PART 3 JPMorgan 26th Annual Healthcare Conf 1/8/08..2nd Day Reporting Companies..Nymph Take Portfolio

PART 3 JPMorgan 26th Annual Healthcare Conf 1/8/08..2nd Day Reporting Companies..Nymph Take

910 views

TheStreet.com Rating: C

Rate Now:

average rating: 0.00 / 0 ratings

printer friendly

send to a friend

Created by Trading Nymph

DESCRIPTION:

Date updated:02-01-2008

THis is under construction..but I wanted to get the names in to track..I will get to the research this weekend.

AMGN
Amgen Inc.
$54.69
+1.18%
$54.36

No Analysis added

People owning AMGN also tend to own: AAPL GE SGP CECE MRVL OMRI ANF

TheStreet.com Rating: B What is this?

AGN
Allergan Inc
$59.25
+0.15%
$58.64

No Analysis added

People owning AGN also tend to own: ALK BA BK C CA CMCSA ERIE

TheStreet.com Rating: B What is this?

AHG
Ahg
$0.00
N/A
$N/A

No Analysis added

People owning AHG also tend to own: AMT AW BCR BEAV BRO CERN COGN

TheStreet.com Rating: No Rating What is this?

AMAG
Amag Pharmaceutic
$44.82
+5.33%
$42.55

No Analysis added

People owning AMAG also tend to own: AAPL ACCP.OB BCSI EMKR FCSX FTGX HAYN

TheStreet.com Rating: D What is this?

ARAY
Accuray Incorpora
$5.65
-1.74%
$5.67

1-31-08 Transcript 2 stars Nymph's Take: Not Sexy..have to build Bunkers just to use this stuff and Govt is causing problems on payments. CEO Euan Thompson 4th consecutive qtr of record revenue and backlog. Revenue 52 M up 98% v 26.3% yoy. Backlog 29% yoy. 126 Cyberknifes worldwide. Net Income 2.3M .04 eps. Service revenues up 144% yoy. $460,000 is service revenue for each knife and diamond contract. Prostate Cancer is #3 following brain and lung tumors. Cyberknife increased in the use of treatment in Prostrate and Lung. In Japan it is only approved for head and neck. Q4 enrollment for study for early lung cancer. New products from ASTRO conf. decrease treatment time by 50% of cyberknife. USA treatment per patient is $250,000. 5 is China 1 in Russia and India. Adjusted GUIDANCE FY 08 210-230M 50-64% growth..Customers are having a harder time getting credit to buy machine or build location THE BUNKER..lol. some customers are slowed down due to credit. MOST ARE NOT HOSPITALS with the credit problems...they are stand alone Clinics. THIS IS THE REASON WHY THE STOCK IS IN TROUBLE...There are possible changes in CMS which is still uncertain..hospitals to bill medicare for patients sent to these clinics can not bill medicare...BIG PROBLEMS IF THAT IS THE CASE. Yet, Medicare amounts have been set in Calif and a couple of other states. NO DEBT and 25M up to buy back when the stock is cheap. They pulled some customers out of the Backlog because they knew they could follow through with it. Sales team is focusing on more hospitals. Doctors are getting use to Radio Surgery. BUT THEY have to build Bunkers to use it..15-20% are the Clinics...analyst seem not to trust the Backlog numbers when CEO didn't have exact figures...too expensive and hard to set up.

People owning ARAY also tend to own: CHCG.OB COGO CVY DUG FXE GASS GE

TheStreet.com Rating: D+ What is this?

BAX
Baxter Intl Inc
$55.12
+0.51%
$54.68

No Analysis added

People owning BAX also tend to own: BOBJ DELL EBAY HANS JOYG RMIX SBUX

TheStreet.com Rating: A- What is this?

BEC
Beckman Coulter I
$65.57
-0.88%
$65.78

No Analysis added

People owning BEC also tend to own: AHL AMGN AMTD C CAT CHK CVH

TheStreet.com Rating: B+ What is this?

COO
Cooper Cos Inc
$30.56
+0.79%
$30.24

No Analysis added

People owning COO also tend to own: ABD BOH CNO DJO EEFT ELX FMC

TheStreet.com Rating: B- What is this?

