SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Lincare Holdings
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kiriakos Georgiou who wrote ()4/6/1997 1:16:00 AM
From: Mark B.   of 33
 
I just shorted Lincare for the following reasons and would appreciate any insights from the bulls on this stock: a) this is the year for Medicare to reduce the oxygen benefit. In two newspaper articles last month, two different Govt officials indicated that something was imminent. Also, it is a simple fact that Medicare pays nearly double the rate being paid by some other entities.; b) the oxygen benefit can be reduced in two different ways - a fee schedule cut and tighter controls over who gets (or keeps) oxygen systems in the first place. I spoke to a company who rents the equipment and his observation was that lots of people keep oxygen who don't need it and that the Govt should require annual or semi-annual Dr. reviews to determine whether the oxygen continues to be necessary. c) the Govt is going to push for 30-40% reductions which will reduce Lincare's net income by 40+% (since all of the reduction will flow to their bottom line). Any comments? Thanks.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News