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EDAP TMS SA Message Board

aeinstein_com 14 posts  |  Last Activity: Jul 29, 2014 4:38 AM Member since: Apr 7, 2001
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  • EDAP TMS SA (EDAP) And EU Neighbor Big Pharma Roche To Meet As Potential Partnership Unfolds Predicts Sierra World Equity Review
    Latest Projections: EDAP TMS SA (EDAP) And EU Neighbor Big Pharma Roche To Meet As Potential Partnership Unfolds Predicts Sierra World Equity Review. Look for the official news, when it breaks remember Sierra called this first!

  • aeinstein_com by aeinstein_com Jul 6, 2014 4:34 PM Flag

    1. 2006 peak valuation was $190m. Inflation adjust at 7% and you get a current value of $249m or about $10 per share.
    2. As a takeover candidate - Upon approval some large players may want to swoop down and buy into HIFU. It would be small change for ISRG or GE to pay offer $500 to $1b for this technology. My opinion is that they would use the novelty of it to attract sales to their device platforms. In the case of ISRG it makes a lot of sense, as they can add this tool to their DaVinci machine and market the HIFU tool to boost sales and use.

    3. As a momentum play - well it may just be starting to take off, and it seems to be getting a fair bit of attention from investor web-sites, so.....with the volume continuing to increase, we could see much higher valuations.
    short term. Because it is a novel approach to treating tumors many will look at this and see $500m to 1b price tag.
    4. Post approval hysteria - If the media catches onto this story and starts "introducing" the public to HIFU, then the afterburners could kick I and briefly drive this into mid double digits.....40 - 80? who knows?
    5. Bearish scenarios?....only risk I see is if there was something wrong with their trial data, but I would imagine that would have been kicked back to them by FDA.
    GLTA

  • Reply to

    SHORTED MORE AT $.47 THIS MORNING

    by davenport_mba Jun 23, 2014 10:37 AM
    aeinstein_com aeinstein_com Jun 23, 2014 10:43 AM Flag

    That's why you live in Davenport. Shorting this now is for idiots.

  • worth $5 easy!!

  • worth $5 per share do not sell!!

  • Reply to

    good chance this opens up a nickel

    by bentrayner Jun 23, 2014 8:26 AM
    aeinstein_com aeinstein_com Jun 23, 2014 8:27 AM Flag

    yes 1.05

  • Reply to

    could be red end of day

    by bentrayner Jun 23, 2014 8:13 AM
    aeinstein_com aeinstein_com Jun 23, 2014 8:27 AM Flag

    could be you are short! FRY #$%$!

  • don't let the shorts spin this into a negative again.....This company has real estate assets and cash worth 10 times the current price!!

  • Now that DOE has sanctioned a sale, other players can step up and buy! This could actually end up in a bidding war.

    GLTA!

  • aeinstein_com by aeinstein_com Jun 19, 2014 5:47 PM Flag

    ...52 week high with highest volume in nine months is hard to debate.....Looks like it is going higher!!

    GLTA

  • ...will be for a company like ISRG who may want to buy this technology, attach it to their robotic arm, and use it as a new marketing "tool" to attract business to their DaVinci Robotic Platform. This is where the greatest near term potential is. ISRG may be willing to pay up in order to have this unique device and keep their platform "state of the art".
    $500 to $750mm would be an easy buy for them.

    GLTA

  • aeinstein_com by aeinstein_com Jun 13, 2014 1:41 PM Flag

    Price movement surrounding FDA approval will be driven by perception of the new technology.
    All institutions who invest in medical technology will have to have a piece of this.
    The uniqueness of HIFU for treating Prostate cancer, and its potential for treating other cancers will drive a tidal wave of speculation.

    The press may pick up on this and give it a lot of play time after approval.

    As such the buying pressure could drive share price up to much higher levels....I am guessing between $15 and $45 per share....or mkt cap of $300m to $900m. This could happen within a moth or two of approval.

    Subsequently rational thought would prevail, and more discussion of rate of adoption and profit could affect the trajectory.

    GLTA

    Sentiment: Buy

  • aeinstein_com by aeinstein_com Jun 13, 2014 1:33 PM Flag

    Price movement surrounding FDA approval, will be driven by many things. Of course it is all about PERCEPTION. Initially this will be about the excitement of a new treatment technique which is less costly with fewer side effects!
    Every fund investing in medical technology will have to have a piece of this!
    HIFU approval could receive a lot of press, especially because it is a new method here.
    All of this will precede subsequent thinking about rate of adoption, pricing and actual revenue models.
    So price / market cap could explode upward depending on the amount of news and hype hitting the investing community.
    I expect this to be valued at somewhere between $300m and $750m at peak market cap....or $15 to $45 per share.

    GLTA

  • aeinstein_com by aeinstein_com Jun 10, 2014 10:12 AM Flag

    Hello to all!
    I have been in this for a few years. I got on board as an investor here after Misonix (mson) sold off their HIFU rights to USHIFU.

    Anyway....finally we are starting to get a picture of revenue potential per the recent Q1 call.
    And I'd like to encourage any here to participate in future calls and ask questions so that the company opens up a bit more.

    EDAP sells the single use kits for 900 Euros ($1200). What is great is that each kit has a code on it which has to be entered into the machine in order for it to be used. So from this it is much easier to determine a revenue stream going forward.

    Significantly it appears that this device is just not gaining sales traction in EU, as they are finally getting Reimbursement and use recommendations in Europe. This could be a significant turning point for revenue stream going forward.

    I have renewed confidence that EDAP management is on track to exploit the revenue potential for HIFU, but at the same time there are several deep pocketed large med device companies who may want to get a hold of this technology too! And they may be willing to pony up some big bucks to do so. $500mm would be a starting point.

    Recent upward price movement comes after the AUA conference in Florida, and with news of the pending FDA panel review. The significant volume increase of late gives me the impression the institutional investors are getting on board. I believe this could be the beginning of a huge run-up which will rival the spike to $20 a few years back.

    Much of the success of the share price will have to do with coverage and hype, and future potential...but what else is new. So sit back and enjoy the ride...and don't be surprised to see this hitting double digits this year! Just don't make the mistake of under selling, as the share price spiral could be very fast.

    GLTA!

EDAP
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