Premier Inc (NAS:PINC)

$ 19.415 -1.31 (-6.32%) Market Cap: 2.33 Bil Enterprise Value: 2.28 Bil PE Ratio: 13.96 PB Ratio: 0.97 GF Score: 70/100

Premier Inc at Raymond James Institutional Investors Conference Transcript

Mar 05, 2019 / 06:40PM GMT

Release Date Price: $34.38 (-3.10%)

Transcript

John Wilson Ransom

Raymond James & Associates, Inc., Research Division - MD of Equity Research & Director of Healthcare Research

Good afternoon, everyone. I'm John Ransom, Raymond James healthcare research team. I'm pleased to introduce the team from Premier: Susan, Jim and Craig.

Just a couple of points on Premier. We view their niche in the market as kind of being good supply chain. We've had a negative view on the pharma middle man, but we think the GPO model has some advantages to it and doesn't have the same drama as some of the issues than the pharma channel. Basically, the industry is a 3-headed monster if you count the health trust purchasing group from ACA. So it's a pretty stable business. Share doesn't move around all that much. I think what's interesting about the company is the strategy is a good one. I think the results have been a little bit bumpy of taking this relationship you have with the hospital and layering in additional services through M&A. And I think part of it was the HHS kind of moved their cheese a little bit with some of the things that Dr. Price did in

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