well, it's academic at this stage - but, we could argue for a fair while over a bottle of red.
Every SI-FI I watch says it's machines only - and, I think they are right.
I have always thought that the human body - in both anatomy and physiology is a very very complex thing - far far beyond the understanding of the human brain - and, when it breaks down - it's like a pushbike mechanic looking at the latest high tech car multiplied by about 1000.
What does matter to us atm - is which way the meds. will go - and which way things like RAP will go.
Seems very clear to me that they will only go one way --------- it's just when - and if we are in the right business at the time.
I like the idea of being in something disruptive in the medical field - but, I am very allergic to anything that requires FDA style approval - so, MDA fits my criteria there very nicely.
I am also allergic to anything that requires Government to act - and, mainly to act differently to how they have in the past.
MDA is pretty lucky in character there - they have something that is a dirty big carrot for government ---------------- 'cost savings' - bloody big ones - that's a plus - particularly with the timing of right now --------- costs are really getting out of hand - and, if we get a liberal government returned ------------ well, I can see this being a wide open thing for MDR -------- IF MDR can cut the mustard and get inside and do the talk and walk.
That is why mainly I have this in a 'good punt' bucket - as opposed to a more 'sure thing' - because I have been here before and seen companies just not been able to carry it off - even though they had the goods.
I have to say - that so far - the runs on the board are impressive enough to suggest they can do this -------- grabbing a lot of pharmacies is a pretty good indication really - but, it has to continue and it has to go as far as doors opening for them - or at least them being able to either get the doors open or kick them in.
If they can do this ------------ wow!
Got to be managed well though - there is a lot of money in this space - and, hence there are always people watching ---------------- but, that is a double edged sword - on one hand you have sharks that watch - but, on the other hand - particularly if you get it off the ground and flying - then, you can get a solid revenue stream going very fast - and 'should' (should) be very profitable very quickly -------- well, that attracts a different animal ------ predators who would like to take over - that's a pretty good thing if they have deep pockets and realise that the company is on a winner and they want to 'buy the team' so to speak.
I can imagine half a billion or a billion in this day and age would be easily achievable potentially.
Got to have a fair wind for that though as well as good management. We shall see.
I await to see any of the key members (what I call key) of the board who put their hand in their own pockets and buy some stock.
By key - I mean the one's who would indicated to me that they are in the hot space.
Nothing yet - but, things are only young and true colours are too be flown.
have a great Saturday
Pinto
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