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DewDiligence

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DewDiligence

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Re: genisi post# 136381

Friday, 02/03/2012 11:36:18 AM

Friday, February 03, 2012 11:36:18 AM

Post# of 252426
Lap-Band addendum: The quoted passage in #msg-71672805 (“Based on overseas experience, we [AGN] believe that sleeve will reach a plateau”) requires some discussion since it’s not immediately obvious what AGN is saying. My interpretation is that AGN thinks the market share of sleeve gastrectomy will soon hit a ceiling due to the number of docs trained to perform it. I.e., even if every such doc is doing sleeve procedures all day every day, there are not enough of them to increase the market share above the low 20s.

This is not exactly a bullish argument for Lap-Band, however.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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