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Biotech / Medical : BSD Medical (Long Term Investment Oriented)

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To: pleonastic who wrote (82)1/22/2013 2:11:36 PM
From: nothingoutofbounds1 Recommendation   of 178
 
I feel confident the other machines will further fuel that storm! When would that storm become evident to the stock market? I’m thinking it will begin within the next two quarters (including the one we are in). - Ray

They might. What I believe is taking place is that BSD has not only moved to the forefront but they have left the companies that will work best with the machines in the dust. I think that if companies like CLSN (not a vote of confidence for Thermadox, just using cause it is well known) were further along in providing a higher quality treatment... The BSD machines would be all the rage. Its my opinion that these treatments will improve and BSD will be poised to be a big player with their big machines at that point. I do not think we are close (within 5 years) to the companies working on that producing a high enough quality treatment option. They are lagging BSD. I do not believe that the MTX-180 is the final answer to treating cancer, but I do believe it is the best product available now. It is going to prove very useful as a front line treatment option. With the low cost, minimal side effects... a patient would be able to be treated quickly at an extremely low cost... Not much down side.

The big issue to me is the exponential growth... This is no secret to you as you have written on it many times, but I am not sure that many current shareholders understand. An MTX-180 being used 1 time per week is a profitable machine... 1 time a week!!! Finally, the machines are being placed (Thanks to the FPU) and it is inevitable that they receive much more usage than once a week. Investors like to do math even when they are wrong... So you can take 50 machines at 1 time per week.. or you can take 500 machines at 5 times per week.. or... on and on.. Investors will love the MTX-180 and every machine being put in an area/hospital essentially equals a contract, a contract that will grow. As that first machine is gaining use, more machines are being put to use... So, hopefully you understand that I think the 2000 and 500 are fantastic machines. I just believe on a cost basis, it is easier for a hospital/insurer/patient to use the MTX-180 as a stand alone treatment. And I think from an investor's perspective, we love to be able to project huge numbers and when we can legitimately project huge numbers the P/E gets triple digit crazy...
Last, as I attempt to teach my children about the stock market we are often brought back to the same lesson and it would not surprise me if it holds true with our slightly differing views on the future of the 2 machines... We may both be right
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