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Is Biosensors a good buy?
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bengster68
Master |
25-Aug-2008 09:26
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Johnson & Johnson (JNJ), Medtronic (MDT), Abbott (ABT), Boston Scientific (BSX). All much larger than Biosensors (BIG) but their DES technology cannot make it. JNJ and BSX are the first 2 players, MDT and ABT came into the DES industry later and capturing away their market share. | ||||
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tanglinboy
Elite |
24-Aug-2008 22:43
Yells: "hello!" |
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Who are Biosensors competitors? | ||||
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bengster68
Master |
23-Aug-2008 21:15
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NOBORI CORE too small sample size. 107 patient only. But in NOBORI CORE, Biomatrix's MACE rate is 1.7% VS Cypher's 4.2%. The key primary end-point of LEADERS trial is MACE rate.
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JustForFun
Member |
23-Aug-2008 19:46
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Any experts can comments on the study between Nobori and Cypher in Nobori CORE (Nobori I)?? | ||||
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bengster68
Master |
23-Aug-2008 14:57
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Bloomberg interviewer Leslie Tan was too quick to say: "We have 30 seconds left" and threw the final question about BIG's M&A. I believe the CEO actually wanted to say something about LEADERS trial at ESC2008 during the Bloomberg interview. During BIG's AGM and recent webcast in their website, the management "hinted" that LEADERS results are going to be positive and LEADERS are going to be the biggest and most important thing to ever happen to BIG. Knowing that BIG very conservative company when it comes to investor relations, they will not use the term "Best Of The Best" so many times, beating Manchester United in football, etc if there is no basis for such comments. I believe BIG has already pre-arranged many media interviews esp with Bloomberg again, CNN, CNBC, CNA, etc after ESC2008 LEADERS results. Hundreds of medical journals like The Lancet, New England Journal Of Medicine, Journal Of The American Medical Association, British Medical Journal, Mount Sinai Journal Of Medicine, British Journal Of Cardiology, American Journal Of Cardiology, Journal Of American College Of Cardiology, etc will be covering the clinical breakthrough of BIG's LEADERS results in massive scale "real world" patient trial. I also believe at the ESC2008 conference, several key DES competitors will be having some "coffee talk" with Biosensors.
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bengster68
Master |
23-Aug-2008 14:55
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BIG's Ang Moh CEO is very tall. His younger brother is Joe Kleine from Boston Celtics and won gold medal in Los Angeles 1984 Olympics for Basketball. http://en.wikipedia.org/wiki/Joe_Kleine Any Biosensors shareholders who are keen NBA basketball fans can leave posters, T-shirts or caps at BIG's office to be autographed by Joe Kleine. Joe Kleine will be in Singapore next month  |
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bengster68
Master |
23-Aug-2008 10:14
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For 302 "real world" patients where 51% are small vessel category (<2.5mm), heavy in % for long lesions, bifurcation, multi-vessel disease, etc, MACE rate of 0.7% and TLR of 0%, late-thrombosis at 0% is super impressive at 6 months!!! This DES is the new benchmark!!!
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investor
Senior |
22-Aug-2008 13:59
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Hi, PAE, Actually, Prof Koh Tian Hai and a Dr. Santoso (Jakarta, Medistra Hosp) also did a registry of 302 patients using the Bio-matrix on 'real world' patients, and the six-mths results were published in TCT2008, where the small vessel (< 2.5mm) were 51 %, and the long lesions (> 25 mm) were 37 %, bifurcation 22 %, multi-vessel disease 60 %, and the MACE rate was 0.7 %, TLR - 0 %, 1 early stent thrombosis - 0.3 % (before 30 days). The registry is probably an independent study. You msy want to type 'biolimus' and search the TCTMD website as well as the Europcr website. The 'BEACON' results was mentioned only briefly by Stephen Windecker, the principal Investigator for the Leaders trial, probably from Europcr. There is also a 'Beacon' six-mths results from TCT2007. | ||||
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PensionAlterEgo
Member |
22-Aug-2008 12:44
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Investor, do you have the link to the slides. I have been trying to locate it but could not find. Thanks.
