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Novadaq Technologies Inc. Message Board

glasgow_dad 3 posts  |  Last Activity: Apr 27, 2016 6:32 PM Member since: Mar 3, 2006
  • glasgow_dad glasgow_dad Apr 27, 2016 6:32 PM Flag

    Thank you!

  • Reply to

    15th Annual Needham Healthcare Conference

    by buzzybob Apr 12, 2016 11:32 AM
    glasgow_dad glasgow_dad Apr 12, 2016 2:13 PM Flag

    GSA - Agreed, no new information except confirming their current guidance is "about 32 to 35, 36% growth" and they "remain pretty comfortable with that guidance".

    The Investor Presentation is unchanged since January with the following exceptions:
    1. they updated Slide #10 now showing Q4 15 results
    2. they inserted one new slide (Slide #28) providing details regarding new molecules:

    " 5. New Imaging Molecules: Long Term Growth

    * First molecule (ICG) - blood flow in vessels, perfusion, lymph nodes
    - Product upgrades, new clinical applications

    * Second molecule - On track for announcement in late 2016
    - Critical anatomy
    - Enablement of certain new surgeries

    * Third molecule - Cancer margins "

    Arun provided an update regarding their four new product announcements:
    - they have already introduced two new products this year (color software upgrade, 5mm endoscope)
    - they will introduce the third product later this week (LUNA software upgrade)
    - they have the fourth product ready and will release it in Q3 (handheld SPY device).

    Other growth-driver color provided by Arun:
    - they will announce their second molecule before the end of 2016, it will provide impact in 2018.
    - they expect to announce results of the FILM Trial (SLN) in Q4-2016, impact in 2017.
    - they expect to release interim results of PILLAR III at SAGES 2017, impact in 2017.

    And lastly, no one asked any questions even though they had 4 minutes remaining... which struck me as slightly odd.

    Cheers,
    GD

  • glasgow_dad glasgow_dad Mar 8, 2016 1:12 PM Flag

    GSA:

    I did not realize the difference in mortality rates is so substantial. If accurate, then it is tragic, if not borderline criminal to not use Spy or Firefly in all colon cases.

    Do you happen to remember where those numbers (30% vs. 3%) come from? One of the PILLAR or other prospective studies? Sales/Marketing should be trumpeting those numbers if or when substantiated.

    As always, thanks for posting, you contributions to this board are tremendous!
    Cheers,
    GD

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