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No doubt BIG has burnt a substantial sum in clinical trials, these are definitely a long term investment to proof Biomatrix's clincial performance. With good performance of clinical trials, the sales will then come in. BIG's entire marketing plan revolves around clinical trial results. This is the key point to sell biomatrix as BIG is just a small DES company with zero "ang moh branding". But people in DES industry knew about BIG and their DES technology as BIG licensed their technology to Guidant (a very famous USA medical device company) years ago and Guidant used some of BIG's technology transfer to develop Xience which is now touted to be the global number one selling DES from 2009 onwards. Actually if CE was not delayed for so long, BIG would not have suffered heavy losses in FY2007 and FY2008. CE delay has very very severe impact to BIG as a small pre-earnings stage company. The whole commercialisation plan of BIG's flagship product was totally screwed by the unreasonable CE delay..... It took almost 3 years for BIG to get CE while most other DES companies got theirs within one year. All the licensing fees and royalties from licensees are also delayed together with the delayed CE approval. But now we can look forward to a better post CE future BIG. The "siong" part about being a small DES company is you need to to get sales started and make some money before you dare to embark your next DES program. BIG already has newer DES technology years ago and could have intensified their Biomatrix-Freedom and BiolimusA9 ABSORB DES 2 years ago. If BIG was acquired by an MNC years ago, BIG would have been way way ahead of the R&D cum clinical trial programs and introduction of future generation DESs before other rivals. Financially not strong means have to do things one thing at a time. CE kena delayed, the whole R&D pipeline for future generation DES will have to slow down.
Wah...you sound sooo much like nostradamus.. so cryptic!
louis_leecs ( Date: 18-Jun-2008 22:45) Posted:
| tis baby already burn so much money in their research so many year and just like they site on billion oil field wait for turn into cruid oil ,their finally recognite and now they starter stand fronline fight wif other mnc giant,,,,,,,,as long as tis baby can catch the market share from rival(if i not wrong may be includ johnson and johnson etc),than j&j will do like octupus ,,,either fight with them or take over them,,,,,,,,,,and at tis stage,,,,,,,bio got positive news from enter new market share,,,,,,,,giant to be create,,,,,,,,so j&j goin g to take action soon before too late and waste too much bullet,,,,,,,,,,so u can imagine.....there will alot buy on rumourse and sell in news effect akan datang,,,,,,,,,,,,so now no news meant buy cheap,,cheap,,,,wait for lion roar at final stage,,,,,,,,,,,,cheers, |
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tis baby already burn so much money in their research so many year and just like they site on billion oil field wait for turn into cruid oil ,their finally recognite and now they starter stand fronline fight wif other mnc giant,,,,,,,,as long as tis baby can catch the market share from rival(if i not wrong may be includ johnson and johnson etc),than j&j will do like octupus ,,,either fight with them or take over them,,,,,,,,,,and at tis stage,,,,,,,bio got positive news from enter new market share,,,,,,,,giant to be create,,,,,,,,so j&j goin g to take action soon before too late and waste too much bullet,,,,,,,,,,so u can imagine.....there will alot buy on rumourse and sell in news effect akan datang,,,,,,,,,,,,so now no news meant buy cheap,,cheap,,,,wait for lion roar at final stage,,,,,,,,,,,,cheers,
Going by previous years' records, Q1 results should be announced somewhere around National Day. I think it should be on 11/08/08 for this year. But buy after results could be buying after news. I recommend you guys check with friends who are working in DES industry to double confirm my research info on how Biomatrix is doing now and accumulate before Q1 results.
Any idea when the Q1 report will be out. Vested but still got some ammo left...
