Replies to post #27026 on CBA Florida Inc. (fka CBAI)

[MrLong]

I did my best to give you my take on the industry and CBAI's place in it. It has always been about the insurance companies paying and now they are.

The CEO correctly anticipated the "limited basis" pay and he also correctly forged "deep relations" with the insurance companies in three key markets; Northeast, Southeast and West-California-Nevada.

If he gets all of BCBS, UnitedHealth and TRICARE he'll meet capacity of 1 million sooner than most think IMHO.

We should know something soon.

Again, birth defects alone are treatable and at 150k annually there's $300M up for grabs. The math for the industry in that one example is solid. How much of the pie does CBAI get we'll soon find out. My guess is substantial with a lab capacity buildout of 1 million stores.