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Novadaq Technologies Inc. Message Board

vonpezel 30 posts  |  Last Activity: May 21, 2015 9:33 PM Member since: May 3, 2013
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  • Reply to

    A couple of points

    by e11ndofwar May 21, 2015 6:58 AM
    vonpezel vonpezel May 21, 2015 9:33 PM Flag

    I spoke in person to Tom Tambarrino, the newly appointed director of sales for Novadaq at last year's Investor Day conference. (He actually remembered me from the previous Investor Day conference). At any rate, in his presentation to the analysts, he seemed highly enthusiastic and intent on driving sales going forward, and he seemed to have a plan to do so. That being said, I believe that Arun has subsequently intimated (either on webcasts or cc, don't quite remember) that he was not happy with some of the hirees, and there indeed may have been some turnover in favor of more experienced reps. If so, I view this as a positive. Certainly in the Merrill lynch/UBS webcasts, his mood seems to have lightened up and he seems like he's now relishing his job more than ever.
    I particularly like his comment that Novadaq is determined to maintain its first mover advantage via its patents/R & D pipeline vis a vis Stryker entry into the market. 102 pending patents may be a formidable moat, we'll just have to wait and see
    Another point: I also view as positive that the company has put endometriosis clinial trials on the back burner because as inviting as that sounds, it must have been trumped by even more valuable Pillar 3 and FILM trials. Arun mentioned in answer to a question that but for the Lifecell transition, SPY in breast recon would have been SOC by now....so I believe that the future looks bright.
    Pezel

  • Reply to

    Insider trades

    by buzzybob May 15, 2015 9:28 AM
    vonpezel vonpezel May 15, 2015 6:25 PM Flag

    I can confirm that in May Arun bought 14,010 shares and Roger bought 60,000 shares.
    What do they know? Arun mentioned a new account that just came in, and there was mention of the run rate for the entire year. I'll go back and listen to the webcast.
    Pezel

  • Just heard Arun speak at today's Merrill Lynch Healthcare conference.
    He was very upbeat, in contrast to the recent cc.
    Pezel

  • Reply to

    A few CC points

    by yellowhawk May 1, 2015 8:53 AM
    vonpezel vonpezel May 13, 2015 4:20 PM Flag

    "patents aging"
    What are you referencing? Do you have any specifics?
    thanks,
    Pezel

  • Reply to

    A few CC points

    by yellowhawk May 1, 2015 8:53 AM
    vonpezel vonpezel May 9, 2015 10:13 PM Flag

    "looks like they should have waited until their own marketing effort on Pinpoint and Luna were fully established before taking over Spy Elite"

    Good point. Seems like they were overwhelmed taking Lifecell back and lost their focus on PInpoint and Luna. But this is all short term growing pains that will fade in time. Speaking of time, let's remember that Pillar 3 and FILM are still on track to put Novadaq ahead of the pack, say, in a little over a year away. So let's not get hung up on temporary problems. jmho.
    Pezel

    Sentiment: Strong Buy

  • Reply to

    double bottom?

    by vonpezel May 5, 2015 4:19 PM
    vonpezel vonpezel May 6, 2015 4:15 PM Flag

    make it the last 3 days.
    Pezel

    Sentiment: Strong Buy

  • vonpezel by vonpezel May 5, 2015 4:19 PM Flag

    For the past 2 days, Novadaq has outperformed the market on more than triple its average daily volume. Its pps has held above the round number of 10 on 2 occasions---Oct 22, 2014 and April 30, 2015. Hopefully the selling is all washed out and a rebound is in the works in the coming months.
    Pezel

  • Reply to

    down 30% in a week

    by e11ndofwar Apr 24, 2015 10:14 AM
    vonpezel vonpezel Apr 24, 2015 6:35 PM Flag

    Steve also mentioned a 3 billion dollar opportunity. for Novadaq. Previously Arun had capped the opportunity at 2 billion.
    Pezel

  • Reply to

    down 30% in a week

    by e11ndofwar Apr 24, 2015 10:14 AM
    vonpezel vonpezel Apr 24, 2015 4:33 PM Flag

