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- 6 Medical Device Makers Poised for Growth [view article]
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6 Medical Device Makers Poised for Growth [view article]
comments by amateurs who know little about trading Reply6 Medical Device Makers Poised for Growth [view article]
Was in another hospital today, and had a GYN tell me that he was not picking up robotics b/c the reimbursement is not there. As I said before - it is all economics, and you will see in a few months that once the shine wears off of the ISRG, it will sink like a rock. Go ahead and bash me or whatever, I am just the canary in the mine. Stay in here if you want to. Reply6 Medical Device Makers Poised for Growth [view article]
In response to MedsalesKLS, I'm not sure what you're selling or what OR's you've been in, but I can tell you from personal experience that ISRG's system is incredible. I can't speculate on the stock price ( I bought at 35 and sold at 110), but the system is being used for much more than simple prostatectomies. Try a cystoprostatectomy for starters (my procedure) and go on to some of the expanding uses in certain types of cardiac surgery. Every doctor I've spoken to is quite complimentary about the system and many wish they had the time for training so that they could join the crowd. I wish you well with whatever products you're peddling, but demeaning this one is ridiculous.P.S. I am not a physician, just a user. Reply
6 Medical Device Makers Poised for Growth [view article]
My comments should be corrected to ".... make it in front of "Judge Judy"... ". And additionally, the seven years refer to 5 years of actual or, reported losses; and 2 years of anticipated or, projected losses! Reply6 Medical Device Makers Poised for Growth [view article]
Mr. Sidwell opened this particular article stating that these companies had at least 4 of their last 6 quarters showing profit. Hansen, according to my research (daily graphs online), has not made a profit in the last eight (8) quarters. In fact, they show seven (7) years of losses. What kind of emergence from this dismal record may we expect Mr. Sidwell? I don't think you would make in front of "Judge Judy" let alone this forum. ReplyNatus Medical: BABY Is Ready to Run [view article]
The key to the recent price action was the secondary offering. The price has merely gone back to prior levels (a breakout to be sure) but the consolidation and subsequent large single day gain were driven by first, the announcement of the secondary and second, the actual pricing and delivery. In essence, the stock had an extended consolidation due to the offering and is now back to prior levels. I own BABY and am looking for further gains."Insofar as other news or comments I have been able to find, you should know that Natus has filed for a public offering of 4 million shares at $19.50 apiece. The market has certainly taken that announcement in stride."
The stock dropped almost 2 points after the announcement of the offering. A look at the chart would have shown this.
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6 Medical Device Makers Poised for Growth [view article]
I am in medical sales, and don't compete directly with ISRG, but I keep scratching my head about the disconnect between analysts and the LT valuation. I see them from the OR floor, ad they have a good product for prostatectomy, and that's about it. A few GYNs have climbed on board for marketing purposes, along with the marketing departments of each facility that has bought one. Once the shine wears off, they will realize that they are paying thousands for procedures that reimburse hundreds, and that math won't work for long.If you don't believe me, go talk with GYNs (by their own admission, their primary current focus) and ask them. A robotic option may one day be an answer, but not in this form and not with this company. Buyer beware. Reply
6 Medical Device Makers Poised for Growth [view article]
I have to ride with the others here.. what does ISRG have to do with the credit crunch?If anything, the davinci robot saves hospitals money because it reduces recovery time, which frees up hospital beds faster... at $4,000 a night, a million dollars isn't that much.. I don't see the correlation really... Reply
6 Medical Device Makers Poised for Growth [view article]
What about VDTI and their VitalCare diabetes treatment. The company seems a mess right now but the iCAT treatment seems a promising part of the company. Reply6 Medical Device Makers Poised for Growth [view article]
And one more thing, "Among the medical community, it is believed that the Sensei system is better, as well as being cheaper."You based this on your "neighbors" opinion, not the medical community. Cheaper? Really? The system is cheaper but the procedure cost are MUCH higher.
Insulting readers by calling them "Pumper" and "Bashers" is beyond childish and if you had facts to back up your statements this wouldn't have occured. Very irresponsible on your part, and I will be contacting your boss. Reply
6 Medical Device Makers Poised for Growth [view article]
Basher? Pumper? What kind of nonsense is this? Please don't do articles if you can represent factual information. You did no research, refuse to acknowledge you are wrong, and its very apparent everyone else that has responded to you knows more on the subject matter.Please spare us from your drivel in the future. Reply
Sidwell
6 Medical Device Makers Poised for Growth [view article]
I have defended every argument reasonably, and just people throw back crap as paid bashers and pumpers.crabcake: I have not changed my point at all, and any one who reads the title of the article can see that. Your most recent bash says absolutely nothing. ISRG wants to make as much money as possible, and by your reasoning, they are willfully holding back systems because they are selling as much as they want. Who exactly would Hansen change their "target market" to, children? I don't care that you call me a Moll disciple or that I have done no research, it means you have run out of even half cooked ideas.
