Hi John Great experience to share . $100K to spend for IVF is a...

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Miner2000

48 Posts.

04/06/15

01:34

Post #: 15408488
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Originally posted by JID ↑

VRT was certainly valued for exceptional growth.

My partner and I have had extensive experience with IVF (in NZ) and it is a very costly exercise - but incredibly worthwhile if successful.

In NZ we were paying +$10k for an initial cycle and then +$4k for a subsequent cycle (using 'frosties'). In total we spent well over $100k.

At the time I thought what a fantastic business with Western demographics and societal changes for my generation (i.e. women having careers and having babies later ... only to realize that their biological clock didn't reset to the new societal norm).

However, the process was exactly that ... a process. We could have been battery hens as far as the clinic was concerned.

In that sense it is completely reasonable to anticipate the commoditization of the process.

The best cure for high prices is high prices and IVF is no exception. New, more efficient players come into the market, extortionist margins are reduced and Dr's and specialists can no longer upgrade their Mercedes every year ...

PE's will return to normal ranges in time as overly optimistic assumptions are pared back by investors.

Cheers
John

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Hi John
Great experience to share . $100K to spend for IVF is a high spending for many excepting who really need.
Considering VRT, Monash and few others in the market, how that comes in favour of VRT ? They have to compete with big players and with poor return, things probably will be worse off for VRT investors.
Dont know and do not want to predict any thing here. My gut feel says wait for further drop or any inflexion.

VRT Price at posting: $5.69 Sentiment: Hold Disclosure: Not Held
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0 Great analysis

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