WebMD Health Corp. (WBMD)

All Comments on WBMD

  • commenter
    Jul 23 11:00 PM
    My Website
    5 Key Quotes from Yahoo! on the Internet Industry [view article]
    So the user base is growing by double digits, page views are up 20%+, U.S. search queries up 11%+, but revenue is up just 8%? Can someone please explain to me how this company is worth more than $33 a share? Reply
  • commenter
    Jul 23 08:13 PM
    5 Key Quotes from Yahoo! on the Internet Industry [view article]
    His point was, here are the salient points so you don't have to read the whole transcript or listen to the call. Reply
  • commenter
    Jul 23 07:30 PM
    5 Key Quotes from Yahoo! on the Internet Industry [view article]
    And the point is.... Reply
  • commenter
    Jul 10 08:58 AM
    Google Preparing Health Portal; Pitching WebMD and Intuit as Partners (GOOG, INTU, MDRX, WBMD) [view article]
    Allscripts overpumped by Cramer, Goldman $8.5 fee for 84Million Shares Dilution. Tullman 8.744 M paid out on stock options. 135M debt and rate changes 6/30/2008 for 50M. v11 doesn't work and bugs, workflow issues..hence cancer clinic suing.
    Reply Report abuse

    ESRX MHS and CVS along with surescripts just formed an alliance for e-prescriptions and they have more of a lock.

    MDRX has missed qtr. after qtr. and will miss in Aug.. as lagging expectations and channel checks reported by zachs
    Reply
  • commenter
    Jul 02 12:26 PM
    My Website
    Failure to Deliver Meaningful ROI Online for Pharma? [view article]
    Thanks for the kind words. I am aware of Quality Health although I have not worked with them nor spoken to anyone who works there. I would be curious as to the ROI via their model of measuring impact from viewing a Pharma ad online (assume this is a banner?) vs. the ROI from generating a very qualified lead online where qualified is someone who has typed in a very specific search for a condition, been taken to a specific offer, answered key questions to further qualify themselves, and then opted in to agree to receive marketing materials from Pharma.

    I certainly think its possible to draw a connection between someone who at some point saw an online ad and their eventual arrival at the doctor's office, but I dont know if you can tie this outcome as close as you might in a more unique lead generation hybrid model. But hey, every little bit helps. And the larger point of my article isnt about what methods of innovation will work the best, but simply that in order to get Pharma to move we all must innovate more. And to the extent that Quality Health and others are doing that I tip my hat.
    Reply
  • commenter
    Jun 28 12:36 PM
    Chinese Companies Lead Advertising Investment Options [view article]
    why would the Olympics drive more growth in 2009 and beyond? also would you consider doing a report on McDonald's spinoff Chipotles - CMG & CMGB. Reply
  • commenter
    Jun 27 10:58 PM
    Failure to Deliver Meaningful ROI Online for Pharma? [view article]
    Josh,
    Your article is interesting and makes some good points. ROI in the health space is difficult to measure but there are a few companies in the health space innovating and making interesting in roads into measuring ROI. Specifically in on line venues you mention that success will come from companies that use a hybrid model of CPA and CPM. That company already exists and has been very successful in the health space. Qualityhealth.com is a hybrid model and has filed a patent for a unique way to measure ROI in the health space by matching patients, who have been exposed to a pharma advertisement, with RX claims data in a HIPAA compliant manner. The information is invaluable to marketers and proves that in a hybrid model there is a return on investment when a patient is exposed to a clients brand.
    Reply
  • commenter
    Jun 18 07:16 PM
    Failure to Deliver Meaningful ROI Online for Pharma? [view article]
    Based on information I have seen from comScore I do not agree with your assessment. comScore, using test/control samples to track site activity among their panel members has loads of studies that, in aggregate, show a lift in consumer conversion (website exploration to physician contact to script request to script fulfilment) for those who visit the pharma brand websites. It would be well worthwhile to contact ComScore for their findings. Reply
  • commenter
    Jun 09 03:15 PM
    My Website
    Failure to Deliver Meaningful ROI Online for Pharma? [view article]
    Hi Dr. Goel,

    Thanks for your comments. And I agree, vertical sites that offer users more substantive, focused content are likely going to gain traction in the coming years as the general portals are unable to "be all things to all people".

    And as you suggest, Pharma would be smart to understand how a smart, targeted spend in sites like these could impact their business, either via new scripts or for CRM/retention purposes.

    Finally, I also concur (hope) that the more effective products/websites are more than mere publishing houses that are so prominent today.
    Reply
  • commenter
    Jun 06 09:19 PM
    My Website
    Failure to Deliver Meaningful ROI Online for Pharma? [view article]
    josh,
    Interesting take. Pharma as the golden goose of ad spend does seem to be a losing proposition in the mid-term, as sales/marketing dollars drop with brands going generic and increasing infighting between branded me-toos/2nd generation products and generics in class.

    Pharma profits are becoming increasingly clustered in specialty markets where mass marketing doesn't have the same bang for buck, and so disease vertical sites may make an interesting play.

    As cost pressures move increasingly to consumers via tiered co-pays and other mechanisms to pressure brands, it would appear that many pharmacos will need to shift marketing spend to customer retention and brand differentiation strategies. To date, pharmacos have done a pretty poor job of having a real conversation about what their product does and engaging the consumer in a way that keeps them in compliance.

    They've instead abdicated that responsibility to the same harried physicians who need to use their 6 minutes to sort through the next irrelevant question about a strangely named chemical they saw on TV (and isn't reimbursed for coordinating care).

    I think we'll soon see smart drug spend moving from carpetbombing to targeted distribution in more engaging channels. Although engaging consumers in their health will require vehicles much more robust than mere publishing houses...
    Reply
  • commenter
    Jun 06 07:56 AM
    Most and Least Shorted Stocks in the Russell 1,000 [view article]
    Heavily shorted stocks that have had positive YTD activity are those that deserve special note, including: YRCW, BIG, PNRA, and ETFC. These are the stocks that are in a bullish condition but that still have heavy short positions.

    This condition is indicative of a "short squeeze" stock price pop; especially with ETFC since it just moved in to secure an exclusive BlackBerry Mobile Streaming Platform yesterday.

    Positive exclusive technology position on top of several other positive brokerage metrics over the past two months; and yet a heavy short position condition.
    Reply
  • commenter
    Jun 05 01:38 PM
    Most and Least Shorted Stocks in the Russell 1,000 [view article]
    Agree completely. Please continue providing thses lists. Brings some lucidity to the murky pool. Reply
  • commenter
    Jun 05 11:25 AM
    Most and Least Shorted Stocks in the Russell 1,000 [view article]
    These lists are very helpful. Please continue to update
    throughout the year.
    Reply
  • commenter
    Jun 05 08:04 AM
    Most and Least Shorted Stocks in the Russell 1,000 [view article]
    Great info. Thanks! Reply
  • commenter
    Jun 02 09:54 AM
    Failure to Deliver Meaningful ROI Online for Pharma? [view article]
    As the eHealth market continues to evolve, the winners such as WebMD, will publish original content in contextually relevant voice(s), systematically integrated with patient’s primary care pharmacists and physicians IT, and delivered on any communicating device, in a secure, private manner. Pharma brand teams needs to realize measurable economic benefits from eHealth organizations --- in a integrated (Print, Internet, Telephony) management information system Reply

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