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JJSeabrook

05/05/10 6:38 PM

#3488 RE: roelien #3484

I think the Attrius runs a little under $1M to buy, although I think there will be leasing of the Attrius once they have filled their buy orders for it. Why lease it as long as you have buy orders to sell it?

1. I think if Covidien is a strategic alliance for Pharm Assist that they most likely would have to wait until the sale to Triad is complete...Agreed.
2. See above.
3. I would think they would want to start working on leasing of both Pharm Assist and Attrius PETs, but would prioritize the sale orders to be filled first.
4. I would think the partnership with Lantheus would be PR'd first, since they've already mentioned them today. In fact, I would HOPE to see that in a PR tomorrow.

I pretty much agree with you.

JJ

Posted by: roelien Member Level Date: Wednesday, May 05, 2010 6:23:12 PM
In reply to: roelien who wrote msg# 3479 Post # of 3485 Send a link via email Share on Facebook Tweet this post
This is how I see it all playing out based on the DD I did today:

1. POSC In the process of striking a strategic alliance with Covidien for the Pharm Assist. I think that the announcement can't be done until the sale of the Covidien RadioActive Pharmacies to Triad is complete. See my previous Post
2. PR coming on large PO's with Cardinal Health for the Alltruis PET Cardio Devices...This could be fairly large ($100Mil?) revenue growth.
3. PR coming on a strategic alliance with a MEdical Device Finance Leasing company for the leasing of the Alltruis PET to customers as alternative to forking out the 2Mill up front. This removes a major stumble block for hospitals to purchase. We all know that hospitals just don't have that kind of funding readily available.
4. Formal PR on Product Development Partnership with Lantheus Medical.

I expect all of these major announcements to come within the next 4-8 weeks. Nr3 and 4 we already have confirmed. POSC just need to PR it and hopefully their marketing firm can do a better job in releasing it than the circus we saw today!!!

Effect to the PS? Buying opportunity @ lows of today. See major correction and growth to $1 in the short term (<3months) and $2 (>3months)

Mark this post. THis is just my ramblings....Do your own DD!!!