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MiMedx Group, Inc. Message Board

tensgut 15 posts  |  Last Activity: 20 hours ago Member since: Oct 14, 2005
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  • Reply to

    Grafix Phase 4 Trial is underway

    by ozark580 Nov 23, 2014 7:23 AM

    Yes, better standard of care could very well reduce the number of serious DFU's that could lead to amputation. But realistically speaking, there are individuals that do not take care of themselves, who may deny that their unhealing wound is so serious. And then we have the VA hospitals which may not schedule their DFU patients for an extended period of time. Their will always be those problem patients, willingly or unwillingly who will get these nasty DFU's. Amputation was the standard of care where infection and dead tissue spread. And at a great ongoing cost, emotionally and financially. Now there appears to be a product, Grafix, that has the ability to heal and salvage. Doctors, patients and insurance companies should all agree, a foot is better than no foot. No other product that I know of can do what Grafix has the ability of doing for serious exposed tendon and bone DFU's.

  • tensgut tensgut Nov 12, 2014 1:37 PM Flag

    Homebuilder. Sometimes you make some good points. Sometimes you don't. There is a major difference in valuation when you look and compare the number of shares outstanding: OSIR - 34 million, MDXG - 107 million. MDXG has three times the number of shares outstanding. Perhaps OSIR is significantly undervalued compared to MDXG. OSIR share price $13.50, MDXG share price $10. Both companies had positive third quarter earnings, OSIR at .02 and MDXG at .03. (OSIR would have been .03 except for the accounting entry of the Mesoblast share value loss). Because there is a significantly smaller float, future EPS will rise dramatically when you compare OSIR to MDXG. The risk/reward is far greater with OSIR. And I still own a few thousand shares of MDXG. I can not complain!

  • Reply to

    The Competition - Take your Pick

    by tensgut Nov 10, 2014 4:24 PM
    tensgut tensgut Nov 11, 2014 1:05 PM Flag

    "In May of 1998, the FDA approved a product called "Apligraf," an organic, artificially-grown skin product developed by the biotech corporation Organogenesis. Apligraf is the first, "off the shelf," engineered body part to have been granted FDA approval, and is now being selectively implemented in medical centers for the treatment of leg ulcers and general skin burns."

    "Apligraf, a bioengineered living skin, is composed of a bovine collagen lattice containing living human fibroblasts overlaid with a fully differentiated epithelium made of human keratinocytes."

    YOU ARE CORRECT, Apligraf is not dehydrated. "The FDA-approved shelf-life of Apligraf is 15 days from the packaging date, when stored within the closed shipper/storage box at a controlled room temperature 68°F - 73°F (20°C - 23°C) until use. Like Epifix, Apligraf does not contain living stem cells and both products are stored at a controlled room temperature.

  • Reply to

    The Competition - Take your Pick

    by tensgut Nov 10, 2014 4:24 PM
    tensgut tensgut Nov 10, 2014 5:41 PM Flag

    I said Major not minor.

  • Reply to

    The Competition - Take your Pick

    by tensgut Nov 10, 2014 4:24 PM
    tensgut tensgut Nov 10, 2014 5:32 PM Flag

    Who are the other major " Non-cryopreserved Human Amniotic Membrane" companies? When did MiMedx stop using "Human Amniotic Membrane" in their dehydration process of manufacturing Epifix and their more than minimally manipulated micronization and dehydration manufacturing process of Amniofix?

  • Reply to

    The Competition - Take your Pick

    by tensgut Nov 10, 2014 4:24 PM
    tensgut tensgut Nov 10, 2014 5:20 PM Flag

    I concur 92.5% is far superior than 67.1% percentage of complete healing. If Osiris wanted to cherry pick their Grafix study instead of doing a "Multi-center, Randomized, Controlled Clinical Trial", they could have gotten a 100% success rate!

  • Reply to

    The Competition - Take your Pick

    by tensgut Nov 10, 2014 4:24 PM
    tensgut tensgut Nov 10, 2014 5:14 PM Flag

    Osiris does not mention their competition by name. There is little to no hype or bad mouthing by management. Osiris wants all of their products to speak for themselves. Now go back and look at the "Non-cryopreserved Human Amniotic Membrane" comparison. It is the same as saying dead skin or dehydrated. There are two dehydrated dead skin product companies and one cryopreserved cellular and regenerative medicine product company, these are the leaders of the pack.

  • So let's compare the major players in the substitute skin area, primarily for DFU's today, Grafix, Epifix and Apligraf. All three are competing head to head. Apligraf, like Epifix, is a dehydrated biosurgery product and has been on the market for approximately 12 years. Epifix, another dead skin product, has been on the market for over two years. Both products are off the shelf. Both are doing quite well sales wise at the present time. They are the present leaders. And then there is the newcomer, Grafix, the living viable stem cell cryopreserved based skin product that is causing MiMedx headaches.

    Recently Osiris presented findings of three wound care related studies at the Symposium on Advanced Wound Care in Las Vegas, Nevada.

    Here are two of the studies:

    A Comparison Study Between Cryopreserved and Non-cryopreserved Human Amniotic Membrane. This study demonstrates that preserving all tissue components, including the three-dimensional tissue matrix architecture, growth factors, tissue resident epithelial cells, fibroblasts and mesenchymal stem cells, is critical for tissue functionality.

