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Osiris Therapeutics, Inc. Message Board

  • techfan20 techfan20 Aug 7, 2014 2:34 PM Flag

    OSIR 8-7-14 Conference Call

    A few statements from the call resonated with me:
    1) "we are also on a positive trend towards profitability; posting loss of $66K from continuing operations excluding noncash items, even after fully absorbing commercial and expanded manufacturing costs and increasing our R&D costs"
    2) "Reimbursement efforts are paying off, to obtain 100% coverage by year end, we submitted (Grafix publication)...and expect progress in area of reimbursement in next couple of months."
    3) Working with FDA on BLA to obtain additional claims for Grafix. VLU, complex wounds. And up regulate the space based on efficacy. 1 million patients in US market opportunity.
    4) Soon will have publication on cryo preserved vs dried. Benefits are 2 to 10 fold.
    5) Bundling only applies to certain Medicaid cases, irrelevant for current business (VA exempt).
    6) Production added second shift. Now run two ten hour shifts.
    7) finalize distribution strategy for Ovation O/S -- in active discussions with multiple interested partners.
    8) Broad lunch of Grafix in 2015
    9) Expand sales team to over 100, in conjunction with full medicare coverage, by year end.
    10) Expect sales team to generate $80K to $100K per month in sales after six months.
    11) R&D will increase (sounded like investments to expand markets: VLU and complex wounds and then Cartiform)

    My take away: The analysts following OSIR need to update their estimates as 2nd qtr revenue already exceeds their 3rd quarter forecast and almost achieves their 4th quarter revenue estimate!

    Well done Lode and Peter! Stay the course and history will remember you well!

    Sentiment: Strong Buy

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    • frankly I'm tired of hearing about the positive aspects that will proclamations.
      the question is simple: today's price reflects the value of the 'company?
      2 question: do you really think that all investors are fools? why not buy if this is a gold mine?
      the truth is another, we are still behind and there are too many clouds .... we accept this concept and live better. maybe in 3 years we will be around 30-50 dollars but the 100 is a lie

    • Nice summary ...

      However, it appears from the Q&A, there are NO analysts really following us. Amazing!!

      Stay the course ... buy the dips! Off today, but on really insignificant volume!

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