Well the main issue might not be whether (or not) they could licence the technology, assuming it pans out - which is a big assumption. The main issue would be that a lower cost procedure would eventually reduce the margin per treatment, and the business model would either have to find a lot more patients, or suffer a cut in profits, assuming everybody was able to licence the tech at a reasonable price.
Anyway - I suspect they have bigger problems at the moment to worry about with their treatment numbers trajectory beginning to roll over, even with the acquisitions. I'm surprised the SP has stayed up since the results.
VRT Price at posting:
$8.12 Sentiment: Sell Disclosure: Held
