I don't see anything next quarter for earnings to improve significantly, earnings wont come until late 2015 or 1H 2016 now. Historically, it always takes this management team twice a long as one would reasonably expect, but they do move forward eventually.What might drive the pps up is news. We have a chance for movement on news one of the big 3 blood suppliers in the USA has signed a contract although Im not holding my breath because I don't think that happens until FDA comes up with the new guidelines that pertain to bacterial testing. We might get news in UK, Canada, or expansion in France . We might get some positive news with P3 chronic use RBC trial in 2015. Political tensions with Russia could subside and a more normal revenue pattern there emerge. Finally the Euro might revert back to a more normal exchange rate, even a little help here would help our bottom line. So I don't see any big negatives so any surprise will be on the positive side. Yes I would watch the BB position very very carefully! Any significant selling and I would reconsider my position.
I don't see it. Terumo has done nothing with their PI method since acquiring from BCT. I don't why, maybe its because mirasol methodology has short comings that are undisclosed to the public but they do have EU approval of platelets and plasma. Or maybe they are just waiting letting CERS negotiate the FDA and blood markets? Maybe they are waiting for the P3 in EU with chronically transfused patients?
The only thing CERS needs to become successful is for PI platelets to become the standard of care in the USA. Platelets are already at the point where they are cost effective, more safe, and if 7 day outdate is granted there is no doubt. You and panko both think Terumo would be interested. Why? Only thing we know is that Baxter will not! LOL
I think you could safely say that Stramer and Benjamin are pro pathogen reduction/inactivation. I think that we have reached a pivotal point in blood safety where increased and behind the curve testing for infectious agents is not going to provide the safety patients expect. This is especially true with platelets where bacterial contamination can be life threatening.