Bioelectronics Corp (BIEL)

[JNdouble1]

Ok, let's talk about the NoPain act...

I've been doing some research, trying to get my head around what the real opportunity looks like. I want to use actual numbers and data, not just hope and optimism.

So, if you will indulge mem, I want your opinion on a few things that are relevant to the discussion:

• What percentage of opioid prescriptions will be diverted due to the act in it's first year?
  
• Of all the options available, what percentage of diverted prescriptions will go to BIEL?
  
• What will BIEL's margins be, $/device, or % of reimbursement?
  
• What is BIEL's profit margin?
  

Here are some important points to consider:

• The act only applies to Hospital Out Patient Department, and Ambulatory Surgery Centers, GPs and family doctors aren't part of the program
  
• The act stipulates that the reimbursements must be budget neutral, either cuts in other areas of care, which no one will like, or negotiated low prices for non-opioid therapies, remember that opioids were the cheap option already
  
• Charging higher prices than the "generic" or OTC version will likely be point of discussion
  
• The rest will come in the discussion