| |||||||||||||||||||||||||
|
It might trade down ..I like the pump comparison chart, it's about time they start taking the pump up.
I'm guessing someone steps up for a small percentage of the pump 5 to 7 %..the potential was mentioned in the latest google doc posted here.
If the right player steps in we'll see value but I have no clue on the timeline.
I had a very informative call last week about the company.
I think this fall they make a move to a US market.. witch lead to a conversation about the competitors pumps that are publicly traded.
Outset who went public last year and is valued at 2.3 by the market the stock was underwritten at 27 bucks and It opened at 52 on the first day of trading was the main subject.
I didn't know lot about Outset except it was valley money( Venture capital guys) who saw the opening in the pump market and jumped in and got Outset approved quickly..Very quickly witch I could never understood till this weekend. Apparently the Outset pump is a rehash of another older pump with an added water purifying system and a few other features that were needed to legally make it a new product. This guy I spoke to said he doubts any major will buy them and even questions weather the company will make it at all in the end...I noticed on the 9th Outset added a secondary offering.
Here's the part that's telling..Davita who has +2500 location serving dialysis sessions for those in need did the Human Fault Testing on the Outset pump...Side note DaVita buys their in clinic machines from their biggest competitor Fersenius who owns the nextstage pump. DaVita ran the HF test for outset successfully then got and option to run the Outset machines in clinic at a deep discount instead of buying pump from Fersenius...they passed and will continue to buy their major competitors pump. Says a lot about the Outset machine.
Sounds like DaVita will be running the spectral HF tests coming upon here .. DaVita needs a pump but for now it'll continue supporting it biggest competitor fersenius and the Nextstage platform
Pretty juicy. The Uplist may be a good time to sell my original investment..then let the rest ride .
As far as Outset goes I don't see why it wouldn't be a good short at 54 dollars, new equity offering at 53.50 ..worth watching just for fun.
https://finance.yahoo.com/quote/OM?p=OM&.tsrc=fin-srch
Outset Pump 70,000 = 20,000 building a room with 240 and an expensive water system.. the machine pays for itself in 7.2 years
Spectral's machine (Demi) 20,000 no special hook up..plug and play 1.5 years to pay off
Insurance companies will love Demi.
I think this fall they make a move to a US market.. witch lead to a conversation about the competitors pumps that are publicly traded.
Outset who went public last year and is valued at 2.3 by the market the stock was underwritten at 27 bucks and It opened at 52 on the first day of trading was the main subject.
I didn't know lot about Outset except it was valley money( Venture capital guys) who saw the opening in the pump market and jumped in and got Outset approved quickly..Very quickly witch I could never understood till this weekend. Apparently the Outset pump is a rehash of another older pump with an added water purifying system and a few other features that were needed to legally make it a new product. This guy I spoke to said he doubts any major will buy them and even questions weather the company will make it at all in the end...I noticed on the 9th Outset added a secondary offering.
Here's the part that's telling..Davita who has +2500 location serving dialysis sessions for those in need did the Human Fault Testing on the Outset pump...Side note DaVita buys their in clinic machines from their biggest competitor Fersenius who owns the nextstage pump. DaVita ran the HF test for outset successfully then got and option to run the Outset machines in clinic at a deep discount instead of buying pump from Fersenius...they passed and will continue to buy their major competitors pump. Says a lot about the Outset machine.
Sounds like DaVita will be running the spectral HF tests coming upon here .. DaVita needs a pump but for now it'll continue supporting it biggest competitor fersenius and the Nextstage platform
Pretty juicy. The Uplist may be a good time to sell my original investment..then let the rest ride .
As far as Outset goes I don't see why it wouldn't be a good short at 54 dollars, new equity offering at 53.50 ..worth watching just for fun.
https://finance.yahoo.com/quote/OM?p=OM&.tsrc=fin-srch
Outset Pump 70,000 = 20,000 building a room with 240 and an expensive water system.. the machine pays for itself in 7.2 years
Spectral's machine (Demi) 20,000 no special hook up..plug and play 1.5 years to pay off
Insurance companies will love Demi.
[FONT="]Another point that was mentioned was Outset has 1100 sales reps working just the outset machine and it's expendables witch is a recipe for failure ..Only in a great instance can a company in the medical device field do everything from sell through to manufacturing..It's a game for the huge companies with multiple products and distributors
Checking out the Yahoo Outset board this AM for kicks
[/FONT]
[FONT="]GVG745 days ago
300+ dialysis machines sold in 10 years and a >$2B market cap. What is wrong with this picture?
ReplyReplies (1)
2
1
[/FONT]
Checking out the Yahoo Outset board this AM for kicks
[/FONT]
[FONT="]GVG745 days ago
300+ dialysis machines sold in 10 years and a >$2B market cap. What is wrong with this picture?
