Orion Health

[Balance]

Have a go FW.Make my day

Thought your day already made with OHE down below IPO price?

Worse to come - stock is trading at Xero $40.00 plus type hype and most institutions do not invest more into earnings downgrade.

[BlackPeter]

Just came (in a totally unrelated research) across CERNER (http://cerner.com/). Looks like that they operate in a similar space as OHE, however much larger (MarketCap US$23B - and just bought Siemens Healthcare). I realise that they focus as well on medical hardware, but their product line "population health management" (http://cerner.com/solutions/population_health/) with their "healtheintent platform sounds on the first imression quite similar to what OHE tries to do (http://cerner.com/solutions/populati...ealthe_intent/). As well reading through their "hospital and health systems" feels a bit like deja vu (after having read the OHE prospectus some time ago).

A bit surprised that I couldn't find so far any reference to Cerner in this thread.

Question (assuming some shareholders researched this massive competing organisation before investing into OHE): What competitive advantages have OHE compared to CERN? What are the risks for OHE? Are these risks already priced into the current SP?

[sb9]

More weakness today, followed by very thin bidders ...

[Frostwind]

looks like more cheaper stocks on the way available for anyone that wants to get into this thing.

[theace]

Wonder what's a good entry point?

looks like more cheaper stocks on the way available for anyone that wants to get into this thing.

[GoldenStag]

Wonder what's a good entry point?

My pre-IPO calculations comparing it to GTK pegged it at about $600m capitalisation, so that would be a 374c price.

I'd also pay a premium over this calculation for Orion. But there is the downside of the latest announcements, and the 5% upside of any forex moves since IPO (as OHE would have a large amount of contracts in USD)

Overall, sub-$4 is my estimate, say $3.80, though I doubt the share price would ever fall this far.

[Frostwind]

My pre-IPO calculations comparing it to GTK pegged it at about $600m capitalisation, so that would be a 374c price.

I'd also pay a premium over this calculation for Orion. But there is the downside of the latest announcements, and the 5% upside of any forex moves since IPO (as OHE would have a large amount of contracts in USD)

Overall, sub-$4 is my estimate, say $3.80, though I doubt the share price would ever fall this far.

Agree totally, mid $3s should be a buy, if they can once again generate positive cashflow

[dingoNZ]

They will be in a cash burn phase for atleast another year IMO, we should see reasonable growth/product improvements within this period, in 18 months I expect we will see significant growth and begin to see the cash burn reduce and after this point beginning to turn cash positive. I have been collecting since the IPO and I know its overpriced at the moment (and has been) but I'm a firm believer in their product and story. Happy to hold (at a lost currently) and continue to collect. The potential market share is massive and from talking to health professionals they firmly believe a tool such as what Orion offer would be an absolute asset if implemented. My2c, DYOR.

[BlackPeter]

Just came (in a totally unrelated research) across CERNER (http://cerner.com/). Looks like that they operate in a similar space as OHE, however much larger (MarketCap US$23B - and just bought Siemens Healthcare). I realise that they focus as well on medical hardware, but their product line "population health management" (http://cerner.com/solutions/population_health/) with their "healtheintent platform sounds on the first imression quite similar to what OHE tries to do (http://cerner.com/solutions/populati...ealthe_intent/). As well reading through their "hospital and health systems" feels a bit like deja vu (after having read the OHE prospectus some time ago).

A bit surprised that I couldn't find so far any reference to Cerner in this thread.

Question (assuming some shareholders researched this massive competing organisation before investing into OHE): What competitive advantages have OHE compared to CERN? What are the risks for OHE? Are these risks already priced into the current SP?

Really nobody who wants to take this? Come on guys, some of the supporters around here must have done some research before buying?

Discl: don't hold.

[IAK]

Top 4 HIE vendors for 2015....Orion Health

http://www.healthcareitnews.com/news...e-vendors-2015