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Fresenius Medical Care AG & Co. KGAA Message Board

  • all4wishes all4wishes Oct 29, 2009 4:28 PM Flag

    health plan impact on FMS and DVA

    Anyone have constructive thoughts on what the health plan proposal means to FMS or DVA. I'm thinking that there will be caps on price increases and that future margins will be hurt.

    With that I sold today.

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    • sorry all4wishes. using a little hindsight, i guess you should not have sold. fms ran up to 52 by last friday. it depends on your horizon, but this is a very good long time hold. this company does dialysis. demand is going to continually grow, and it is already boiling down to just a few company that do it on a large scale at a low cost. fms management just needs to do their job to keep the cash and profits rolling.

      paris, this stock has no yield (dividend).

    • The current proposals that are running through the house and senate will have virtually no impact on DVA or FMS. Everybody with ESRD is already covered by either commercial insurance or Medicare and Medicaid. The dialysis companies do little better than breaking even on the governement plans and take all of their profit from the commercial insurers. A public plan that reimburses at Medicare rates would eventually drive every commercial insurer out of business which would eliminate most of FMS and DVA profits. The public plans in the house and seante bills won't have a price advantage so not as dangerous. There is no mechanism for price controls in the plan so your worry is misplaced.

      I would be a lot less worried about reform than what happens to the bundled rate, and how the large chains adjust and if they can maintain their break even status on governement insured patients or if they will start to see high unemployment push more people on to government plans.

    • Why do investors ask for advice after pulling the trigger?? I will tell you why!! People want to get a vote of confidence that they made the right decision. If ten people said you were crazy to sell, you would feel like a fool!! If you made a profit, thats all that matters!! Personally, I am looking to buy more!! Great company with the best to come!!

44.47+0.13(+0.29%)Jul 25 4:02 PMEDT