NEO: I was able to take a quick look at the metrics this morning before starting my clinical rounds. The company now looks to be vigorously growing despite the previously noted headwinds generated by the medicare changes in reimbursement. It looks like the co. is hitting on all cylinders and I would characterize today as their official "coming out party" for the market. The co. now is on many more radars for investment firms and I expect a progression of share acquisition to proceed.
This has been one of my two big biotech investments, and it is now looking like I picked a real winner. The next two years will be quite exciting, investment wise, if mgmt. can continue to innovate and gain market share.
best,
aj
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