I look at this issue from the angle of being a parent. I don't know the stats in the US but make this (rare) comment to contribute to the discussion. The potential revenue to MSB (based on the stats) is in excess of US $500M. The discussion centres around insurers carrying the can for the treatments.
However, insurers could increase premiums on policies to cover the cost to the industry. Let's say a $10 additional premium was paid by 50m policy holders (on an annual basis). There's $500m. As a parent, I would pay that additional premium even though the likelihood of ever needing the treatment for my children is very low.
I'd willingly sacrifice two coffees (annually) to do so. I admit to having no idea of the number of policy holders in the States but the above (basic) example can be expanded and improved by those more knowledgeable.
I am keen to see if my layman's (and parental) view is too naive or radical. GLTAH Keith
MSB Price at posting:
$2.46 Sentiment: Hold Disclosure: Held
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