ReplyReplies (1)
2
1
[/FONT]
Canadian Insider should list those who exercised in the next day or two.
Good, good confidence from within the company.
[/TD]
[/TR]
Good, good confidence from within the company.
|
[/TR]
Birch Hill one of the original equity partners exercised in May ..More should be posted shortly.
https://www.canadianinsider.com/node/7?menu_tickersearch=EDT+|+Spectral+Medical
https://www.canadianinsider.com/node/7?menu_tickersearch=EDT+|+Spectral+Medical
I'm doing the same, I'm at almost 34k shares.
Florida was great. Did 2 nights in Cape Coral/Ft. Myers, one night in Naples, and the last night in Sarasota. Florida is pretty much wide open, although there are people still wearing masks (many are not). It was packed too, the airport, hotels, restaurants (we went to a place on the water in Cape Coral and got turned away - told "we can't seat you tonight"). Weather was great until Sunday. I'm nice and sunburned! Sucks coming back to DC though!
Nice dude.. sounds fun
Naples is nice town..My folks live in Naples.
Great spot for a beer and grouper Sammy if you make it back to Naples
https://www.cknaples.com
Small study but Kellum did put his name on it.
Good good.
Introduction: Uncontrolled systemic inflammation may occur in severe coronavirus disease 19 (COVID-19). We have previously shown that endotoxemia, presumably from the gut, may complicate COVID-19. However, the role of endotoxin adsorbent (EA) therapy to mitigate organ dysfunction in COVID-19 has not been explored. Methods: We conducted a retrospective observational study in COVID-19 patients who received EA therapy at the King Chulalongkorn Memorial Hospital, Bangkok, Thailand, between March 13 and April 17, 2020. Relevant clinical and laboratory data were collected by inpatient chart review. Results: Among 147 hospitalized COVID-19 patients, 6 patients received EA therapy. All of the 6 patients had severe COVID-19 infection with acute respiratory distress syndrome (ARDS). Among these, 5 of them were mechanically ventilated and 4 had complications of secondary bacterial infection. The endotoxin activity assay (EAA) results of pre-EA therapy ranged from 0.47 to 2.79. The choices of EA therapy were at the discretion of attending physicians. One patient was treated with oXiris® along with continuous renal replacement therapy, and the others received polymyxin B hemoperfusion sessions. All patients have survivedand were finally free from the mechanical ventilation as well as had improvement in PaO[SUB]2[/SUB]/FiO[SUB]2[/SUB] ratio and decreased EAA level after EA therapy. Conclusions: We demonstrated the clinical improvement of severe COVID-19 patients with elevated EAA level upon receiving EA therapy. However, the benefit of EA therapy in COVID-19 ARDS is still unclear and needs to be elucidated with randomized controlled study.
© 2021 S. Karger AG, Basel
https://www.karger.com/Article/Abstract/515628
Good good.
Introduction: Uncontrolled systemic inflammation may occur in severe coronavirus disease 19 (COVID-19). We have previously shown that endotoxemia, presumably from the gut, may complicate COVID-19. However, the role of endotoxin adsorbent (EA) therapy to mitigate organ dysfunction in COVID-19 has not been explored. Methods: We conducted a retrospective observational study in COVID-19 patients who received EA therapy at the King Chulalongkorn Memorial Hospital, Bangkok, Thailand, between March 13 and April 17, 2020. Relevant clinical and laboratory data were collected by inpatient chart review. Results: Among 147 hospitalized COVID-19 patients, 6 patients received EA therapy. All of the 6 patients had severe COVID-19 infection with acute respiratory distress syndrome (ARDS). Among these, 5 of them were mechanically ventilated and 4 had complications of secondary bacterial infection. The endotoxin activity assay (EAA) results of pre-EA therapy ranged from 0.47 to 2.79. The choices of EA therapy were at the discretion of attending physicians. One patient was treated with oXiris® along with continuous renal replacement therapy, and the others received polymyxin B hemoperfusion sessions. All patients have survivedand were finally free from the mechanical ventilation as well as had improvement in PaO[SUB]2[/SUB]/FiO[SUB]2[/SUB] ratio and decreased EAA level after EA therapy. Conclusions: We demonstrated the clinical improvement of severe COVID-19 patients with elevated EAA level upon receiving EA therapy. However, the benefit of EA therapy in COVID-19 ARDS is still unclear and needs to be elucidated with randomized controlled study.
© 2021 S. Karger AG, Basel
https://www.karger.com/Article/Abstract/515628
That place looks good. We ate brunch Sunday at a nice place, https://www.bayhousenaples.com/
I have a good friend who's a surgeon there at one of the local hospitals.
Me too buddy,
Down years... in reality
| ||||||||||||||||||||||||||||||
|
A few notes on the AGM..I'm hoping Devita runs the Dimi usability trial for reasons I've mentioned before.
