>...these updates would be far more interesting if you included some additional information relating to your rationale…<
Let’s take THRM first. The rationale to be bearish is baby simple: I think the product does not work. I’ve posted about it on several occasions; for instance, in #msg-11593419 I cited this quote from a doctor who owns a Thermage machine:
“I have a Thermage machine here in my office that I use to hang my clothes on.”
Then there’s this: docs who own the Thermage device are performing an average of 1.2 procedures per week (#msg-15342778).
I had the procedure myself: no visible change. Zilch. Nada.
The procedure is expensive, but I considered it an investment investment.
The procedure is long…and painful. This is not something you would recommend to a friend unless you’re a sadist.
>…key upcoming events of note…<
THRM is presenting at the Needham conference next week. I posted the schedule in our webcast calendar (#msg-16005985).
>…the dates when the insider lock ups are set to expire and the number of insider shares held<
The THRM IPO was in mid November, so the lock-up expiration is still a few months away. I’ll post the relevant information on insider holdings well before then unless someone else does it first.
In other words, there is no hurry here. I will bide my time while the company continues to hype the product and the stock.
-- The other aesthetic-medicine stock on my watchlist for shorting is ARTE. They IPO’d just before Christmas and hence there’s no hurry here either. You can find many posts on this board where I explain my reason for being bearish; several of them are in reply to xrymd, who is long. Regards, Dew
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