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dodo0930
2021-10-30
Great ariticle, would you like to share it?
These 2 Telehealth Companies Should Unite
dodo0930
2021-05-04
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Taylor Carmichael nominated <b>Doximity </b>(NYSE:DOCS) and <b>OptimizeRx </b>(NASDAQ:OPRX) as two companies that would mesh well together in the telehealth space.</p>\n<p>This episode of \"The 5\" was <b>recorded on Oct. 21</b>.</p>\n<p><b>Taylor Carmichael:</b> I like the telehealth space, I'm a huge fan of telehealth in general. I think there's going to be a big transition for our society because the internet is faster, quicker, cheaper. I think more and more healthcare is going to shift online and more of this is transforming healthcare. The internet's been around for 20 years, 25 years, but it's still making these changes.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> companies I really love in the telehealth space, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of them is Doximity, just came public this year. DOCS is their ticker. Doximity is basically the <b>Facebook</b> of healthcare, the LinkedIn of healthcare. Eighty percent of doctors are on the Doximity platform, 90% of med students are on the Doximity platform. It is a huge networking site for healthcare, for doctors, and they've got three businesses that they run from their website. One is the LinkedIn for people in healthcare looking for jobs, that networking thing. You don't go to Facebook and you don't go to LinkedIn, you go to Doximity because that's where they all are. The other one they do is they do telehealth, so they compete with <b>Teladoc</b> and they actually did a lot more telehealth visits than (Teladoc) over the last year. That's actually why I got into the stock because I was just blown away.</p>\n<p>They rolled out Dialer, it's called Dialer. They rolled it out at the beginning of the COVID pandemic. The doctors on their platform just love Dialer because it allowed them to do telehealth through that network with their actual patients. It protected them, protected their privacy so the patients couldn't call them in the middle of the night or anything. That was the other one. Then of course, the third business is having that Facebook-type business where pharmaceutical companies and other people can reach doctors and other healthcare professionals. The advertising business, monetizing all those medical eyeballs. That's a big part of Doximity's plan.</p>\n<p>OptimizeRX is another much smaller company in the telehealth space, which I own both of these to give you just a warning, I guess, about my own bias. But I love both of these stocks. Optimize is a lot smaller, but they're focused in a different area that Doximity is not. OptimizeRX is focused on electronic health records. Electronic health records are those things your doctor's looking at when he's looking at his iPad. All your health records are going to be online pretty much, but there is no <b>Microsoft</b> in this area. There are like 500 or 600 software providers or a thousand. There's just a ton of little ones. OptimizeRX is putting together an entire network. They put it together. I think it's like 60% or 70% of doctors is their reach in that electronic health network. The idea is maybe to give a little link to a Harvard study when the doctor is looking at his notes about this new drugs so that the pharmaceutical companies can reach a doctor in the course of this workflow without interrupting his workflow and bring new -- because doctors always have to get update on new things, new studies, new drugs, new stuff. Optimize is a specialist at that. And I thought, wow, these two companies would really fit into the Doximity wheelhouse because it's all about connection, and healthcare connection, and reaching doctors. That would be my suggestion.</p>\n<p>But I agree with you, I don't know if anybody listens to me, [laughs] but both stocks have done actually really well. In fact, OptimizeRx has done better. I think it's about doubled this year. They're still small, I think it's a billion (market cap). It's a tiny company. Doximity is a lot bigger, but they might be a good combo.</p>\n<p><b>Jason Hall:</b> It's interesting because it's one of those spaces that there are just dozens and dozens of companies that do these things. The potential for consolidation is enormous in that whole space. That's an interesting mix there, interesting potential mini-powerhouse, Taylor.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 2 Telehealth Companies Should Unite</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 2 Telehealth Companies Should Unite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 15:54 GMT+8 <a href=https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, while rumors were flying about PayPal Holdings maybe acquiring Pinterest, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCS":"Doximity, Inc."