RE:RE:RE:RE:RE:RE:Ridiculous Or: they will look at traditional copd 4 end of life costs versus VMDs costs and push the business accordingly.
there's no direct competition in this industry. The insurance players cannot play one provider against another. It's use me or lose me
and who has the highest service level and lowest cost anyway?
I think there may be an argument for not implementing NIVs back-levelled as CPAPs or RADs. That's an argument for the doctors to address. But if you only have 27,000 customers served out if 25 million you can afford to see a little tightening in this area. And remember CPAPs need replenishment and replacement too. CPAPs are low margin but the use and need by patient goes on for decades. I'm sure someone is already doing the math on that. I keep thinking what a great addition VMD would make to Resmed. Great synergies and huge upside growth. Stay tuned.