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Nxstage Medical, Inc. Message Board

  • racharsh racharsh Jan 14, 2010 7:30 PM Flag

    NXTM hitting new Highs everyday

    I cant believe a stock that has trippled in less than a year and is hitting new highs everyday is so ignored by the masses.
    I bought it in March at $3 and it is hitting new highs.
    The fact is that this will continue to ramp up since the new CMS guidelines favour home hemodialysis.
    This is the one and only FDA approved home hemo machine on the market. Not only that now they 100% of the renal companies backing them up.Also the Davitas and Fresenius along with Renal venture and others are all trying to switch patients to home hemo ( the profit margin is higher ). I am just holding on and trying to get the word out so that more people can share the ride up.
    I placed a message in Nov and since then we are up > 30%


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    • I think some people probably feel burned by the stock. At one time Nxstage had to pull back on what had been a very aggressive expansion into new clinics and then they had to scramble to get a loan from GE at pretty outrageous terms. The stock got hammered badly, and short sellers really piled on.

      I can remember vividly in one conference call, back in the day, where an analyst asked the CEO "if the dog food is so great why won't the dog eat" meaning if your machine is so great why aren't people falling over themselves to use it. I thought that was an unrealistic view at the time, it's pretty scary to try something new if you are a sick patient, and the clinics didn't have much profit motive to push home hemo.

      I think everything is rapidly changing for Nxstage now, more and more data tells us home hemo is better for patients, the deal with Ashai got the GE loan taken care of at far better terms, and the company has expanded into other countries. If company margins keep improving I think we will start getting more attention, especially after we get over a 500 million dollar market cap. If medicare agrees to pay for home training separately from the dialysis bundle I think the stock can really explode upwards. Stay patient and keep a longer term view, I think we're gonna make it.

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