Replies to post #137786 on Biotech Values

[jellybean]

I'm wondering if there is a pool of virus in a set of cells that isn't reached by some drugs and that are not measured by blood tests. We're not talking about a lower than the limits of detection, but rather a reservoir, say in kidney cells . What's important is that if that pool is merely hiding out and escaping the drug, then longer treatment with the same drug would result in a cure. However, if that pool can replicate and the drug is not reaching those cells, then you need an additional drug.

[beach_trades]

TEAR-Roth Capital Medical Technology Analyst Matt Dolan

February 23, 2012
TearLab Osmolarity System

We recently initiated coverage on TearLab (TEAR) as one of our micro-cap medical device ideas. The company has developed an osmolarity diagnostic for Dry Eye Disease in the physician office setting. In December and January, TearLab received a positive code decision from Medicare and its CLIA waiver from the FDA, which we think is a transformative event. We have covered a lot of diagnostic companies that sell into the physician office setting and therefore understand the impact these developments could have on a company's commercial success. We expect these two milestones will really open the gate for the company to start placing a lot of its systems out in the field and allow revenue to scale up in a significant way in the next few years.

http://seekingalpha.com/article/388961-a-talk-with-roth-capital-medical-technology-analyst-matt-dolan?source=yahoo