Biotech Values

[apljack]

NTXM and BAX: If Baxter intends to have a larger footprint in home dialysis then they may be a buyer for NXTM as NXTM's products are all hemodialysis products, which is a bigger and more lucrative market. Peritoneal dialysis is a simple process that doesn't actually require any branded products, just saline and a couple of peritoneal lines. Its been done for years with off the rack hospital products and is quite low tech.

BTW, NXTM is a buyer of supplies from Rockwell Med (RMTI) and I have opined elsewhere that NXTM should just go ahead and buy RMTI (market cap below $100 million), to broaden their list of products, reduce overhead (by erasing the RMTI product markup) and becoming a potential player in emerging hemodialysis products (RMTI has an Iron supplement that is in Ph3 trials.)