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Nxstage Medical, Inc. Message Board

avramj98 9 posts  |  Last Activity: Feb 8, 2016 11:02 AM Member since: May 19, 1998
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  • avramj98 by avramj98 Feb 8, 2016 11:02 AM Flag

    Starting to look that way. The sustained correction continues and long pause in POG value appears to be over. Decoupling from the value of the USD?

  • Reply to

    NEO is Hiring More Than Ever!

    by dollardazed Jan 30, 2016 3:54 PM
    avramj98 avramj98 Feb 2, 2016 4:24 PM Flag

    The other side of the coin here may be that "A new broom sweeps clean". Clarient was known to have some collection issues (hence the billing hires) and may have had some malcontents in the lab who were told where the door is if they didn't like new management. Time will tell.

  • Reply to

    NEO is Hiring More Than Ever!

    by dollardazed Jan 30, 2016 3:54 PM
    avramj98 avramj98 Feb 2, 2016 4:10 PM Flag

    That hospital deal is the wild card here. The business may be huge and I have already posted that NEO may have moved to by Clarient simply because they anticipated the huge jump in volume.

  • Reply to

    Mux pirce

    by bmcnally8 Jan 20, 2016 10:42 AM
    avramj98 avramj98 Jan 26, 2016 5:42 PM Flag

    Better to look at the relative percent gains for gold and for MUX. The kicker will be when gold can sustain a market price above around !400/oz as the percent profit per ounce mined for MUX will REALLY start to look good. Looking forward to THAT!

  • Reply to

    Blood tests for cancer

    by jjflojack Jan 12, 2016 6:37 AM
    avramj98 avramj98 Jan 14, 2016 9:43 AM Flag

    Know too that Illumina is not a clinical lab and neither will GRAIL, if I am reading the PR correctly. What I've read is that they will likely take their own brand of NexGen sequencing and pair it with their equipment to market machines that will conduct liquid biopsies. The PR states that they will be involved in TRIALS of liquid biopsy technology, meaning that they are not ready for marketing yet. Worst case scenario would be they have a superior set of machines that NEO would want in their labs.

  • Reply to

    Started position @7.51 on market dip.

    by johnandedy Jan 5, 2016 6:42 AM
    avramj98 avramj98 Jan 5, 2016 8:27 PM Flag

    If she does, I might pull the trigger on the next batch myself. I've been waiting for a top on NXTM, and it looks like it might still have another 10% up but then it'll be time to trade out.

  • finally moving on fundamentals rather than straight gold price. About time we got just a little respect.

  • Reply to

    Investment rationale for backing up the truck

    by avramj98 Dec 8, 2015 10:24 AM
    avramj98 avramj98 Dec 9, 2015 9:04 AM Flag

    That's about what I expect, Davidivy ($250-260 million). The share value will then depend on earnings, the fatter the better. One more unaccounted variable, if CMMI relents and increases reimbursement (after 2 years of cuts) even modestly, we are off to the races.

  • The company's value is still largely based upon their core business, which was based on analysts' views of their growth prior to two major developments. The first was an announcement that NEO had become the preferred provider for Premiere Inc., opening a market for lab testing in 3400 independent hospitals. The second was the announcement of the acquisition of Clarient from GE. It appears that in developing the deal with Premiere, NEO became aware of the need for a much larger lab infrastructure, hence the GE deal. Mgmt has been quite tight lipped about revenue projections, allowing only for a prediction of revenues based upon their old core business growth + the core business of Clarient. I suspect that growth will be much better because of the Premiere deal and Mgmt won't speculate about this until they have several quarters' worth of data on lab orders from this deal.

NXTM
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