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Biotech / Medical : Respironics

RESP 50.79

+0.2%

Jan 26 3:00 PM EDT

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To: John Anderfuren who wrote (87)	8/5/1998 10:55:00 AM
From: Steven Zimmer	Read Replies (1) of 103

Hi! The stock is down because draft regulations on the clinical rationale for NIV have been published. The clinical rationale is proposed to be quite restrictive with only specialists being allowed to prescribe the device (now, the primary care physician does as well). Secondly, it is possible that HCFA will re-visit the reimbursement issue over time and do what they did for the OSA device (cap reimbursement to 13-15 months). All of this is speculation anyway. The regs are open to comment from the industry and clinicians who are taking exception to certain provisions and legislators are likely, in a politically charged environment (elections that is!) to piss off a large constituency. Either way, the impact on RESP's earnings is not enormous and the company can still thrive despite all of this so I would suggest that patient investors take note of this and do what real investors really do when opportunities like this come around!

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