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Viemed Healthcare Inc VMD

Viemed Healthcare, Inc. through its subsidiaries, is a provider of home medical equipment (HME) and post-acute respiratory healthcare services in the United States. The Company’s service offerings are focused on effective in-home treatment with clinical practitioners providing therapy and counselling to patients in their homes using cutting edge technologies. The Company’s products and services include Home Medical Equipment, In-home sleep testing, and Healthcare staffing. Home Medical Equipment provides respiratory and other home medical equipment, including home ventilation, bi-level positive airway pressure (BiPAP) and continuous positive airway pressure (CPAP) devices, percussion vests, and other medical equipment. In-home sleep testing provides in home sleep apnea testing services. Healthcare staffing provides healthcare staffing and recruitment services. The Company provides home medical equipment services through its interest in East Alabama HomeMed, LLC (HomeMed).


NDAQ:VMD - Post by User

Bullboard Posts
Post by MBAon Jan 23, 2019 10:53am
148 Views
Post# 29270181

West

WestAre you sure "no one is longer than you"? :) :):) As for the competitive bid process, I think investors should expect ventilators to be added to this process in two years. Having said that, I don't think investors should panic. VMD will be a national player with significant purchasing power and have the advantage of economics of scale by then - they are well on their way to getting there. As a significant national provider, VMD should be well positioned to meet the challenges of a competitive market (via a competitive bid process). There are numerous companies who prosper in such an environment so why can't VMD??? The one barrier VMD needs to have addressed with the competitive bid process is ensuring product and services are bid (and paid) equally. VMD offers a high touch personalized service which costs more to operate and the rate paid for this service shouldn't be the same as for products (vents) simply sold to customers (without the in-home service). I'm sure Casey and his team have made this point. I also believe the KMPG study will support the added value this high touch service provides patients and payers.
Bullboard Posts