Answering a question relative to AR/VR customers, the CC transcript quotes Wu as saying "our value content in each device is probably higher than you expect. Although, I mean for competition reason, we can’t really specify so much but it’s in the hundreds of dollars."
This Himax value content is WAY higher than guesses I've previously read here on the MB. Very bullish obviously for future revenues and margins. Am I understanding the context correctly?
Googled the new codes and came across various references, none specific to rates. Some will likely appear as reimbursement rates become public. One of the links contained the following:
"Radiation therapy can be delivered in two main ways, explained Dr. Hartsell, specifically teletherapy and brachytherapy. Radiation applied from the outside is called teletherapy, or long distance therapy, where the treatment beam has been generated at a distance using a linear accelerator or stereotactic radiosurgery. For example, intensity modulated radiation therapy (IMRT), such as is seen in 77300 is a type of teletherapy.
The second technique for delivery of radiation therapy is brachytherapy, or short distance therapy, where the radiation is placed either on or within the patient. Today, high-dose brachytherapy is primarily done remotely, meaning that the radiation oncologists, physicists, and therapists work at a distance from the radioactive materials being implanted on or in the patient, in a shielded area, saving the providers from excessive exposure to radiation.
Electronic brachytherapy, where the radiation source is placed in direct contact with the treatment site, gains two new category III codes to replace the existing category III code. New codes 0394T (High dose rate electronic brachytherapy, skin surface application, per fraction, includes basic dosimetry, when performed) and 0395T (High dose rate electronic brachytherapy, interstitial or intracavitary treatment, per fraction, includes basic dosimetry, when performed) will replace 0182T (High dose rate electronic brachytherapy, per fraction). The difference here is that 0394T is now available for radiation treatment to skin, such as for skin cancers. Code 0395T, the intracavitary treatment code, might be used for a woman with cervical cancer status post cervical removal, where electronic brachytherapy treatment would be administered directly to the vaginal cuff."