how_bout., let me re-phrase. I meant to say no way 40% Amniofix injectable...that is whay the company said was no more than 15% of its business and it is the injectable that is the subject of the FDA debate
Ok, once again, this seemes odd because TRX shows same as NRx but for what it is worth.and this is from Symphony, Rx for week of 2/21 are 22 vs 7 for week of 2/14.
Credit Suiise had an interesting take on the financing today in their note. They called it a "Unique Financing Structure: a Win/Win. Good for SNSS. Investors get a good deal". "The deal structure allows investors to get increased leverage to the upside with only a modest amount of extra capital at risk. We also believe that the implied value of the warrants can be supported by a very low probability of success for the Phase III, again making the upside more asymmetric assuming a more than even 50/50 probability. While we like thedeal for both the company (extract some value now) and for investors (lever up), we do not believe the probability of success is any better than 50/50. By our analysis, investors are getting the warrants with an implied probability of success of only ~30%. We believe the probability of success is closer to 50% so this is a very cheap and efficient way for investors to increase their exposure to the asymmetric outcome."
it's just paid spam. he gets 10 cents for every board he spams on. What a pathetic existence he must lead. Imagine being asked what you do for a living when you meet someone and having to tell them "I post spam on a thousand message boards every day for ten cents per post
Those look like restricted stock grants to be as opposed to purchases
Morning comments from Lake Street. "we think the growth story is intact despite the lower than expected Q1 guidance that created confusion initially but makes sense upon further examination. The key to the MidMedx story is 2014 has always been the sales force expansion which is proceeding well ahead of schedule as management adds experienced reps from faltering competitors. We think the combination of more reps, better product and advantageous reimbursement shoudl ultimately prevail. 2014 revenue est $102.6M, 2015 $156.8M. $ 9 target 6.0X times our 2015 EV/Revenue estimate"
I think that target will go way up because the 2015 estimate will prove to be way low.
Pretty bullish for the stock. Buyers are paying 9.25 to get one share of stock currently at 6.25 aand warrants to buy two additional shares in the future, Buf if the stock isn't over $8 for one warrant and $12 for the other warrant, the warrants are useless and they woudl have paid $9.25 for the one share of stock. There was no reason to buy in to this unless you are confident the stock is going to $12 or higher.
Pete has never liked missing forecast so he is very conservative. I expect we will see guidance raised each quarter and I expect growth of 100%+ this year, well above what the PR guided to. Not Petit's style to give wild projections...he knows what he has