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Novadaq Technologies Inc. Message Board

e11ndofwar 43 posts  |  Last Activity: 1 hour 28 minutes ago Member since: May 23, 2012
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  • e11ndofwar by e11ndofwar 1 hour 28 minutes ago Flag

    The CC will be at 8:30am
    regards endo

  • Reply to

    andersongordon

    by e11ndofwar Apr 21, 2014 8:48 AM
    e11ndofwar e11ndofwar Apr 21, 2014 2:49 PM Flag

    Could not agree with you more. The entire situation seems odd. Here is another oddity. Why would Intuitive continue to use firefly on its latest model and not latest model of Pinpoint? Unless, this is actually the underlying issue. Maybe Intuitive request FDA approval to use Pinpoint and not firefly. Is that a possibility?
    regards endo

  • Reply to

    andersongordon

    by e11ndofwar Apr 21, 2014 8:48 AM
    e11ndofwar e11ndofwar Apr 21, 2014 1:01 PM Flag

    One of the questions I would love to see answered at the upcoming CC is the differential in price between the equipment sold to Intuitive and the Pinpoints and Lunas sold to the hospitals. My hope is that the recent reduction in Intuitive sales will be offset by other equipment sales. Also, when will Intuitive receice FDA approval for firefly and are they upgrading to the pinpoint machine. So dang many questions, , not the least of which is how well is the salesforce progressing, i.e. is the pipeline fattening.

  • e11ndofwar by e11ndofwar Apr 21, 2014 8:48 AM Flag

    AG
    Any thoughts on 1st quarter revenue?
    regards endo

  • Reply to

    31%

    by e11ndofwar Apr 17, 2014 9:48 AM
    e11ndofwar e11ndofwar Apr 17, 2014 10:40 AM Flag

    vonpezel

    Agreed. Unless Arun has exagerated the reaction of doctors treating diabetes, I am very optimistic related to Luna. The realistic potential of Luna being used as a diagnostic aid by these doctors increases the use of the machine exponentially. While much of the focus has been on Pinpoint, Luna is the real near term diamond in the rough. Luna also provides distance between us and Intuitive because Intuitive is not in the wound care marketplace. While profitability is important, the immediate need for the company is to show the marketplace that 40% growth going forward is not dependent upon ISRG. The 1st quarter CC is really critical to us in that respect.
    regards endo

  • e11ndofwar by e11ndofwar Apr 17, 2014 9:48 AM Flag

    Yes, we have been caught up with all the other momentum stocks going down recently. And yes, we should expect some backlash due to the recent decline in ISRG revenues. But a 31% decline seems way over the top at least to me. While our sales associated with ISRG declined probably declined substantially in the 1st quarter, will that result in a terrible quarter? In the 1st quarter of 2013, we placed 200 machines in the marketplace and did $7 million in revenues. In the 4th quarter of 2013, we placed 147 machines in the marketplace and did $10.7 million in revenues.

    The deal we have with ISRG is a sweetheart deal for Intuitive. I wonder how much more money we make with a Pinpoint or Luna placement then we make with an ISRG placement? I bet it's a lot ! IMHO, the only legitimate reason for a 31% reduction in our pps is if our sales effort with our own salesforce is falling flat on its face.
    regards endo

  • Reply to

    Needham

    by e11ndofwar Apr 9, 2014 8:32 AM
    e11ndofwar e11ndofwar Apr 9, 2014 4:29 PM Flag

    AG
    If memory serves me right, I believe it was during the Q&A.
    regards endo

  • e11ndofwar by e11ndofwar Apr 9, 2014 8:32 AM Flag

    Finally got to listen to the presentation. A couple of points. They are currently charging $1200 for the kits if the equipment has been placed in the hospital with no formal agreement. They charge $600/kit under a formal rental agreement and $300/kit on machines that have been purchased. They expect very active utilization for Luna and in the situations where that occurs the kit cost could be as low as $150.

    The company now has 1200 units in the marktplacein 1000 hospitals. I imagine the 200 differential is probably hospitals with multiple DaVinci sysyems. I remain highly optimistic that as applications broaden, many of the larger hospitals will have multiple Pinpoint and Luna units. Also, 70% of salesforce is involved in new business generation, while 30% are involved in expanding hospital utlization. In the long run, this is a very,very smart tactic.

    Finally, given this weeks pps performance, I am again reminded of the old walls street mantra.....On Wall Street money flows from the impatient to the patient....
    regards endo

  • e11ndofwar e11ndofwar Apr 8, 2014 4:20 PM Flag

    anybody else having trouble with regisitering, the code?