},"source_url":"https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179223688","content_text":"Last week, while rumors were flying about PayPal Holdings maybe acquiring Pinterest, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael nominated Doximity (NYSE:DOCS) and OptimizeRx (NASDAQ:OPRX) as two companies that would mesh well together in the telehealth space.\nThis episode of \"The 5\" was recorded on Oct. 21.\nTaylor Carmichael: I like the telehealth space, I'm a huge fan of telehealth in general. I think there's going to be a big transition for our society because the internet is faster, quicker, cheaper. I think more and more healthcare is going to shift online and more of this is transforming healthcare. The internet's been around for 20 years, 25 years, but it's still making these changes.\nTwo companies I really love in the telehealth space, one of them is Doximity, just came public this year. DOCS is their ticker. Doximity is basically the Facebook of healthcare, the LinkedIn of healthcare. Eighty percent of doctors are on the Doximity platform, 90% of med students are on the Doximity platform. It is a huge networking site for healthcare, for doctors, and they've got three businesses that they run from their website. One is the LinkedIn for people in healthcare looking for jobs, that networking thing. You don't go to Facebook and you don't go to LinkedIn, you go to Doximity because that's where they all are. The other one they do is they do telehealth, so they compete with Teladoc and they actually did a lot more telehealth visits than (Teladoc) over the last year. That's actually why I got into the stock because I was just blown away.\nThey rolled out Dialer, it's called Dialer. They rolled it out at the beginning of the COVID pandemic. The doctors on their platform just love Dialer because it allowed them to do telehealth through that network with their actual patients. It protected them, protected their privacy so the patients couldn't call them in the middle of the night or anything. That was the other one. Then of course, the third business is having that Facebook-type business where pharmaceutical companies and other people can reach doctors and other healthcare professionals. The advertising business, monetizing all those medical eyeballs. That's a big part of Doximity's plan.\nOptimizeRX is another much smaller company in the telehealth space, which I own both of these to give you just a warning, I guess, about my own bias. But I love both of these stocks. Optimize is a lot smaller, but they're focused in a different area that Doximity is not. OptimizeRX is focused on electronic health records. Electronic health records are those things your doctor's looking at when he's looking at his iPad. All your health records are going to be online pretty much, but there is no Microsoft in this area. There are like 500 or 600 software providers or a thousand. There's just a ton of little ones. OptimizeRX is putting together an entire network. They put it together. I think it's like 60% or 70% of doctors is their reach in that electronic health network. The idea is maybe to give a little link to a Harvard study when the doctor is looking at his notes about this new drugs so that the pharmaceutical companies can reach a doctor in the course of this workflow without interrupting his workflow and bring new -- because doctors always have to get update on new things, new studies, new drugs, new stuff. Optimize is a specialist at that. And I thought, wow, these two companies would really fit into the Doximity wheelhouse because it's all about connection, and healthcare connection, and reaching doctors. That would be my suggestion.\nBut I agree with you, I don't know if anybody listens to me, [laughs] but both stocks have done actually really well. In fact, OptimizeRx has done better. I think it's about doubled this year. They're still small, I think it's a billion (market cap). It's a tiny company. Doximity is a lot bigger, but they might be a good combo.\nJason Hall: It's interesting because it's one of those spaces that there are just dozens and dozens of companies that do these things. The potential for consolidation is enormous in that whole space. That's an interesting mix there, interesting potential mini-powerhouse, Taylor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106279354,"gmtCreate":1620128921778,"gmtModify":1634207614801,"author":{"id":"3583056907429479","authorId":"3583056907429479","authorIdStr":"3583056907429479","name":"dodo0930","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583056907429479"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106279354","repostId":"1180997108","repostType":4,"repost":{"id":"1180997108","pubTimestamp":1620087008,"share":"https://www.laohu8.com/m/news/1180997108?lang=&edition=full","pubTime":"2021-05-04 08:10","market":"us","language":"en","title":"Dow climbs more than 200 points on the first trading day of May, retail stocks lead gains","url":"https://stock-news.laohu8.com/highlight/detail?id=1180997108","media":"CNBC","summary":"U.S. stocks climbed on Monday, the first trading day of May, as shares tied to the economic reopenin","content":"<div>\n<p>U.S. stocks climbed on Monday, the first trading day of May, as shares tied to the economic reopening rallied on relaxed pandemic restrictions.The Dow Jones Industrial Average rose 238.38 points, or ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/02/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Dow climbs more than 200 points on the first trading day of May, retail stocks lead gains</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nDow climbs more than 200 points on the first trading day of May, retail stocks lead gains\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-04 08:10 GMT+8 <a href=https://www.cnbc.com/2021/05/02/stock-market-futures-open-to-close-news.