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Opsens: The Making Of A Diversified Medical Technology Company
Summary
- Opsens has the opportunity to become a multi-product company from a single-product company with rising relevance in the medical community and GPOs.
- If successful, Opsens can grow revenues to ~CAD$145 million over the next few years from the current revenues of ~CAD$30 million.
- This revenue growth will be driven by consistent introduction of innovative products and new partnerships with distributors.
- The successful launch of TAVR product line in 2022 will be a game-changer as revenue and profitability will rise dramatically.
- Experienced investors may consider adding Opsens to their watchlist especially before the potential successful launch of TAVR.
Sidarth is a Principal of Avasar Partners. Prior to forming Avasar, he worked as a Portfolio Manager at Principled Capital Management, a long/short equity fundamental fund. Prior to that he was a Credit Analyst with the Mizuho Corporate Bank and Industrial Bank of Japan.Focus on misunderstood opportunities, companies facing change, industry drivers shifting, CEO change, assets repositioned - connect the dots, make a large bet - value or growth (altho we invest bcs we see value) does not matter.
Analyst’s Disclosure:I am/we are long OPSSF. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.
The stock can be owned in the Canadian market via OPS TSE. We currently own OPS TSE. OPSSF trades on the OTC.
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