idea-019 · viability deck

Every slide states a condition that would have to be true, then reports where it stands using the candidate file's own claim and its own confidence tag. A deck never upgrades a tag, invents a number, or recommends anything, and there is no ask slide.

Posture-Triggered Abdominal Compression for nOH — viability

The chair: the investor, and the operator who has to run this as a business.

How to read this: every slide is a condition, not a conclusion. A bracketed claim reference points into knowledge-base/candidates/idea-019.md: the number is the claim's position in its ## Claims list, and the tag is copied from that claim as it stands at build time, never adjusted here. A [no claim] marker means nothing in the file speaks to the condition. No number appears here that isn't in a claim, and there is no ask slide. Where another lens holds a condition, this deck points at that deck rather than restating it. See docs/deck-spec.md.

What the file looks like from this chair. Since the last build the Verifier read the CMS (Centers for Medicare & Medicaid Services) DMEPOS (durable medical equipment, prosthetics, orthotics and supplies) fee schedule and utilisation files, and one premise of the money model fell.

The candidate was designed to close on the existing DME (durable medical equipment) benefit rather than on a coverage-at-authorization pathway. That makes Slides 2 and 3 the business, not a detail of it.


Slide 1 — Who pays, from which budget

Would have to be true: Medicare Part B (Medicare Part B), under the durable-medical-equipment benefit, would have to be the payer for most units; the device would have to qualify for that benefit category; Medicare Advantage (Medicare Advantage) would have to follow the same determination; and the beneficiary would carry the coinsurance, or the whole price where nothing pays.

Where it stands:

What would settle it: Claims 138 and 121 are eCFR-reachable text; a Verifier run on 42 CFR 414.210(a) settles 138. Benefit category itself is a DME MAC (durable medical equipment Medicare administrative contractor) benefit-category inquiry or a CMS coding decision, human-run. For payer mix, a CCW or registry age pull, human-attached; the market connector returns unverifiable by design.

If it's false: If the device is not DME, there is no Part B channel; the base case the candidate was designed around disappears and the only payer left is the patient (the cash routes in the business case). Factor 2 sits at 1/5 on verified evidence and would have no route to move.


Slide 2 — The three reimbursement questions

Would have to be true: Three separate things would each have to land: a HCPCS (Healthcare Common Procedure Coding System) code under which this device can be billed; an allowable under that code that pays for the controller and the garments it consumes; and a national or DME MAC coverage policy that reaches symptomatic nOH, an indication current policy does not cover.

Where it stands:

What would settle it:

If it's false: Any one failing is enough. No code, no claim can be submitted. No coverage, a code with no payable indication. An allowable below cost of goods (Slide 3) makes each placement a loss. This slide is where the file's verified Factor 2 score of 1/5 comes from, and the refutation of claim 117refuted changes none of the coverage half: a purchase allowable is still not coverage.


Slide 3 — What one placement pays, and to whom

Would have to be true: Paid once as a purchase, the manufacturer's revenue per Medicare placement would have to exceed the fully loaded cost of one patient's system — the controller plus the garments it consumes over its service life — at the business case's volume and at one tenth of it, whether the manufacturer sells into a third-party supplier's inventory or enrols as a supplier itself.

Where it stands:

What would settle it: Verifier runs on 42 CFR 414.220(b) and 414.210(f) for claims 137 and 139, which are eCFR text and take minutes. Acquisition-price quotes from accredited suppliers already billing E0650-E0652 for claim 136unverified, human-run. The cost side needs a costed bill of materials, which follows the feasibility deck's build.

If it's false: A device that loses money per placement is not rescued by volume, and under a purchase model there is no rental tail to recover it: the controller pays once in five years and only the garment line, if separately paid, recurs. The TAM (total addressable market) on Slide 4 then measures losses.


Slide 4 — TAM, decomposed

Would have to be true: Four factors would each have to be large enough — population, rate, price and reachable share — and the file carries a figure for only two. The Medicare volume anchor is a check on the result, not a factor in it.

