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MAKO Surgical AO Message Board

josef.novak 11 posts  |  Last Activity: Feb 8, 2016 6:16 PM Member since: Jul 23, 2009
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  • josef.novak@ymail.com josef.novak Feb 8, 2016 6:16 PM Flag

    You have no idea of what you speak. ACA is a black hole for carriers - Medicare Advantage is where the money lies. When Sanders says Medicare for Everyone, that entails the major carriers, who now have garnered a third of all Medicare recipients. They will benefit from Sanders' view of how things should be, and Trump is there as well. The easiest transition to universal healthcare is utilizing the technology that the majors have in place to adjudicate and administrate these plans.

  • Reply to

    Nice pop....BUT...

    by crecy_war_knight Jan 28, 2016 1:22 PM
    josef.novak@ymail.com josef.novak Feb 3, 2016 1:31 AM Flag

    If the drug is not reasonably priced, you will be correct. Payers will not care about a dissolvable drug if it costs more than the XR capsule. Will have to see the pricing, but if they can compete, payers will cover.

  • josef.novak@ymail.com josef.novak Feb 3, 2016 1:26 AM Flag

    He is not short anything - he's a liar - getting his 15 minutes on a message board - pretty pathetic.

  • josef.novak@ymail.com josef.novak Feb 3, 2016 1:24 AM Flag

    If they partner with someone for meaningful distribution they will one day hit $31. A few problems - small float - perhaps will eat up the outstanding shares to 15 million - would be better. If docs warm to the drug, there is revenue to be had. Pediatricians will be their main market - we are excited for the introduction - we are in Dallas. I am going to drive out to Grape Prairie next week to see what the headquarters and manufacturing plant looks like.

    It's all about two things and two things only - market acceptance and distribution. It's nearly impossible for a company like this to establish its own salesforce nationally, so a partner is essential. The overall market for Adderall is not as big as you might think. For XR is under 100 mil now, but the generic garners around 500 mil. Depending on costs, they might sweep up 10% of the market if they are successful - the rest depends on the docs.

    They're burning around 40 mil annually, so I reckon they need to capture over near 100 mil to be viable to shareholders. Possible, but it's a long haul. I will report sometime in the next couple of weeks if i can get out there. As for mengyhuynh, he is only short in his mind and on paper - monopoly money, maybe. Always laughing his #$%$ off - when it finally falls off from all that laughing, what's he gonna do for brains?

  • josef.novak@ymail.com josef.novak Jan 28, 2016 10:55 AM Flag

    The deal is $125 in cash, plus .8375% of every AET share. With AET at $100, the deal is worth roughly $208.

  • josef.novak@ymail.com josef.novak Jan 27, 2016 2:00 PM Flag

    Hey, I sympathize... but the burden lies with the doctor. Humana can resubmit it 10 times and it will be denied because software is reading your claim, not a person. The doc should correct his error because it's his error. All it takes is a "corrected claim" with the proper coding attendant and Humana will make the adjustment - they have to. Good luck.

  • josef.novak@ymail.com josef.novak Jan 25, 2016 10:04 PM Flag

    "Under Federal and most state laws an annual mammogram is covered." NOT TRUE for diagnostic procedures.

    Medicare Part B (Medical Insurance) covers a:

    Screening mammogram once every 12 months (11 full months must have passed since the last screening)
    Diagnostic mammogram when medically necessary.

    Who's eligible?
    Women with Part B 40 or older are covered
    Women with Part B between 35-39 can get one baseline mammogram

    Your costs in Original Medicare
    Screening mammogram: You pay nothing for the screening test if the doctor or other qualified health care provider accepts assignment.
    Diagnostic mammogram: You pay 20% of the Medicare-approved amount, and the Part B deductible applies.

  • josef.novak@ymail.com josef.novak Jan 25, 2016 9:53 PM Flag

    "The deal does NOT go through as is..." You are hedging your opinion with "as is," which means you don't really know what you're talking about. PeopleSoft traded for months at a double-digit discount to its buyout price on the same premise that DOJ would stop them - they didn't - deal went through and lots of money was made.

    If the DOJ does not block the deal, always a caveat, there is no reason for it not to go through as is. Medicare is what underscores this transaction - it is all Aetna wants from the deal. In coming years, Medicare is where the money is, not in commercial administration of self-insured accounts.

    The pressure on carriers today is coming from Obamacare, which will collapse under its own weight. If the markets tank much further than they have to date, there may be a restructured deal, but not to the point where folks won't make money from this entry point. The DOJ is always a risk, but with the absolute need for consolidation to launch an eventual Kaiser model, I see this as quite appealing to the left on that basis, and on the right for the advancement of corporate success.

  • Reply to

    OIL & the S&P GSCI Crude Oil Index Total

    by maxadvfin Jan 21, 2016 8:43 PM
    josef.novak@ymail.com josef.novak Jan 21, 2016 9:43 PM Flag

    Is not true that those % assignments are connected to futures contracts? It seems to me that the pricing/value of those contracts were delayed until today, which leads me suspect that some entities closely related to Barclay's or Barclay itself hesitated to price them correctly until those entities either flattened their positions or took the short side. And then... no one goes to jail. I am suspicious, but I could be wrong.

  • josef.novak@ymail.com josef.novak Dec 7, 2015 2:02 PM Flag

    Of course, you're correct about the dollar, but the glut of oil remains the main culprit. Shale producers' debt loads are nearing rollover dates, and this could be a huge problem for them, because they are bleeding cash. As for Russia, the Saudis DO want to squeeze Putin as much as they can - this is a political reality in the wake of Saudi hatred of, and Russian alliance with, Shia Iran. Then there's Assad and pipeline Qatar and Saudi Arabia desperately want to lay across Syria to Europe.

    Over 52 weeks, the dollar index is up 15% - oil is down over 50%.

  • josef.novak@ymail.com by josef.novak Dec 2, 2015 9:52 AM Flag

    The Street steps on the Monkey's neck.