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China Housing and Land Development, Inc. Message Board

homebuilder_watcher 125 posts  |  Last Activity: Sep 3, 2015 2:50 PM Member since: Dec 4, 2001
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  • Reply to

    EpiFIx vs Apligraf vs standard of care

    by homebuilder_watcher Sep 3, 2015 9:21 AM
    homebuilder_watcher homebuilder_watcher Sep 3, 2015 2:50 PM Flag

    My bad. Organogenesis now has Dermagraft. So back in Q3 2013,Dermagraft and Apligraf combined for $72.1 million in revenue that quarter. In Q1 2015, those two combined for revenues of $29.3 million. In 6 quarters the products Orgo sells went from $72 million to $29 million. Any question as to Orgo's desperate acts?

  • Reply to

    EpiFIx vs Apligraf vs standard of care

    by homebuilder_watcher Sep 3, 2015 9:21 AM
    homebuilder_watcher homebuilder_watcher Sep 3, 2015 1:17 PM Flag

    earth. There is no $50 million of revenue related to Medline. Medline had les than $100K in sales with 1000 reps..that is why they exited the market. They simply could not compete. The investment was made to ramp up CollaFix. A few million dollars for a product that has the potential to generate 9 digits in revenue is a no brainer.

  • Reply to

    EpiFIx vs Apligraf vs standard of care

    by homebuilder_watcher Sep 3, 2015 9:21 AM
    homebuilder_watcher homebuilder_watcher Sep 3, 2015 12:47 PM Flag

    nj, no, they won't but they prefer to bury their heads in the sand. OSIR has more potential from Cartiform than Grafix. Grafix simply isn't as effective as EpiFix, more costly and let's not even get started on ease of use. I pulled my Q3 2013 numbers from BiomedGPS, which is what Needham uses. Yes, they track data much like the vendors that track scripts in the pharma space. OSIR can "hide but they can't run" in terms of not disclosing where their revenue is from. There is a reason they do not break out revenue. It's a questionable practice but par for the course. I don't think it will end well over there.

  • Reply to

    EpiFIx vs Apligraf vs standard of care

    by homebuilder_watcher Sep 3, 2015 9:21 AM
    homebuilder_watcher homebuilder_watcher Sep 3, 2015 10:25 AM Flag

    I can give you some data as of Q3 2013 for some perspective as to what has happened to the market since then. #1 in Q3 of 2013 was Apligraf with 48% market share and revenue of $48.2 million that quarter. #2 was Shire (Dermagraft) with sales of $23.9 million. #3 was EpiFix with sales of $9.2 million. #4 was Grafix with sales of $4.6 M. So Apligraf has gone from $48.2 million to $29 million (and dropping). Also of note here is that OSIR now has Grafix and Dermagraft, So, back in Q3 2013 Grafix and Dermagraft had combined sales of $28.5 million compared to EpiFix sales of $9.2 million. Today, EpiFix is double the size of combined Grafix/Dermagrafft

  • Reply to

    EpiFIx vs Apligraf vs standard of care

    by homebuilder_watcher Sep 3, 2015 9:21 AM
    homebuilder_watcher homebuilder_watcher Sep 3, 2015 10:02 AM Flag

    Will see what I can do. One thing we know, EpiFix's share has been steadily increasing. This was the first time the company announced they were clearly the #1 product and, they have other data which shows their lead is larger than this. Apliggraf is "yesterday's technology" and Orgo is desperate and many of us believe responsible for a lot of the "stuff" that has been going on in the background. A wounded animal will lash out.

  • homebuilder_watcher by homebuilder_watcher Sep 3, 2015 9:21 AM Flag

    New video posted on stocktwits. Interesting note. As of Q1 EpiFix' market share was about 23% to 22% for Apligraf, $31 million to $29 million of Q1 sales in the skin/dermal substitute market. That means a run rate of almost $120 million/year for Apligraf and everyone in the biz recognizes that Apligraf is quickly losing market share because, well, the video makes it pretty clear why. Good bet who. that revenue is going to. Grafix market share was about 12% or about $16 million.

  • Reply to

    MTF---what gives?

    by str8biteforlife Sep 1, 2015 2:57 PM
    homebuilder_watcher homebuilder_watcher Sep 2, 2015 4:39 PM Flag

    Regarding the other lawsuit where MTF got hit for $23 million for violating another company's patent, see the link I just put on stocktwits

  • homebuilder_watcher homebuilder_watcher Sep 2, 2015 9:45 AM Flag

    Asset sale? What? The company has many outstanding bids to buy assets not sell them

  • Reply to

    MTF---what gives?

    by str8biteforlife Sep 1, 2015 2:57 PM
    homebuilder_watcher homebuilder_watcher Sep 1, 2015 4:48 PM Flag

    You really are helpless aren't you how_bout?
    MTF Receives Favorable Ruling from the Patent Trial and Appeal Board in Patent Dispute with MiMedx

    EDISON, N.J., Aug. 25, 2015 /PRNewswire/ -- The Musculoskeletal Transplant Foundation (MTF) announced today the Patent Trial and Appeal Board ("PTAB") has ruled in favor of MTF's challenge to the primary EpiFix® patent in the related lawsuit brought by MiMedx Group, Inc. (MiMedx) against MTF, Liventa Bioscience, Inc., and Medline Industries, Inc. As previously announced, on February 2, 2015 MTF filed Inter Partes Review (IPR) Petitions on two MiMedx patents: US Patent Nos. 8,372,437 (the '437 patent) and 8,323,701 (the '701 patent). On August 18, 2015 the PTAB ruled in favor of MTF by granting an IPR proceeding for the '437 patent, stating that there is "a reasonable likelihood that [MTF] would prevail in showing claims 1 and 2 of the '437 patent are unpatentable" (IPR 2015-0064; Paper No. 13).