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investor
Senior |
22-Aug-2008 12:25
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From the emphasis that the CEO put on the Leader's trial during the Q109 conference, as well as having a 'full slide' on the Leader's trial and its effect on Biosensors,( if the results are good), we can hazard a guess that the the clinical results should be respectable. In fact, the CEO says that they know 'bits and pieces' of the clinical trial results -( maybe enough to 'make an educated guess ?) Actually, there is already a registry call 'Beacon' of 292 patients, conducted by Koh Tian Hai (spore), where 34 % of patients have small vessels (< or = 2.5mm), 14 % are bifurcations, and the TVR rate is 2.8 % and the MACE Rate is 6.5 % after 1 yr. THis is a kind of 'real world' patient population, BUT bear in mind that it is not a RANDOMISED clinical trial, and therefore there might be 'selective screening' of patients in the trial. My own opinion is that the Leader's trial results should be 'OK' but BUT NOT stunningly good. - ie good enough to be on par with the new generation stents. - also good enough to generate hopefully more sales. The newer DES like Endeavour, Xience, have newer and more bio-compatible polymers, and should also (and in fact are ) be well received by the medical community, until proven otherwise. For info - not a call to buy/sell | ||||
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bengster68
Master |
22-Aug-2008 11:49
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We can have a count down. Less than 2 weeks to go before BIG is crowned the Best Of The Best DES. M&A all depend on this factor. Im confident on BIG passing with flying colours at ESC2008. BIG is going to slam dunk JNJ at ESC2008. Durable polymer DES era that all the 4 major players are manufacturing now will be proven obsolete within 2 weeks. Buy only if you firmly believe in BIG's DES technology. |
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novena_33
Veteran |
22-Aug-2008 09:54
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is going to be an hr....and still no trade done yet....... is it going to start some show? hope is not some scary moives.... |
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XiaoMaGe888
Senior |
22-Aug-2008 09:02
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hopefully good news around the corner,CHEERS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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bengster68
Master |
21-Aug-2008 23:26
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Mark Gor, im sure we can pull thru this together. Good news should be around the corner. | ||||
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XiaoMaGe888
Senior |
21-Aug-2008 22:35
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Mr.Beng,
It haven't over,I over liao.
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bengster68
Master |
21-Aug-2008 22:14
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I understand the disappointment you are in now. Im also very disappointed. Equities kena sell down what can i do? Im trying to give fellow forumers a little something to look forward to at this dark moment. It will be over soon. | ||||
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XiaoMaGe888
Senior |
21-Aug-2008 19:43
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Mr.Beng,
I mark your works from $1.40 until $0.50
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bengster68
Master |
21-Aug-2008 16:43
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http://www.bloomberg.com/apps/news?pid=newsarchive&sid=az5QLikxskrk Biosensors CEO interviewed by Bloomberg very recently. Watch the video. Biosensors will be the most watched DES company. Best Of The Best DES technology with China growth story. Perfect M&A target. Have you ever wondered why JNJ bought Conor for US$1.4B cash? Because they want Costar's reservoir holes DES technology. But this reservoir holes DES technology has been proven 3 times over that it will not work. How much will the Best Of The Best DES technology worth at M&A? The CEO also said Biosensors is a takeover target when the Bloomberg interviewer asked him about M&A from companies like JNJ and MDT. Earlier in BIG's webcast Q1 results announcement, the CEO said we have spoken to "competitors" and they are watching us very closely. Who said M&A is ATK's own story only? After ESC2008 results, we will see who come out with the offer first. I said before that for M&A to happen, BIG must be backed by proven and solid set of massive scale clinical data. 2nd best is not good enough. It has to be the Best Of The Best and im sure BIG will prove very soon they are indeed The Best Stent Developer in the world. |
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bengster68
Master |
21-Aug-2008 10:52
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***Forumer BetterFATA: Actually if u look at the vol recently, these 2wks the vol is rather high, for eg yestd it was 7+million shares... Seems something is happening, the Q is what? ***Bengster: BIOSENSORS WILL BE PARTICIPATING IN EUROPEAN SOCIETY OF CARDIOLOGY CONFERENCE ESC2008 FROM 30/08 TO 03/09/2008 IN GERMANY. ESC IS THE LARGEST CARDIOLOGY CONFERENCE IN EUROPE. BIOSENSORS WILL BE THE LIMELIGHT AT ESC2008. SOMETHING VERY STUNNING WILL BE PROVEN THAT WILL MAKE THE REST OF THE DURABLE POLYMER D.E.S OBSOLETE. BIG's M&A WILL DEPEND ON THIS EVENT. BIOSENSORS WILL SCORE 100%. STUPID SELLERS NOW SURE REGRET LATER. MARK MY WORDS. Duno why BIG didn't inform the public shareholders here. The funds are quietly buying cheap! |
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ekekeg
Veteran |
21-Aug-2008 10:39
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It is undisputable that there is some good for "long term investors" to lend out their shares for sellers to cover their short positions. Theoretically you're not bothered what is happening to the share price of the shares at any point of time while you are still vested in the company. But practically, investing in shares for most people is profit-oriented, thus lending out shares equate with losing positions. For directors they are not so keen to lend out because of many constrains, such as upsetting the controlling percentage if some people were to buy all his loaned out shares and then refuse to let go at any cost; and go to the AGM or EGM to butt them out. However bearing in mind that each issue (listed company) has millions if not billions of shares available for any shortist who wants to gamble with the market, if you are thinking of making income from lending, there is very little chance that all your investment could generate sufficient income to offset losses brought about by depressed prices resulting from shortselling activities. That is why I mentioned that if you buy shares to lend out for its own sake (the sake of lending), then you might not really make the intended income. The reason is: you do not decide that somebody must borrow your shares, it is the shortist who decides if he wants to borrow your shares.
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