Interesting point on Datos @dunnomuch If Sheba wishes to have...

Interesting point on Datos @dunnomuch

If Sheba wishes to have everything incorporated within its platform, is HMD in a position to go solo given its current exposures to Mednax/Mayo/JHC/Spain? Alternatively, given their reach and resources, would it still make more sense financially to just go along with Sheba and be part of the ARC offering?

Relatedly, I was also wondering how receptive the big hospitals (the Mednax, Mayos, etc) would be to use something like Datos.

Interesting few months ahead on how all these play out. HMD should be a far different (and hopefully a much larger company) whichever scenario eventuates. Still adding on any price weakness.