Be careful making investment decisions on the latest announcement or from the over exuberant ramps of the Glee Club('A' Team).
BD have their reasons why they don't touch devices like this.
The EZMix Multiple-Chamber Prefilled Syringe is a development product only. No high volume Production line has been yet made! Is it possible? It is not proven that one can be made to achieve the high volume requirements to achieve decent revenue.(fact)
From an engineering perspective a multi-chamber device is much more complex & complicated to manufacture than a single chamber device.
The Unifill 60MM line we now learn is not yet capable of producing at full spec volume. AS mentioned that they are still working on that. Mikron has had over 12 months or more to achieve this, so a mult-chamber device would command much trickier setup.(slower).
The new device will command a premium price. Say it sells for $20/unit & cost to make maybe $18ea. Wow $2ea profit! At what volume is it worth while? We have no indication of sales volumes from the announcement(or manufacturing cost). IMO unless this machine can produce at atleast 100MM units/yr it doesn't fit the big picture.
Valuable floor space taken up my this machine in a limited cleanroom environment when a Unifill Prefill line capable of much higher volume & profit can take it's place, makes better sense.
The market for the device is not main stream, volume will be low, much lower than the Prefill. Double digit growth means nothing unless we have some figures to work off. Sonpa & Grifter have a point. I doubt most hospitals will pay the premium, maybe more a tuned to homecare. We need facts & figures from anns not fluff.
These are things we should be thinking about when making our decisions, especially if you're short term.
GLTA DYOR
UNS Price at posting:
68.5¢ Sentiment: Hold Disclosure: Held
