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Is Biosensors a good buy?
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pharoah88
Supreme |
15-Mar-2010 18:29
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Medical Technology is nOt 100% accurate? PRiCE may SLUM FURTHER.
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pharoah88
Supreme |
15-Mar-2010 18:27
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i personally feel that all the medical check-ups are SCAMS. because the report say that you are alright but it is not a guarantee you are alright. When i questioned the doctors, they told me it is because all the Check-UP methodology are not 100% accurate. Then, WHY WASTE MY TIME and MONEY if I CANNOT GET PEACE OF MIND after each check up? Moreover, after each CHECK UP, there are more and more FOLLOW UP CHECK UP. CHECK UP is like a MASS PRODUCTION LINE NOWADAYS. As this goes on, there is NO END TO CHECK UPS. Last month, i REFUSED to attend another FOLLOW UP CHECK UP. |
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pharoah88
Supreme |
15-Mar-2010 18:21
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just wonder if all the FLU innoculations are SCAMS? | ||||
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pharoah88
Supreme |
15-Mar-2010 18:20
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they should OVERcharge the RICH with gold plated panadol but they should not Overcharge the pOOr to enRICH themselves.
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investor
Senior |
14-Mar-2010 15:18
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The annual TCT Asia Pacific conference will be taking place in Korea from 28th Apr 2010 - 30th Apr 2010. Both Biosensors and Terumo will be presenting at the conference. Terumo will also be presenting the Nobori Japan Clinical Trial update, which I believe is the first time that they are presenting the Japan Trial. For details about the TCT Asia Pacific conference, go to TCTMD.com and click the TCTAP segment. For info. |
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topdog22
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14-Mar-2010 01:27
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Generic drugs are drugs utilizing the same chemical formulation that is disclosed in the patent. However, drug companies normally have processes and procedures to formulate and coat the drug which is normally kept as a "trade secret". This trade secret is normally NOT disclosed in patent applications and for this reason a generic drug with the same formulation may have a different efficacy than the original trade-marked drug. Generic drugs can legally be produced after the patent has expired. A few nations have flouted international law and produce generic versions even though there are in-force patents. To counter this many drug companies have issued special licenses or agreed upon special pricing based on economic hardship, for these locations. In the U.S., Japan, and Europe most doctors follow new clinical trial results and tend to utilize the product which generates the best clinical outcome. I have read that clinical efficacy is not necessarily an important determinant in the Chinese market place. One of the major players in China (a recent IPO) stated that all stents are similar and distribution is the important factor. They intend to use their IPO proceeds to ramp up distribution. As Nomura points out, the one publicly traded "stent" company in China with slightly higher sales than the "JV", has a market cap in excess of U.S. $1B. Just some information and observations you may find interesting. |
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gregorsamsa
Member |
13-Mar-2010 19:52
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if i am not wrong... you have to google yourself to verify... In India and Brazil.. they wanted to just violate some of the patents on common drugs because the medicine is out of reach for most of their poor people... in the case of China, i think they are trying to prohibit doctors from prescribing luxury higher end medication... for examples in local context, have you wondered why panadol from the pharma is so much cheaper than the one they prescribe at poly clinic? |
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pharoah88
Supreme |
13-Mar-2010 15:53
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iS CHiNA alsO Using gEnEric drUgs?
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pharoah88
Supreme |
13-Mar-2010 15:50
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dOn't gEnEric drug mean iTS PATENT has EXPIRED?
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gbleng
Member |
13-Mar-2010 11:26
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Always take analyst reports with healthy pinch of salt... must do your own sums. If laymen like us can do the math and question the analysis I wonder if they have other information for putting out such a flawed report. Just wondering.... probably an honest mistake or oversight. They are people of utmost integrity........ | ||||
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kogepan
Member |
13-Mar-2010 08:18
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I have read varied reports on the stock, they receive quite a fair bit of coverage from other houses as well, i personally think they have been going in the right direction to increase their revenue. One thing is for sure the company is sound. Stock has been beaten down and looks like its in a consolidation pattern, may be worth a technical bet short term. Caveat Emptor |
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investor
Senior |
12-Mar-2010 23:11
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Credit Suisse also estimated that net profits for Biosensors will be US$20.9m for end Mar 2011. It is quite difficult to understand how they got these figures. If you look at Q310, like what topdog22 says, Biosensors make a net profit of US$7.8m for Q3 2010 (ie just one qtr!), without even counting JWMS contribution !. So, if we think that their profit will be flat going forward, then Biosensors will logically make US$31.2m !, already exceeding CS estimates, even without counting JWMS contribution. On top of that, they have just got 2-3 new mkts, namely HK, Korea, and France (mkt size approx US$200m or more), AND the CEO is projecting a 40 % increase in DES revenue for yr end mar 2011. So, the CS report does not add up, unless they know something that we don't. FOr info. Not a call to buy/sell. Vested. |
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topdog22
Senior |
12-Mar-2010 22:31
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Thank you. I do my homework on investments I hold. I can not advise you on your investment strategy, but do think the CS analysis is seriously flawed. I personally believe their net will be in the range projected by Nomura, perhaps a bit more. |
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junction
Senior |
12-Mar-2010 18:50
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You certainly have done your homework, unlike the CS analyst. By the way total 9M income is US$23 million. In all likelyhood, the full year income will exceed US$24 million. So is it a buy now?
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iPunter
Supreme |
12-Mar-2010 09:48
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Buying low... good thinking... hehehe... 
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novicealex
Member |
12-Mar-2010 09:44
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Took profit from CapitalMallAsia and switch over to Biosensor @ 0.805 | ||||
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topdog22
Senior |
12-Mar-2010 07:04
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I agree with allright's observation that CS's view is rather focused on China. I can not comment on how quickly China can and will restrict pricing BUT I am surprised by the financial projections CS issued, specifically $24M Net for FYE 10. As YTD Q3's net income was $23M CS's appears to estimate BIG will earn only $1M in the Q4. Net income in Q3 was $7.8M on revenue of $32.3M (x'cl JV) and 12.3M including JV. It appears that either CS made a mistake in their analysis as they still have a reasonable Q4 revenue projection. Further, their estimate of a reduced net income for FYE 11 does not seem reasonable given the ramp up in BIG's sales and income excluding the JV. A revisions of net income would impact their estimated price target. | ||||
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allright
Senior |
11-Mar-2010 15:42
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nomura seems to look at the BIG picture and look at US and european markets as well as China. CS is very narrow in their outlook, My opinion and not a call to buy or sell | ||||
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hotokee
Veteran |
11-Mar-2010 07:39
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Oh oh it is US and not U. | ||||
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hotokee
Veteran |
11-Mar-2010 07:38
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Unfortunate that we don't play the way investors play in the U, otherwise BIG should be at least US$5.00! Hahaha. Definitely a BUY as it is cheap...too cheap.
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