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Cerner Corporation Message Board

sonomaca 91 posts  |  Last Activity: Aug 28, 2015 12:07 PM Member since: Dec 18, 1998
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  • 24 hour google search for

    Nara Rubim chembio

  • Reply to

    Brazil rumors

    by sonomaca Jul 21, 2015 10:25 AM
    sonomaca sonomaca Jul 21, 2015 12:22 PM Flag

    Maybe someone on this board with just the tiniest bit of initiative can do some work on the BIG NEWS before its news. MJH probably couldn't do a google search on himself, so incapable is he.

  • Reply to

    Brazil rumors

    by sonomaca Jul 21, 2015 10:25 AM
    sonomaca sonomaca Jul 21, 2015 12:05 PM Flag

    I don't have to prove anything to you. I don't work for you. I did you the courtesy of pointing out some VERY BIG NEWS, and you apparently don't know enough about Google to find out more on your own. Pathetic.

  • Reply to

    Brazil rumors

    by sonomaca Jul 21, 2015 10:25 AM
    sonomaca sonomaca Jul 21, 2015 11:59 AM Flag

    Am I the only one around here capable of doing any actual work?

  • Reply to

    Why the capital raise is a good thing.

    by kennedyarms Jul 21, 2015 10:30 AM
    sonomaca sonomaca Jul 21, 2015 11:13 AM Flag

    Sailing: this appeared in Brazilian newspapers today. CEMI never mentioned that they were trialing reverse algo Syph test in Brazil. They had said on last CC that the test was fully developed.

    "Caused by the bacterium Treponema pallidum, the syphilis is a sexually transmitted disease the fastest growing in the country. Worryingly, the advance also impacts those just starting to live. Congenital syphilis, when the micro-organism is passed from mother to child, it follows the pace of increase of 5,832 records in the country in 2005 to 13,705 in 2013 (135%). Discover the disease as soon as possible is among the proposals of experts to contain the problem. At the end of test phase, a survey created at the Institute of Technology in Immunobiology (Bio-Manguinhos), Fiocruz, follows this logic.

    The kit can acknowledge disease simply and in just 15 minutes. From a drop of blood, the probe uses treponemic bases and treponemic screening for the infection. Currently, the test performed to diagnose syphilis is only treponemal, which presents a drawback: since the patient has had the DST tests giving positive results continue, even after successful treatment. The non-treponemal test identifies whether the disease prevails in the individual. Therefore, combining the two enhances the effectiveness of the procedure.

    Tests

    The latest tests of Fiocruz were made with 517 volunteers, people who have had blood collected in two hospitals, a hospital specializing in treatment for AIDS and a general service. According Nara Rubim, a researcher at Bio-Manguinhos, "the sensitivity and specificity of the samples reached levels close to 100%."

    The kit, which includes development partner of US company Chembio Diagnostics INC, has already been registered in the National Health Surveillance Agency (Anvisa). "The idea is to use the test in Stork program and actions regarding STDs," says Ramon Lemos, one of the authors of the study."

  • sonomaca by sonomaca Jul 21, 2015 10:25 AM Flag

    Apparently Fiocruz ran a fairly large trial of CEMI's newly developed reverse algo Syph test. Spec and and sens near 100%. Further, the test has already been sent to Anvisa. If true, this is BIG news, as the test may very well be approved in Brazil and will sail through US trials.

  • Reply to

    Chembio needs to think in broader terms . . .

    by rehdvm2004 Jul 18, 2015 8:57 PM
    sonomaca sonomaca Jul 19, 2015 1:19 PM Flag

    Will be interesting to see what type of financial arrangements were made as regards to the various collaborations: the oft-mentioned "certain type of cancer", concussion, and Dengue. Lots of potential needle movers.

  • In 2016, it's in the $4 to $8 million range with rapid growth, topping $10 million thereafter. Sperzel has shown that he works very well with the FDA, so I'm guessing CLIA waiver by early 2017.