I thought it was a strong presentation. Sounds like they are going to finalize the companies that are going to run the Dimi usability trial soon. They also made a point that the Covid delay on Tigris is lessening and they think they can get to normal enrollment soon. They are hopeful Tigris can start enrolling like 8-10 people per month. They also really emphasized why they believe their strategy of not using a reverse osmosis water purifier is best.
Kellum presented a newly published retrospective Japanese study of 4000 PMX patients. It showed a 7% absolute reduction in mortality and they didn't use EAA. He said Tigris using EAA should get that 7% number up to the 10-11% that we need. They are also really close to adding 2 new trial sites and then they are going to get 2-3 more sites ready and approved in case they need them.
Seto said they are and will continue to do a lot of one on one presentations to wealthy and or institutional investors. I can't remember if he said one a day or one a week but it sounded like a lot. We'll see if it bares fruit. All of the shareholder questions were basically foolish accusations that Spectral was keeping the share price low. Seto did a good job of totally shooting this foolish notion down.
There was a super brief mention by Seto that SAMI is currently looking for a partner. And I think there was something about Dimi looking for a partner later this year but I'm more sure about the Sami thing. Seto said they are talking to everyone from investment bankers to large pharma's. Kellum also said something strange when he said they were looking into starting up an observational study this fall with PMX. I didn't know what that was about and all I can assume is that maybe they are going to start pursuing the use of PMX for major cardiac surgeries. I wish there was a replay of the presentation.
There is definitely a seller of a large position and they've been there for atleast 2-3 weeks. Everyday for atleast 2 weeks there has been a 'sell on close' order for 10k shares. So this large position has been selling as much as the market will bare during trading hours and then they sell 10k at the close with a sell on close order. I think we'll be stuck in this range until they are gone. I also wonder if this seller isn't tied to the Kevin Giese being off the board thing.
The TMX quote page shows this trade of 10k shares at the 4pm eastern close everyday. Anonymous seller of course.
https://money.tmx.com/en/quote/EDT/trade-history
I thought it was a strong presentation. Sounds like they are going to finalize the companies that are going to run the Dimi usability trial soon. They also made a point that the Covid delay on Tigris is lessening and they think they can get to normal enrollment soon. They are hopeful Tigris can start enrolling like 8-10 people per month. They also really emphasized why they believe their strategy of not using a reverse osmosis water purifier is best.
Kellum presented a newly published retrospective Japanese study of 4000 PMX patients. It showed a 7% absolute reduction in mortality and they didn't use EAA. He said Tigris using EAA should get that 7% number up to the 10-11% that we need. They are also really close to adding 2 new trial sites and then they are going to get 2-3 more sites ready and approved in case they need them.
Seto said they are and will continue to do a lot of one on one presentations to wealthy and or institutional investors. I can't remember if he said one a day or one a week but it sounded like a lot. We'll see if it bares fruit. All of the shareholder questions were basically foolish accusations that Spectral was keeping the share price low. Seto did a good job of totally shooting this foolish notion down.
There was a super brief mention by Seto that SAMI is currently looking for a partner. And I think there was something about Dimi looking for a partner later this year but I'm more sure about the Sami thing. Seto said they are talking to everyone from investment bankers to large pharma's. Kellum also said something strange when he said they were looking into starting up an observational study this fall with PMX. I didn't know what that was about and all I can assume is that maybe they are going to start pursuing the use of PMX for major cardiac surgeries. I wish there was a replay of the presentation.
There is definitely a seller of a large position and they've been there for atleast 2-3 weeks. Everyday for atleast 2 weeks there has been a 'sell on close' order for 10k shares. So this large position has been selling as much as the market will bare during trading hours and then they sell 10k at the close with a sell on close order. I think we'll be stuck in this range until they are gone. I also wonder if this seller isn't tied to the Kevin Giese being off the board thing.
The TMX quote page shows this trade of 10k shares at the 4pm eastern close everyday. Anonymous seller of course.
https://money.tmx.com/en/quote/EDT/trade-history
"The TMX quote page shows this trade of 10k shares at the 4pm eastern close everyday. Anonymous seller of course."
https://money.tmx.com/en/quote/EDT/trade-history
I haven't seen this type of order used in 15 years. Normally it's contra to the stock price trend and never with the trend. So when spectral stock was strong and pushing 75 cents, you'd use a MOC sell order to take profits into the stocks strength. Conversely, when the stock price is weak, you'd use an MOC buy order to slowly build a position in a weak stock that you like. You don't use it with the trend because you'd be exacerbating the trend. You'd be making a weak stock look weaker, and a strong stock look stronger by having the closing print on the bid or ask respectively. It's been going on for at least 2 weeks and probably more like 3 or 4 weeks.
Davita won't be running the trial unfortunately
| |||||||||
|
