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Healthpeak Properties Inc V.DOC


Primary Symbol: DOC

Healthpeak Properties, Inc. is a fully integrated real estate investment trust (REIT). The Company acquires, develops, owns, leases, and manages healthcare real estate across the United States. Its strategy is to invest in and manage real estate focused on healthcare discovery and delivery. It has a diversified portfolio of high-quality healthcare properties across three core asset classes of lab, outpatient medical, and continuing care retirement community (CCRC) real estate. The Company’s segments include Lab, Outpatient medical and CCRC. The lab segment properties contain laboratory and office space, are leased primarily to biotechnology, medical device and pharmaceutical companies, scientific research institutions, government agencies, and other organizations involved in the life science industry. The Outpatient Medical segment includes outpatient medical buildings and hospitals. Outpatient medical buildings typically contain physicians’ offices and examination rooms.


NYSE:DOC - Post by User

Comment by brandinvestoron Apr 06, 2022 4:51pm
167 Views
Post# 34582096

RE:RE:RE:Added today, how can anyone view this as bad news?

RE:RE:RE:Added today, how can anyone view this as bad news?

You make solid points and I agree you don't need a Dr to be a successful health care stock. Their products are just similarily priced as their competitiors who already took the market share. Their technology is no different than WELL, DOC, ect Telehealth is telehealth for instance. The jist of the doctor's who are going to sign up have already signed up to the telehealth product they wanted to and switching them over to a product identical to the rest will be impossible.

They own JunoEMR which looking at https://www.ontariomd.ca/emr-certification/omd-certified-emrs-numbers/vendor-reported-numbers-physicians-and-nps isn't a certified EMR in Ontario yet, so being in just BC really affects their ability to sell since there's < 5% of doctor's using paper charts in BC meaning that they would need to have doctor's switch from the EMRs available to their, again their technology is nothing special. 

Mind Beacon I'd consider is their "flagship" product and it looks like it was a deal, buying it at $3.45/stock when it was at $15! However it wasn't worth $15 which people QUICKLY saw, but in my opinion it wasn't worth $3.45 either which is why the bigger players didn't scoop it up quicker. CloudMD didn't beat anyone to the punch, nobody wanted to fight for it because its evaluation was due to the hype of Health Tech stocks during the pandemic. 

60 Million will keep them running for 9-12 months but after that they will need to raise more cash. This doesn't include any additiona M&A activity, organic growth, or marketing. 

Selling pieces or the entire business at 2-3x multiple would be in their best interest. 

 

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