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Biotech / Medical : Oxford Health Plan (OXHP) -- Ignore unavailable to you. Want to Upgrade?


To: Tully who wrote (613)12/18/1997 9:06:00 AM
From: Michael Burry  Read Replies (1) | Respond to of 2068
 
Actually, Aetna too had similar problems as Pacificare as Oxford,
but they were somewhat acquisition-related rather
than out-of-the-blue problems. One could probably argue all
these problems are growth issues - whether internal or by
acquisition doesn't really matter - and that the source of the
problem is lack of history. The question then becomes who has
the balance sheet to survive further hits, and how likely and
significant will those hits be?

Mike



To: Tully who wrote (613)12/18/1997 10:23:00 AM
From: Thomas Haegin  Respond to of 2068
 
Pacific Healthcare's patient history

Tully,

if you find the time, maybe you can summarize the key dates and events for this HMO match? When did problems surface, when did they charge off things, what did the stock do in all this and where are the co. and it's shares today.

Thanks,
Thomas