Nothing is without risk.
I base my optimism on the extension of the rebate to cover all cancers and the fact that it was set so high. it was set at the rate it is to encourage use. IMO
sure management might stuff it up or competition may appear or a cure for cancer may obviate the need for lymphedema monitoring. these are all factors that need to be monitored.
anyway just wanted to move the discussion from Morgans conservative analysis and talk about the bigger picture. I said it was a super ramp.
Herbie
Morgans, page-24
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