magyer tweet on 4/26/2012:

Allscripts ($MDRX) CFO, Chairman, and 3 other directors' quit today. Also, EBIT fell 43%. Otherwise, things are looking pretty rosy!

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Member Avatar stefanic47 (58.69) Submitted: 3/3/2012 5:10:21 PM : Outperform Start Price: $19.14 MDRX Score: -49.17

Good healthcare coverage with clinics, other outpatient providers

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Member Avatar Jamanji (79.98) Submitted: 6/18/2011 9:50:56 AM : Outperform Start Price: $18.40 MDRX Score: -56.93

2011 Forbes Special Edition

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Member Avatar wkeboarder21 (59.27) Submitted: 12/19/2010 8:34:34 PM : Underperform Start Price: $19.75 MDRX Score: +65.44

Right now all boats are rising as hospitals rush to move towards Electronic Medical Records. Allscripts benefits from this industry wide momentum. However, within the industry they are a laggard. Please refer to the most recent KLAS report (KLAS is a VERY well respected Healthcare IT research company). http://www.klasresearch.com/News/PressRoom/2010/Top20

You will notice that a company called Epic earned the most top positions. The bad news is that Epic is private and always will be. The worse news is that there are 10 major players in the Healthcare IT industry. Last year Epic won roughly 50% of the sales, leaving 9 companies to divide up the remaining 50%.

As much as I want to invest in this industry, I can't rationalize it as long as Epic remains the private 800lb gorilla.

There is a small bright spot. Right now Epic does not work with medium or small hospitals (notice they only won the award for hospitals with 100 or more physicians).

Allscripts might grow in the next 2 years, however it will slowly crumble afterwards.

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Member Avatar DeadmanLiving (71.46) Submitted: 12/8/2010 3:16:00 PM : Outperform Start Price: $18.25 MDRX Score: -59.34

Raymond James Picks 2011

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Member Avatar bobbo97470 (< 20) Submitted: 12/4/2010 1:32:51 PM : Outperform Start Price: $17.98 MDRX Score: -59.61

definite player in a relatively new game

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Member Avatar zmanster (20.14) Submitted: 9/28/2010 10:58:44 AM : Outperform Start Price: $18.18 MDRX Score: -72.09

Earnings will be above 0.18 analyst consensus for 3rd qtr.

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Member Avatar Mascalzzone (< 20) Submitted: 9/27/2010 4:05:33 AM : Outperform Start Price: $18.16 MDRX Score: -70.81

must gain from digital medical record in next 5 years starting soon.

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Member Avatar sneezyfosheezy (51.83) Submitted: 7/16/2010 4:01:47 AM : Outperform Start Price: $17.11 MDRX Score: -73.78

new PHR push

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Member Avatar cashkid79 (94.23) Submitted: 6/10/2010 4:49:02 AM : Outperform Start Price: $18.70 MDRX Score: -87.73

6/8 pick...

6/9 blog...

http://blogs.forbes.com/sciencebiz/2010/06/allscripts-eclipsys-merger-electronic-health-records-land-grab.html?partner=msn

this is fun and all, but I'm getting more than a little frustrated

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Member Avatar mpendragon (59.34) Submitted: 6/9/2010 3:49:38 PM : Outperform Start Price: $16.65 MDRX Score: -76.30

This market has a lot of money on the table for them to compete for. They bought an ailing competitor at a steep price but they also bought their install base and a good shot a future add-on sales.

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Member Avatar FreeMortal (29.62) Submitted: 4/15/2010 10:23:42 AM : Outperform Start Price: $19.58 MDRX Score: -79.71

Looks like a winner

Macro:
Good sales; Growing with the healthcare industry; benefits from stimulus money; plenty of doctor's offices that have not yet upgraded -room to grow recurring revenue.

Fundamentals:
Minimal debt
Earnings growing relatively fast and price has not yet caught up.
Stalwart earnings history.

No stock is perfect, here are some the cons:
Cashflow is tight and spread out
Much of their assets are either intangible, or in receivables
PE is kinda high, even for a tech company (although earnings growth is pushing this down)
19% short interest

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Member Avatar vonpfahl (< 20) Submitted: 1/11/2010 11:43:50 PM : Outperform Start Price: $19.25 MDRX Score: -77.24

40 Billion Dollar stimulus for doctors with penality for not getting service. Lead of the pack, 30% market penitration for all suppliers with a push next year for 90 to 100%. this is insane.

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