  • sonomaca by sonomaca Jul 6, 2015 10:54 AM Flag

    No one has yet given CEMI any money for this project. Not clear why that might be the case. Perhaps they want to see the results of the field trials first. I'm guessing that CEMI has preliminary data already, but we'll see. The Corgenix trial involved only a couple of hundred patients, so you'd think the trial wouldn't take more than a month.

    The WHO has issued rulings which limit the use of POC diagnostics in Ebola country. Perhaps they've done so because the Corgenix test is so poor. Hard to say. Also, the health ministries in these countries must apparently approve use of the various devices. I'm guessing that means bribes, since these are among the most corrupt countries on Earth.

  • sonomaca by sonomaca Jul 6, 2015 10:36 AM Flag

    That's getting to be interesting, at somewhere in 1.5x range, although it would be more interesting if they'd dump the overpriced and under performing management team. OSUR is presently living off the fact that they beat others to market in key segments, but that won't last. They also lack for a next generation platform.

    I have no doubt that, were OSUR to hire a younger, Sperzel-type CEO, they could eventually become competitive again.

  • Reply to

    OT: time for financials?

    by mo.scuba Jun 5, 2015 9:59 AM
    sonomaca sonomaca Jul 5, 2015 12:03 PM Flag

    Anything interesting from Sperzel meeting?

  • sonomaca by sonomaca Jul 3, 2015 10:30 PM Flag

    the more this company looks like a personal piggy bank for management. The best analogy is one of this cheesy casinos where the slots are so rigged in the house's favor, that winning is impossible. Have the hacks who run OSUR done anything which merits the enormous compensation? Obviously not. As I've said, this company has been "captured". In the absence of an activist shareholder, my guess is that your money continues to be "their" money for the foreseeable future.

  • Reply to

    My current view

    by sonomaca Jul 2, 2015 10:48 AM
    sonomaca sonomaca Jul 2, 2015 6:20 PM Flag

    ISS has this company at 8, which means it's been "captured" by management.

  • sonomaca by sonomaca Jul 2, 2015 10:48 AM Flag

    OSUR's valuation has come down quite a bit, and we're now talking EV/rev in the 1.6 range. That's not expensive, even for a tired enterprise like OSUR. That said, I don't really know how management justifies the continued independent existence of a company which doesn't generate cash or growth, which pays no dividend, and which really has very little under the hood.

    I think the only answer to the question is that this company exists to pay its executives outrageous salaries for sub-optimal performance. This company has been "captured" by management, and exists mainly to fund its mediocre (or worse) executives' lavish lifestyles.

    This company should be sold forthwith. It's a scandal that it continues to operate independently. I don't own it, BTW.

  • sonomaca by sonomaca Jun 30, 2015 9:26 AM Flag

    This is a "wait-and'see" type deal. Blackberry is another Nant shareholder, which doesn't exactly inspire confidence. My question: did Epic and Cerner pass on this deal and, if so, why?

  • sonomaca by sonomaca Jun 29, 2015 11:58 AM Flag

    A well-run, counter cyclical medial device company which does little business in Europe or Asia, and which has no debt. Makes no sense.

  • sonomaca by sonomaca Jun 29, 2015 10:58 AM Flag

    They haven't actually manufactured the test yet. Part of the issue is the test's extremely poor performance. A second issue is a WHO decision to limit POC testing to rural areas only. Hopefully, that will change as POC tests improve.

  • sonomaca by sonomaca Jun 29, 2015 9:47 AM Flag

    Hammered today. Of course, they're principally a European company. They've been wise to try and build businesses in the US and elsewhere. I think their big cash hoard will be used to further expand in the US.

  • sonomaca sonomaca Jun 29, 2015 9:44 AM Flag

    That said, they've got so many projects in development that will almost surely be some successes. Regarding Ebola, it's still a bit strange that they've gotten no funding even as OSUR picked up $10 million for what will, almost certainly, be a product inferior to CEMI's.

    Another near-term project Dengue, which may be ready later this year. That could be a big seller. Also, seems likely we'll get trials for DPP HIV-Syph for US later this year, although the approval process is, as we've seen, extremely lengthy.

  • sonomaca sonomaca Jun 29, 2015 8:13 AM Flag

    I never had the impression that there was an announcement expected.

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