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Thermo Fisher Scientific, Inc. Message Board

culleraa 54 posts  |  Last Activity: Jul 16, 2014 1:24 PM Member since: Apr 27, 2005
  • Quite a vote: Canaccord Genuity lifts AngioDynamics (Nasdaq: ANGO) from Hold to Buy and moves its price target from $16.25 up to $20.
    Last time in April the CG target was 40c above the stock price! So this is like a 10-fold gamble? And in April they raised TP by some 70c. That call lost traders money until Thursday. This is a bit like predicting the weather with ANGO... but hey sun might shine one day.

  • One stormfront passed today and looks like another maybe:

    So after all the hoopla this spring, has anybody heard anything about Varithena? I met with the sales guy and it was ridiculously expensive. It seems to have disappeared.
    These BTG guys have a job still to do. Varithena is "Sotradecol from a sodastream..."

  • Reply to


    by slumdawg2011 Jun 17, 2014 8:17 PM
    culleraa culleraa Jun 18, 2014 6:17 AM Flag

    NICE board takes a lot of convincing, so a plus. Better if it helps get the OIC indication moving in the UK...

  • culleraa by culleraa Jun 17, 2014 8:47 AM Flag

    So the Uber startup is worth 18,000 million usd? ... implying that the world's taxi service market is worth 100s of billions. Don't think so. Uber has to be about getting the right service at the right time at the right place ... and at the right price. The latter is not controlled actually by Uber or Click... but the rest are, in their respective businesses and both are middle-men. Methinks Uber is really in Click's business area - and more interestingly, Click is in the future Uber market. Eg. this Xora StreetSmart Mileage Manager ... how to know your Uber-driver is not screwing you, before you pay!
    Moshe should have thought of Uber himself, or maybe he has...

  • Reply to

    SVB is a show of faith?

    by culleraa Jun 13, 2014 4:52 PM
    culleraa culleraa Jun 16, 2014 9:35 AM Flag

    Zack wants everything, but no longer can have! Still, I think he will keep A control, B the Nasdaq listing. He will give loans and take debt as much as he can until A is in danger, only then shares... Good for others, too IF they turned a corner for a while...

  • culleraa by culleraa Jun 16, 2014 9:00 AM Flag

    EV over at BLUE will likely be way over a billion, compared to 20 m here. Their big market is the same as ours - way off in the future. Somehow I doubt gene therapy for the masses will be affordable, but this blood-oil should be!

  • Bard was slowed by a panel, maybe Medtronic won't be...Angioscore is likely to be that much later with its DEB, that this is run of the mill by then.... speeding things up.

  • Not from SVB... more like from Zack, as ARs secured to SVB is away from Zack! Well, maybe Zack can afford it, and maybe the Board thinks Zack demanded more than the going rate! Whatever, SVBs involvement is a good sign since at least they have reputation on the line...

  • culleraa by culleraa Jun 10, 2014 9:28 AM Flag

    Global companies can afford on-premise solutions... so significance may have required news, but will it be followed up with an SEC filing? IF it is a license sale it is sorely needed...

  • Far too often an FDA approval is hyped to allow for a richly-priced stock offering. Maybe this time we will not see one ... as we are told there is enough cash. That being the case, unless an insider wants to offload a load of stock there is little point in engineering a bump up. Also, the Orexo launch is said to be disappointing - bad for them, bad for hypers, but good of course for bdsi... if we have the only alternative to Suboxone film.

  • Results, top-line anyway, look to be good enough for a launch story. If even better results can, in time, be shown for a scoring balloon + laser then the purchase of Angiosculpt makes a lot of sense.

  • Reply to

    this volume

    by mtrust75 Jun 3, 2014 3:50 PM
    culleraa culleraa Jun 4, 2014 7:23 AM Flag

    TOA's R&D is in Ukraine... the eastern bit. The Kharkov area is not violent yet, but maybe TOA would be interested in a plan B! whether stockholders want to add Russia-risk to Israel risk (or offset) is another matter...

  • Reason to sell is the med device tax.... if 80% of the revs are coming from the US and the co. is at breakeven, that 2% of sales that goes to the Feds makes any owner stop and think how long they want to keep putting money in. Same story over at Volcano today, too. From the buyer's point of view this is a no-brainer, a bit of rationalization of GA and the business is instantly profitable - marginally. If they can optimize the S in the SGA this could be a nice tuck-in, too.. assuming people still want "just" balloons. Does npt justify a 4-5x valution though?
    By 2016 MDT should be selling a DEB in the USA, and when that happens DEB will be one of the great growth stories for a couple of years. This becomes a good deal for SPNC only if they are quick to market,like 2017-18 in the USA with their own DEB. Reimbursement will be slow in coming, so being first to market is not such a big deal.
    1 study Drake likes to talk about has been laser debulking prior to ballooning - leading one to think they have been talking to this Angiosculpt for a while! IF this laser+balloon really works better AND the sculpting works even better, then this company has a pipeline of stories out til 2020 or beyond.And it becomes a really great story.
    Pity no-one asked about TAPAS though.

  • Looks like BSX paid a fair amount for BI, but not the 5x revenues we are at. When Possis was sold it was doing 80 m alone ... 8yrs ago. Now the whole BI is doing 120 m including Pathway and the drug balloons. Pathway was sold for 125 m and Possis for 320 ish... so a loss for Bayer for sure. Importantly BI is a global op with direct sales, so that 80 m for Possis means sales flat or down in the USA. and they added overseas. As for Pathway it is the most expensive toy in the bag, so a tough sell against just a laser fiber. In sum BSX did not buy much of an organically growing buisness, and paid likewise. Maybe too much, after all!

  • Seems to be only holder big enough? Still, only a part of their holdings... and they are hugely overweight on this co. Perceptive has had some really good picks - historically.

  • Reply to

    The future is here

    by finestr4611 May 15, 2014 3:54 PM
    culleraa culleraa May 16, 2014 6:20 AM Flag

    Thoughts to the agreement levels?

  • Reply to

    Hopefully news on the IRE trials coming?

    by culleraa Apr 9, 2014 9:26 AM
    culleraa culleraa May 15, 2014 10:22 AM Flag

    Well now, at ML he said the 16 IRE patients are done in Europe... and onto the next part. but no news. If it took 8 m for 16, 200 will take 8years! Well, maybe not since patients will not be for prostatectomy of course. The 16 were supposed to be a safety study, but the data should tell us all we need to know of effectivenes. Time for a PR?

  • All investigations start out small, as some of us can remember! Hopefully, this spnc crew is on the short leash given 6 or so years ago. Some BoA analyst came out with buy based partly on the cardiac application. Here the potential has been downplayed, which is just as well if it really is just 75 m - less than the lead removal market. ISR is a 10x greater market we are told! Then again BoA reckons the atherectomy market at just 250m which seems rather low.

  • culleraa by culleraa May 11, 2014 4:25 PM Flag

    Not sure why this was answered the way it was on the call. JJ lost the ultrasound patent infringement to covidien and has to pay 8% royalty. Misonix gets 5% from covidien... which is the other income.
    Misonix lost a similar, but lipo, ultrasound patent case to Mentor, now JJ, some 15 yrs ago...Confused?
    Me, too. Al these patents expire in 4years or so I believe. But does Misonix have anything coming there way? Dunno, 10-K is silent on the topic. Anyone know better?

  • Good news was that the HCC trial is ALMOST set to go, and if they get top-line interim positive data in 15 m that's a game-changer. at 5m /q they have the cash to get there... but the question is: what will be the run-rate on expenses during the trial. Massive dilution pre-interim results will destroy any value creation for current stockholders.

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