InvestorsHub Logo
Followers 7
Posts 2799
Boards Moderated 0
Alias Born 01/17/2010

Re: hmmauto post# 33954

Saturday, 07/17/2010 9:16:09 AM

Saturday, July 17, 2010 9:16:09 AM

Post# of 105534
That's my point. Look at the contract particulars and who are sales directed at(it isn't people). The NMDP contract is making Insurance Companies pony up $35k for the stems for tranSplant(not patients); just like they did for the public donor side. Insurance companies did so because public donor was the only game in town for stems. Gov't is forcing the monopoly the public side enjoyed w/o competition to change course. They however don't want to lower the EOD costs to the insurance companies.

Family-Related stems are getting the Big Gov't push now hence the NMDP change in policy. The NMDP was forced to go with a public-private model but they are too greedy to lower the price.

Big Q:
Are the insurance companies eager to shell out $35k or pay $495/$29/mo for the same service? Corcell wins because the new gov't policy to push cures forces us to the front and pricing wins.

Does the insurance company (payee) go with door #1 (NMDP)knowing it costs $35k (a fleecing) or door #2 (CBAI) knowing it will cost them less than $3k over 36 months for the same process and far less than $35k for 20 yrs of storage? CBAI at 20 yrs is around $7k for the same service. Who wins?

I say CBAI wins. We will have to wait for the official count in revenues to see where DEMAND is going. CEO stated however demand for Afford-A-Cord prompted its early release. We now know Kurtzberg and crew were running their fleece program since May.

Again who are the paying customer? This model has insurance companies paying not people.

Join InvestorsHub

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.