Sun, Mar 1, 2015, 4:49 PM EST - U.S. Markets closed


% | $
Quotes you view appear here for quick access.

Novadaq Technologies Inc. Message Board

gopointers2 2 posts  |  Last Activity: Feb 27, 2015 9:32 AM Member since: Oct 24, 2008
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • gopointers2 by gopointers2 Feb 25, 2015 5:31 PM Flag

    What are people feeling about the call?

    I'm glad they explained the revenue hits because of ending the contract with LifeCell. I like that huge growth in PINPOINT/LUNA. I like the sales mix numbers for 2015 (90% direct revenue and 10% of the revenue should be international).

    I need to investigate Stryker's entry into the market. I also was surprised that LifeCell let 25% of the SPY Elite base get to a point where it needs to be "revived" (Arun's words).

    Thoughts from you guys?

  • Reply to

    2014 CC Opinions

    by gopointers2 Feb 25, 2015 5:31 PM
    gopointers2 gopointers2 Feb 27, 2015 9:32 AM Flag

    I wanted to mention that the product is called DermACELL, not Duracell. Arun thought Q1 revenue from DermACELL could be a "few hundred thousand" from the hospitals that are testing it, increasing more in the second half of the year.

    Also, regarding Arun's comment calling this year the year of execution, I believe this is in relation to the fact he called 2014 a transition year. This seemed to be because of the transition of recurring revenue being a larger part of the revenue stream.

    Finally, they are very difficult to model. Not only because it's in its early growth stages with a lot of new products, but also because the terminology Arun uses changes frequently and they don't provide consistent metrics, something Arun mentioned will change in 2015. We shall see.

16.55-0.10(-0.60%)Feb 27 4:00 PMEST

Trending Tickers

Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
Aruba Networks, Inc.
NASDAQFri, Feb 27, 2015 4:00 PM EST
Vulcan Materials Company
NYSEFri, Feb 27, 2015 4:00 PM EST