RE:RE:RE:RE:Spectral Medical Annual Metting in June The following LONG TERM MATERIAL REVENUE GENERATING opportunities should be ignored by all serious investors. Paradigm won't talk about it, so why should we?
1. Covid causes Sepsis ( see JLV)
2. PMX can be used to treat gut dysbiosis endotoxin translocation) caused by Covid ( see JK and CR)
3. A good portion of the millions of Covid survivors may have suffered LT organ damage ( and they are more susceptible to Sepsis and AKI going forward)
4. AKI during Covid hospitalizations Has increased significantly
5. Covid will increase demand for Home Dialysis ( a safer environment for a high risk population)
6. burnt out Dialysis nurses will prefer home based & remote monitoring ( voila .. less shortages)
best confine any Covid-19 discussion ( as it relates to Spectral) to the SHORT TERM delay to approval, and therefore start of revenues, and other miscellaneous negatives:
1. Tigris Trial delays adding 6 or more months to ultimate FDA approval
2. DIMI Trial delay ( staff shortages at clinics due to CV-19)
3. Virtual AGMs
Lastly, GF we should speculate about how EXCEEDING EXPECTATIONS, might REDUCE the time to approval and or INCREASE the amount that can ultimately be charged for the product.
Clearly, Paradigm got the memo. They have decreased their target by almost half due to CV-19 delays, in the face of:
-INCREASED LT REVENUES DUE TO CV-19
-INCREASE PROBABILITY OF APPROVAL ( see EXCEEDING EXPECTATIONS)
-ABILTY TO INCREASE THE PRODUCT PRICE DUE TO EXCEEDED EXPECTATIONS
-GREATER MARKET POTENTIAL FOR BOTH SAMI AND DIMI due to CV-19
that must be some math model they are using to discount 10-15 years worth of future revenues ! Maybe they just mixed up their signs?
In any event, they still have a target that is seven times the current SP
A pound the table BUY, without any discernible table pounding.
MM
PS my new target 90 (= Interim data release) by NOV 30