Management seems finally to have gotten a strategy. They can only have achieved growth in Q4 via the OEM business, but that is OK.
I actually think the new investor presentation is pretty encouraging and where last week, this was really only a spec play based on FDA, it's now setting up to be quite a nice story for 2016 with those additional OEM customers.
If one of them happened to be MDT or JNJ/DePuy/Synthes, this would double pretty fast (except that frankly, the OEM deals will all be contingent on FDA approval of the composite device). The big guys just don't need the regular cages.