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>U.S. stocks climbed on Monday, the first trading day of May, as shares tied to the economic reopening rallied on relaxed pandemic restrictions.The Dow Jones Industrial Average rose 238.38 points, or ...</p>\n\n<a href=\"https://www.cnbc.com/2021/05/02/stock-market-futures-open-to-close-news.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔",".SPX":"S&P 500 Index","AAL":"美国航空","URBN":"都市服饰","BRK.B":"伯克希尔B","VZ":"威瑞森",".DJI":"道琼斯","RGLD":"皇家黄金",".IXIC":"NASDAQ Composite"},"source_url":"https://www.cnbc.com/2021/05/02/stock-market-futures-open-to-close-news.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1180997108","content_text":"U.S. stocks climbed on Monday, the first trading day of May, as shares tied to the economic reopening rallied on relaxed pandemic restrictions.The Dow Jones Industrial Average rose 238.38 points, or 0.7%, to 34,113.23. The S&P 500 gained 0.3% to 4,192.66. The Nasdaq Composite fell 0.5% to 13,895.12, however, after Big Tech stocks pulled back following a strong month.Bets on the economic reopening led the market advance, especially retailers. Royal Caribbean and American Airlines rose more than 1% each. Gap rallied more than 7%. Dillard's rose nearly 10%, while Macy jumped 8%. Urban Outfitters and Kohl's both gained more than 5%.The rally in these stocks came after New York Governor Andrew Cuomo announced that most capacity restrictions will be lifted across New York, New Jersey and Connecticut, while 24-hour subway service will resume in New York City later this month.Berkshire Hathaway shares gained 1.6% after Warren Buffett's conglomeratereported a 20% surge in operating earningsand continued to buy back large amounts of its own shares. Buffett also revealed to CNBC that when he is no longer in charge, Greg Abel, vice chairman of all non-insurance operations,will succeed him.Shares of Verizon rose 0.2% after the telecom giant saidit will sell its media group to private equity firm Apollo Global Managementfor $5 billion. The sale allows Verizon to offload properties from the former internet empires of AOL and Yahoo.Despite Friday's weakness in equities, the S&P 500 notched its third straight month of gains in April, adding more than 5% to the index as investors bet on a big economic and profit recovery from the pandemic.The S&P 500 is now up more than 11% for the year.The Dow rose about 2.7% last month, while the Nasdaq Composite gained 5.4% in April.Some investors are expecting weakness in the new month given the old \"sell in May and go away\" Wall Street adage. This mantra calls for taking off risk from May to October, a period where the market is more prone to sell-offs historically.Data going back to 1928 shows that the May-October period has the lowest average and median returns of any six-month period of the year with the S&P 500 up 66% of the time on an average return of 2.2%, according to Bank of America.The market might see mediocre performance from here especially after a massive rally from November to April, when the S&P 500 gained 28%, the bank noted.\"This is a small number of observations, but May-October has lackluster average and median returns after a November-April rally of at least 20%,\" Stephen Suttmeier, technical research strategist at Bank of America, said in a note.On the data front, IHS Markit data showed U.S. manufacturing activity grew at a record-high speed last month with April's Manufacturing Business Activity PMI Index rising to 60.5, matching expectations from economists polled by Dow Jones.However, a separate gauge from Institute for Supply Management signaled a slowdown in manufacturing expansion. The ISM Manufacturing PMI for April came in at 60.7, compared to the expected 65.0 and March's level of 64.7.April's jobs report will be released on Friday, with a forecast gain of 978,000.