RE:RE:RE:EBITA operating margins = 51%uudamann wrote:
The highly inflated cardiac imaging fees, in conjunction with massive over utilitzation and self referral floating the MY HEALTH battle ship, will similarly face the scalpel. Half of MY HEALTH'S EBITA is derived from clipping the physician/radiologist professional fees leaving the remaining 10% vulnerable to fee adjustments and regulation overhaul.
can you elaborate on this? specifically "over utilization", "self referral", and "clipping the professional fees"?
I don't really know a lot about the MyHealth business - I'm here as a former CRH shareholder so my interest in WELL spurred from that takeover.
acknowledge that healthcare is subject to reimbursement risk from government cutbacks/regulation, but my view (with CRH at least) is that erosion in margins can be offset with growth by acquisition. seems MyHealth has a pretty active M&A program of their own.