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Nxstage Medical, Inc. Message Board

avramj98 25 posts  |  Last Activity: Jul 21, 2014 10:45 AM Member since: May 19, 1998
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  • 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.

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