\"Investors are gearing up for another busy earnings week capped off with a widely watched jobs report. Given the positive economic and earnings news, the path of least resistance appears higher,\" said Jack Ablin, chief investment officer at Cresset Capital.","news_type":1},"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":840323401,"gmtCreate":1635593147105,"gmtModify":1635593147105,"author":{"id":"3583056907429479","authorId":"3583056907429479","authorIdStr":"3583056907429479","name":"dodo0930","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583056907429479"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840323401","repostId":"2179223688","repostType":4,"repost":{"id":"2179223688","pubTimestamp":1635580456,"share":"https://www.laohu8.com/m/news/2179223688?lang=&edition=full","pubTime":"2021-10-30 15:54","market":"hk","language":"en","title":"These 2 Telehealth Companies Should Unite","url":"https://stock-news.laohu8.com/highlight/detail?id=2179223688","media":"Motley Fool","summary":"Here's why Doximity and OptimizeRx might want to consider a merger.","content":"<p>Last week, while rumors were flying about <b><a href=\"https://laohu8.com/S/PYPL\">PayPal</a> Holdings</b> maybe acquiring <b>Pinterest</b>, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael nominated <b>Doximity </b>(NYSE:DOCS) and <b>OptimizeRx </b>(NASDAQ:OPRX) as two companies that would mesh well together in the telehealth space.</p>\n<p>This episode of \"The 5\" was <b>recorded on Oct. 21</b>.</p>\n<p><b>Taylor Carmichael:</b> I like the telehealth space, I'm a huge fan of telehealth in general. I think there's going to be a big transition for our society because the internet is faster, quicker, cheaper. I think more and more healthcare is going to shift online and more of this is transforming healthcare. The internet's been around for 20 years, 25 years, but it's still making these changes.</p>\n<p><a href=\"https://laohu8.com/S/TWOA.U\">Two</a> companies I really love in the telehealth space, <a href=\"https://laohu8.com/S/AONE.U\">one</a> of them is Doximity, just came public this year. DOCS is their ticker. Doximity is basically the <b>Facebook</b> of healthcare, the LinkedIn of healthcare. Eighty percent of doctors are on the Doximity platform, 90% of med students are on the Doximity platform. It is a huge networking site for healthcare, for doctors, and they've got three businesses that they run from their website. One is the LinkedIn for people in healthcare looking for jobs, that networking thing. You don't go to Facebook and you don't go to LinkedIn, you go to Doximity because that's where they all are. The other one they do is they do telehealth, so they compete with <b>Teladoc</b> and they actually did a lot more telehealth visits than (Teladoc) over the last year. That's actually why I got into the stock because I was just blown away.</p>\n<p>They rolled out Dialer, it's called Dialer. They rolled it out at the beginning of the COVID pandemic. The doctors on their platform just love Dialer because it allowed them to do telehealth through that network with their actual patients. It protected them, protected their privacy so the patients couldn't call them in the middle of the night or anything. That was the other one. Then of course, the third business is having that Facebook-type business where pharmaceutical companies and other people can reach doctors and other healthcare professionals. The advertising business, monetizing all those medical eyeballs. That's a big part of Doximity's plan.</p>\n<p>OptimizeRX is another much smaller company in the telehealth space, which I own both of these to give you just a warning, I guess, about my own bias. But I love both of these stocks. Optimize is a lot smaller, but they're focused in a different area that Doximity is not. OptimizeRX is focused on electronic health records. Electronic health records are those things your doctor's looking at when he's looking at his iPad. All your health records are going to be online pretty much, but there is no <b>Microsoft</b> in this area. There are like 500 or 600 software providers or a thousand. There's just a ton of little ones. OptimizeRX is putting together an entire network. They put it together. I think it's like 60% or 70% of doctors is their reach in that electronic health network. The idea is maybe to give a little link to a Harvard study when the doctor is looking at his notes about this new drugs so that the pharmaceutical companies can reach a doctor in the course of this workflow without interrupting his workflow and bring new -- because doctors always have to get update on new things, new studies, new drugs, new stuff. Optimize is a specialist at that. And I thought, wow, these two companies would really fit into the Doximity wheelhouse because it's all about connection, and healthcare connection, and reaching doctors. That would be my suggestion.</p>\n<p>But I agree with you, I don't know if anybody listens to me, [laughs] but both stocks have done actually really well. In fact, OptimizeRx has done better. I think it's about doubled this year. They're still small, I think it's a billion (market cap). It's a tiny company. Doximity is a lot bigger, but they might be a good combo.</p>\n<p><b>Jason Hall:</b> It's interesting because it's one of those spaces that there are just dozens and dozens of companies that do these things. The potential for consolidation is enormous in that whole space. That's an interesting mix there, interesting potential mini-powerhouse, Taylor.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These 2 Telehealth Companies Should Unite</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese 2 Telehealth Companies Should Unite\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-30 15:54 GMT+8 <a href=https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Last week, while rumors were flying about PayPal Holdings maybe acquiring Pinterest, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DOCS":"Doximity, Inc."