Where it stands:

What would settle it: A literature pull for the claim 141unverified and claim 133unconfirmed figures, then a Verifier literature-detail run on the named papers. CCW Parkinson prevalence, a human fetch. For share, primary research; no source in this repo settles it.

If it's false: Factor 3 is blank, not low, and cannot trip the TAM floor until scored. If price is the E0650 allowable and share is small, the best-evidenced part of the chain, the population, multiplies to a number that no longer carries the development programme on Slide 5. The class-2 population claims do not score until the pending corroborated decision.


Slide 5 — Capital to first dollar

Would have to be true: A prototype, bench work, a home feasibility study, a sham-controlled pivotal study, a De Novo (De Novo classification request) request, a HCPCS coding application and a coverage request would all have to be completed before the first Medicare dollar, and the contribution margin on US sales would then have to repay that fixed cost before a 510(k) (premarket notification) follower clears against the De Novo this programme creates.

Where it stands:

What would settle it: A costed development plan, which is Stage 7 work for a human. Public inputs: FDA (US Food and Drug Administration) De Novo decision summaries for comparable Class II (FDA device class II) devices, and CMS's published HCPCS application cycle. A Q-Sub settles the IDE question (claim 47unconfirmed).

If it's false: The programme funds a predicate for followers. The file scores Factor 7 at 1/5 on verified evidence, and nothing on this slide is verified in the programme's favour.


Slide 6 — What stops a fast-follower

Would have to be true: Something would have to stop the next entrant — an exclusive licence to enforceable, granted claims in the Vanderbilt family, or claims of the candidate's own that are novel over published art — because otherwise the first De Novo is simply a predicate for the second company's 510(k).

Where it stands:

The two open IP (intellectual property) questions pull in opposite directions: if nothing issued, the path is clear for this candidate and everyone else; if something issued, the moat belongs to whoever holds the licence.

What would settle it: USPTO (United States Patent and Trademark Office) file history and INPADOC family status for US2015313608, free and hours. A licensing enquiry to the rights holder, Tier 3. A patentability search against claim 86verified's publication, counsel work.

If it's false: Factor 5 stays at 1/5 and the case rests on first-mover time, which no claim sizes.


Slide 7 — Who is already there

Would have to be true: No incumbent — a drug patients stay on, an industry device sponsor already in orthostatic hypotension, or a pneumatic-compression maker with recent clearances under the same regulation — would be one step from this market, and the claim-stripped version of this hardware would have to be sellable to the same patients without FDA reading an orthostatic-hypotension intended use into it.

Where it stands:

What would settle it: A human-attached registration-and-listing and financing pull; ClinicalTrials.gov sponsor searches against the JOW applicants; the Verifier on claim 91unconfirmed; a regulatory-counsel reading or a Q-Sub on 21 CFR 801.4 for the claim-stripped route.

If it's false: An incumbent with a cleared compressor, supplier relationships and a sales force reaches the indication faster than a new company. The claim-stripped route stops being a fallback. Factor 8 is 2/5, and the file's own note says that may understate the contest.


Slide 8 — The cheapest way to find out

Would have to be true: A costed bill of materials for one patient's controller plus five years of garments would have to come in below the new-purchase allowable of the code this device would actually bill under — and if that code is E0650, below the lowest allowable in the family.

Where it stands: The allowable side is now on file claim 107verified, with the figures in the Verifier's note on claim 23unconfirmed. Which code applies is on record from this deck claim 140unverified. The five-year horizon is the replacement rule claim 139unverified. The cost side is empty claim 96unconfirmed.

What would settle it: Two cheap moves, in either order. A PDAC or DME MAC coding enquiry on the E0650 reading (claim 140unverified), human-run and cheap in money though not in calendar. A desk-costed bill of materials for the controller from catalogue components (the operations chair's claim 97unconfirmed names the pump, valve and sensor) plus a garment estimate, which an engineer can draft before any prototype exists. Neither needs coverage to have been argued first.

If it's false: If a controller-plus-garments cost does not clear the E0650 allowable, the Part B base case fails on arithmetic before coverage is argued, unless the device is accepted under a higher-paying code. Slide 2's coverage question becomes moot for the purchase model.


