Spectral Medical Inc T.EDT

Bozzie?

[PezDalatoYou]

Found some Dialco chatter on this forum. Sports betting? https://www.therxforum.com/showthread.php?t=1138212&page=10

[mercedesman]

Makes sense... Fresenius and DaVita duking it out on dialysis clinics ( 2500 clinics vs 2800) No one owns the Home Dialysis market ( yet)... but it is the next high growth area. Both know it.  Davita not that impressed with the relatively newly approved Outset pump ... so they are forced to buy more of the NXStage equipment than they would like ( Effectively from their competitor

[PezDalatoYou]

Looks like there are at least a couple of ex-DaVita employees now hired in Dialco sales according to LinkedIn profiles. So two paths I see is, Dialco goes it alone and is building a sales network from scratch and DaVita experience looked good on their resumes. Or DaVita is already 'embedding' their own into Dialco for the eventual buyout.

[mercedesman]

Good stuff. If it's the first path, I like the confidence shown by ex?-Davitians (looking for a new ground floor opportunity?).   If it's the latter, I wonder if we'll hear more on a possible partnership/investment soon ? Nothing wrong with having Baxter and DaVita in your camp. Whata a roll call (Kellum, Baxter, DaVita, Toray, Infomed) for a two-bit (US) stock !!! MM

[mercedesman]

Hey Pez Any further thoughts  on your finding?   

[PezDalatoYou]

They seem to be no longer actively hiring in sales. Wonder what that means? Also, their management team doesn't have much if any depth of experience in sales to launch a meaningful sales dept from scratch...

[Domino55]

3 or 4 reps, or even 10 reps, with no sales leadership, no base or support infrastructure isn't going to amount to much. Which continues to beg the question why bother? Unless you are selling yourselves as somewhat ready to launch, however that might look.