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Is Biosensors a good buy?
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bengster68
Master |
10-Jul-2008 15:06
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Endeavor's huge late loss could be due to poor potency of Zotarolimus. Low late-thrombsosi rate is probably due to better durable polymer technology that is more biocell-compatible that provides better endothelisation (good cell regrowth that provents blood clots). Biomatrix has very good endothelisation, even better than Endeavor. A buyout will be around $3, never at below $2.50 (let alone at 70cts like what donttalkrubbish suggested) because it will never garner enough key shareholders support. They know how much BIG is truly worth in DES industry. BIG can still choose to further license out their technology and each licensing deal is easily worth US$100m cash upfront. Just the valuation of JWMS alone already far exceeded current market cap. Just the cash royalty profit from NOBORI's Japan territory sales alone will be over US$100m a year in 2010. There are MNCs wanting to license BIG's proven top class technology anytime but BIG is not so stupid to do it now as it will erode away takeover value. BIG will only license out more territories when there is no satisfactory takeover offer on the table. |
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PensionAlterEgo
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10-Jul-2008 14:54
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I have not seen the Endeavor 4 results in detail yet but looking at Endeavor 3, Endeavor does not look fantastic to me.. Taken from http://www.medscape.com/viewarticle/554670 The ENDEAVOR III late results come during a sea change in the DES arena, where the focus has shifted from a fixation on late loss to concerns over stent thrombosis and associated deaths and MI. In the early days of DES trials, minimal or no late loss was held up as the new gold standard. As a result, the eight-month in-stent late loss in ENDEAVOR III for the Endeavor stent, at 0.62 mm as compared with the Cypher at 0.15 mm (p<0.001), and in-segment, at 0.36 mm vs 0.13 mm (p<0.001), led to gloomy speculation about the Endeavor stent's future. ENDEAVOR III: Clinical events at two years
The TLR value is so high. This means the patients needs to go back for repeat procedure. MACE rate is quite close to Cypher. Late loss also quite high, of 0.62mm. Only +ve is less death and low thrombosis val. I will check the Endeavor 4 results later.. but I think comparison between Taxus is not a good fight.
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redash
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10-Jul-2008 14:42
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How did u calculate that the resistance is 0.485 when BIG never close below 0.50 since IPO. It just an indicator ... abiet a weak one, draw the bottom line linking 29 jan and 17 mar their bottom and nov 9 2007 peak... As I mentioned earlier, these TA are ROUGH estimates, and only serve as indicators For example, for Synear, it broke the 2 down trendlines and now it rose... Does ALL stock broke downline lines rose all the way? NO... remember, there is NO 100% sure thing in Stock market unless you got insider... TA is just there to help you make your decision, be it raise or drop the probability of winning =^) |
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investor
Senior |
10-Jul-2008 14:23
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There is a 'new' school that a higher late loss is not necessary 'no good. As long as the late loss does not exceed a figure like 0.60 or something to that effect, the clinical results like mace, TVF, TLR are actually comparable to those stents with lower late loss. A higher late loss may indicate that the stent is quickly endothelialised, although it is difficult to see whether the growth is due to fibrin, inflammation (which is no good) or due to good healing. I think that the Endeavor 4-yr results were pretty good (relatively speaking), with little or no changes in their clinical measurements, like TLR, TVF, MACE, Stent Thrombosis (you may find it under the Europcronline.com, somewhere under PCR 2008 highlights, I think). THe only thing is that the polymer is permanent, and you do not want that to be in your blood vessel permanently. | ||||||||||||||||||||||||||||||
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dontalkrubbish
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10-Jul-2008 14:04
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BIG seems like running on hope of a few people. It has been victim of intensive sell down. Admittly while product is good, it is under publisized. But at the same time i have to admit, maybe its cheap price increases chances of a buy out. However, to buy up this company, no point going beyond 70 cents.. especially in this economy. Thus, those who held on since $1.00, 0.90, 0.80.. may not even see gains but loss. |
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dontalkrubbish
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10-Jul-2008 13:53
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How did u calculate that the resistance is 0.485 when BIG never close below 0.50 since IPO.
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redash
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10-Jul-2008 13:16
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For those who dun get my previous post below... I apologise, this is meant as a teaster... Please do caution that a BUY/SELL call can be a reveral of the reality... For example: (NOTE This is but an instance of one of the many strategies a BB can play) Baron Rothschild's adage was to "Buy when there's blood in the streets." Mine is "buy when CNBC starts telling you to short the market."
