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TS03 Inc Trust Units TSTIF



GREY:TSTIF - Post by User

Comment by dant2on Feb 26, 2018 12:23am
175 Views
Post# 27619042

RE:RE:RE:Stop Beating Yourself Up and BUY

RE:RE:RE:Stop Beating Yourself Up and BUYGood thoughts Drrwong.  Useful for me and probably many others. Thank you.
My main concern with TOS now is the contract renewal with Getinge. Barring something earth shattering I don't expect TOS and Getinge will be able to sell much less install the current backlog of 200+ machines not to mention those produced here in H1. I'm just hoping they can build enough of a sales funnel to make an extension to the agreement compelling. Getinge will be looking for concessions and TOS needs to limit any extension timeframe until more favorable adoption and negotiating conditions emerge. Conditions which will support increased adoption momentum like, the duo FDA approval, further sterilization recomendations from AAMI or possibly even the FDA, and market readiness of the 80L since TOS is apparantly free to license this out to someone else if Getinge's performance is lacking.
The next few months will be interesting :)

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