I think most investors are staying side line until Q1FY2009 report on Biomatrix sales and also TCT2008 LEADERS results. This stock should rocket and well supported if these 2 announcements are very positive.
ha ha, most of us know it got potential loh, as posted by most sifus, only dun know when the potential commences its inertia.
what make you say so? curiuos...
louis_leecs ( Date: 18-Jun-2008 08:37) Posted:
| tis baby under my radar,,,,,,,,,,,,potential to become next giant ,,,,,,,, |
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BIG should consider getting private equity buy-out funds like Texas Pacific Group, Blackstone Group or K.K.R to mop up the large free-float and have a stake of about 20 to 30% in BIG. These private equity funds are experts on buyout situations. These guys know how to package BIG into an even more attractive target and solicit/propose/handle eventual buyers like JNJ or MDT.
tis baby under my radar,,,,,,,,,,,,potential to become next giant ,,,,,,,,
whats up guys, greeting from germany, heee..
so, biosensor still not moving yet huh... waiting patiently..
XTENT Announces CUSTOM I Data Receives Recognition from EuroInterventionTuesday June 17, 8:30 am ET
MENLO PARK, Calif., June 17 /PRNewswire-FirstCall/ -- XTENT, Inc. (Nasdaq:
XTNT -
News) today announced that the CUSTOM I two-year data that was published in the current issue of EuroIntervention was recognized by the journal's editorial board as one of the six best papers submitted to the journal this past winter. Lutz Buellesfeld, M.D., of the HELIOS Heart Center in Siegburg, Germany, and one of the study's investigators, received an award in conjunction with the publication after presenting it at the annual EuroPCR meeting.
"I am very pleased to congratulate Dr. Buellesfeld and all of the authors of the CUSTOM I two-year data for the due recognition they received from their peers," said Gregory D. Casciaro, XTENT's President and CEO. "We believe this demonstrates increasing awareness by the clinical community of the significant unmet need that remains in the treatment of coronary artery disease, and the potential for Custom NX's in-situ customization approach to fill that need."
The paper and presentation at the EuroPCR meeting discussed the previously released positive long-term follow-up data from the single-arm, 30-patient, first-in-man study evaluating the safety and efficacy of its Custom NX drug eluting stent (DES) system in patients with coronary artery disease. The results were first presented at the annual meeting of the Transcatheter Cardiovascular Therapeutics in October 2007.
The paper was selected as one of the six best articles submitted to EuroIntervention between November 2007 and February 2008. The winning papers were selected based on originality, clinical and scientific importance, scientific methods and accuracy and statistical analysis. EuroIntervention is the official publication of EuroPCR and the European Association of Percutaneous Cardiovascular Interventions (EAPCI) and is endorsed by The European Society of Cardiology (ESC).
The paper can be accessed at
http://www.europcronline.com/eurointervention/14th_issue/13/.
About the Custom NX® DES System
Custom NX is designed to enable a more personalized approach to the treatment of arterial disease based on each patient's individual lesion characteristics. The Custom NX system allows physicians to customize the length and diameter of the stent at the site of the lesion. The system features a proprietary modular stent design that consists of multiple 6 mm cobalt chromium segments coated with Biolimus A9® and PLA, a biodegradable drug carrier. The Custom NX delivery system enables the stent length to be adjusted in 6mm increments and allows for the placement of up to 60mm of stent at one or more locations. The Custom NX DES System has not been approved for sale by any regulatory authority.
About XTENT
XTENT, Inc. is a medical device company focused on developing and commercializing innovative customizable drug eluting stent (DES) systems for the treatment of coronary artery disease (CAD). CAD is the most common form of cardiovascular disease and the number one cause of death in the United States and Europe. XTENT® Custom NX® DES Systems are designed to enable the treatment of single lesions, long lesions and multiple lesions of varying lengths and diameters, in one or more arteries with a single device.
I think you are right again PAE! PAE is damn "Zhai" man. You should have came out and contributed in this forum much earlier for the benefit everyone here. Where have you been all these while man? Well, its never too late to start contributing right? We have benefited tremendously from PAE and also Mr Investor!
PensionAlterEgo ( Date: 16-Jun-2008 21:30) Posted:
The term lattice of connected filaments simply means the "wire like mesh" forming the stent ..
The "drug release layer" in the claim is general enough to cover the drug and the polymer. |
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The term lattice of connected filaments simply means the "wire like mesh" forming the stent ..
