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Re: None

Saturday, 07/15/2017 2:50:19 PM

Saturday, July 15, 2017 2:50:19 PM

Post# of 41230
Only 5% ish of amda product/market combinations are available now in the market. Therefore current rev can not be relevant in valuation. Add to this that in the 5% ish in channel now they were impeded... Lastly, the CEO IMO did great for reasons I have mentioned, but to really optimize ramping sales the co needs a high level medical marketing team ... maybe partially led by a more marketing focused co-ceo (maybe SB being the tech dev side co-ceo).... A BO suitor will look at the tech and try to figure out what its management team can do in sales with the tech ... not what incumbent can.... For these reasons, current sales should be close to being irrelevant to valuation IMO...
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