Monday, March 29, 2010 1:27:40 PM
not to pump wildly here but as a physician and investor both, i would say the scrutiny of radiation emitting devices will likely be very good for this company. radiology as a whole is not going away and is critical for basically ALL medical fields.
what's changing now are the guidelines for use of these devices AND the technology driving the machines doing the studies. the guidelines are coming and will effect the way we order studies in general. as for the technology, dvis puportedly has a very low radiation exposure and is value added in the sense that you can get some CT data from it. that's a win win in my book and is why i'm still around - i just like the technology and of course, HOPE IMGG is the group that brings it to market first.
that said, the question remains whether dvis lives up to its promise. we're all waiting for that answer. my research suggests that it's plausible, the caveat being that i'm not a radiologist. (despite arguments to the contrary, the hardware end of CT+fluoro is not that new at least conceptually - you can read about it all over the web as part of your DD, and read some of the research literature on it as i have done.) the acceptance in the industry, marketing, billing issues etc. come next. still, a new emphasis on lower radiation doses, an expected influx of newly insured patients into regular care creating demand and a laughably minimal unit cost...that's the potential perfect storm. i suspect a larger entity than IMGG will be more than willing to this on when (if) the time comes.
sc
what's changing now are the guidelines for use of these devices AND the technology driving the machines doing the studies. the guidelines are coming and will effect the way we order studies in general. as for the technology, dvis puportedly has a very low radiation exposure and is value added in the sense that you can get some CT data from it. that's a win win in my book and is why i'm still around - i just like the technology and of course, HOPE IMGG is the group that brings it to market first.
that said, the question remains whether dvis lives up to its promise. we're all waiting for that answer. my research suggests that it's plausible, the caveat being that i'm not a radiologist. (despite arguments to the contrary, the hardware end of CT+fluoro is not that new at least conceptually - you can read about it all over the web as part of your DD, and read some of the research literature on it as i have done.) the acceptance in the industry, marketing, billing issues etc. come next. still, a new emphasis on lower radiation doses, an expected influx of newly insured patients into regular care creating demand and a laughably minimal unit cost...that's the potential perfect storm. i suspect a larger entity than IMGG will be more than willing to this on when (if) the time comes.
sc
