Rjs I think you hit the nail on the head. With healthcare getting too expensive, there has to be some other means to provide healthcare cost effectively. Putting together these MSOs that combine hospitals, pharmacies, specialist, doctors, equipment, etc is very timely. this could be VERY BIG!
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Disclaimer: Of course, all of this is my opinion and you should not make any investment decisions based on my opinion. I have not received any non-public information.