News Focus
News Focus
Followers 27
Posts 3890
Boards Moderated 0
Alias Born 04/20/2006

Re: bing259 post# 22190

Saturday, 08/23/2008 5:46:07 PM

Saturday, August 23, 2008 5:46:07 PM

Post# of 35633
I've been going on comparable tool prices, both those we have, those coming up and gensets in general. Also margins.

There's a variance on new product prices vrs products already on the market for several years. So generalizing pricing before finding out from the horses mouth may be a waste of time.

But for what we have tool wise, currently passed by the FDA, I'm guesstimating about $300 per, with about $100 net net .
The Colon tool may be around $800 per, with a $300 guess on net net. The lung resect tool about the same as Colon.

The variance on what they may sell for as the tools become more complex in the resect arena would have the most possible pricing variation in dollar amounts.

The genset, which the model shows, is the most important part,
creates the least profit, not being disposable. Pricing on new units (gensets), imo, may go for more or less $20K, maybe as little 10-12k assigned cost.

We will have a better idea on pricing before long :)

As Ninja posted, the CIS countries currently fall under the domain of the IAW ("partner"), and subsequently, any sales. As such, it has not been disclosed if any of the known 10,000 clinical surgeries had a sales basis placed on the tools or how many tools were used in each operation. Since the R&D grew to 80+ applications over these 10,000 surgeries, it' my belief, the Ukraine surgeons are currently using multiple tools at most surgeries at this time.

But one can figure what the potential comes to in a manner via the quoted last number of clinics using(27), time factor as to restricting use due to a pure R+D aspect to a level of use that may be described as a practice that continues to provide product analysis and R+D. By this point I presume some portion of the ongoing use of the VAD is at the purely commercial stage in the Ukraine. Just hard to say how the mix in "commercial" use vrs "clinical" use applies to what the IAW is doing, taking that continued R+D into account.

When I say potential, the known Clinical trial cities total only TWO cities that I know of, Kiev and Moscow, and an Air base outside of Kiev.

We, as the 10q states, have a JV with an Multinational Orthopedics company to develop, as I understand it, a separate
and new Genset for the less than soft tissues, Tendon and Ligaments. If this comes to completion, add as much as 100% evaluation in the short term, imo, with maybe 50% longterm.

Don has said the co. was in continued talks, as evidenced by the Orthopedics co., with a number of companies.

Figuring out what contracts and JVs might be worth also have variables, but certain business precepts apply, most common being, if it doesn't have an impact, don't do it. I'm guessing
from previous contract statements concerning the tissue welder,
Don will get half or more of the fiscal benefits, of any co-development with other companies.

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today