I "defriended" Candy, et al a couple of months ago and it has improved the quality of this board for me significantly. I can still see that several of you still banter with the imbeciles from time to time because topics they initiate briefly appear before mercifully and quickly disappearing on their own. I welcome the well informed observations, opinions and criticisms on this board.
Great. Thanks. I stand corrected. Comparative results must be better than Q2. I'm thinking of attending as I'm going to be in the neighborhood for the birth of new grandchild, a future beneficiary of MDXG stock.
They didn't for Q2. I think it would be aggressive to announce anything but a range. This is healthcare revenue which is difficult to measure exactly in the short term (2 weeks after qtr end) because of complicated contractual allowances. Healthcare accounts receivable are historically a litigation mine field. I have cofidence in the veracity of MDXG's financials but am more than willing to give them 75 days to get results right.
Thanks. So the total market grew about 35% in18 months and EpiFix sales grew almost 240%. Makes the short story the more untenable.
Can you access any previous quarters for perspective on market growth and relative market share changes?
Patent law is probably one of the most complex part if not the most complex of commercial law. I had an investment in a private orthopedic device company. Our budget for patent defense was huge. Fortunately we sold it before the attorneys ended up with most of the profits. Ironically, the buyer was the company that sued us the most over infringement. That happens a fairly often.
Trump will have to win with his strongest demographic, uneducated white voters. Doesn't seem quite big enough yet to win but given enough time, our public school system will constantly addi to his base.
Putin is Russian for "the Donald". If it wasn't so potentially dangerous,Trump/Putin contemporaneous regimes would be four years of the ultimate in reality television.
Based on recent observations by Petit, I sold OSIR for a small (very!) profit. It's really not a hedge and I'm convinced that MDXG has superior products and for my time horizon is the much better investment.
Guess I should've been buying market puts yesterday instead of the long market ETFs. Damn Chinese!
What is behind it is excessive regulation and the politicization by this administration of every aspect of government. Exactly how are Republican legislators playing games with the FDA to slow the adoption of healthcare products and what is their motivation for doing that?
I'm not consumed but I do own a relatively (compared to MDXG) of it. I was looking for some perspective on pricing advantage. I get somewhat lost in the Medicare reimbursement issue and was trying to get an apples to apples comparison, i.e. 2cmX1.5cm price for respective products- kind of like the cost of a fifth of Dewars compared to a fifth of Johnnie Walker.
In this environment, 15%-35% is attractive to me for a company I think I know, not that I'm not hoping for $20. When I invested at $1, I was thinking the return would be binary 0/1 but right sized the investment for the risk which I thought to be asymmetric - relatively small risk in terms of my assets for a very big upside.
What's your buyout number? At $13, for a company I think I know, that would represent between a 15%-35% gain in one to two years. I suppose that's too small of an upside as you're probably one of those great investors who only invests in sure 100% gain deals. I'm just not smart enough to find those investments that you and The Donald invest in.
My two cents: I believe the terminal value is $15-$17.50 based on growth and product portfolio and will result from a buyout which I don't expect for a year or two. If you buy into that, it's valued attractively now. Between my estimated terminal value and today, we'll see lots of volatility. if you can step back and "pretend" you own a private company, be discriminating on what you read on this board and elsewhere, you'll have less anxiety.
"Thanks. Your wisdom relating to this company is commendable. And when will the bio-techs come back in favor?" You're irrationally exuberant regarding my "wisdom" but thanks for the compliment.