    MTF also announced that its request for IPR proceeding on the '701 patent was not granted by the PTAB. The PTAB preliminary finding does not, however, preclude MTF from challenging the validity of the '701 patent in the related patent infringement lawsuit, and MTF intends to vigorously contest both of those issues in the district court and/or any other available forums.

    Mark Spilker, Ph.D., MTF's Executive Vice President of Research & Development, Quality Assurance and Regulatory Affairs, said, "We are encouraged that the PTAB agrees that MTF has provided sufficient basis to challenge the validity of the primary MiMedx EpiFix patent and has accepted our request for review on the validity of the patent claims. We are also encouraged by the fact that a significant majority of these PTAB proceedings result in complete removal of all claims in the challenged patents."

    Bruce Stroever, MTF's President and CEO added, "MTF strongly believes we do not infringe any of the patents in question and we will continue to vigorously defen

  • Reply to

    MTF---what gives?

    by str8biteforlife Sep 1, 2015 2:57 PM
    homebuilder_watcher homebuilder_watcher Sep 1, 2015 3:33 PM Flag

    Have to distinguish configuration from process. Only a small part of the process patent was found to be subject to review. I do not believe that is terribly relevant. But what do you expect MTF to say?

  • homebuilder_watcher homebuilder_watcher Aug 30, 2015 7:41 PM Flag

    how_bout, since the official count during the Presidential Debate had the count I believe 26 mentions of God or Jesus to 17 mentions of the economy, yes, I believe that is what the Republican Party of 2015 has evolved into, i.e. a party of the religious right. I don't think Trump buys that. The only thing Trump believes in is himself, which coincidentally he believes God is him. And to be honest I could give a rats #$%$ what you like or don't like. I have found you to be rather nauseating since you showed up here so feel free to leave any time you want.

  • homebuilder_watcher homebuilder_watcher Aug 29, 2015 11:43 PM Flag

    candy, how's your distribution agreement working out with Stryker? "Stryking out" is word on the street. And how much Grafix is OSIR selling? Oh yeah, don't want to disclose that number cause of how weak it would look compared to EpiFix.

  • homebuilder_watcher homebuilder_watcher Aug 28, 2015 4:27 PM Flag

    Hillary beats "The Donald" by 10 points. In case you missed it, there are a lot of women, Latinos, African Americans and Asians in the country and you simply can't win a national election by alienating all 4 of those groups. The republican party I grew up with no longer exists. It has been hijacked by very right wing folks and religious extremists with a population under the age of 35 becoming less and less religious every year who simply can't identify with today's republican party. I hope the party figures that out soon or it will go the way of the Edsel. When I talk to my kids and their friends, they have no interest in this country becoming a religious theocracy like Iran except Christian rather than an Islamic theocracy.

  • Reply to

    ADK very undervalued......

    by str8biteforlife Aug 27, 2015 12:46 PM
    homebuilder_watcher homebuilder_watcher Aug 28, 2015 2:17 PM Flag

    They have done a very good job with the transition but they have NOT NOT NOT been shareholder friendly

  • homebuilder_watcher homebuilder_watcher Aug 28, 2015 1:33 PM Flag

    Trump is running well behind Clinton, Biden or Sanders in the latest polls. He is not electable but apparently is capable of winning the Republican nomination since his lead grows weekly over the "deep bench" the party has put out there this election. Republicans are handing the election over to whoever runs on the Dem ticket.

  • Reply to

    ADK very undervalued......

    by str8biteforlife Aug 27, 2015 12:46 PM
    homebuilder_watcher homebuilder_watcher Aug 28, 2015 9:18 AM Flag

    Will languish until management shows they can put the money raised to good use and grow. Their current dividend yield about 6.3% no more than one like SBRA which is a much cleaner company than ADK so why would someone buy ADK rather than SBRA except for the likelihood of an "event" which is what ADK shareholders want at this point. Enough with the growth idea. Just sell the company and move on.

  • homebuilder_watcher by homebuilder_watcher Aug 27, 2015 9:00 AM Flag

    Down about 2.3 million to 17,010,580 from 19,369,968

  • homebuilder_watcher by homebuilder_watcher Aug 26, 2015 9:29 AM Flag

    See video on stocktwits related to AmnioFix injections for tears in the shoulder

  • Reply to

    The beauty of the new Collafix product

    by silverfoxp3 Aug 25, 2015 6:25 PM
    homebuilder_watcher homebuilder_watcher Aug 25, 2015 11:06 PM Flag

    clueless. Product expected to be sold by end of 2016, not years away. First couple of products 510(k)..does not take that long. The red tape had to do with the source of the product and that source no longer is being used

  • Reply to

    FDA OBSTRUCTION

    by eakindonald Aug 22, 2015 3:55 PM
    homebuilder_watcher homebuilder_watcher Aug 25, 2015 5:03 PM Flag

    earth, that is true but far from the only reason to stay away from OSIR. In any event, OSIR not a serious competitor to MDXG..they don't compete in the same space

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