  • Reply to

    PPS Crunch

    by kkllfla Apr 4, 2014 11:54 AM
    e11ndofwar e11ndofwar Apr 4, 2014 12:15 PM Flag

    There was a 500,000 share trade, 13 cents below yesterday's closing that ignited this selloff.
    regards endo

  • Reply to

    ISRG

    by fourdx266v Apr 4, 2014 9:30 AM
    e11ndofwar e11ndofwar Apr 4, 2014 11:34 AM Flag

    Same with Fish here.
    regards endo

  • Reply to

    New da Vinci Xi Surgical System

    by fourdx266v Apr 3, 2014 11:33 AM
    e11ndofwar e11ndofwar Apr 3, 2014 12:13 PM Flag

    fourdx
    Thanks, great posts
    I cannot help but wonder why would ISRG put Firefly in their latest model and not the more superior Pinpoint model? Also, if they were to do that, would it cause a renegotiation of the basic contract?
    regards endo

  • Reply to

    Why sell now ?

    by e11ndofwar Apr 3, 2014 8:48 AM
    e11ndofwar e11ndofwar Apr 3, 2014 12:02 PM Flag

    henry

    No investment is without risks. That is a given. How well an investor does over time is a function of how well he/she weighs and evaluates those risks. You make a valid point and you have made this same point in the past. It is clear evidence that in your rush to post here, you don't take the time necessary to think through the risks you bring up. In effect, to weigh the risk. There was a line in a movie that is appropriate here. The movie was Field of Dreams and the line was.....Build it and they will come..... The company has built products, Pinpoint and Luna, that will resonate extremely well with hospital administrators, who are fundamentally driven by improvement in patient care and cost reduction. Novadaq is not haphasardly hiring and rushing a salesforce to market these administrators. They are going about the process in an intelligent and deliberate manner. They are hiring experienced salesmen. They are first and foremost training them in the quality and benefits of the products. They are not expecting and demanding immediate results. In an overwhelmning majority of cases, there will be surgeons at the hospital already aware and firmiliar with Novadaq's products. These and many other factors need to be considered in weighing the risk you point out. The question is did you identify and weigh these factors yourself before rushing to post?
    regards endo

  • Reply to

    PILLAR II Final Data

    by fourdx266v Apr 3, 2014 11:03 AM
    e11ndofwar e11ndofwar Apr 3, 2014 11:29 AM Flag

    fourdx
    Does this information come from a news alert from an investment house? Are you able to provide the source? Thanks in advance
    regards endo

  • e11ndofwar by e11ndofwar Apr 3, 2014 8:48 AM Flag

    Sure it is possible that the share price could decline some from its present levels. And sure the bulls make money and the bears make money and only the pigs get hurt. Sure the overall market could sustain a major sell off. But here is something else that is certain. ALL of the fundamentals of this company that first drew me to invest in it when the stock was at $5 are not only still positive, they are substantially more positive. For example, when I first invested there was absolutely no chatter about endometriosis, or the increasing potential of Luna, or, well you get the idea.

    The Henry's of this world trade in share price. Most of the investors who populate this message board invest in and monitor on a daily basis the FUNDAMENTALS of a company and not its daily price gyrations. Henry has a hard time understanding this concept. When he loses, he blames maket manipulators. 90% plus of the Henrys go broke, because they are competing against machines and rocket scientists. Our Henry here worries about a fundamental like the growing G&A, but he does not connect the dots with other essential fundamentals, such as the increasing,overwhelming evidence of the inherent cost savings in using this company's machines. I remain in Anderson Gordons end of the court, given the improving fundamentals, this stock is still cheap.
    regards endo

  • e11ndofwar by e11ndofwar Mar 31, 2014 9:55 AM Flag

    Since the company began trading on the NAZ there have been 5 ocassions when the stock exceeded an RSI of 70, which indicates an overbought situation. In each case the stock then quickly retreated to an RSI of 50, which is exactly half way between being overbought and oversold. A week or so ago we reached an RSI of 73 and have now retreated to an RSI of 52. It makes you wonder.
    regards endo

  • Reply to

    A small tactical mistake?

    by e11ndofwar Mar 31, 2014 4:40 AM
    e11ndofwar e11ndofwar Mar 31, 2014 9:24 AM Flag

    buzzybob
    I recall that at a 2013 CC, in response to a question about Pillar 2 results, Arun said the first half of the results were zero leaks. He then went on to say that even if the second half results were the normal number, the overall result would still be significantly better. My interpretation of his comments was they would be publishing the total results not just the second half.
    regards endo

  • Reply to

    A small tactical mistake?

    by e11ndofwar Mar 31, 2014 4:40 AM
    e11ndofwar e11ndofwar Mar 31, 2014 8:59 AM Flag

    buzzybob
    At my advancing age, if I had a time machine I'd be going in a different direction. lol. Meant to write 2013 and 2014.
    The full Pillar results would include about 160 patients and I have not read any recent literature that includes that many patients. I also believe that there are restrictions related making public information before the material is published. Could be wrong on both counts though.
    regards endo

  • During the second half of 2014, Arun indicated that Pillar II results would be completed and released in the second half of the year. During the 4th quarter he indicated that the data would not be released in the 4th quarter but would appear in a reputable medical journal in the 1st quarter of 2015. At the time I thought it was a good idea. Today, I am not so sure.

    Recently, Arun indicated that the date of publishing is completely at the discretion of the Journal. So, unless the Journal comes out tomorrow, we will not be able to promote the results at SAGES. Also, our salesforce has not been able to use all of the data in their marketing of hospital administrators for more then 4 months now and counting. If I had to bet, I would bet Arun is annoyed as heck.
    regards endo

  • Reply to

    Hospital touts endometriosis surgery using Firefly

    by buzzybob Mar 26, 2014 7:18 PM
    e11ndofwar e11ndofwar Mar 27, 2014 8:29 AM Flag

    buzzybob

    I enjoy this message board a great deal because of the overall quality of the posters and their messages. However, I am interested in the opinions of others as well. You mention another board related to NVDQ. Which one is that?
    regards endo

NVDQ
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