},"source_url":"https://www.fool.com/investing/2021/10/30/these-2-telehealth-companies-should-unite/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2179223688","content_text":"Last week, while rumors were flying about PayPal Holdings maybe acquiring Pinterest, some Fool.com contributors had a discussion about other possible mergers they would like to see. Taylor Carmichael nominated Doximity (NYSE:DOCS) and OptimizeRx (NASDAQ:OPRX) as two companies that would mesh well together in the telehealth space.\nThis episode of \"The 5\" was recorded on Oct. 21.\nTaylor Carmichael: I like the telehealth space, I'm a huge fan of telehealth in general. I think there's going to be a big transition for our society because the internet is faster, quicker, cheaper. I think more and more healthcare is going to shift online and more of this is transforming healthcare. The internet's been around for 20 years, 25 years, but it's still making these changes.\nTwo companies I really love in the telehealth space, one of them is Doximity, just came public this year. DOCS is their ticker. Doximity is basically the Facebook of healthcare, the LinkedIn of healthcare. Eighty percent of doctors are on the Doximity platform, 90% of med students are on the Doximity platform. It is a huge networking site for healthcare, for doctors, and they've got three businesses that they run from their website. One is the LinkedIn for people in healthcare looking for jobs, that networking thing. You don't go to Facebook and you don't go to LinkedIn, you go to Doximity because that's where they all are. The other one they do is they do telehealth, so they compete with Teladoc and they actually did a lot more telehealth visits than (Teladoc) over the last year. That's actually why I got into the stock because I was just blown away.\nThey rolled out Dialer, it's called Dialer. They rolled it out at the beginning of the COVID pandemic. The doctors on their platform just love Dialer because it allowed them to do telehealth through that network with their actual patients. It protected them, protected their privacy so the patients couldn't call them in the middle of the night or anything. That was the other one. Then of course, the third business is having that Facebook-type business where pharmaceutical companies and other people can reach doctors and other healthcare professionals. The advertising business, monetizing all those medical eyeballs. That's a big part of Doximity's plan.\nOptimizeRX is another much smaller company in the telehealth space, which I own both of these to give you just a warning, I guess, about my own bias. But I love both of these stocks. Optimize is a lot smaller, but they're focused in a different area that Doximity is not. OptimizeRX is focused on electronic health records. Electronic health records are those things your doctor's looking at when he's looking at his iPad. All your health records are going to be online pretty much, but there is no Microsoft in this area. There are like 500 or 600 software providers or a thousand. There's just a ton of little ones. OptimizeRX is putting together an entire network. They put it together. I think it's like 60% or 70% of doctors is their reach in that electronic health network. The idea is maybe to give a little link to a Harvard study when the doctor is looking at his notes about this new drugs so that the pharmaceutical companies can reach a doctor in the course of this workflow without interrupting his workflow and bring new -- because doctors always have to get update on new things, new studies, new drugs, new stuff. Optimize is a specialist at that. And I thought, wow, these two companies would really fit into the Doximity wheelhouse because it's all about connection, and healthcare connection, and reaching doctors. That would be my suggestion.\nBut I agree with you, I don't know if anybody listens to me, [laughs] but both stocks have done actually really well. In fact, OptimizeRx has done better. I think it's about doubled this year. They're still small, I think it's a billion (market cap). It's a tiny company. Doximity is a lot bigger, but they might be a good combo.\nJason Hall: It's interesting because it's one of those spaces that there are just dozens and dozens of companies that do these things. The potential for consolidation is enormous in that whole space. That's an interesting mix there, interesting potential mini-powerhouse, Taylor.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":106279354,"gmtCreate":1620128921778,"gmtModify":1634207614801,"author":{"id":"3583056907429479","authorId":"3583056907429479","authorIdStr":"3583056907429479","name":"dodo0930","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583056907429479"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/106279354","repostId":"1180997108","repostType":4,"isVote":1,"tweetType":1,"viewCount":122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
