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Biotech / Medical : VERISANTE TECHNOLOGY -- Ignore unavailable to you. Want to Upgrade?

To: Mark Bartlett who wrote (45)	1/9/2012 5:09:20 PM
From: Terry Maloney	Read Replies (1) \| Respond to of 254

I'd never heard of it until a month or two ago, when you mentioned it on either the ORT or NPK thread I think ... looked into it and took a starter position based on the Health Canada and Eu approvals. I'm not a finance guy, don't know how well they're going to be able to monetize it, but if they do get some degree of market penetration, the 'sleeper' aspect may be that right now the markets are too much focused on the 4% of skin cancers that are melanoma, and ignoring the huge 'razor blade' sales potential for the other types ... I don't know for sure about squamous cell, but I've had maybe 10 basal cell carcinomas over the last 20 years, and here's the drill: On my annual check-up, if my dermatologist suspects a lesion may be cancerous, he performs a biopsy and asks me to come back in a month. At that time, he either sends me home if the biopsy was negative, or performs minor surgery to remove the cancerous tissue, and asks me to again return in a month, to learn whether a second biopsy of the removed tissue confirmed that he got it all, or whether removing an even bigger chunk is necessary ... The point being, if he had an Aura in his office, one biopsy and one office visit would be eliminated in whatever scenario ... assuming the disposable probe tips will cost less, I can see a huge upside here which the market may be overlooking.