DemandUnique patients served in 3Q increased 9.0%, unique set-ups and deliveries rose 6.7%, and respiratory set-up and deliveries increased 10.8%, illustrating steady demand.
Market OpportunitiesManagement indicated that the recent Owens & Minor/Rotech merger could create opportunities for market share gains and that it is optimistic on the M&A landscape.
ValuationThe deeply discounted valuation provides an interesting risk/reward scenario longer term.