MiMedx Group Inc (MDXG)

[strut1702]

SikBoof,

Sorry, I missed your message. Regarding Epifix vs Grafix, anecdotally speaking, the consensus appears to be that they are comparable for DFUs. As you know, there isn't any head to head data to claim that one is superior. I do not know if there is any clinical significance to using MSCs on diabetic ulcers. For other indications, perhaps.

Here is what I believe that physicians are prioritizing:

1) Is it covered my managed care?
2) Ease of use, time spent applying

IMO, Epifix has the advantage for 1 and 2. They are leaps ahead of Osiris with CMS and the VA System. You can also make an argument that MDXG is ahead in terms of being first to market which which is also an advantage by shaping physician perceptions before the competition.

As effective as these products are, I believe that additional entrants will allow the government to implement more pricing controls via competitive bidding. I like MDXG's prospects when you add in Epifix. MDXG has distribution agreements with Medtronic and Zimmer. That speaks volumes as those are two of the biggest players in Ortho / Spine. I do not know of any major agreements with Orirus.

Currently, there is rather significant short interest in MDXG and it's keeping the SP from advancing. MDXG revenues will trigger the shorts to cover.