tag:blogger.com,1999:blog-10485390.post2055245671944941542..comments2024-03-01T03:17:37.454-05:00Comments on Dalai's PACS Blog: The Gospel of the Call According to MikeDalaihttp://www.blogger.com/profile/17775491711029994911noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-10485390.post-56856833908190337562010-05-20T17:00:00.997-04:002010-05-20T17:00:00.997-04:00I'm with you 110%.
PACSManI'm with you 110%.<br /><br />PACSManAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-49680106258838509552010-05-20T12:21:47.351-04:002010-05-20T12:21:47.351-04:00I think you're right about the bolt-on acquisi...I think you're right about the bolt-on acquisitions, although the eTrials acquisition seems to be going well in the context of today's announcement. My guess is that Tullman is helping Merge to decide what to buy. In other words, these are items on Allscripts' shopping list.<br /><br />The bottom line on all this is that, going forward, RIS/PACS isn't a standalone business. It's a part of the larger EMR/EHR. In the end, the MDRX's, QSII's, ATHN's, and eClinical's of the world will all sell RIS/PACS as part of the complete service offering. As always, Allscripts has first mover advantage. Anyone who runs a RIS/PACS vendor and who dosen't recognize this inevitability will pay a heavy price indeed.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-24358114165142711892010-05-20T11:47:04.958-04:002010-05-20T11:47:04.958-04:00Interesting perspective and quotes. Thanks for sha...Interesting perspective and quotes. Thanks for sharing.<br /><br />Aspyra was as much of a dead end as have other choices and forays that Misys/Allscripts has pursued in the PACS arena in the past and there have been a few. Aspyra couldn't even effectively compete in its own market space let alone the space that Allscripts plays in (larger players) so why Allscripts would ink a reseller agreement with them is anyone's guess. As you astutely pointed out purchasing Aspyra, even before they got de-listed, would be chump change, very similar to the $1.5M DocuSys purchase recently made by Merge. That leads you to ask though to what end? Keep in mind Merge's last two corporate purchases for around $20M each haven't exactly set the world on fire sales-wise either which is no doubt why they chose not to break out figures for them but instead bundle it in with general corporate sales. I would love to see a breakout by the different Merge divisions- what they made on eFilm, Cedera, Fusion sales, etc, and of course service which is a good 70% or more of their total revenue stream, but I'm not holding my breath on that. Breaking it out that way they might have to acknowledge that some of the investments weren't as good as they should have been and that is a no-no- especially since Merge stock has dropped over 15% in the past 5 days.<br /><br />Who knows where this will all go but it should be interesting to say the least.<br /><br />PACSManAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-7119183257977204002010-05-19T22:20:53.562-04:002010-05-19T22:20:53.562-04:00Mike: Regarding Allscripts, I think the 2009 agree...Mike: Regarding Allscripts, I think the 2009 agreement with Aspyra gives some indication as to Tullman's thinking:<br /><br />http://www.medicexchange.com/Aspyra-Inc/aspyra-enters-into-reseller-agreement-with-allscripts.html<br /><br />Aspyra is in a sorry state. Allscripts could have bought the company for couch cushion change, but passed. Clearly, Tullman has other plans. <br /><br />This is the key bit of the 2009 PR:<br /><br />According to Kelley Schudy, Vice President of Channel Sales for Allscripts, at least 60% of patient's electronic medical record consists of data elements generated by clinical systems. "Our goal in working closely with Aspyra is to establish a digital environment within physician practices, multi-specialty clinics, and diagnostic centers-to name a few. This highly complementary relationship between Aspyra's clinical systems and Allscripts' solutions facilitate acquisition, distribution, and storage of clinical information across the healthcare community while optimizing the care provider and patient experience."<br /><br />My interpretation of this statement is that Tullman believes that it's critical that Allscripts own not just the EMR skeleton, but the content-generating technology as well, the so-called "data elements." <br /><br />Clearly, the Aspyra deal was a dead-end, given the fact that Aspyra has few customers. The new Merge, OTOH, has thousands of customers. A $3 billion company such as Allscripts needs scale, and Ferro can now deliver just that. It all fits very neatly, indeed.<br /><br />One last thing: this isn't Surges first encounter with Merge. He was point man on the Cedara WebAccess deal. Again, from a 2009 PR:<br /><br />“I’m looking forward to getting Cedara WebAccess in front of more of our early adopter customers,” states Jeff Surges, President of Sales of Allscripts. “It is the solution we have been looking for to make medical imaging information flow faster and more cost-effectively. At the end of the day, it will help our clients deliver and document more efficient patient care, which benefits all constituents.” As a part of the new agreement, Merge recently demonstrated the solution for the 2700 attendees at the Allscripts Client Experience national user conference held in Orlando from July 30th to August 1, 2009.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-28870641215222348102010-05-19T15:05:48.198-04:002010-05-19T15:05:48.198-04:00PACSman,
I agree with everything you have said......PACSman, <br />I agree with everything you have said....except the part about Breyer's ice cream. IT IS THE BEST!!!! :-)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-10485390.post-11838577778843159082010-05-19T13:20:11.688-04:002010-05-19T13:20:11.688-04:00PACSMAN, you are dead on in your comments regardin...PACSMAN, you are dead on in your comments regarding the VNA. Emageon, the company that built the product early in the decade, squeezed about as much juice as they could from it. They had grandoise ideas about releasing a next generation VNA to make it on par with other market players, but that never happened. It was no suprise that Amicas never did anything with it either becuase they know nothing about that type of technology. Merge.....well same story. Amicas PACS to my knowledge has never played well with 3rd party archives so as you mentioned this is all pretty big talk from Merge.Anonymousnoreply@blogger.com