The Data Behind The Rule Of 40%
Tomasz Tunguz - Seeking Alpha - Thu Feb 12, 10:12AM CST
(click to enlarge) In “The Rule of 40% for a Healthy SaaS Company” Brad Feld shared the rule of thumb growth investors often apply to judge the attractiveness of a business. “The 40% rule is that your growth rate + your...
BV: 8.54 (+0.20), BOX: 20.18 (+0.01), JIVE: 5.34 (+0.02), MDSO: 46.58 (+1.48), MRIN: 7.04 (+0.04), N: 101.72 (+3.38), FLTX: 38.99 (+0.56), ATHN: 134.60 (+4.95), VEEV: 30.12 (+0.17), WIX: 18.84 (-0.26), NOW: 77.55 (+1.60), PFPT: 55.97 (+0.38), LNKD: 269.00 (+1.83), LOGM: 52.22 (+4.17), DWRE: 55.99 (+0.45), WDAY: 91.84 (+0.67), MOBL: 9.53 (-0.21), MKTO: 28.24 (+0.20), TRAK: 42.84 (+2.06), SPLK: 64.18 (+2.25), HUBS: 43.29 (+6.22), CRM: 62.85 (+1.59)
TWi Biotechnology Selects Medidata's Cloud-Based Platform to Advance Cutting-Edge Clinical Development
Business Wire - Wed Feb 11, 4:30PM CST
Medidata (NASDAQ:MDSO), the leading global provider of cloud-based solutions for clinical research in life sciences, today announced that its industry-leading technology platform has been adopted by TWi Biotechnology, Inc. A top biopharmaceutical company based in Taiwan, TWi Biotechnology selected the Medidata Clinical Cloud(R) to enhance the speed, quality and productivity of its novel clinical study on metabolic disorders.
MDSO: 46.58 (+1.48)
Thermo Fisher's Q4 Gains on Life Technologies Integration - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Wed Feb 11, 10:29AM CST
On Feb 10, 2015, we issued an updated research report on Thermo Fisher Scientific Inc. (TMO).
TMO: 127.61 (+0.78), MDSO: 46.58 (+1.48), MDRX: 11.80 (+0.04), ATHN: 134.60 (+4.95)
Cerner Q4 Earnings & Revenues Beat Estimates, Up Y/Y - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Wed Feb 11, 8:30AM CST
Cerner Corp (CERN) reported adjusted EPS of 44 cents in the fourth quarter of 2014 which beat the Zacks Consensus Estimate by a penny.
MDSO: 46.58 (+1.48), MDRX: 11.80 (+0.04), CERN: 70.98 (+1.15), ATHN: 134.60 (+4.95)
Merge, ICT Health Tie Up for Imaging Solutions in IMEA Region - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Tue Feb 10, 4:16PM CST
We believe this alliance with ICT Health will earn higher revenues for Merge Healthcare's (MRGE) Software and other segment in the near term.
MDSO: 46.58 (+1.48), EW: 134.23 (+1.89), MDRX: 11.80 (+0.04), MRGE: 4.47 (+0.03)
CVS Health Earnings in Line, Revenues Beat Estimates in Q4 - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Tue Feb 10, 10:10AM CST
CVS Health Corporation (CVS) reported fourth-quarter 2014 adjusted earnings per share (EPS) of $1.21, up 8% year over year.
MDSO: 46.58 (+1.48), CVS: 102.63 (-0.37), MDRX: 11.80 (+0.04), ATHN: 134.60 (+4.95)
Omnicell Posts Solid Q4, Positive on 3-Legged Strategies - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Tue Feb 10, 8:49AM CST
On Feb 9, 2015, we issued an updated research report on Omnicell Inc. (OMCL).
MDSO: 46.58 (+1.48), MDRX: 11.80 (+0.04), OMCL: 35.29 (+0.03), ATHN: 134.60 (+4.95)
Medidata Teams Up with Garmin to Optimize Clinical Trials through Mobile Health Technology
Business Wire - Mon Feb 09, 7:30AM CST
Medidata (NASDAQ:MDSO), the leading global provider of cloud-based solutions for clinical research in life sciences, today announced a strategic collaboration with Garmin International Inc., a unit of Garmin Ltd. By integrating Garmin's vivofit activity tracker with the Medidata Clinical Cloud(R), Medidata is enabling its life sciences customers to make use of mobile health (mHealth) devices with the potential to enhance patient engagement, data quality and operational efficiencies in clinical trials.
