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mgrego

06/08/12 5:32 PM

#41174 RE: fireplug0506 #41170

I have been following the company you mentioned as well and I think it provides a really good example of a company that missed its opportunity and lends a really nice contrast in breast cancer diagnostic technologies.

Company A has distribution set up, CE Mark approval, ability to sell worldwide, etc., but the product life cycle of the technology is nearing its end (see technological adoption curve). The company needed to get FDA approval about 5 years ago (I don't know why it failed) to maximize the both the product life cycle of the technology and its revenue potential. The company is now trying to sell its product in developing countries (Asian-Pacific region, Mexico, Kuwait) where technology usually lags behind developed countries. It more than likely has very little market demand for its technology in the US and EU at this point. Endoscopy will become the dominant technology in these huge markets.

I think this is worth mentioning because SNDY is positioning itself with the new generation of breast cancer diagnostic technology. The product life cycle of endoscopic instrumentation is just beginning. Within 5 months, the company will have the CE Mark and a partnership will open up production and distribution channels. The company will be able to maximize the lifecyle of endoscopic technology and the growth the industry will be experiencing. SNDY is ahead of the game.

By comparing the two, it gives you a nice perspective.

GLTA