Morningstar - Allscripts Healthcare Solutions Inc. (MDRX) We Believe the Amazon/Berkshire/JP Partnership Will Not Disrupt the PMBs, MCOs, and Wholesalers

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Morningstar

Vishnu Lekraj

EUR 101.80 For Business Accounts Only

We Believe the Amazon/Berkshire/JP Partnership Will Not Disrupt the PMBs, MCOs, and Wholesalers

Amazon, Berkshire Hathaway, and JP Morgan Chase announced on Jan. 30 that the trio will form an independent healthcare company to help control healthcare costs for their U.S.-based employees, and while there could be some potential given the capital and clout of the three partners, we believe certain investors are underappreciating the moaty nature of the healthcare supply chain and the formidable competitive advantages that have insulated its major players. All potential new competitors would f...

30/01/2018 13 EN

Underlying

Allscripts Healthcare Solutions Inc.

Allscripts Healthcare Solutions delivers information technology solutions and services. The company is engaged in providing electronic health records (EHRs), financial management, population health management, medicine and consumer solutions. The company's segments are: Clinical and Financial Solutions, which consists of the sale of integrated clinical software applications and financial and information solutions, including EHR-related software, connectivity and coordinated care solutions, financial and practice management software, related installation, and revenue cycle management; Population Health, which consists the sale of health management, financial management and patient engagement solutions.

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US01988P1084 NASDAQ Stock Market United States

Provider

Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

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Analysts

Vishnu Lekraj

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We Believe the Amazon/Berkshire/JP Partnership Will Not Disrupt the PMBs, MCOs, and Wholesalers

Vermilion Short Shots: Technically Vulnerable Stocks

ALLSCRIPTS HEALTH sees a downgrade to Slightly Negative on account of less fundamental stars

Monthly LMI Update Independent Investment Research

Business as Usual for No-Moat Lonza; Specialty Ingredients Carve-Out on Track for 2020

Sasol Provides Full-Year Production Update

Sasol Provides Full-Year Production Update

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