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Nxstage Medical, Inc. Message Board

avramj98 30 posts  |  Last Activity: Jul 11, 2014 12:31 PM Member since: May 19, 1998
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  • Reply to

    As predicted, the march of positive news continues

    by avramj98 Jul 11, 2014 9:13 AM
    avramj98 avramj98 Jul 11, 2014 12:31 PM Flag

    In fact, if the new products were related to HDVY, I think that NEO mgmt. would have to disclose this.

  • Reply to

    As predicted, the march of positive news continues

    by avramj98 Jul 11, 2014 9:13 AM
    avramj98 avramj98 Jul 11, 2014 12:30 PM Flag

    Not sure, but it may have something to do with their alliance. I've posted before that HDVY is nothing more than a shell consisting of several very smart mathematicians and geneticists who have good ideas but couldn't run a company if they had a steering wheel. It is much more likely that Dr. Albitar has come up with his own algorithms for the NextGen sequencing, and we are seeing his genius at work here.

  • Reply to

    As predicted, the march of positive news continues

    by avramj98 Jul 11, 2014 9:13 AM
    avramj98 avramj98 Jul 11, 2014 9:26 AM Flag

    This is classic "old school" mgmt. support of the company's public profile and exposure. Mgmt has been immaculate in their public communication, making sure the market knows EVERYTHING, good and bad about the company's developing business. They are managing this without making any foolish claims or boasts, but also leave no significant news in their pockets when the news is relevant to the business. Well played Bob and Steve!

  • NEO continues with their development of innovative testing. the NextGen sequencing skillset that they are developing (which is the fastest growing part of their revenue stream) continues to impress and continues to demonstrate their leadership in this space. Here's the headline:

    NeoGenomics Expands Next Generation Sequencing Services and Offers 23 Different Profiles for Various Hematologic and Solid Cancers

    Company Provides Widest Variety of Actionable Next-Gen Cancer Profiles.

  • Reply to

    Tested 4.00

    by ou71764 Jul 10, 2014 11:51 AM
    avramj98 avramj98 Jul 10, 2014 3:21 PM Flag

    I like the behavior of the trading I'm seeing. I'm not a trader but have observed this type of behavior in the past. We are generating a head of steam and any upside news during the CC and we will test $5 and above. LOVING this!

  • Reply to

    Stock is way ahead ot itself

    by nosmrtelks Jul 9, 2014 1:21 PM
    avramj98 avramj98 Jul 9, 2014 11:59 PM Flag

    Only a fool would value this GROWTH company by it's P/E. This is a growth and innovation tech co., plain and simple.

  • We are due for some news, either drilling results or other business development. Anything good and we are bound to go up. I am also waiting to see what Argentina does to solve their bond debt problem. They will either come up with something drastic and ugly for business (which I doubt) or will decide on something that is more business friendly. If that happens, all those sideliners will jump in and we will see a nice pop in price.

  • Reply to

    NEO acquired Path Logic Labs.

    by s_gator03 Jul 8, 2014 5:07 PM
    avramj98 avramj98 Jul 8, 2014 11:09 PM Flag

    Love the news, I've wanted to see an acquisition for some time. The cost is nominal and the size is perfect for our co. We get facilities, revenue, Dr.'s and new referrals for a pittance. I'm celebrating the $4.20 close the right way ;)

  • Reply to

    What trade at the bell

    by db20091951 Jun 27, 2014 4:08 PM
    avramj98 avramj98 Jun 27, 2014 7:47 PM Flag

    Yup, something's definitely up. Another million or so after the bell including several blocks over 100K shares. It is a good time for striking business development (unless NeoScore or their genetics evaluation program has gained a license), if so, I hope that it is an acquisition or merger rather than a buyout.

