Infusystems ($INFU) and the Round 1 Recompete Analysis

I’ve noticed a few more SeekingAlpha articles (here and here)  discussing the investment in $INFU, including discussions about the result of the CMS Round 1 Recompete.  If you would like to read more about the Recompete process, you can visit the CMS website.  In a nutshell, the Durable Medical Equipment  suppliers for patients using Medicare and Medicaid were included in the new Recompete (competitive bidding) process.  The goal of the bidding process is to finalize a price for services and equipment that for reimbursement by the government.  Each item category includes items listed in a Healthcare Common Procedure Coding System (HCPCS).  So, the...