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Biotech / Medical : VERISANTE TECHNOLOGY

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To: andre dallaire who wrote (101)5/7/2012 5:12:32 PM
From: Terry Maloney   of 254
 
Very good report, though I found their sales projections quite low ... perhaps Aura's going to be a somewhat tough sell in countries with socialized medicine, since scans aren't covered, apparently.

Whereas biopsies are, I imagine (certainly here in Quebec, at least) ... I wonder how much biopsies cost the health systems, and whether that's not the price VRS should be looking at.

Otherwise they might just be looking at a niche market of people who are willing to pay $200 to jump the queue ... which might well be worth it for melanoma, but probably not so much for the others.
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