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Mid Atlantic Medical Svcs (MME) Message Board

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  • matollionequay matollionequay May 5, 2003 1:27 PM Flag

    any thoughts about the next 3 days???

    I am not knowlegeable of stock technicals. However, others have posted about CVH and are looking for similar performance here. Look at today's performance of Oxford as well.

    What I do have knowledge of is the Wash DC area health insurance market where Mamsi is a growing force. Today's Post says Kaiser lost 28,000 members. I'm sure most went to Mamsi. Add 50 million in revenue on an annual basis. Bigger losses from CF to Mamsi on both the group and the Open Season level. Losses from CF could be very large - over 100 million on an annual basis.

    Add to that additional enrollment the year over year premium increase and you have a very substantial revenue increase. I have been looking for a 25% increase over the $39 price that existed before the recent volume increase.
    $48 - 50+ after the announcement.