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2morrowsGains

04/04/19 10:51 PM

#60632 RE: indievestments #60630

SRTS...Makes sense. Anyway, Nice to see SkinCure is hiring. Hopefully that means demand is strong.
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2morrowsGains

05/05/19 11:22 AM

#61468 RE: indievestments #60630

SRTS...indievestments, that was a great interview you posted on twitter a couple days ago. Thanks. Reiterates what a strong management team Sensus has!!
I like Arthur's comment on what his 12 month goal is..."Maintain the growth trajectory".
I also like what he said about the 60%+ margins vs sales reps...A sales rep can pay for himself/herself selling 2-3 devices within a year. That's pretty strong. A good sales rep can do well for themselves and still bring a lot to the bottom line.
And I like that he reiterated keloids treated with SRT during surgury has only an approx 3% recurrence rate. (HUGE improvement over traditional surgery). He said that is amazing.
And then of course his comments on Sculptura...Sensus believes Sculptura is significantly better than any IORT device on the market. It will compete very well against high dose rate brachytherapy and expensive linear accelerators (which have been considered the "gold standard" for treating some very serious cancers).

Here's a re-post of the interview for anyone else interested...
http://www.cfothoughtleader.com/cfopodcasts/491-arthur-levine-cfo-sensus-healthcare/

Earnings will be released this Thursday, May 9. Looking forward to updates.