Author Topic: DVA DaVita HealthCare Partners  (Read 130096 times)

MrB

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Re: DVA DaVita HealthCare Partners
« Reply #460 on: February 05, 2018, 10:22:10 AM »
Can anyone get hold of this report please?

Government Report Reveals Dialysis Industry Improves Patient Care
https://www.prnewswire.com/news-releases/government-report-reveals-dialysis-industry-improves-patient-care-300593123.html


LightWhale

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MrB

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Re: DVA DaVita HealthCare Partners
« Reply #462 on: February 06, 2018, 05:01:59 AM »
Great!

Cigarbutt

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Re: DVA DaVita HealthCare Partners
« Reply #463 on: February 11, 2018, 05:54:20 AM »
"Can anyone get hold of this report please?

Government Report Reveals Dialysis Industry Improves Patient Care
https://www.prnewswire.com/news-releases/government-report-reveals-dialysis-industry-improves-patient-care-300593123.html"

I think that certain reports have circulation limited to providers and internal use and not to the general public (or the retail investor:)).

A nice complementary article:
http://cjasn.asnjournals.org/content/early/2017/12/19/CJN.11231017.full#F1

Slowly but surely moving in the direction of evidence-based conditional funding/payments.

Reference 10 of the article is also interesting.
https://www.healthaffairs.org/do/10.1377/hblog20161228.058133/full/
A lot of work to be done, but potential ways to include true measures of patient satisfaction and coming to grips with the transparency paradox.
Maybe patients will read rating surveys and reliable review sites (just like what you do before you go to a restaurant, hotel etc) before making a healthcare choice.


ValueMaven

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Re: DVA DaVita HealthCare Partners
« Reply #464 on: February 11, 2018, 09:25:40 AM »
I own a ton of DVA...It's a pure-play at this point...I really like what is going on here too...plus we have a huge FCF Yield and aggressive buyback, with great broader trends. 

walkie518

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Re: DVA DaVita HealthCare Partners
« Reply #465 on: February 12, 2018, 01:32:31 PM »
Submission of Amendment to the Fair Pricing Dialysis Act (attached)


MrB

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Re: DVA DaVita HealthCare Partners
« Reply #466 on: February 13, 2018, 01:29:30 AM »
Submission of Amendment to the Fair Pricing Dialysis Act (attached)
Interesting that they make no mention of the fact that private dialysis companies make no money on their Medicare/Aid patients.

flesh

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Re: DVA DaVita HealthCare Partners
« Reply #467 on: February 13, 2018, 09:11:03 AM »
If I read it correctly, it looks like they would be allowed to make a 15% margin before interest, taxes, and headquarters.

If that's right, presumably, some facilities would be making substantially less and some substantially more. On the whole, it would be a bad thing. Unless they built a bunch of facilities that weren't being used to grow .

However, if a facility is underperorming/losing money and assuming cms is close to break even... is commercial really going to allow them to be charged more than the going rate in these cases? Hard to imagine.

If they don't allow that, than many current and future facilities would be closed/not built.... causing a serious proximity problem for patients. There's really no point in building some out that may take years to eek out a profit... or keep one open.

Anyways, I should read it again... just breezed through it.

walkie518

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Re: DVA DaVita HealthCare Partners
« Reply #468 on: February 13, 2018, 04:56:51 PM »
Submission of Amendment to the Fair Pricing Dialysis Act (attached)
Interesting that they make no mention of the fact that private dialysis companies make no money on their Medicare/Aid patients.

"The Act is intended to be budget neutral for the State to implement and administer." 

Perhaps this statement is true to the extent that if this legislative non-sense were enacted there would be no consequences. 

It's obvious that the sole beneficiary would be the carrier.  What's missing is that a carrier's job is to insure risk.  This isn't Federally-subsidized flood insurance.  Carriers should increase premiums to cover the difference and deal with the consequences. 

Wait... they already have increased premiums after ACA. 

Now carriers want to reduce reimbursement AND increase premiums again? 

Sure, DaVita is for profit, but DaVita has a positive impact on the health care system as a whole. 

DooDiligence

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Re: DVA DaVita HealthCare Partners
« Reply #469 on: February 16, 2018, 08:43:56 AM »
Thiry & Ackerman discuss possible uses for cash from the sale of DMG (kind of...)

https://www.bizjournals.com/denver/news/2018/02/13/davita-officials-expound-on-potential-acquistions.html
abc 2.6 | abev 1.6 | aapl 0.9 | bbh 3.3 | brk.b 9.4 | chtr 4.2 | cvs 5.7 | dva 5.5 | dis 4.1 | ew 2.1 | gpc 2.8 | mo 6.1 | nvo 5.1 | sftby 2.3 | vde 4.2

(%'s held @ cost, PV allos are slightly 2 significantly higher. includes a slowly dwindling cash pile.)

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