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Biotech / Medical : BSD Medical (Long Term Investment Oriented) -- Ignore unavailable to you. Want to Upgrade?

To: nothingoutofbounds who wrote (162)	9/10/2013 11:58:02 AM
From: pleonastic	Read Replies (1) \| Respond to of 178

"I am still holding and waiting. I really considered adding recently, but I am reluctant. I do not think I have ever held a stock I feel so confident about or one that I have been so disappointed by.... Hopefully, we will see the results that we believe are possible pouring in soon." I echo your feelings -- and your expectation of major positive results, soon. I am confident that Terumo has, by way of the recent strategic marketing agreement, control over public announcements re sales. This is a common part of such agreements, and -- after all -- sales PR will have more impact on sales growth if news is announced by the marketing "partner"; particularly when that partner is, very roughly, 1000 times larger than the mfg partner! ($5 billion sales versus $5 million.) I expect that we will now have to draw MTX-180 sales conclusions from aggregate sales numbers, rather than specific numbers of units sold. Perhaps not, but until we have agreements with a number of marketers for the MTX-180, I don't have solid hopes for seeing unit numbers revealed. At this point, unit numbers would likely provide valuable information to potential Terhumo competitors. Marketers can be pretty paranoid about providing competitors, unnecessarily, with information about specific sales numbers. Of course, that information will be in the $ sales numbers, but likely hidden because of being lumped with sales of all items. Of course, Terumo might break these sales out, if they wish to "beat their drum" about the new product. But, companies as large as Terumo do not have much need to loudly beat their drum about a single new product -- surely far less of such need than tiny BSD M. Anyway, substantial sales of the MTX-180 product line by Terumo should soon be quite evident in BSD M.'s sales numbers, even if not broken out specifically -- where else would a large increase come from? The BSD-2000 sales will likely be reported specifically, so we should be able to reasonably factor those amounts out of the net sales numbers to get an adequate estimate of MTX-180 related sales. Right?