Slide 9 — Where this deck outruns the file

Every condition above with nothing verified behind it that supports it. The verified claims on this deck are almost all obstacles or context — the refutation of claim 117refuted, the NCD's limits, the incumbent volumes — and those are not backing.

Slides 1, 2 and 4 carry verified claims that bear on their condition in part: Medicare Advantage follows Part B, a published allowable exists for each code, and the Parkinson and MSA population and OH rate are known. Nothing verified supports Slides 3, 5, 6, 7 or 8.


Slide 10 — The load-bearing condition

If only one thing from this chair could be checked: whether the one-time Medicare purchase allowable of the code this device would actually bill under — E0650, the lowest in the family, if a single non-segmental bladder takes the non-segmental descriptor — exceeds the fully loaded cost of one patient's controller plus the garments it consumes claim 96unconfirmed claim 140unverified.

The previous build named coverage (claim 41unconfirmed) here, and coverage is still necessary: a code with no covered indication pays nothing, and the two verified coverage facts (claims 9 and 116) both say current policy does not reach this device. It moved because the refutation of claim 117refuted changed what coverage would buy.

Naming it is not a recommendation, a gate, or a kill.

Words on this page26 abbreviation(s) and code(s), with what each stands for — copied from _shared/plain-language.md
21 CFR
Title 21 of the Code of Federal Regulations — the US food-and-drug rulebook; a number after it is one regulation, often the one that classifies a device type
510(k)
premarket notification — the FDA route for a device shown to be as safe and effective as one already on the market; months, no clinical trial as a rule
Class II
FDA device class II — moderate-risk devices, usually cleared by 510(k)
CMS
Centers for Medicare & Medicaid Services — the US agency that runs Medicare, and so decides what Medicare pays for
De Novo
De Novo classification request — the FDA route for a new, lower-risk device with no comparable product to point at; longer than a 510(k), usually needs clinical data
DME
durable medical equipment — equipment a patient uses at home, such as a pump or a stimulator, that Medicare pays for under its own rules
DME MAC
durable medical equipment Medicare administrative contractor — one of the four regional contractors that process Medicare's home-equipment claims and write its local coverage rules
DMEPOS
durable medical equipment, prosthetics, orthotics and supplies — the Medicare benefit and fee schedule that home equipment is paid under
E####
a HCPCS code for durable medical equipment — one billing code for a piece of home equipment; the letter E and four digits
FDA
US Food and Drug Administration — the US regulator that clears or approves a device before it can be sold
HCPCS
Healthcare Common Procedure Coding System — the US billing codes for equipment, supplies and some services; a code is how a payer recognises what to pay for
IP
intellectual property — patents and the other rights that let a company stop others copying it
ISO
International Organization for Standardization — the body whose numbered standards devices and laboratories are tested against
L#####
a Medicare local coverage determination number — the public id of one local coverage rule; the letter L and five digits
LCD
local coverage determination — a Medicare contractor's rule, valid in its region, saying when something is covered
Medicare Advantage
Medicare Advantage — Medicare delivered through a private insurer; must cover at least what Medicare covers
Medicare Part B
Medicare Part B — the part of Medicare that pays for outpatient care and equipment used at home
MSA
multiple system atrophy — a rare degenerative brain disease that, among other things, breaks blood-pressure control
NCD
national coverage determination — a Medicare rule, valid everywhere in the US, saying whether and when something is covered
NCD ###.#
a Medicare national coverage determination number — the public id of one national coverage rule
nOH
neurogenic orthostatic hypotension — blood pressure that falls on standing because the nerves that should tighten the blood vessels have failed
OH
orthostatic hypotension — blood pressure that falls on standing
PAF
pure autonomic failure — a rare condition in which only the nerves controlling automatic functions such as blood pressure fail
PDAC
Pricing, Data Analysis and Coding contractor — the Medicare contractor that decides which billing code a specific product falls under
TAM
total addressable market — how much money the whole market would be worth if every possible buyer bought
USPTO
United States Patent and Trademark Office — the US patent office