Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
They can point at the ticker and say "we dont have money for youtube videos or sales and marketing" Not the lack of tweeting. That's free and not "business as usual" going dark there. No CFDA approval? it all points to a high valuation thesis. Wouldn't be surprised if they are strategically planning and saving bullish PR here for a bull parade. Lawyers wait in the wings looking to roll out class action lawsuits on M&A news against companies for fiduciary duty of loyalty. Without a high valuation thesis this is a slam dunk case. With the High valuation thesis they can point at it in court as their evidence. Then Sonny can say he successfully ran a company as CEO on his CV and wait in line for CEO positions with his experience of successfully running a company. Then I will die a little inside.
If the waters where clear that question could be easily answered.
I hear you loud and clear. I can only argue the not tweeting portion. AMD has similarities. A co. the market lost faith in. A whale opponent engaging in manipulation is fact here.The Whale was fined in antitrust lawsuits(Intel). A superior technology. Lisa Su turned this around. We can study her to learn her technique. One of those techniques was developing the capital to invest in marketing of the superior product. As a CEO she maintains an active twitter and AMD tweets about once a day to develop synergy in free marketing here. I think this was a technique Su implemented in the turn around story. I know ortho and AMDA is different in alot of ways including the fact you cant market directly to the consumer. But when you stop tweeting, and not tweeting the C+CSC PR is the major example, It appears as an admission of defeat or a dead co. for anyone that takes a casual glance. They must show signs of life for any claim of operating as "business as usual"
"Sounds like a bad guy to me. Shame on you Dr. Bal"
I can see how The investor could be upset as much as trolls trolling for nefarious reasons and where do you put your blame? It's all perspective. For instance "Dilution into FDA approval" How much do you believe the companies worth? Does FDA approval increase the value? do those 2 equate into allowing for some dilution to occur to raise capital for additional product development? or should Sonny allow Amedica to bankrupt or take out a loan to prevent dilution? And who do you blame? The possibility of sales of shares to create head wind to suppress price? Doctors not understanding the superiority of the material to increasing sales? or Sonny Bal?
A tweet about the Valeo C+CSC implant going in in Nashville would cost nothing and take a few seconds. But even here there's radio silence. It's odd and I cannot come up with a good explanation. Youtube videos, I can understand, cost $ to create. The tweet is free and would take a few seconds. I do understand he's busy and the co. is running at a bare bones capacity due to market stresses and we can only speculate on what's occurring in the shadows. Perhaps whoever ran PR or Media relations was cut to cut running costs and they just forgot that there was a function of the company left unmanned.
I agree. Anti trust lawsuits at the end of the day really only helps to expose the truth. I suggest reading "the story of my experiments with truth by Ghandi" not only is it a good read but he talks about the idea of only being able to temporarily suppress the truth. But in the end the truth will always eventually be exposed. This may seem off topic. But I think it's a disservice to the investor to not look at forever widening circles and their relationships. For instance, you may say China's crack down on corruption is unrelated. To me that's narrow minded and I see exactly how it relates here. This is definitely not what I would consider free market capitalism and I've lost what little trust I had left in doctors somewhere on this ticker as much as I've learned all mechanics must bow before the engineer, except in areas of designed obsolescence. To increase your ability as a mechanic you must start looking at things from the perspective of an engineer. I think the same is true in orthopedics, you may not notice the difference in materials and some day this may end up a hard lesson learned.
"leverage its expertise in acquiring CFDA clearance of medical devices, in order to accelerate Chinese clearance of Amedica's products." "04/18/16 " " minimum annual purchase requirements in Year 1 of 20,000 units"
"With more than 50,000 minimum unit sales to occur within the first two years following CFDA clearance"
Not one press release of CFDA clearance. So they are sitting on 40 to 60k units? Any one willing to dig through quarterlies to corroborate that? I don't know what I`m talking about much less what anyone else is talking about. This is why I don't reply alot.
