Mr. Petusky: I cover pharmacy-related ideas, including specialty pharmacies and pharmacy benefit management companies, some rehab-related ideas, ambulatory surgery centers, and I also feel like I have a competency in the area of chronic disease management, particularly diabetes and obesity.
TWST: With the recession and pending health care program, how does this bode for your companies?
Mr. Petusky: Pricing will likely come under some pressure as Washington lawmakers look for ways to reduce costs. That said, if there are ultimately more people on the rolls in terms of Medicaid and greater insurance coverage for people in general, volumes should increase for many of our companies under coverage. So to make a big general statement - and I don't believe that I'm breaking new ground - we should likely see volumes increase and some level of headwind in terms of pricing.
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