MDSO: 46.58 (+1.48), GRMN: 55.93 (+0.02)
athenahealth Tops Q4 Earnings & Revenues; '15 View Revised - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Fri Feb 06, 8:17AM CST
Shares of athenahealth Inc. (ATHN) rallied nearly 2% in after-hours trading on Thursday, following the earnings announcement.
MDSO: 46.58 (+1.48), MDRX: 11.80 (+0.04), OMCL: 35.29 (+0.03), ATHN: 134.60 (+4.95)
Medidata Solutions' (MDSO) CEO Tarek Sherif on Q4 2014 Results - Earnings Call Transcript
SA Transcripts - at Seeking Alpha - Thu Feb 05, 1:37PM CST
MDSO: 46.58 (+1.48)
Medidata Solutions (MDSO) Q4 2014 Results - Earnings Call Webcast
SA Transcripts - at Seeking Alpha - Thu Feb 05, 6:55AM CST
MDSO: 46.58 (+1.48)
Medidata tops 4Q profit forecasts
Automated Insights - Thu Feb 05, 5:54AM CST
NEW YORK (AP) _ Medidata Solutions Inc. (MDSO) on Thursday reported fourth-quarter profit of $5.5 million.
MDSO: 46.58 (+1.48)
Medidata Solutions beats by $0.03, misses on revenue
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 5:32AM CST
MDSO: 46.58 (+1.48)
Medidata Reports Record Full Year and Fourth Quarter 2014 Revenues
Business Wire - Thu Feb 05, 5:30AM CST
--Record full year subscription revenue of $280.0 million, a 23% year-over-year increase
MDSO: 46.58 (+1.48)
Notable earnings before Thursday’s open
Seeking Alpha - at Seeking Alpha - Wed Feb 04, 4:30PM CST
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Omnicell Tops Q4 Earnings, Revenues on 3-Legged Strategy - Analyst Blog
Zacks Equity Research - Zacks Investment Research - Wed Feb 04, 9:00AM CST
Omnicell, Inc. (OMCL) reported fourth-quarter adjusted earnings per share of 28 cents .
MDSO: 46.58 (+1.48), QSII: 17.04 (+0.38), MDRX: 11.80 (+0.04), OMCL: 35.29 (+0.03)
The Compression In SaaS Valuations
Tomasz Tunguz - at Seeking Alpha - Fri Jan 23, 1:52PM CST
(click to enlarge) In 2015, SaaS companies trade at a 30% lower multiple of revenue than last year. In early 2014, the typical SaaS company traded at about 9.2x their next-twelve-months of revenue. Since August 2014, that figure has dropped by...
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Medidata Schedules Fourth Quarter Earnings Conference Call for February 5, 2015
Business Wire - Thu Jan 22, 7:30AM CST
Medidata (NASDAQ:MDSO), the leading global provider of cloud-based solutions for clinical research in life sciences, today announced that it will release its fourth quarter 2014 financial results before the open of the market on Thursday, February 5, 2015. Tarek Sherif, chief executive officer, and Cory Douglas, chief financial officer, will also hold a conference call at 8:00 a.m. ET for investors and analysts to discuss the Company's results and business outlook.
MDSO: 46.58 (+1.48)
Medidata Named Among "Best Companies to Work for in New York State"
Business Wire - Tue Jan 13, 7:30AM CST
Medidata (NASDAQ:MDSO), the leading global provider of cloud-based solutions for clinical research in life sciences, today announced that it has been named one of the 2015 Best Companies to Work for in New York State by the New York State Society for Human Resource Management (NYS-SHRM). An award in the "large employers" category will be presented to Medidata during a ceremony for the winning organizations at the Albany Marriott on Tuesday, April 21, 2015.
MDSO: 46.58 (+1.48)
Downgrade Alert for Medidata Solutions (MDSO)
Comtex SmarTrend(R) - Wed Jan 07, 7:16AM CST
Medidata Solutions (NASDAQ:MDSO) was downgraded from Buy to Neutral at SunTrust today. The stock closed yesterday at $46.31 on volume of 545,000 shares, above average daily volume of 373,000. Potential upside of 13.1% exists for Medidata Solutions, based on a current level of $46.31 and analysts' average consensus price target of $52.36. Medidata Solutions shares have support at the 50-day moving average (MA) of $43.89 and additional support at the 200-day MA of $43.45.
MDSO: 46.58 (+1.48)