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July 30, 2014
13:25 EDTABC, ABC, CAH, CAH, CERN, CERN, HSIC, HSIC, IMS, IMS, MCK, MCK, MDAS, MDAS, OMI, OMILeerink healthcare analyst holds an analyst/industry conference call
Analyst Larsen, along with CFO Desigan of the American Academy of Physician Assistants, discuss IMS' service capabilities, CAH's supply chain, MCK's acquisition of PSS World Medical on an Analyst/Industry conference call to be held on August 7 at 2 pm.
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October 29, 2014
07:24 EDTMCKMcKesson price target raised to $240 from $220 at Leerink
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October 28, 2014
16:31 EDTMCKMcKesson sees FY15 adjusted EPS $10.50-$10.90, consensus $10.81
16:30 EDTMCKMcKesson reports Q2 adjusted EPS $2.79, consensus $2.73
Reports Q2 revenue $44.8B, consensus $42.99B.
October 27, 2014
17:37 EDTOMIOwens & Minor does not see acquisitions making material impact on Q4
Effective October 1, Owens & Minor completed the acquisition of Medical Action Industries, and immediately launched a comprehensive integration plan. During Q3, Owens & Minor announced plans to acquire privately held ArcRoyal, a surgical kitting company based in Ireland, and expects the transaction will close during Q4. Together, these two transactions provide Owens & Minor with capabilities that are highly complementary to its strategic goals for developing unitized delivery services for the healthcare industry. Due to the timing of these two transactions, Owens & Minor does not expect the acquisitions to make a material contribution to operational results in Q4.
17:36 EDTOMIOwens & Minor reports Q3 adjusted EPS 42c, consensus 47c
Reports Q3 revenue $2.39B, consensus $2.33B.
07:28 EDTHSIC, MCKMedical Group Management Association to hold a conference
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October 24, 2014
12:58 EDTCERNCerner sees 2015 adjusted operating margins dropping to low 20% range
Cerner said on its earnings call according to a transcript it posted online, "Looking forward to 2015, we expect the first year of incorporating our pending Siemens Health Services acquisition to result in our adjusted operating margins declining to the low 20% range, but we expect them to return to the mid-20s by 2017 based on ongoing leverage in our core business and the accretion from the Siemens Health Services acquisition ramps."
08:03 EDTABCAmerisourceBergen selects Qlik Technologies for enterprise deal
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07:09 EDTIMSIMS says FY14 view reflects headwind created by U.S. dollar strengthening
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07:07 EDTIMSIMS Health sees FY14 adjusted EPS $1.34-$1.36, consensus $1.38
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07:06 EDTIMSIMS Health reports Q3 adjusted EPS 37c, consensus 34c
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October 23, 2014
16:46 EDTIMSGIC Private reports 5% passive stake in IMS Health
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16:19 EDTCERNCerner down 1.8% after reporting Q3 results
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16:17 EDTCERNCerner sees Q4 adjusted EPS 46c-47c, consensus 47c
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16:16 EDTCERNCerner reports Q3 adjusted EPS 42c, consensus 42c
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15:30 EDTCERNNotable companies reporting after market close
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October 21, 2014
07:02 EDTHSICHenry Schein to sell Abaxis veterinary products
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October 19, 2014
18:42 EDTHSICHenry Schein invests in Japan's Iwase Dental Supply
Henry Schein announced that it has invested in Iwase Dental Supply, a leading full-service provider of dental consumables, implants and equipment in Japan. The transaction marks Henry Schein's entrance into Japan, the world's 2nd largest dental market, and increases to 28 the number of countries in which the company operates. Iwase Dental Supply's existing shareholders, including the Iwase family, will continue to hold the remaining shares of the company. Henry Schein will not be consolidating Iwase's financial results. Financial and other terms of the transaction were not disclosed. The company expects the transaction to be neutral to its earnings per share in 2015.
October 17, 2014
16:36 EDTIMSIMS Health offer to buy Cegedim information solutions approved by Cegedim board
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10:00 EDTMCK, ABCOn The Fly: Analyst Initiation Summary
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