Morning Headlines 11/11/24
Doximity (DOCS) Tops Q2 Earnings and Revenue Estimates
Clinician network and drug marketing operator Doximity reports Q2 results: revenue up 20%, adjusted EPS $0.30 versus $0.22, beating expectations for both and sending DOCS shares up 34% in valuing the company at $11 billion.
McKesson, Oracle competing for Veradigm
McKesson, Oracle, and private equity firm Thoma Bravo are reportedly competing to acquire health IT, data, and analytics company Veradigm in a deal expected to close by Thanksgiving.
Waystar Reports Third Quarter 2024 Results
Waystar reports Q3 results: revenue up 22%, adjusted EPS $0.14 versus –$0.09, beating expectations for both.
Leidos awarded Organ Procurement and Transplantation Network operations contract
HHS awards Leidos a $235 million contract to modernize the country’s Organ Procurement and Transplant Network (OPTN).
Fun framing using Seinfeld. Though in a piece about disrupting healthcare, it’s a little striking that patients, clinicians, and measurable…