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90% Margin: Why DOCS Stock Hit Bottom
Healthcare • Investing • AI • Stock Analysis
Doximity owns 80% of verified US physicians and posts 90% gross margins with 60% Adjusted EBITDA. The stock dropped 46% from its February high after Q2 FY26 beat estimates by 16% but guidance disappointed. Meanwhile, pharma is shifting from rep-led to 80% digital engagement, and Doximity just integrated medicine's largest AI dataset into the only HIPAA-compliant physician platform.
When 80% of verified doctors use your HIPAA-compliant platform and pharma shifts to 80% digital engagement, a 46% stock drop prices in a future that won't arrive.