  • avramj98 avramj98 Jun 25, 2014 2:11 PM Flag

    As I posted elsewhere, I don't give a rat's #$%$ about profitability at this point, so long as they keep at break even. I had a conversation (this was about 5 years ago), with the opportunity to speak with Steve Jones when the co. was much smaller (and he answered the phone himself) , and he was CFO and Investor Relations contact. We talked about his mgmt. philosophy. He told me that he had the approach of growing the co. but not at the cost of negative cash flow/profits. He also said (at the time) that any co. growth over 25% YOY would risk having "the wheels fall off" regarding control and quality of the product, and he wanted to see to it that he kept this from happening. Given the co. track record since then, he has stayed true to this philosophy, with only some bumps along the way, created both internally (those old timers here may recall that the co. hired a sales VP that was a disaster) and externally (the Medicare changes as an example.) Steve has shown that his team can manage growth and innovation and they will continue to carve out more and more market share as they go.

    While I am firmly committed to this investment, I try to remember that we are still tiny, and that scale is necessary before we truly get the bang from our investment buck. The co. is approaching $100 million/yr revenue, which is a good milestone, but we need to triple that before we become a real player in this space. Given that I've been here since the co. was at $8 million/yr, and the share price was 70 cents/share, I am quite satisfied with the co. execution thus far. If the Russell 3000 is dropping us, I see this as a mindless decision (probably computer algorithm generated) and rare buying opportunity.

    Best to all,
    aj

  • Reply to

    Is NEO being deleted from Russell 2000 ??

    by amerelhaija Jun 24, 2014 4:10 PM
    avramj98 avramj98 Jun 24, 2014 4:23 PM Flag

    Yup! I just found it on the Russell 3000 deletion list as of 6/20/14. Google "Russell 3000 additions and deletions and find it there. Step forward, step back. I say, not a big deal the business will build the value. Actually, a rare buying opportunity, wishing I had more liquid capital and hoping for a pop elsewhere so I can trade some bigger profits out (both of my other big biotech investments are doing quite well but are in need of more consist good news.)

  • avramj98 avramj98 Jun 23, 2014 11:00 PM Flag

    Yags, I posted on Ihub that I've been in since 2007, DCA of 70cents/share and the co. did $8 million/year. We're now at north of $80 million/yr and share price should grow back to the $5-7/share by year's end. From where I stand, this has been a GREAT investment. Let the short-termers and momo investors come and go, we can sit back, make money, and smile!

  • Reply to

    Good news, but odd timing on the PR

    by ou71764 Jun 23, 2014 8:44 AM
    avramj98 avramj98 Jun 23, 2014 12:48 PM Flag

    And just one small addition to the thought here. The PR appears to be reporting organic growth in clinical services without any contribution from the Covance deal. The CVD alliance is still a potentially BIG upside source of new business and the timing here may be setting the stage for expectations on both the organic growth of the clinical services component of the co. AND the developing CVD alliance. I recall that the CVD alliance would start to bare fruit in the second half of the year, looking forward to what is said about this during the CC.

  • Reply to

    New coverage

    by avramj98 May 15, 2014 1:28 PM
    avramj98 avramj98 May 15, 2014 9:49 PM Flag

    Thanks for the link, the pice has an analyst giving some type of CVD deal modeling that I've ever read.
    From the article, "While visibility is limited, we are modeling $6.4-million in incremental revenue for NeoGenomics during 2015, from Covance,” Mr. Chattopadhyay said.

    However, by his estimates, Covance’s central lab revenue is likely to be about $911-million during 2015, of which 30% to 40% could be oncology related.

    “Our $6.4-million flow-through from Covance represents less than 1% of Covance’s reference lab revenue, and with NeoGenomics being the sole provider of oncology-related clinical testing, we see significant upside potential to our $87.4-million 2015 revenue estimate,” he added."

    30% of $900 million in revenues is a huge piece of a pie, so much bigger than the $6.4 million estimate for 2015 to the point that no one can yet speculate what is going to happen, but I totally agree, the UPSIDE potential is significant.

  • avramj98 by avramj98 May 15, 2014 1:28 PM Flag

    So far, it's a big yawn!

  • avramj98 by avramj98 May 8, 2014 9:26 AM Flag

    NeoGenomics Selected by Aurora Diagnostics as Primary Partner for Molecular, FISH, and Immunohistochemistry Testing.

    FT. MYERS, Fla., May 8, 2014 /PRNewswire/ -- NeoGenomics, Inc. (NEO), a leading provider of cancer-focused genetic and molecular testing services, announced today that it has been selected by Aurora Diagnostics to be its primary partner for molecular testing at each of Aurora's 19 specialized anatomic pathology laboratories in the United States.

