Oxford Health Plan (OXHP) Message Board

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Biotech / Medical : Oxford Health Plan (OXHP)

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To: Raptor who wrote (963)	2/8/1998 9:46:00 AM
From: Tony van Werkhooven	Read Replies (1) of 2068

Raptor- I agree with your direction. I suspect that not all the bad news is out wrt the commercial business and that, IMHO, 1998 will be a loss vs the concensus 40cents. At the same time they have the premier franchise in the tri-state area and there is a significant risk in trying to short at this level. I don't see how any potential return can justify the risk--calculate a reasonable value for the franchise on a per share basis. I am too familiar with the health industry pricing cycle to think that this will be a "quick" turn around (in addition to the system problems)- but I am convinced that it will turn around- speed will depend how aggressively management moves on the issues.

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