I don't see any marketing of micronized presently, but they are selling some product on a limited basis. The trials begin in first quarter and we'll see how long it takes for approval. Micronized is not significant in 2015. Revenue should be as forecast. Any short story seems baked in already. FDA creates a moat for the micronized and this is a long term plus.
I saw that and micronized is no longer a sheet or barrier membrane by FDA definition of minimally manipulated. It is dumb and an attempt to regulate that which you don't understand. So, will the FDA allow Mimedx to sell Amniofix on a limited basis until the BLA studies are complete and approved? Final approval may not occur until early 2016. It doesn't matter for2015 with about 200 million in revenue coming from sheet form. Many different surgical applications are becoming apparent to surgeons and this will continue to accelerate 2015 and beyond. The micronized throws Mimedx into hyperdrive in 2016. I look for more than one company to make reasonable offers for Mimedx end of 2015, so we may be cheering for another company when micronized becomes a dominant player.
I bought and sold LOCO and made a little in the 30s. I sold because there were 5 stores opened in North Atlanta suburbs a few years ago and they all closed( I discovered this after buying the stock). I never tried the food. I have tried ZOES and it is very good with busy restaurants.
We will do 40 for 4th quarter, but will not know unil end of January. There are many big catalysts out there beyond the quarterly beat on revenues.
I imagine so. I thought a company was doing studies on this at Canaccord. Mimedx should partner with a company in the field.
Dr Cole is using Amniofix in comparison with PRP and from what I gather, doing studies. I have used PRP and believe Amniofix will easily win this comparison. I couldn't find the number, but thousands of hair graft procedures are performed in the US each year. Also, approximately 1.5 million skin injection like dermal fillers are performed in the US each year. I believe collagen-Amniofix injections should be a big groth area for MDXG. There are many untapped areas that will promote revenue growth for many years.
BLA approved for plantar fasciitis micronized Amniofix studies beginning sping 2015. Perhaps FDA approval for sale and marketing of proven therapy with sale to physicians using off label also by sring 2016. IMHO
Settlement Date Short Interest Avg Daily Share Volume Days To Cover
11/28/2014 14,258,377 630,671 22.608265
Their pain will be exponential if they do not cover soon.
Agree. 2015 guidance should be a stimulus. They won't say it, but I think we push 200 million 2015. 2016 may blow the lid off if the injectable market gets going.
The food is very good, healthy and reasonably priced. The food seems better than Panera and ZOE'S was busier than a Panera in the same shopping center. I am looking to invest in ZOE'S as a long term investment. How many new stores are expected each year and will new debt be issued for expansion? Thanks for any help.
The new hire tells me time is short, I particularly like the expertise in mergers and acquisitions:
In his new role, Mr. Cashman will contribute his expertise to the Company's sales & marketing functions, strategic planning and all related revenue growth initiatives. "We are very pleased to have Chris join MiMedx. He is an executive with C-Level experience in both public and private healthcare organizations. Chris has extensive experience in the sales and marketing arena, but he also has excellent operational and general management experience. Beyond sales and marketing, he has expertise in global market commercialization, mergers and acquisitions, intellectual property development, regulatory pathways, and Medicare and commercial reimbursement. We are very fortunate already to have a number of executives within MiMedx that have General Management capabilities, and the addition of Chris will further complement this talent within our organization," said Parker H. "Pete" Petit, Chairman and CEO.