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Industry/Company Market Capitalization ($ millions) Decline From High High High Date Current Online Drugstores Drugstore.com 3,987 Aug 99 157.8 96.0% PlanetRx.com 1,301 Oct 99 0.4 100.0% Total 5,288 158.2 97.0% Information Portals DrKoop.com 1,312 Jul 99 0.1 100.0% HealthGrades.com 398 Dec 97 2.3 99.4% Mediconsult.com 1,295 Mar 99 2.6 99.8% Total 3,005 4.9 99.8% E-Health Services Cybear 329 Jul 99 2.0 99.4% Neoforma 11,495 Feb 00 397.9 96.5% Total 11,825 399.9 96.6% Comprehensive e-Health Sites WebMD 36,349 May 99 2,875.4 92.1% Total 36,349 2,875.4 92.1% All Companies 56,467 3,438.5 93.9% *These e-health companies enjoyed lofty market capitalizations in the late 1990s. The subsequent fall in value was extreme.
Data from Yahoo! Finance as of March 20, 2002.
Company Compelling Value Revenue Model Competitive Barriers Cost Control Outcome Drugstore.com No No No No Failing PlanetRx No No No No Failed
Company Compelling Value Revenue Model Competitive Barriers Cost Control Outcome DrKoop Yes No Yes No Failed Healthgrades Yes No Yes No Failed Mediconsult Yes No Yes No Failed MDConsult Yes Yes Yes Yes Success
Company Compelling Value Revenue Model Competitive Barriers Cost Control Outcome WebMD Yes Yes Yes No Success
Company Industry Compelling Value Revenue Model Competitive Barriers Cost Control Total Achieved Outcome MDConsult Portal Yes Yes Yes Yes 4 Success WebMD Comprehensive Yes Yes Yes No 3 Success DrKoop.com Portal Yes No Yes No 2 Failed HealthGrades Portal Yes No Yes No 2 Failed MediConsult Portal Yes No Yes No 2 Failed Drugstore.com Drugstore No No No No 0 Failing PlanetRx Drugstore No No No No 0 Failed *E-health start-ups that achieved more of the factors performed better.