The "drug release layer" in the claim is general enough to cover the drug and the polymer.
Thanks P-A-E for your quick research on BIG's patents covering the coating of drug on only the abluminal surface of the stent. I suppose the term lattice of connected filaments in the said patent is refering to polymers. Also, I remember couple of years ago, both LYC and John Shulze already have the opinion that Conor's novel reservoir technology will never work (even before Costar's disasterous clinical trial results) and they are spot! Even after JNJ's redesigned it into NEVO, one of my friend seeked their opinion again and the answer is still the same: NEVO DES will still not work. This John Shulze guy is really an asset to BIG's top class IP and patents.
Not sure if you guys have seen this. I feel that that this 3D movie trailer from Biosensors, which can be found at
http://www.biomatrix.com/product.how.php# is very impressive.
The video showing the benefits of outer coating, degradation of the polymer and process of endothelization in the inner part contacting the lumen is very visual and impactful....
I feel that the PR people should be putting this link in the front page of the web site..(both Biomatrix's and Biosensor's).... and not in some obscure place.
Yes, this Shulze guy is quite solid indeed..
There is a US patent application 20050038505 filed in Sept 2004 and published in Feb 2005 (not granted yet), which I think was filed to rectify or add on to the United States Patent 6939376.
Its claims include the following:
28. An endovascular stent for placement at a vascular injury site, for inhibiting restenosis at the site, comprising a radially expandable, tubular body formed of a lattice of connected filaments, each filament having outside, side, and inside support surfaces, and a drug-release layer containing a restenosis-inhibiting drug, said layer coating the outside surfaces, but not the inside surfaces, of said filaments.
29. The stent of claim 28, wherein said layer coats the outside and side surfaces of said filaments.
35. The stent of claim 28, wherein the inside surfaces of said stent body are coated with a second drug-release layer containing a second drug.
Claim 35 appears to be an extra part covering drugs like antiplatelet drugs into the lumen. Yes, claim 28, which appears trivial has definately some great benefits..as what's reported.
Regarding JNJ's Costar stent.. I am not sure if the drug is just pure or mixed with the polymer. Maybe the drug could be mixed with the polymer to control release and the plug part could be a more pure form of the polymer.
bengster68 ( Date: 16-Jun-2008 00:00) Posted:
PAE, can you do us a favour here and check if BIG has any patents covering the coating of drug on only the abluminal surface of the stent (areas in contact with vessel wall only and not the blood stream)? I think the other DESs are coating the whole stent suface with drugs which will technically increase unnecessary drug exposure systematically in pheripheral blood in circulation, thereby increasing risk of safety issue with regards of excessive use of anti-restenosis drugs. This could be another good selling point of BIG's top class DES technology.
This John E.Shulze guy from BIG is really a top class CTO! I think JNJ has to continue to hire their old CTO and Frank Litvack for their NEVO show to continue. So many top managementguys at Cordis left already........ JNJ is obviously making heads roll at Cordis for their bad acquisition mistake of buying Conor. I think Cordis is proceeding ahead with their NEVO RESOLUTION clinical trials with no freaking idea how it will perform and can all they can do is only pray for the best. My guess is NEVO DES has 99% will end up like Costar. |
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Conor claimed that their reservoir holes can give better timing for drug eluting timing. If the drug reservoir holes (the eluting direction be it the anti-restenosis drug hole or antiplatelet agent hole) are not covered by polymer, how can the drug/agent be eluted with precise optimal quantity and timing? It is the polymer technology that enables precise optimal drug eluting timing. Now Conor platform is merely using the polymer to "block" drug/agent from eluting out of one end of the reservoirs. Plus, the drugs are "lumped" together in reservoir holes which are quite far apart because some of the holes are used for anti-restentosis drugs, some antiplatelet agents. How is the wounded vessel wall going to be properly "dosed" with anti-restentosis drugs? Plus, patients are already taking Plavix blood thinning medication so why do patients need to be dosed with another antiplatelet medication inside the vessel? This could be a classic case of "too many cooks will spoil the soup". Too many pattern and end up the stent will not work. Costar has all the lastest technological ingredients as the next generation DES: Novel reservoir drug holes, flexible but tough Cobalt Chromium metal strut, biodegradable polymer, dual drug function of anti-restenosis plus antiplatelet drugs, etc. Everything just "Ho Kuah Boh Ho Chiak". End up this DES is the worst stent this industry has ever seen. JNJ claims that Costar's failure is due to poor drug dosage. I wonder they really know what is the real root of the failure. Looks like their answer are just pure guess and they themselves have no freaking clue how to rectify it or can it ever be rectified at all.
