InvestorsHub Logo

Honeycomb777

05/30/16 9:18 PM

#39103 RE: cptjsd #39102

U guys are low ballin yourselves...9+ billy with 3.5+ Billy in recurring revs for 2.2 and I am happy ! Not a penny less

The big boys are probably training their salesforce now. They better get on this because there WILL be lawsuits IF the first offer is not great OR if they go to the shelf once again and dilute us due to misrepresentation of timelines and costs. Defending this stuff takes time AND money - hope they realize this

5under

05/30/16 9:27 PM

#39105 RE: cptjsd #39102

I think the valuation will be based on what the buyer, hopefully Verb, believes the cash flow will be. Based on JH numbers, that could be significant. If JH numbers of 10b in robots and 4b of recurring revenues is accurate, that could lead to a nice number. The question in my mind is, if ethicon is selling the disposables, then they would get that revenue anyway. The next question is, how much leverage does a robot give jnj/ethicon when negotiating hospital contracts? The answer is quite a lot. In a world of IDN's and large buying groups, this gives the hypothetical acquirer Verb a great deal of negotiating power. JNJ, or any large med device co., in my opinion, will not partner but acquire the technology. The best outcome for us is an acquisition. If Titan has to bring this to market themselves, this will grind out for a few more years and the bang will probably not be as big. Titan will have a tough time doing the necessary groundwork to take the market by storm. A large med device company has all the pieces in place and could contract much quicker. I am hoping for a 2-3 bill acquisition.