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Re: hweb2 post# 108146

Thursday, 10/26/2023 3:42:33 PM

Thursday, October 26, 2023 3:42:33 PM

Post# of 113283
I bought some PDEX off of your original alert. That backlog looks great. And they can stop spending money on preparations for the new building. Judging from that backlog, someone on the salesforce is able to sell . Also, if you look at their addressable market slide, they have a long pipeline of new products they can go after with basically the same technology repurposing for different body parts. I had been waiting for their buildout to be over. It seems stocks always slide during a capacity buildout. I got tired of SCIA at around $1 as they were building out capacity, before it went over $4. The interviewer on this call was awful and had no idea about the company. Earlier in June Stock Day podcast Van Kirk was saying they had new products launching soon, and I don't think any have launched yet. In their 10K it says the ENT shaver should be launched soon 4Q 2023. With the prototyping they do for customers, I think they have some paid-for R&D.

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