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Biotech / Medical : BSD Medical (Long Term Investment Oriented)
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To: nothingoutofbounds who wrote (135)3/19/2013 11:51:30 AM
From: geoffrey Wren  Read Replies (2) of 178
 
I have the same concerns:

1. They are either unwilling or unable to provide good data on the breakdown of sales. You get this "up 319% over year ago 5 months" sort of stuff, but no simple spreadsheet of quarter by quarter sale in each segment, or the absolute numbers.

2. Science guys are great, but best for investors is when a business guy is in charge. Supposedly Bill Gates was a second rate code writer, but he knew how to deal with IBM. Wozniak was the designer for Apple 1 and 2, but Jobs is the one with the drive behind Apple.

3. Why has not Kaiser Permanente or other large organization put in an order for the machines? A rhetorical question. I suspect they want greater proof of efficacy.

All that said, it does seem that progress is being made in doing studies for the large machines and in selling the MicroThermX® Microwave Ablation system.

Also they report being close on a large distribution in Europe contract.

I have the feeling that if the company takes off soon it will be due to the Ablation System being touted by word of mouth by happy patients.

Pleo is enchanted by the prospect for a major new way of treating cancer. It is an enchanting prospect. As for the chance of this being a make-your-retirement investment, who knows. I have taken a position based on business judgment, but I have been wrong many times before. Even if you think you are getting good odds, a throw of the dice is a throw of the dice.
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