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Based on the market reaction to the news, it seems to me that market participants are capitalizing the benefits of a permanent elimination of reimbursement cuts rather than what the government actually said it would do ... which is a two year reprieve.

I wonder if the reimbursement rates for dialysis are in the midst of a Washington drama similar to the infamous Medicare "doc fix" where payment rates to doctors have been unrealistically set to make some budget document look good only to be "fixed" each year.

Unless I can be a fly on the wall of whatever smoke filled room in which this issue is being decided between lobbyists and government officials, it would appear hard to get past the capriciousness of government policy when it comes to DaVita's business. Yes, I know, this is merely "first level thinking" so if anyone wants to break into that elusive "second level thinking" please respond.
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