Veradigm (MDRX) 2026 Jefferies Healthcare Services and Technology Conference summary

Business overview and strategic focus

• Emphasizes a differentiated position serving 20,000 small and medium-sized independent practices, with a focus on supporting their clinical and financial operations.

• Identifies significant under-penetration in revenue cycle services, estimating $350 million in white space and $100 million incremental revenue opportunity within the current install base.

• Highlights three core business segments: provider, payer, and life sciences, each with distinct growth strategies.

• Life sciences business leverages real-world data for pharmaceutical commercialization, aiming to focus on high-value therapeutic areas.

Growth drivers and innovation

• Core growth is anchored in EMR and practice management infrastructure, with renewed focus on product roadmap and provider productivity.

• AI is seen as a key differentiator, with early use cases in pre-visit processes and workflow automation, especially for nimble, smaller practices.

• Positive client feedback on AI initiatives and data platform developments, particularly in targeted specialties.

• Health Network Architecture is positioned as a foundational data platform enabling value across provider, payer, and life sciences segments.

Payer and life sciences segment strategies

• Payer business, though smaller, benefits from 84 existing clients and focuses on risk analytics, chart retrieval, and enabling alternative network strategies.

• Sees opportunity in building MSO and collaboration tools for providers taking on risk, aiming for shared value with payers.

• Life sciences strategy is shifting toward subscription-based evidence products in focused therapeutic areas, leveraging differentiated clinical data.