The Chinese model is emerging through various companies as pure IPR&D licensing and rights deals. Look at Netflix or AMD for this model. The Chinese prefer this model in AMD's case. The idea is export everything import nothing. This model is how the Chinese are allowing companies to penetrate their market and keep everyone happy with global economic IP issues. So far, from the examples I've studied it seems to create synergy and be a mutually beneficial relationship. In this way this is fast tracked and probably be the first to emerge for Amedica. The (((analysts))) can spin this all day about 1 minute it's IP theft of AMD to suppress there or Netflix will fly on Chinese IP to pump. There's probably better examples of this in the spine world but these are the ones I`m giving. Either way it makes no sense for the Chinese to not keep this at least on life support.
Well they where just pitching titanium as "the safe metal" and the "everyman" outcry had a large organic percentage of metallosis concerns over on reddit. Think that was part of this setup? A guy mentioned a concern with troubles performing revision surgeries due to Osseointegration being too good with porous trabecular metal. Seems like an argument that sticks to anything that has good fusion.
I dont see anything on stryker thats HA + tricalcium phosphate. K2m has one called venado granules.
The manipulation here is unreal. They get FDA approval and the stock tanks like they announced all the patients got cancer. That's the complete disconnect from the real world. The SEC has an obligation to maintain the guise of market integrity and market manipulators are usually smart enough to play along to keep the party going. I could care less about nickel and diming the market at this level on a short play. If not a lack of integrity, it speaks to a lack of intelligence not being able to find a more profitable play. Its about the level of intelligence and integrity of the guys that call you up pretending to be a nigerian prince. "but we got a nickel tho. abloo bloo"
What part of AMDA do you have a problem with? Everything I see looks forgivable in context of a pilot program to further medical sciences and benefit patient outcome. You`d have to be a pretty dark person to naked short and distort that.
that seems to break CL101's high valuation thesis, as it's based on bid competition and retail can be easily outvoted by a major holder. https://fintel.io/so/us/amda Fintel has updated ownership with a Blackstone N-Q form btw.
What if Johnson and Johnson wants this? They have 10X the market cap of Zimmer and can push ZBH around on a BO bid. If the zimmer relationship speculation where true. You cannot defend against this speculation.
Accidentally set a stop loss today at 0.40 and killed it then threw a straight market buy for the last handful of shares that closed at 0.45. Something got triggered in the bots to spend the rest of the day bid 40. ask .45 with no volume and broke the ticker. Bots hunting that non existent .40 stop loss. Bots are designed to scalp and I've seen them drive a price down to create FUD and steal shares at the bottom, but a ticker depends on natural trade volume for these bots to operate in. Never have I seen a bot drive a price down and sit down there playing with itself with no organic volume. Any organic volume breaks this bot as shown with the recent P&D brought to you by that pied piper and his handful of followers.
https://www.reddit.com/r/todayilearned/comments/9b1fjb/til_titanium_is_used_in_medical_implants_because/
Relevant because AMDA produces implants that are non metallic. Reddit is the quintessential everyman. Proof this is starting to produce a ripple in their consciousness.
Haven't researched HCA but fintel's data shows Black stone all over this as a sidenote. Cant respond through private.
With his fellowship and now it's come to my understanding he is or was an associate professor at vanderbilt for orthopaedics I think it's safe to say this isnt just an orthopaedic hospital that sits next to vanderbilt and, perhaps, others in the area such as vanderbilt orthopaedics dept. may have an interest in the out come of this recent silicon nitride spinal patient. Between Duke and Vanderbilt first. I think I would have chosen Vanderbilt as the leading edge in health care. No evidence. But pretty sure patients are brought in to the vanderbilt area when something is over the local hospitals head and you`re referred to and shipped off as a patient for treatment. Lots of revision surgeries and that lady I posted about having flesh eating bacteria in her skull plate. Someone speculated "how much did amedica pay alayli" the truth is Amedica doesnt have any money to pay. They have to depend on research the substantiates the superiority of the product. Probably the biggest reason they`re currently not competitive in my opinion.
First time I've heard this guy is Orthopaedic Associate professor at Vanderbilt.
