David Rosenthal: belief

Transcript context

…And they’re going to win. But they want to do it slowly because it will help them win harder in the long run if they win slowly. Meanwhile for them, I think things have never looked brighter, basically. There are some risks that we’ll talk about, but they’re now starting to sell international and build that as a real market. It’s not huge, but it’s (call it) 10%–15% of the business now. 2023 they went live at London’s Guy’s and St. Thomas’ NHS Trust, which was (I think) their biggest ever single implementation and happening in the UK. The UK is becoming a real market for them. Interesting. There’s another big tailwind that’s happening for them. You’ve probably been hearing from me over the course of this whole episode. There are tailwinds that don’t make you feel good, but they’re still tailwinds for Epic’s business. The acceleration of the trend where hospital systems are merging and rolling up all the smaller local practices.…

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