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Biotech / Medical : Genesis Health Ventures (GHV)
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To: evergreen who wrote (32)3/3/1999 2:09:00 PM
From: Keith J  Read Replies (1) of 36
 
Couple thoughts. First, over half of GHV revenue is now pharmacy related. Two, while the regulatory environment has changed and is viewed as a negative, what does the gov't expect the industry to do if they bankrupt them by keeping reimbursement rates low and regulations high? At some point the landscape needs to change or else there will be no nursing home business.

KJ
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