    Positive Effects of Cryopreserved Amniotic Membrane on Diabetic Wound Environment. The data indicates that using a proprietary system for tissue processing and cryopreservation is essential to ensure the highest levels of wound healing activities of placental membranes and that a combination of dehydrated amnion and chorion does not compensate for tissue cell destruction, extracellular matrix alterations, and growth factor degradation due to dehydration.

    So take your pick, living tissue or dead tissue. The choice is yours. Is your foot worth saving?

  • Reply to

    today

    by frasoda80 Nov 7, 2014 12:54 PM
    tensgut tensgut Nov 7, 2014 7:26 PM Flag

    Thanks McBride! I did take a small position of a couple thousand shares when you originally recommended ANY (SPIHF)

  • Reply to

    End of the Day

    by ozark580 Nov 4, 2014 4:55 PM
    tensgut tensgut Nov 5, 2014 7:53 PM Flag

    There could be another kicker that could propel the EPS. Ovation. Ovation was set to be discontinued as of mid October. I do not believe Osiris just let their Ovation inventory die on the vine. I expect stockpiling or even a sale of their ending Ovation inventory that could surge gross sales beyond your expectations,

  • Reply to

    piper jaffray reiterates $ 23.50 target

    by ch47ady Nov 1, 2014 2:46 AM
    tensgut tensgut Nov 1, 2014 11:08 PM Flag

    Ted has really been the only one to ask meaningful questions at the end of the conference calls. Ted is not a pumper, he is purposely conservative. He has understated his projected numbers. With biotechs, any underperformance surprises could lead to a huge decrease in price. And by the way, has anybody actually determined the additional below the line loss per share in the decrease in the valuation of the Mesoblast stock? It is not that much. And by the way, on December 18th, Osiris's original one year lockdown period is over. Expect Osiris to sell their Mesoblast stock immediately, a gain should be recognized.

  • Reply to

    Market perception

    by minnesotafarmcountry Oct 31, 2014 2:07 PM
    tensgut tensgut Oct 31, 2014 7:22 PM Flag

    Scott, you are on the money. Osiris management, under the direction and guidance of Peter Friedli,does not want to disseminate any information that is not required to be disclosed. You probably will not hear anything more about the Cartiform and Arthrex deal if Osiris is not required to disclose the terms. There are many secrets. One has to do extensive due diligence and serious digging to uncover the unspoken and unwritten gems. As always, patience, patience, and more patience. Peter, Hansjorg and Thomas have a plan. The plentiful fruit is still on the tree and needs to ripen a little bit more.

  • Reply to

    Osiris Mesa Presentation

    by ozark580 Oct 25, 2014 5:23 PM
    tensgut tensgut Oct 25, 2014 5:52 PM Flag

    Nice find Ozark! I really liked the graphics of the DFU and the VLU.

    Looking forward to the third quarter conference call. I think we will hear some interesting news about the current developments and perhaps some concerning future developments.......

  • Reply to

    Seriously

    by homebuilder_watcher Oct 16, 2014 9:50 AM
    tensgut tensgut Oct 16, 2014 4:02 PM Flag

    Homebuilder, I am also a holder of both MDXG and OSIR. There is plenty of room for both companies to compete. Both companies have a specific niche. I believe you are a paid basher for MDXG. There are no paid bashers as far as I know on the pretty clean OSIR board except for some of the shorts and MDXG bashers.

    Now, let''s dissect Osiris's claim "the leading cellular regenerative medicine company". Did you notice that Osiris was talking about regenerative medicine, that they differentiate themselves from the competition by using living tissue, not dehydrated? Living tissue is alive and regenerates, dead tissue is dead and must rely on the surrounding living tissue to regenerate by itself. If the DFU/VLU patient exhibits some of these symptoms, lack of healthy stem cells, old, weak, poor circulation, malnourished, extremely obese, compromised immune system or in need of a much faster and effective recovery that is turbocharged with living, vigorous and healthy stem cells, there is really only one choice, Grafix. For the routine and small DFU's on the healthy young patients, then you are correct and Epifix could be a good choice. Let's celebrate the success of both companies!

  • tensgut by tensgut Sep 24, 2014 2:04 PM Flag

    Hansjörg Wyss (pronounced HAHNZ-jorg VEES) is a Swiss entrepreneur and businessman. As of 2013, Wyss ranks #123 on the Forbes list of billionaires, with a net worth of approximately $11.2 billion,[4] making him the second richest person in Switzerland behind Ernesto Bertarelli.

    Thomas Schmidheiny (born 1945) is a Swiss entrepreneur who was listed as by Forbes magazine as the 255th richest person in the world and 4th richest person in Switzerland as of 2012, when his net worth was estimated at $4.2 billion.[1] As of March 2013, he was estimated to be worth $5.5 billion by Forbes.

    Peter Friedli, age 60, is a Swiss entrepreneur and is the Chairman of the Board and co-founder of Osiris. Although not a billionaire yet, he will be in the near future.

    These guys have something in common, Money, Power, Swiss, Osiris connection and Fine Wine. I like the company I am keeping.

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