This quote teach something that a trader should be aware of... someone wants to dump TONS of shares, but inorder to sell, he need buyers. Vice versa, someone wants to buy TONS of shares but need sellers. Best of all? DUN EVER DO GUESSWORK OR FOLLOW BLINDLY! Please exercise some TA that you are convinced with ! Trade with Care =^)
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PensionAlterEgo
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10-Jul-2008 12:51
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Yeah, i too do not believe these kind of polls. Sure got kelong one.. ! When can Endeavor be favoured. Their lumen loss so Jia Lat.. when compared to Cypher. Overall sup-par compared to Cypher. Anyway, I think the doctors will be the ones that needs to be convinced first. I read somewhere that they are creatures of habit (so like to stick to older ones) and also sometimes susceptible to kick backs..
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altius
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10-Jul-2008 12:39
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I was looking on that site (crtonline.org) earlier today and within a span of 1 minute, there were over 800 new votes for Endeavor. It is obvious that the poll is hacked by Medtronic supporters / employees and so is not indicative of anything. I do believe however that the new stents will be well received, including Bio-matrix.
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redash
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10-Jul-2008 12:30
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I dun think its going anywhere until it breaks the pathatic 0.50 Oil sharply down, but Wallstreet is not satisfied, because bull trend for oil still remains. DJ is still down trend. Expect nothing to go up, bargin hunt at your own risk. I agree, just happens that one of the TA i am using has resistance set at 0.485 Care James, enter with care... I see too many locusts waiting to jump on this ... better wait till the 4pm~430pm then go into action... IF you really decided to go into this one... <=oI |
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jackjames
Elite |
10-Jul-2008 12:20
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aiyaa.. follow Warren Buffet stratergy la.. "if you believe this company , in this case, I believe".. then, you can do cost averaging if the two scenarios are met: (1) it dropped 30% (2) but the time frame should be more than 6 months. in this case, scenario (2) is not met, only 6 days in fact, ha ha ha.. well, soon you will see me quoting this post, and said" seee....... we are at the right bet " yes, this is an inducement to buy, ha ha ha.. |
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dontalkrubbish
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10-Jul-2008 12:16
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I dun think its going anywhere until it breaks the pathatic 0.50
Oil sharply down, but Wallstreet is not satisfied, because bull trend for oil still remains.
DJ is still down trend.
Expect nothing to go up, bargin hunt at your own risk.
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redash
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10-Jul-2008 12:09
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WOah, if it breaks 0.485 resistance, I need to redo my TA, looks like some players are going in this one BIG way! Louis already in I think .=^P |
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jackjames
Elite |
10-Jul-2008 11:56
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i am in , good stuff, 0.475... avg price now 0.5825.. come on, biosensor..., you can do it..
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redash
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10-Jul-2008 11:35
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European mkt? Woah u mentioned that ... I wonder when the "bomb" over will arrive... |
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investor
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10-Jul-2008 11:33
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In a poll of the US MKT, (from CRTONLINE.ORG) With the approval of the Xience DES, which of the four available stents will be your workhorse stent ? Cypher 1.35 % Taxus 1.4 % Endeavor 69.57 % Xience V/ Promus 27.68 % THe poll indicates that the mkt is more receptive to the newer stents, like the Endeavour and the Xience, compared to the older generation stents like the Taxus and Cypher stents. THe Endeavor stent actually has a more favourable response, although it has a lower efficacy than the rest, due to the impression that it is a SAFER stent. Results of the poll seems to indicate, that the Biosensors Bio-matrix stent will probably have a good reception in the European mkt, due to its perceived SAFTETY and efficacy. Not a call to buy/sell | ||||||||||||||||||||||||||||||
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redash
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10-Jul-2008 11:02
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Hi redash, just curious. What is the price range shifting towards. Care to share.. I shall save some bullets to collect at this range \ Now is more of pyscho issue le... Those buyers who already bought earlier/collected quite an amt are trying to collect more to push the price... So many shortists a;ready attracted in this counter, I only afriad they may end up feeding the "locusts" Not surprised at that short spike =D that is within my TA boundary, but the question is the upper bound or the lower bound XP I wanna catch this one too but still way TOO high at .475 currently... storing my energy ... ;^D |
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novena_33
Veteran |
10-Jul-2008 10:37
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bro...why dont u let the dust settle 1st then go in? | ||||||||||||||||||||||||||||||
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ROI25per
Master |
10-Jul-2008 10:33
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still to find bottom, i will wait
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PensionAlterEgo
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10-Jul-2008 10:20
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Hi redash, just curious. What is the price range shifting towards. Care to share.. I shall save some bullets to collect at this range
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