You will never be told x, y, or z. It's Commercial in confidence. Plus when it comes to reimbursement negotiations you basically forgo all your leverage. In saying that if the revision rate truly play out as expected the health economics model will play in cardiocel's favour.
I dislike the distributor model simply because only you will sell your own product the best.
it is simply frustrating that there is constant talk from the business about the future potential. I understand why they are doing it - it's easier to sell the dream. However, when this business was created to have multiple revenue streams intentionally to support the future blockbusters. It's imperative we look after what is actually creating revenue rather than constantly spruiking the dream.
If there was a solid balance sheet with strong income, I think the SP would be more reflective of the potential. At the moment the players with lots of dollars see a poorly managed business burning cash, knowing that CR will continue to occur. If I was an incumbent in the patch world I would wait till I could pick up a bargain as well. I mean the product is world class. Just hasn't got the capital to compete.
March 16 Quarterly Report - Good and Bad, page-17
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Last
$12.15 |
Change
0.350(2.97%) |
Mkt cap ! $256.8M | |||
| Open | High | Low | Value | Volume |
| $11.80 | $12.15 | $11.21 | $376.0K | 32.22K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 139 | $12.00 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $12.15 | 830 | 1 |
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