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Novadaq Technologies Inc. Message Board

gopointers2 2 posts  |  Last Activity: Feb 27, 2015 9:32 AM Member since: Oct 24, 2008
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  • 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.

NVDQ
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