This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Stocks Under $10 with 50-100% upside potential - 14 days FREE!

IntegraMed America Presentation At Oppenheimer Healthcare Conference - Transcript

Stocks in this article: INMD

The company, as I mentioned, was founded in 1985, so we do have a long track record. We went public in 1992. And we’ve been a public company since then, with many milestones along the way.

We started out like a lot of companies do, very small, with limited infrastructure, and we spent the first five to ten years putting all of our investments, incremental new revenue, back into the infrastructure. We have a strong legacy of building a really solid infrastructure that will support the growth in the business.

Today we do have a commanding market position in those two healthcare verticals that I mentioned. And in the future we’re going to be able to leverage those investments to very strong earnings growth. And that would be our expectation going forward.

If you take a look at the fertility and the vein care market, and just to give you a little bit of a geographical representation of what IntegraMed represents, you can see that in the fertility marketplace we have two different formats that we work in. They’re contract management formats, with fertility centers in the United States.

Between those two formats, centers that operate with IntegraMed represent about 25% of the entire US IVF treatment volume. So it’s a very commanding market position. There’s nobody else who even really has a small sliver on a consolidated basis.

And with that said, we still have significant growth opportunity, because obviously that 75% of the market is not working with IntegraMed. On the vein care side, we also have a very commanding position. We have 44 vein clinics in operation, and there really isn’t any close number two. It’s a highly fragmented market. So both of these markets are wide-open for us to continue growing and developing in the United States.

2 of 4

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,804.80 +26.65 0.15%
S&P 500 2,070.65 +9.42 0.46%
NASDAQ 4,765.38 +16.9840 0.36%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs