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Nxstage Medical, Inc. Message Board

avramj98 29 posts  |  Last Activity: Jul 24, 2015 10:55 AM Member since: May 19, 1998
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  • avramj98 by avramj98 Jul 24, 2015 10:55 AM Flag

    Results remain solid but not spectacular. I had thought that the issue of customers changing to "in-house" testing was largely behind us but apparently not. Haven't listened to the CC (it wouldn't load last night) but am looking to hear news about CRC business segment and adoption of new tests. If adoption is robust, we should look forward to a brisk 2016, when the new pathology reimbursement kicks in.

  • Reply to

    volume and price

    by avramj98 Jul 9, 2015 10:01 AM
    avramj98 avramj98 Jul 14, 2015 5:11 PM Flag

    Nice to come to, eh?

  • Reply to

    BTIG

    by bi1ri Jul 12, 2015 10:17 AM
    avramj98 avramj98 Jul 13, 2015 9:37 AM Flag

    All of those could be true but I think bigger things are planned for this little microcap. We've been a leader in new genetics testing (and our liquid biopsy is several years ahead of competitors) and the prospect of partnering/licensing is now a reality. Should either come to pass, the revenue growth and income growth will be tremendous and the partners will have huge opportunities to make money. I'm looking for good news to be steady and attention grabbing moving forward for the next 6-8 quarters.

  • Reply to

    I am SHORTING from here. sell

    by republikunt Jul 10, 2015 2:27 PM
    avramj98 avramj98 Jul 10, 2015 3:15 PM Flag

    Another positive indicator: We're attracting fools like republikunt (and the name clearly fits.) Short away!!!

  • Reply to

    at seeking alpha

    by derfd22 Jul 9, 2015 3:46 PM
    avramj98 avramj98 Jul 10, 2015 11:35 AM Flag

    None today so far. The bulls and the bears are fighting it out.

  • Reply to

    at seeking alpha

    by derfd22 Jul 9, 2015 3:46 PM
    avramj98 avramj98 Jul 9, 2015 8:09 PM Flag

    Those are old estimates that will surely fall if we beat street expectations on 7/23. Things are shaping up nicely with 20%+ YOY growth, break even revenues and now and 8% reimbursement premium to add to the mix. I expect the Pathlogic addition to continue to provide upside surprise,traction on the new suite of liquid pathology tests, and further business development. Watch for upside guidance for the rest of this year, new analysis of revenues and earnings after the quarterly report, and new price target(s) closer to $10/share in the near term.

  • Reply to

    at seeking alpha

    by derfd22 Jul 9, 2015 3:46 PM
    avramj98 avramj98 Jul 9, 2015 5:37 PM Flag

    I want legs.

  • Reply to

    volume and price

    by avramj98 Jul 9, 2015 10:01 AM
    avramj98 avramj98 Jul 9, 2015 3:37 PM Flag

    Yup Red, this is one of my "buy and hold" positions, a company I've now had for 9 years and will hold until the game is over (buyout) or so impossibly high that I can't resist. I have seen a few trading sessions like this before, but only 2 or 3 times in the entire history of the company. It has ALWAYS been a good sign and this happening so far out from the earnings date is very exciting to me. I just wished I had followed my gut a couple of weeks ago and exited out of another holding and put it into this at $4 and change.

  • Reply to

    volume and price

    by avramj98 Jul 9, 2015 10:01 AM
    avramj98 avramj98 Jul 9, 2015 11:19 AM Flag

    That IS some big news for the industry and adding 8% to our margins is tantamount to 3-4cent/share profit given our current margin (ballpark). a quick look, however, does not show the same pop for our competitors, so there may be something else up.

  • avramj98 by avramj98 Jul 9, 2015 10:01 AM Flag

    I usually don't comment on day to day changes in volume and price, but today's open and skyrocket advance is remarkable. Something is up and I'm hoping that the news is simply how well the quarter went (which leaves more room for upside on business development) but I'm happy about anything that brings us forward!

  • Reply to

    RGDX

    by avramj98 Jul 6, 2015 1:55 PM
    avramj98 avramj98 Jul 6, 2015 1:58 PM Flag

    May have answered my own question. A quick review of RGDX's balance sheet and they have north of $10 million in debt.

  • avramj98 by avramj98 Jul 6, 2015 1:55 PM Flag

    Response Genetics is plunging into oblivion. I have heard little from NEO regarding their marketing of the RGDX tests and the revenue it generates or the royalties it pays. I am curious if it is time for NEO to simply buy RGDX out. If they have a CLIA lab as part of their property, it might be a good buy as the co. now has a market cap of only $5 million. Thoughts?

  • Reply to

    volume

    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

    Move

    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

    Move

    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.

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