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Biotech / Medical : VISX
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To: MGV who wrote (1684)2/24/2000 1:49:00 PM
From: Charlie Smith   of 1754
 
Mark:

``As the playing field is leveled by the reduction in per-procedure fees, niche players will have minimal impact.

What does the North American LVC market look like three years from now? Obviously custom ablations are a wild card, but if BOL plays hardball, here's my guess:

Total domestic procedures (Cal 2002): 3.75mm (45%CGR)

Share: BOL 35% VISX 55% Others 10%

Profits? Who knows, but assuming the $100 per eye holds, this is only $206mm in procedure revenue for VISX. They did what, $170mm in 99?

Thoughts?

Charlie
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