After several years of incubation, EMIS’s direct-to-consumer offering Patient is now entering a period of accelerated investment. The ambition is to build a £50m revenue line over the next five years. Details are still somewhat light and there will be a drag on earnings this year and next, but we believe this is an exciting development and could be transformative for the group. The rest of the business is being restructured to match the move towards integrated care, which we also believe plays t ....
