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Biotech / Medical : Oxford Health Plan (OXHP)

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To: Thomas Haegin who wrote (623)	12/19/1997 12:03:00 PM
From: Michael Burry	Read Replies (2) of 2068

biz.yahoo.com Several points: the analysis is reactionary more than visionary. "The ones that will do ok are the ones that don't have computer or acquisition problems." No joke? Thomas, you are correct. It is the claims side that is really becoming the debacle. KPMG put its stamp of approval on AR at the 3Q. The problem with Oxford buying data, though, is that they were implementing "never before" plans like the Freedom Plan and the Alternative Health rider. There is not much history in the industry of allowing wide choices by the patient (who has absolutely no incentive to cut costs and hence is the wild child of the physician/insurer/patient triad). I guess there was a reason that patients like Oxford so much. Now, if they survive any immediate crises in the balance sheet and with regulators, can they return to solid profitability with stricter rules on the patients? Or at that point do they become just another HMO? These are weighty, foggy issues. Good Investing, Mike

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