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![theblacklinehq Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1678542437420085248.png) The Black Line [@theblacklinehq](/creator/twitter/theblacklinehq) on x XXX followers
Created: 2025-07-23 15:00:30 UTC

Some thoughts on $MEDP

Medpace’s headline XXXX % Q2 revenue growth masks modest underlying service-fee growth (~2.7 % QoQ) once pass-through reimbursements are stripped out.

Revenue remains heavily concentrated in Oncology and Metabolic, with a large, opaque “Other” bucket and several underperforming segments, raising questions about sustainability.

Aggressive buybacks have burned down the cash balance from $XXX M to $XX M, meaning they’ll need roughly a year of unimpeded operating cash flow (≈$137 M/quarter) to rebuild liquidity if repurchases are halted.

The stock should continue to drop to its equilibrium.  

$SPY $QQQ $VIX


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948035501526565370/c:line.svg)

**Related Topics**
[vix](/topic/vix)
[qqq](/topic/qqq)
[spy](/topic/spy)
[$vix](/topic/$vix)
[$qqq](/topic/$qqq)
[sustainability](/topic/sustainability)
[quarterly earnings](/topic/quarterly-earnings)
[$medp](/topic/$medp)

[Post Link](https://x.com/theblacklinehq/status/1948035501526565370)