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công ty Nxstage Medical Message Board

avramj98 46 posts  |  Last Activity: Jun 29, 2015 11:24 AM Member since: May 19, 1998
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  • Reply to


    by jack.bickett Jun 28, 2015 11:46 PM
    avramj98 avramj98 Jun 29, 2015 11:24 AM Flag

    Friday's volume was a reflection of NEO being added to the Russell 3000. The volume was well-managed by the market makers, otherwise such a huge buy would have meant a skyrocketing price.

  • Reply to

    Fataly Wounded Gold/Silver Market?

    by gjl0102 Jun 23, 2015 1:42 PM
    avramj98 avramj98 Jun 24, 2015 9:32 AM Flag

    If $1100/oz gold is "the darkest before the storm" I would be quite happy. There is no model that I know of that provides an alternative to "the inflationary cycle" that has ALWAYS happened and will happen again, bringing gold to new highs. The QE process has generated a new trajectory of the inflationary cycle, lengthening it and mitigating the slope of inflation, but the cycle will eventually play out. $5 loaves of bread, $6/gallon gas and ground beef at $5/lb is in everyone's future,

  • avramj98 by avramj98 Jun 17, 2015 3:42 PM Flag

    New board members, new stock options. Both of these look good, IMO. The new board members have bona fides and the CRC specialist looks to be a real addition to the line up of experts guiding the co. The vote on approval of new stock options looks reasonable with regard to the number of shares allowed and may be a good sign for employee incentives.

  • NeoGenomics Launches Twelve NeoLAB™ "Liquid Biopsy" Tests for Hematologic Diseases.

    This looks like a very good suite of tests, targeted for a large at risk population (acute leukemia and related disorders) and has the market qualities that are attractive including convenience for patients, pricing (versus an invasive procedure), and follow-up monitoring uses. I will be very interested in hearing from mgmt about adoption over the next 4 quarters. This could easily become a $25 million/year level suite of tests. Too bad there is no surveillance akin to prescription writing that can give us an outside count of the number of tests ordered.

  • Reply to

    Bio-reference Labs.

    by pikuspapa Jun 5, 2015 5:49 PM
    avramj98 avramj98 Jun 9, 2015 6:32 PM Flag

    BRLI is a modestly bigger genetics testing lab in the same space. I thought the buyout price was low, only 2X trailing revenues for BRLI despite their healthy profitability. I hope we get a better price if/when a suitor comes along.

  • Reply to

    After hours

    by katiejanedad May 30, 2015 6:51 PM
    avramj98 avramj98 May 31, 2015 11:07 AM Flag

    The after hour trade was only 100 shares. Nice to see but doesn't mean much. Now if it had been 10K shares....

  • Reply to


    by pikuspapa May 19, 2015 11:51 AM
    avramj98 avramj98 May 28, 2015 8:51 AM Flag

    This has been a solid move up. Smells like something is in the works. I am looking forward to the news!

  • Reply to


    by pikuspapa May 19, 2015 11:51 AM
    avramj98 avramj98 May 20, 2015 3:33 PM Flag

    All things considered, we're still pretty thinly traded. Yahoo charting now shows buy side and sell side trades and the sell side trades are small. Looks like retail investors selling and the bigger chunks are buy side. I don't think in terms of mounting buy pressure but any good news on the business development will generate buy side pressure.

  • Reply to


    by angelamlsu May 8, 2015 6:07 PM
    avramj98 avramj98 May 10, 2015 10:00 PM Flag

    I am neutral on the outlook for this. I have been around long enough to see this type of prospective new product either fail to meet expectations or fail to gain attention in the marketplace even if it does meet expectations. It will be an excellent additional arrow in NEO's quiver, but I want to see both good data AND a marketing plan that gets it into urologists' and pathologists' hands.

  • Looks like there is still no real interest in this company even thought they are growing faster than expected. Happened last earnings announcement as well.

  • avramj98 by avramj98 May 5, 2015 10:25 AM Flag

    Quick observation: Path logic contributed $2 million to the last quarter. At the time of purchase, mgmt reported they were a $5 million/year business. Nice increase!

  • That is all ;)

  • avramj98 by avramj98 Apr 28, 2015 8:42 AM Flag

    A quick review of the numbers indicates that we continue to have robust growth despite the FISH reimbursement problems. The numbers are not outstanding (I would have hoped for a better Pathlogic contribution) but the core business in genetics testing, driven by the NextGen sequencing is exciting.

    "Our volume of molecular testing, fueled by Next Generation Sequencing, increased by about 52% over last year and now is our largest testing category by volume. Our approach to molecular testing of using targeted profiles by disease category is becoming more widely accepted as a cost effective way to identify the key genetic drivers of cancer. Momentum was also strong in clinical trials testing. In fact, we were awarded more studies in the first quarter than in all of last year."

    This speaks volumes.

  • Reply to

    Buyout offer

    by fcarter5 Apr 15, 2015 5:43 AM
    avramj98 avramj98 Apr 16, 2015 9:52 AM Flag

    Revenues are too small at this point for management to consider any buyout. I am looking for more expansion through organic growth and acquisition. They just started a strategic partnership with Northwestern Univ. and my guess is that is a foot in the door in the Chicagoland area and a new independent lab will eventually open there. We need a presence in TX and greater exposure in the Northeast as well. If these come to pass, we will be much bigger, have revenues in the $250-350 million/yr range and THEN will be a buyout target.

  • Looks like the company is hitting on all cylinders except profit. With this level of growth, the lack of profitability might be forgiven, but the company is pushing it. The losses clearly impact shareholder value and it appears that the business model is 1990's era.

  • Reply to

    Earnings on Tuesday. 5.50+ after next week

    by alberkwitz53 Feb 18, 2015 3:14 PM
    avramj98 avramj98 Feb 23, 2015 3:55 PM Flag

    Yes, that would be the next logical step. Mgmt is quite good at making sure they run their labs up to a capacity that will require this kind of growth. They are in line for over $100 million in revenue for the next 4 quarters, and they will need more capacity within that next 4 quarters.

  • Reply to


    by db20091951 Feb 20, 2015 9:43 AM
    avramj98 avramj98 Feb 20, 2015 10:58 AM Flag

    Just curious, are you speculating, do you smell something in the air, or are you on to something that may develop? I bought a very modest amount, something like a side bet that they might actually be able to have a commercial success via NEO, all table money and nothing that I would miss if it went away, so it sits on the table.

  • avramj98 avramj98 Jan 23, 2015 9:51 AM Flag

    Bite your tongue, Yags!! ;)

  • Reply to


    by db20091951 Dec 16, 2014 3:15 PM
    avramj98 avramj98 Dec 17, 2014 12:24 PM Flag

    The market has been brutal these past few weeks and any gain against the strong headwinds is a plus. For those who pay close attention to this sector, this is a big win for NEO. It establishes a beachhead in the Chicago metro area (we now have a presence in all major areas of the US except the New England area and AZ/southwest) AND this is our first overt attempt to get onto the playing field of academic medicine; a competitor.

  • avramj98 avramj98 Nov 13, 2014 7:10 PM Flag

    The lack of board "chatter" is one of the attractive features of this investment. No pumpers/dumpers and little noise from retail investors for now, which is a good thing, IMO.

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