Page 1 of 8
1
2
3
4
5
6
7
8

	Start Price	Return Value	Start Date
AMGN	44.80	+22.08%	Jan 7th
AGN	62.07	-4.54%	Jan 7th
AHG	21.02	------	Jan 7th
AMAG	58.92	-23.93%	Jan 7th
ARAY	15.73	-64.08%	Jan 7th
BAX	57.69	-4.45%	Jan 7th
BEC	72.50	-9.56%	Jan 7th
COO	38.45	-20.52%	Jan 7th
CHE	53.15	-15.03%	Jan 7th
CEPH	71.42	-18.43%	Jan 7th
COV	42.89	+2.70%	Jan 7th
CAH	56.27	-47.57%	Jan 7th
CI	53.21	-41.97%	Jan 7th
CRL	65.07	-47.15%	Jan 7th
CVTX	8.76	------	Jan 7th
CBM	7.80	-19.62%	Jan 7th
DGX	51.48	+12.35%	Jan 7th
DVA	54.93	+5.53%	Jan 7th
DHR	84.74	-15.08%	Jan 7th
ELN	23.04	-71.44%	Jan 7th
ERES	10.97	-36.65%	Jan 7th
BRL	52.58	+23.26%	Jan 7th
ETRM	9.45	-92.38%	Jan 7th
EMAG	3.65	------	Jan 7th
FRX	35.93	-20.21%	Jan 7th
GTIV	17.94	+35.17%	Jan 7th
ECLP	23.81	-15.88%	Jan 7th
HMSY	33.07	+30.30%	Jan 7th
IVGN	91.37	-72.90%	Jan 8th
IMCL	40.52	+71.94%	Jan 8th
IMA	57.52	-30.65%	Jan 8th
IDIX	2.64	-27.27%	Jan 8th
ITMN	13.38	+1.35%	Jan 8th
HMA	5.48	+10.04%	Jan 8th
INCY	9.38	-22.71%	Jan 8th
HDIX	8.59	-29.69%	Jan 8th
KERX	8.25	-73.45%	Jan 8th
GENZ	75.05	-30.34%	Jan 8th
AHII	12.50	-79.92%	Jan 8th
MRK	56.85	-42.67%	Jan 8th
Average return:	-20.63%
Success rate:	27.03%
Tracking Started: 01-07-2008

Comments not available

Top Do-It-Yourself Portfolios
» John Shier
» Joy
» tsamanuli Portfolio 1
» brueckenc Portfolio 1
» Fundsonly Portfolio 1
show all

Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...

11.06.09 | 15:52 PM

'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...

11.05.09 | 12:05 PM

Squeezing the Shorts: Late Earni...

By Jonas Elmerraji Posted on Nov. 4, 2009 For investors who seek out short-squeeze opportunities, there’s no time as important as earnings season. Earnings are one of...

11.04.09 | 15:18 PM

Cramer's Take on Headline Stocks...

By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...

11.04.09 | 11:12 AM

General market Technical Analysi...

11.14.07 | 22:55 PM From author ZA

Wealth distribution by race and ...

11.23.08 | 18:44 PM From author Valerie J

Full Disclosure

11.09.08 | 12:30 PM From author alchemist

Nymph's Trading Daily Trading Diary

04.13.09 | 01:10 AM From author Trading Nymph

more forums

Q. Pages 78 - 80 of the healthcare ...

11.08.09 | 08:45 AM Asked by Karen Schubeck

A. Type II Diabetes in obese patients is
wrecking our health care system.
Overall, more than $1 in every $10 spent
on health care in the United States goes
toward treating Diabetes. Blood glucose
test strips alone can cost about a
dollar each and if you're testing
several times a day every day, the costs
can add up pretty quickly. XOMA has the
first drug "XOMA 052" in the last 10yrs
which will significantly impact this
industry and you would no longer require
daily insulin injections or insulin at
all, for that matter. This would save
the government billions, search on that
one and you'll make a fortune. The
government cannot continue to pay these
kinds of rising diabetes costs, when
there is an alternative which is so safe
and so effective which just became
patented in Europe.