    To all my fellow board members~
    I spoke with Steve Kilmer, Novadaq's director of investor relations this afternoon.
    Here's is what he told me
    1. Stryker's entrance into the florescent Imaging market, introduced at SAGES was not a surprise....they have been expecting it since .last year.
    2. Pinpoint is a superior product because:
    A) the visuals are better
    B) Only PInpoint enables surgeons to switch from white light to fluorescent light without the need to switch cameras interrupting the procedure, and forcing surgeons to" remember" the previous image
    c) Only Pinpoint has the capacity to overlay local and larger images of the structures
    3. Stryker's product doesn't compete with either SPY Elite or Luna
    4. He guesses that (1 or 2) institutions may be participating in the selloff.
    5. Novadaq's patents make them bullet proof
    6. Expect Stryker to postpone their own launch 6-12 months..
    Pezel

  • Reply to

    down 30% in a week

    by e11ndofwar Apr 24, 2015 10:14 AM
    vonpezel vonpezel Apr 24, 2015 1:24 PM Flag

    So far, Kilmer has been very accessible and accommodating.
    He personally told me to contact him anytime.
    So I'll try today!
    Pezel

  • Reply to

    just a thought

    by e11ndofwar Apr 17, 2015 3:35 PM
    vonpezel vonpezel Apr 22, 2015 8:47 AM Flag

    I'd like to think that you're right....certainly the company remains under the radar. Having attended the last 3 Investor day conferences and personally spoken to management (Arun, +
    Warren Deck, now CFO and Tom Tambarrino, now VP sales, I still eagerly await the upcoming cc with full confidence that the story is still on track.
    Pezel

  • Reply to

    just a thought

    by e11ndofwar Apr 17, 2015 3:35 PM
    vonpezel vonpezel Apr 17, 2015 3:55 PM Flag

    Also, short sellers could be initiating or adding to positions.
    imo, it's a great day to do the opposite!
    We'll know soon enough.
    Pezel

    Sentiment: Strong Buy

  • Reply to

    after hours trade

    by vonpezel Apr 16, 2015 6:46 PM
    vonpezel vonpezel Apr 17, 2015 11:41 AM Flag

    greatest generation!
    Pezel

  • Reply to

    after hours trade

    by vonpezel Apr 16, 2015 6:46 PM
    vonpezel vonpezel Apr 17, 2015 10:05 AM Flag

    General McAuliffe
    Pezel

  • vonpezel by vonpezel Apr 16, 2015 6:46 PM Flag

    April 16, 2015 (from the Nasdaq site)
    Novadaq Technologies Inc (NVDQ) After Hours Trading
    After Hours Volume: 1,100 shares
    time: 16:10.32
    price: $16.7474

    Nuts!
    Pezel

  • 1Q earnings will be April 28.
    Earlier than expected is usually a very good sign.
    cc by Arun and Roger.
    Pezel

  • Reply to

    short interest

    by vonpezel Apr 13, 2015 9:30 PM
    vonpezel vonpezel Apr 14, 2015 3:25 PM Flag

    nothing has changed since my March 11post.

    (cut and pasted)
    According to Nasdaq, the short interest is at a record 4.58 M as of Feb 27.
    This represents over 8% of the outstanding shares, also a record, I believe. The days to cover was reduced from 20 down to 17, because the average daily volume increased slightly. Still, 17 elephants charging out the door at the same time to cover their shorts, is a lot of elephants! ( Hopefully a perfect storm for us bulls). .
    Pezel

  • vonpezel by vonpezel Apr 13, 2015 9:30 PM Flag

    Latest short interest down only slightly, as of March 31~
    3/31/2015 4,640,390
    3/13/2015 4,741,244
    Pezel

  • Reply to

    New Takeover Contingent---GE

    by andersongordon Apr 10, 2015 4:38 PM
    vonpezel vonpezel Apr 10, 2015 10:08 PM Flag

    A compounded growth rate of 15% for each of the next 5 years should translate to a pps of at least 1,000.
    That sounds like a double, or a premium of 100% from today's closing price.. Personally I could live with that. Otherwise, I'd prefer to just hold on and take my chances.
    Pezel

    Sentiment: Strong Buy

  • Reply to

    The Japanese Xi Approval Impact

    by andersongordon Apr 7, 2015 3:12 PM
    vonpezel vonpezel Apr 10, 2015 4:34 PM Flag

    I believe (but not certain) that shonin (approval) is considered every other year, while reimbursement follows in due course. However markets always look ahead. Any pop in pps would be tied to the shonin, imo
    Pezel

NVDQ
10.04-0.05(-0.50%)12:14 PMEDT