Reminds me of Mercury fillings. 2018 USA. Right off the colgate website. "In rare cases, people have allergic reactions to the mercury in amalgam." You just have an allergy to heavy metal poisoning I guess. If you can't recognize the dangers of increasing the bioload of heavy metals as an informed consumer at this point, I`m afraid it's too late and go ahead with those amalgam fillings.
I was thinking about it the other day and they`ve rolled out their spine line and started adding cancellous substitute. So they need dental hip and knee and they've completed the big lineup. 3 implants probably in various stages of development and they`re complete for the most part. The 15 million puts them in a good position financially for the time being. I`m really hoping the C+CSC in US implant is part of a bigger picture we're not seeing. Take all that and The metallosis documentary is the final nail. Not sure if this company needs a buy out. It seems to be able to secure funding through the forces looming behind Magnum. I have hypothesis on who that might be. If US doctors refuse to change because bigger payouts, then people are already talking about the US healthcare market may not be what it used to be and healthcare tourism.
Oh THAT LLC I thought he used his OTHER LLC. that ones registered in Missouri.
Are you a lawyer adept in the benefits of setting up an LLC in New Jersey? Me neither, couldnt say if it's legal one way or the other. However if you`re a house wife in new jersey your services are in High demand to run LLC`s there. Not sure what they offer in benefits compared to delaware. Like you said. Good luck tracking any of this. Dont even bother. Doxxing Bal is irrelevant to the future of silicon nitride. I will say there's a surprise ending involving chem trails. Not even joking.
First C+CSC implant performed in Nashville for context. I surmise the abundance of hospitals in Nashville are interwoven into a web of hospitals with Vanderbilt University medical center at the center. It seems like a hospital you get referred to by other hospitals when the situation is above their pay grade. Here's a review: "My wife has flesh-eating bacteria in her skull plate". I guess add that to the list of needed research of what can be cultured on a slab of silicon nitride along with MRSA. Anybody have kids with science fairs coming up?
https://www.bloomberg.com/research/stocks/people/person.asp?personId=34960623&privcapId=31348
Omar Ishrak. CEO of Medtronic. CEO competition to Sonny Bal. All he has is a PHD and bachelors degree. He cant even fly a plane. Last year he made 15.5 million in compensation as CEO at Medtronic.
"leave a trail that a retail investor with google could trace the entire transaction" He's right. Sonny Bal`s CV can confirm there are powerful and very rich people that realize the potential here. Whatever games are afoot won't be realized through google. Not worth speculating who stands to gain or who lost what where. Is he a lawyer consultant doctor? or CEO accountant pilot? nobody knows. In my opinion if you`re smart. You would be a little scared of him.
https://www.fda.gov/ucm/groups/fdagov-public/@fdagov-afda-orgs/documents/document/ucm595561.pdf
Looks like that's an FDA update for this one.
TLDR: Dr. finds sterile pack stuck to implant. Picks it off and implants it. Triggers FDA inspection. FDA slaps Zimmer around for sterility issues and bagging procedures. Causes inventory issues.
" Necessitates minor medical intervention" in your Risk Management Procedure This assigned severity level does not include the potent
ial severity outcomes of serious injury or death which
can occur as a result of infection. ".
Or bone infection causing osteo myelitis for that matter.
https://fintel.io/so/us/amda?d=2018-06-30
Also search ZBH on fintel then F3 find barclays to show their position there.
Looks like same day Barclays reduced their large position in Zimmer by 16 mil was the day they increased their position in AMDA. Fintel buy data tracks back years. This is unprecedented. Looks like Barclays is calling the bottom.
i`d say let C+CsC and C+osteon fight it out in a japanese research study and see what happens. Somebody out there is looking for perfection and not just a good enough degree in medical care. NIH grants?
to design a replacement? in how the joint manipulates? Better to fund an actual vet surgeon. I`m looking at his previous research on his CV and he's a candidate for materials science in ceramics. Haven't got far enough into Genoss to figure out if there's patent conflicts or what the addition of tricalcium phosphate does. Better wetting and osteoconductivity? But if a silicon nitride cage with an osteon insert offered unique advantages I wouldn't be opposed to it.
it's a proprietary hydroxyapatite tricalcium phosphate blend. Some kind of synthetic bone material. Looks promising. I think Silicon Nitride could still beat it for strength and wear characteristics But as far as bone fusion and bio friendly material limiting metal exposure it beats peek or whatever metal blend including these supposed ceramics. As far as biolox delta, My research into aluminum toxicity indicates it's hard to test for in blood and urine as it absorbs into bone weakening the bone structure.