Polaris: Basher. What more can I say. It seems that given the constant timing of your posts, you and crabcake are the same person. Also similarly, your post says nothing and makes personal attacks. I open my argument by saying companies in this field have been hit hard because of the credit crunch, but given their potential are very attractive now. Again, look at the title. I said 6 poised for growth, not 4 that won't and two that will.
I will not be responding to any more posts, as I am just repeating myself. Especially for this post, I did not do it for polaris or crabcake, but for the readers of the article and seeking alpha. Anyone interested in my track record can check my other articles on SA concerning Transmeridian and see how I correctly predicted both the takeover and the failure of the takeover due to the credit crunch.
-TS Reply
6 Medical Device Makers Poised for Growth [view article]
You are either incredibly devious or extremely dim wittedYou open your argument by saying you will list companies damaged by the credit crisis and then select only two that will prosper.
Implication? - the rest will not. Now most people will skim through your analysis and will simlpy take away that message.
That is very misleading or very devious journalism. I don't care which it is it is extremely unprofessional - my last word on the subject Reply
6 Medical Device Makers Poised for Growth [view article]
Wow, now you are changing your point. I don't own ISRG, I think its fully valued short term. But they are selling as many systems as they want right now. It has nothing to do with credit issues. So your point doesn't make sense.I am an open minded investor, and see no upside to Hansen unless they change their target market. And again, you are one of the typical Fred Moll worshippers that didn't do any research. He left ISRG in shambles, Lonnie Smith saved them. Hansen will have to change their target market just as ISRG did. So does your "neighbor" have access to a Niobe? How does he feel about a family member going under the knife with Sensei?
I don't care what position you have, or want to take. But its unfair to readers to have such limited knowledge of what you are talking about, but be so bold in your opinions. You made some extremely critical remarks in regards to STXS's market, none of which is even remotely close to being accurate.
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Sidwell
6 Medical Device Makers Poised for Growth [view article]
People seems to be misunderstanding me about the my inclusion of ISRG. I think it is a great company with a great product with a very bright future ahead of it as the leader in its field. Period. I am not suggesting that ISRG is in trouble of plummeting, losing its edge, or going into bankruptcy. If this were true, we would have seen it by now. If you look at the title of the article, it says 6 medical Device Makers Poised for GROWTH. I am completely aware of the success that ISRG has had in this tough market. I am saying that they will do EVEN BETTER as credit loosens. Is anyone going to argue with me here? As for people saying I am unaware that management has stated they have been unaffected by the credit crunch, I simply respond that you have to take everything with a grain of salt. Look at Tomotherapy (TOMO). Their management said the exact same thing two quarters ago, then completely blew it this quarter. I am not saying they are in the same boat at all, but Enron sure had confident management as well, no? BABY is not in an earnings crisis either, on the contrary, they just blew out estimates, but I included them for similar reasons. I think that they will do better as credit loosens, which is the main point of this article.Stereotaxis: when I said that i "do not know how many of the core abstracts truely relate to the Niobe system and how many of them are good" I simply meant that I have not read them all nor done a calculation to reach 90%. My neighbor, as "convenient" as it sounds, is a cardiologist, and we were talking about it and he prefers Sensei because he feels he has more control over the system. As for giving systems away, Moll has taken the view that it is more important to get them into doctors hands (who can then decide to use them or not) and try to get a dominate position in the market before going after seemingly short sighted reward systems. Does anyone want to comment on the fact that Stereotaxis has never come close to meeting its negative earnings estimate, already less optimistic than Hansen's (which in fairness has had its misses too and are negative as well). I will also say Stereotaxis balance sheet is not terrible.
I will continue to hear arguments about why Stereotaxis is better than Hansen, as there are certainly pros and cons of each system. Can anyone other than myself (and the market) say anything good about Hansen, or is this board full of pumpers and bashers? Also it is a waste of everyone's time to get these posts about ISRG, as I think I have very clearly addressed this issue. Reply