SwingTrade Member Forum

[Rawnoc]

REPR NEXT Q COULD SHOW LARGE INCREASE IN SALE & EPS. Here's why:

(1) Seasonally best Q for their RES-Q-VAC product. Over the last 4 years, the sequential sales were up an average of 70.6% over the Q before. Last year those sales were up 96.8%.

(2) Their main product they sell is the Freedom60 and its tubing sets. The tubing sets are a predictable recurring revenue stream (kind of like the razor blades for the razor) continuously going straight up over time. They have recently raised the price of the tubing sets by 20%. The Freedom60 is an approved paid-for device by Medicare and "only allowable pump to be billed with the Subcutaneous Immune Globulin (SCIG)." <~~~words in letter from Medicare. As a result, tubing sets are showing the most rapid increase in sales (around +73% last Q)

(3) A new product (called the Daisy set) began shipment to Europe in July.

(4) A company received a new drug approval, Hizentra, in March. They are pushing the Freedom60 as an optimal pump for use of their drug.

(5) Two domestic and one international sales associate were hired last Q. They forecast in the filings continual increases in sales.

(6) They have been attending trades shows which historically have lead to bumps in sales.