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Tag: Meloy


Executive Session

Analyst comments on bidding: DME bids appear a bit worse than expected.

July 2, 2010Mike Moran

Michael Matson is a senior analyst at Wells Fargo Securities and emailed out his analysis of the round 1.2 bids this morning (I'm on his email list). He follows the sleep and negative pressure wound therapy markets, but many of his comments and concerns regarding the round 1.2 bids apply to all HMEs. Here's a summary of his analysis: * Summary. Yesterday, Medicare published the winning bid amounts from round one of its durable medical equipment (DME) competitive bidding program. On average, the bids...

Executive Session, financial survey, Meloy


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Executive Session

The latest thinking on the sleep market

August 6, 2009Mike Moran

Mad Cowgirl dvd A Zed & Two Noughts hd Brother video You can't have too much market intelligence, and I always like to hear what Wall Street analysts have to say about the HME market: where it is and where they think it is going. Here's  a report on the sleep market, courtesy of  Wells Fargo Securities, that greeted me when I turned on my computer this morning and opened my email: * We Think U.S. Sleep Market Growth Remained Stable In FQ4 2009.  We believe that the U.S. sleep market...

Executive Session, Meloy, sleep, Sleep Apnea, Wells Fargo


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