Via twitter handle @livewire Via twitter handle @livewire from...

Via twitter handle @livewire




Via twitter handle @livewire from usa

Doctor Alex Cowie
Oct 7th, 2013 10:25 AM
Up 870% YTD, Isonea (ISN) is defying critics. It now resides in >$200 mil market-cap territory within GICS sub-code 3510, next to Greencross (GXL), and Nanosonics (NAN). Isonea sells a device that links to a smart phone to quantify asthmatic symptoms. So it is riding two thematics: ONE: the sub-sector is trending: e.g.: RMD up 45% YTD. TWO: ‘smart-phone stocks' are soaring: e.g.: MBE up a modest 1344%. For a peer, Dexcom (NASDAQ:DXCM), a player in the crowded diabetes monitoring market, gets a US$2 Billion valuation (despite negative cash-flow). Isonea's Australian sales have just started, and planned US sales are 3-9 months away. Production cost <$40, retail $170: so monthly sales of ~14,000 would easily justify current val. But a curly question: what additional value ascribed in due course for data collected from 100,000's asthmatics? NB This does not constitute advice. I am personally invested in this stock (ISN).