VCR ventracor limited

us medicare and share price

  1. 22,691 Posts.
    It is hoped that Medicare will approve the total or partial subsidy for implanting these LVAD's.

    Sums as high as $US12 Bill. are talked about. It will be a very big event for Thoratec and other makers. The reason is simply that there will be a much larger pool of Patients who will undergo the operation.

    That ought to be worth a few dollars per share for Thoratec and VCR should benefit also, the reason being that the theoretical take-over price must rise.
    My guess is that it could be at least $1/share.

    Of course we need to wait till we see the full text of any Medicare approval, possibly on Sept. 15.

    Referring to that $1, it is understandable that the market will factor in some of that possible money before Sept. 15.

    However, there are signs that it is taking much more than is prudent perhaps.

    I believe it to be in everyone's interest that these price rises slow down and some consolidation takes place.

    Gerry
 
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