When are these fools coming out with the new dialyzer working with the Japanese company that they hooked up with over a year ago. Seems like these dodo birds sure take their time to get things going.
Very low demand due to Insurance problem.
I have been a FMS patient for 3 years, and have been using NxStage at home for the past 15 months. If FMS stops using NxStage I will be changing providers.
Key disadvantages to the Baby-K: requires separate water treatment/plumbing; requires separate/dedicated power; more complex setup; more difficult maintenance.
I work for FMS and there is has been increased training for staff on nextstage machines. I do not see any reason for them to switch patients to K machines. They are happy offering both to all patients.
NXTM has changed there accounting practice January 1st from GAAP to ASU (accounting standard update) this I gather is to capture revenues from international equiptment sales upon delivery to distributors as opposed to fractional payments to NXTM strung out over a five year period. Sounds like there product is well established in there distributorships and we may be off and running. I expect to see this stock move up.
Anybody see different.
Well, I am not sure everything you said makes sense since ASU's are created by the FASB and are based on GAAP, not international standards. However, that being said, I don't see any issue with NxStage following a more progressive ASU standard that allows them to capture more revenue in the short term. The fact that it may be closer to international standards is a bonus. The entire US GAAP system is slated to merge with international standards within the next four years under IFRS. Smart business is smart business. They are doing well and pretty much exactly as they expected. Go NxStage...
See news on FMS out this weekend!! Could be a problem for NXTM??