Technology
While the pandemic provided the opportunity for investors to generate strong returns from previously unrecognised medical data companies such as Medical Data Vision and Carenet - Asymmetric issued BUYs on both stocks in Jun 2020 - they see JMDC as a medium- to long-term winner. At first glance headline numbers suggest the rapid growth in revenues and profits seen over recent years is slowing, but Asymmetric thinks the group can actually accelerate growth from here as the recent Real World Data acquisition + alliance with Omron (now JMDC's biggest shareholder) allows it to expand out of its key core business.
Edition: 158
- 14 April, 2023