Pros
Background 1. Rise Health Care Systems (own end to end, make custom EHR with advancedmd, epic, athena) 2. Rise of Conicerge Health Care with wholly owned end to end solution (proprietary ehr, telemedicine doctors etc) 3. Rise of Telemedicine 4. Dozens of EHRs will die --> a handful PEHR mainly through Apple Health Kit connection (patient info can be accessed by doctor, but sitting in patients health kit, doctor enter info go to health kit) With these trends in mind...companies that will survive and thrive include Apple, Forward, Doctors on Demand, One Medical, Kaiser, University Health Systems, Modernizing Medicine, AdvancedMD, Practice Fusion Great culture, team, hardworkers, great management, awesome love it, no kool aid here
Cons
No cons, it is one of the few medical tech companies I see that will survive locally in Bay Area and expand well. I.e. Small EHR vendors wont survive moving forward,