Just an example of Zimmer's trend of conducting research in animals to eventually release in humans.
here's one for horses for a arthritis injection from 2014
https://www.researchgate.net/publication/259958302_Evaluation_of_a_single_intra-articular_injection_of_autologous_protein_solution_for_treatment_of_osteoarthritis_in_horses
By 2016 they have it rolled out in foreign nations, Licensed in vet. medicine and are conducting trials for FDA approval in the US.
http://www.orthospinenews.com/2017/12/26/zimmer-biomet-announces-positive-results-from-progress-ii-trial-of-autologous-protein-solution-prepared-with-nstride-aps-kit/
Looks like a dot that Zimmer nor Sonny have ever published anything regarding a canine femoral head replacement as far as I can tell. It being discussed in the context of vet. medicine suggests to me whatever it was, wasn't something you just slap a 510K on. Sonny strikes me as the type of guy that wants his research published and accredited to him for his CV. If it was Silicon Nitride peaking their interest, I think this was the onset of the theorized Zimmer merger plan.
http://www.genoss.com/product/peek_cervical.php
If stuff like this does end up out competing and bankrupting Silicon Nitride. Then great. However, what the big three are currently offering and getting rich on are starting to look extremely out dated. It's becoming an anti trust issue.
https://cdn.gardnerweb.com/cms/1402am_reimaginingimplants_1.JPG;width=560
Definitely some interesting designs coming out of DiSanto. Just too much overhead to keep an inferior material around in my opinion with out clinical competitive studies. My intuition is on Silicon Nitride out competing in at least some applications.
https://i.pinimg.com/originals/d6/79/8d/d6798da5b4495aacb8bec76aece5ae97.jpg
Stuff like this why 3d printing quick, cheap and custom is such a game changer. It's going to be a huge catalyst for the winning material. Let the material pony race begin.
https://patents.justia.com/patent/8123812
The patent goes back to 2009 for Ashok C. Khandkar on Silicon nitride femoral head replacement.
https://patents.justia.com/patent/9353010
No clue how they`re running around with this one With biolox delta around.
Zimmer Holdings,Inc.: “Design and testing of a canine biological femoral head replacement.” $342,837.00. 7/1/2011 to 6/30/2014.
Right off of Sonny Bal's CV. This is equivalent to Biolox delta ball for hip for canines.
https://www.linkorthopaedics.com/uploads/pics/c524827e0f_02.jpg
Can't be biolox delta.
Dogs are also quadrupedal instead of bipedal reducing wear, have relatively low life spans compared to humans and tend to lounge about the house all day. Implants can go in and come out looking as fresh as the day they where manufactured. Hard pressed to get me to believe that's not Zimmer dog whistling.
Yes definitely a dog whistle on the Zimmer canine implant. Not much has changed there. Still a metal on plastic hip. I guess he just switched gears away from dog medicine and started doing research like this: Ceramics for Prosthetic Hip and Knee Joint Replacement
Testing of silicon nitride ceramic bearings for total hip arthroplasty. Those trabecular metal cones would look pretty dank in silicon nitride for osteomyelitis. If Zimmer is in fact dog whistling for Silicon Nitride I dont see how being on that research report could upset them. Basically just pitching TM cones and Silicon Nitride is next gen for the technique and locked down by Zimmer.
Looks like that's research grants so..I mean hopefully he used the funds for research. The consultation i`m looking at, you`re right he should have been just sitting on the board of Amedica during that time frame. Still think it's odd those payments didnt go through his LLC. Maybe it's Occam's razor and they handed him some cash. Weird how it goes thru the llc in 2013, Amedica goes through the LLC then a few hits of conformis skip the LLC in August. Maybe a nothing burger