TWST: Please begin with a brief overview of your coverage, including some specific names you cover in health care IT.
Mr. Juhng: Our coverage universe is actually relatively broad across a number of areas in health care services. We cover the pharmacy benefit managers, PBMs, as well as post acute care. But the health care IT portion of our coverage universe is focused on provider-based health care IT systems, vendors who provide those types of products or services. So the coverage universe mainly consists of four companies: Allscripts Healthcare Solutions (MDRX), athenahealth (ATHN), Cerner (CERN) and Quality Systems (QSII). These companies provide health care IT systems - both clinical- and financial-based systems - to acute-care hospitals and/or the doctors' offices, physicians' offices.
TWST: What are some of the best new product launches or technological advances that you've seen from the companies in your universe, and which companies do you believe are on the leading edge of technology?
