TS03 Inc Trust Units TSTIF

RE:RE:RE:RE:RE:COO acq. of Paragard suggests TOS will be up 40% 18' YE

[WickedTuna1]

Mostly agree guys. Great points Dr. Wong...I think your pt on FDA's positive review and telegraphing in June their stance on the situation (mandating sterilizer data on all new oem models) is massive! given 60% of the float is out to retail investors....ppl just are not examining the company w/ the same analytical rigor that you bring to the table. Hope you keep the thoughts flowing. --------------------------------------------------------------- Thks Hip, always appreciate your thoughts as well. I will add/correct however that ** Getinge does not have a right of first refusal** on a bid from others like MMM, STE, JNJ, etc. The real GoPats has already clarified this point and Ric's made it clear numerous times as well over conf. calls. ---------------------------------------------------------- Dr. Wong -- I'll even be earnest enough to point out the fact that Getinge only has exclusive rights to market/sell .....VP4. This does not include the 80L model which Tessman no doubt is tinkering away on (hopefully lowering costs/higher margins) in the future.... this is not in most models yet understandably but "product portfolio" is a phrase I'm guessing we will be thinking more about in the future. ----------------------------------------------------------------- Again, you know my stance here: we need consumables sales on the next couple Q's to show up meaningfully in margins... and it's an uphill battle given slow cycle of Q3 but it's finally being fought by Getinge (sales team finally trained up) from what we can tell. So let's look for sales results to take us higher w/ positive catalyst of extended claims on duendo's to make some more noise into year end!