SurModics Inc (SRDX)

[shears]

It looks like SRDX is getting some of the positive recognition it deserves. I still say the Novocell deal could be the biggest deal SRDX has ever struck in terms of potential. To me the only thing that could stop it from succeeding in a big way is if insulin producing cells can't be produced economically and in sufficient numbers. The Novocell guys sure seem confident. If it works in primates it will very likely work in humans so its the supply issue that matters to me more than the question of whether or not it works.

A nice fat orthopedic partner announcement would give a nice boost and I think we should see some revenue from Corning and genomic slides picking up. The worrisome stent stuff is not nearly the issue the shorts think it is. Besides, having a stake in the lubricity of just about every major stent issued really insulates SRDX from the whims of cardiologists.

The seeking alpha article was awesome - this guy gets it and he bought shares! He dug under the 'surface'. I always had faith that holding a big position thru the doldrums would someday pay off and like many here I continued to accumulate. Now I worry that a run up into earnings may be met with a selloff on the news but I have been around long enough to know that you just keep holding and buying this company.

This leg up has been a long time in coming but now I have more shares to enjoy it with. I gotta give some credit to Bruce. He took over the tiller and has steered well. I really like the fact that SRDX has not been hyping like a BSX but rather waiting in the weeds to pounce. I'm out of metaphors so I will shut up.