    As a result of this alliance, Aurora will be able to standardize advanced oncology-focused molecular testing services to support the needs of their referring physicians. NeoGenomics gains the opportunity to provide its molecular and genetic oncology test offerings through Aurora Diagnostics' extensive network of Physicians to help deliver the highest level of patient care.

    Bruce Walton, Executive Vice President of Aurora, stated, "Aurora's Molecular Medical Advisory Committee unanimously decided to partner with NeoGenomics after carefully considering a number of high-quality diagnostic laboratories. Our committee evaluated quality-of-testing, breadth and depth of services, information technology capabilities, managed care access, product development pipeline, and future partnership opportunities. We are thrilled to have selected NeoGenomics to provide Aurora's 110 licensed physicians with access to NeoGenomics fully integrated anatomic pathology and histology services."

    110 new oncologists is a significant number of customers!

  • avramj98 by avramj98 May 8, 2014 8:24 AM Flag

    Beats upper end of revenue expectations by $2 million and guides up. Strong across the board. One more quarter like this and guidance will go way up. Price should get a jump.

  • avramj98 by avramj98 Apr 23, 2014 8:38 AM Flag

    Beats on revenue (modestly) , appears to be working well against the headwinds of medicare reductions. Still nothing specific on the CVD partnership, but I don't expect any tangible results until Q3 and 4. A hint that NexGen sequencing is being picked up, but not much here either. Upward guidance is modest; if they can guide up again within this fiscal year, I'll be very happy.

  • avramj98 by avramj98 Apr 22, 2014 11:30 AM Flag

    While there is some speculation about our price drop, there has also been a widely observed drop in the biotech sector across the board. See the following list for sector-based co. value losses:
    LOSS FROM 2014 HIGH

    TKR LOSS Current High Date of High

    PRAN -87% 1.74 13.29 01/30
    GALE -78% 1.74 7.77 01/14
    VTUS -78% 1.05 4.69 02/11
    GERN -69% 1.86 5.92 01/24
    ONTX -66% 5.58 16.22 01/30
    CYTR -66% 2.92 8.35 01/30
    MNOV -66% 1.83 5.25 01/14
    ATOS -64% 1.2 3.28 01/23
    NLNK -64% 19.55 53.48 02/25
    CERE -63% 0.68 1.82 01/09
    IDRA -62% 2.66 6.87 03/18
    EXEL -62% 3.22 8.41 01/22
    KBIO -61% 2.22 5.61 01/21
    CNAT -60% 6.39 15.67 01/10
    HALO -60% 7.39 18.18 01/24
    RLYP -59% 21.93 52.74 03/18
    CLDX -59% 13.73 33.33 02/24
    OCRX -59% 8.24 19.94 01/16
    ARWR -59% 11.42 27.63 03/06
    ADXS -57% 2.53 5.99 02/18
    RGDO -56% 6.13 14.1 03/19
    XOMA -56% 4.2 9.57 03/04
    RPTP -56% 7.9 17.72 02/20
    TLOG -56% 6.59 14.75 01/15
    ZGNX #$%$ 2.34 5.19 02/13
    PGNX #$%$ 3.4 7.45 01/17
    ZLCS #$%$ 1.03 2.25 01/22
    ERB -54% 1.92 4.13 01/08
    NNVC -54% 3.09 6.65 01/17
    CBLI -53% 0.6 1.27 01/08
    TNXP -53% 9.91 21 01/13
    ALNY -53% 53.22 112.57 01/13
    OHRP -53% 9.59 20 03/17
    MGNX -53% 19.58 41 02/03
    DRRX -53% 1.27 2.69 02/07
    AGEN -53% 2.48 5.27 02/27
    EPZM -52% 20.19 41.2

  • Reply to

    Insider buying by the Chief Medical Officer

    by chaos_lover13 Apr 9, 2014 9:03 AM
    avramj98 avramj98 Apr 9, 2014 4:23 PM Flag

    and at market price...hmmmmm.

NXTM
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