Did anyone notice what ALXN did today. The paid a moonshot price for GEVA a massive money losing biotech that traffics in orphan drugs. I have not read the details but it seems an extraordinary price. With MACK's pipeline, it always bothers me that we get zero valuation for where the company is and what we have in the clinic. This is and has always been a management issue and the market ignores us for just that fact. If you look at GEVA's losses and pipeline to me there is little comparison.....sad
Nothing comes out of stockholders meetings usually but there may be a comment on the pace of center growth. There is always a Q&A with shareholders. They own the company,
One major fund blew out his position..They are all thinking higher rates which is total #$%$. U.S. economy is dropping like a rock. See trade deficit? We are selling nothing. Productivity falling. Corporate earnings are #$%$. Yellen and the Fed are in a box. Raise rates and the whole thing comes crashing down. Demand is zero.
Just had a chance to watch the testimonial....That was pretty good for them to put it on their site.
She wants to lose 60 pounds..She looks like 230...30% loss.. I'll but that. This center could do 20 a month with ease as they see the handwriting on the wall.
What the market does not seem to realize as you do is the centers will have multiple surgeons. Some of the biggest like Mayo are not even listed yet and they have over 200 bariatirc surgeons in their hospitals and affiliated ones. Like you said. A matter of time.
No...Who cares...He runs the operations and is basically becoming their spokesman.
You think its Knudson opening all the centers??? Like I said the over analysis of everything this company does is is almost comical. They can't hide numbers and the pace of centers and doctors is pretty good. 50/75 by June..100/150-200 by December is my feeling.
I would like to see an international arrangement as there is no way ETRM is going to play there. The advance of the domestic roll out will push that forward.
She added herself as IR/PR person...she could not manage herself out of a paper bag. Big weakness at the company. She probably has polaroids of Knudson. Hancock is the operations guy and runs the company for all intents and purposes. Stop over thinking everything they do. Just wait for the numbers.
Average number of times a band patient returns for more work???? I think somewhere I saw three.
VBLOC will lose as much weight. We had trial patients who lost 30% of their total weight. When you talk to the company they will tell you the FDA trial was awful. People in the NON-Control group who did not hook up the device for various reasons were counted in the total.
People with bands over eat and force the band down the stomach with a lot of pain. I am not saying it does not do the job, but you underestimate the VBLOC weight loss possibility. And with no pain or revisits...
What losses? They write down assets and take a loss but that is non-cash charge. Distribution is made on the basis of income less expense.
What kind of question is that? The former owner has 3 Million shares. Why would he want it to go down.
He was not a manager like Henry. Go easy on the weed/
Biotia brought up an interesting fact regarding a lawsuit and settlement in the VA with a failed bariatric surgery. Does anyone else have any information regarding lawsuits on failed bariatric procedures? Surgeons pay a very high malpractice premium ( now you know why a lot are working in hospitals ) and if VBLOC can perform at the level of an invasive bariatric surgery why would any bariatric surgeon not get on the VBLOC wagon? I vaguely remember a comment by Knudson saying " VBLOC does not have a million dollar error " or something a while back. I am not a lawyer but it seems obvious if VBLOC is as good as bands why would any surgeon recommend a bariatric procedure when a non-invasive VBLOC could be as good?
I would like to hear your comments and any information you have on any private legal problems from bariatric surgery, or if there are any docs who post is this a factor in your practice.
I waited 3 years for deals and all I saw was dilution...Good luck...I will remove all my comments.
You obviously know more than me.