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Biotech / Medical : Oxford Health Plan (OXHP)
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To: Michael Burry who wrote (561)12/14/1997 11:36:00 PM
From: Gene J. Abel  Read Replies (1) of 2068
 
Mike, basically so what?? The main point in the Fortune article that OXHP mis-managed their growth would not have changed given the additional hit to reserves. Also, the message that OXHP is in critical condition would also have not changed. I really wish you could squeeze a little silver lining over the fact that 75% of their business is profitable, they recognize their flaws and their try to fix them. All negative reporting gets really tiring.
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