InvestorsHub Logo

zenvesting

02/24/15 2:15 PM

#10019 RE: 10 bagger #10018

I've looked at ALQA and used it as an example to explain why I think COV.v is waaay undervalued, although they are not exactly in the same niche of advanced wound care. ALQA doesn't really offer much in the way of infection control, which is where I see a lot of potential growth for COV and other companies active in the detection, prevention, and treatment of Healthcare Acquired Infections and superbugs:
http://www.cdc.gov/drugresistance/national-strategy/

CTIX is another one on my watchlist for this infection control niche with an interesting new antibiotic medicine, but it is also waay too pricey for me here now.

ALQA is in another hot area of advanced woundcare with new hydrogel technologies to help in the healing of chronic wounds. MDXG is also active in this chronic wound space and certainly has an attractive growth profile I'm sure ALQA would be happy to duplicate. Potse and I have discussed FZMD here a little, which is a very early stage distributor of these type of products as well, and might offer a side-door entry into this attractive high growth niche.