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Nephros, Inc. Message Board

  • dragan7777777777 dragan7777777777 Aug 11, 2009 7:37 PM Flag

    AVNR, NEPH, and BVX......

    Hi everyone,

    Someone was trying to compare AVNR, NEPH, and BVX. And, there were questions about "pumping" Bovie, how much money they will make, and next Q estimates, plus full dose of sarcasm for pending partnership, possible buyout....

    OK. let me help you with some answers: AVNR, NEPH, BVX. comparing apples, and oranges. AVNR is "cash burning machine" junior bio-pharma hype on positive Phase 3 clinical trial, that might never see FDA approval. In one word, FDA drug approval casino...

    NEPH is great little med device company, making money, zero debt, and going from 1 cent to 1.70 PPS with a reason. Two more FDA med device approvals pending any time. I have my position with NEPH, made quite a bit of money trading on hype, and now playing on "house money".... OK. would you, so well informed Nephros, give me estimates how much money will NEPH make next Q, or next year, when they get approvals for blood filters? Sure, any figure would be "right", because nobody knows answer to this question. Ya, I know, try how many patients with ESRD, or how many hemodialysis per year, or how many machine used, or produced in a year, and all of this in US, or internationally?!All guesses are as good as mine. Tea leaves. Only one thing is for sure: NEPH will make money, and share price will appreciate accordingly, 3,4,10, or more, pick you target.......

    BVX is "undiscovered gem", exceptionally well managed company, with positive cash flow, essentially zero debt ( excluding recently obtained credit line ), with large number of FDA already approved med devices ( over 100, if you count them all ), and more pending. J-plasma is a jewel, game changing device, call it "cold laser". Plasma technology will bring revolution to "conventional" laser surgery. More precise, better control, less tissue damage, faster healing, and CHEAPER than any laser. How much money will this device bring in? Pick you number, nobody knows. Bovie said 2 billion dollars market, but it could be 20, or 200, counting how many laser surgeries are done every day......

    Partnership pie on the sky? Sorry, guys, partnership is guaranteed! Bovie is saying over a year "we are looking for strategic alternatives, partnership"..... Well, so far nothing happened, over a year? Yes, no partnership announced for public. Well informed rumour is saying they already inked partnership, and waiting for FDA approvals to make it official. Fact one, Bovie does not have sales force ( or building one ), Bovie already had partnership with Boston Scientific, and Medtronic. What is more likely, another partnership, or BVX will start building own sales from scratch?

    A question. If you have money, and a chance, which company you would buy right now, AVNR, NEPH, or BVX? Hey, an easy answer for me, I am a "pamper", yes, I would buy Bovie. What do you think which company would have the best chance to be acquired by some deep pocket ( JNJ, or else )?. How much? No idea, 20, 30, 40, or more...One thing for sure, it will be 50-100% premium on whatever the current price will be....And, the current price is not moving now with MM help, and recently poorly informed shorts.

    Regardless, more news is pending, and price will go over 10, and that is going to be time for "tutes" to start loading up ( smile ).....

    Good luck all

    Dragan

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