PART 3 JPMorgan 26th Annual Healthcare Conf 1/8/08..2nd Day Reporting Companies..Nymph Take
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Created by Trading Nymph
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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.
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AMGN
Amgen - $50.84
- +4.10%
- $49.35
No Analysis added
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AGN
Allergan Inc - $51.88
- -1.07%
- $53.05
No Analysis added
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AHG
Apria Healthcare - $19.03
- 0.00%
- $19.10
No Analysis added
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AMAG
Amag Pharmaceutic - $37.35
- -1.24%
- $37.77
No Analysis added
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ARAY
Accuray Incorpora - $6.75
- -1.46%
- $6.84
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.
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BAX
Baxter Intl Inc - $64.12
- +0.45%
- $64.23
No Analysis added
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BEC
Beckman Coulter I - $68.59
- -0.28%
- $68.98
No Analysis added
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COO
Cooper Cos Inc - $37.30
- -2.76%
- $38.45
No Analysis added
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