PensionAlterEgo ( Date: 16-Jun-2008 09:35) Posted:
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Aiyah... this is exactly what I did not want to comment on earlier. But my observations are along the same lines as yours..
Anyway, It does not mean that there is only 15% contact of the drug to the vessel.. or 85% BMS contact with the vessel for the Nevo Stent. From slide 8 of http://www.europcronline.com/diapos/EuroPCR2008/4568-20080515_1254_Room01_Rogers_Campbell/Rogers-20080515-1254-Room01.pdf
it is clear that the holes are punched directly through the struts. From slide 20, you can observe that in each reservoir, it is filled with some drug (colored with either blue or green) and a layer of biodegadable polymer (indicated as grey). I think, in JNJ's design the polymer is not mixed with the drug (unlike Biomatrix). It is just used as a plug to plug one end of the hole. So drug is released mostly from the opposite end of the polymer. Over time, the polymer should dissolve and the skin grows through the hole as well (see slide 14 at 90days). So the hole with the antithrombotic drug (e.g. antiplatelet), is the one that has the polymer (opposite to the lumen) in contact with the vessel wall. This I think is the 15% part. Another way of looking at it is that 50% of the reservoirs are the only parts with sirolimus in contact with the vessel walls.
I will check the patents over the next few days..
bengster68 ( Date: 15-Jun-2008 23:25) Posted:
| Why did Conor invent the multiple reservoir holes method that concentrate the drug only on the 15% of the stent surface? JNJ claim that their NEVO DES has 85% less polymer contact than conventional DES (meaning that their drug reservoir only covers 15% of the vessel wall). What about the other 85% wounded vessel wall that are not in direct contact of the drug and in contact with just the stent's metal strut? Costar platform seems like a 15% DES, 85% BMS. Rojak them together, the effects are worst than BMS itself as what we saw on their GENESIS RCT using primecolimus drug? The more i think about it, the more i feel this Costar and NEVO bullsh.it just simply will not work. |
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Aiyah... this is exactly what I did not want to comment on earlier. But my observations are along the same lines as yours..
Anyway, It does not mean that there is only 15% contact of the drug to the vessel.. or 85% BMS contact with the vessel for the Nevo Stent. From slide 8 of http://www.europcronline.com/diapos/EuroPCR2008/4568-20080515_1254_Room01_Rogers_Campbell/Rogers-20080515-1254-Room01.pdf
it is clear that the holes are punched directly through the struts. From slide 20, you can observe that in each reservoir, it is filled with some drug (colored with either blue or green) and a layer of biodegadable polymer (indicated as grey). I think, in JNJ's design the polymer is not mixed with the drug (unlike Biomatrix). It is just used as a plug to plug one end of the hole. So drug is released mostly from the opposite end of the polymer. Over time, the polymer should dissolve and the skin grows through the hole as well (see slide 14 at 90days). So the hole with the antithrombotic drug (e.g. antiplatelet), is the one that has the polymer (opposite to the lumen) in contact with the vessel wall. This I think is the 15% part. Another way of looking at it is that 50% of the reservoirs are the only parts with sirolimus in contact with the vessel walls.
I will check the patents over the next few days..
bengster68 ( Date: 15-Jun-2008 23:25) Posted:
| Why did Conor invent the multiple reservoir holes method that concentrate the drug only on the 15% of the stent surface? JNJ claim that their NEVO DES has 85% less polymer contact than conventional DES (meaning that their drug reservoir only covers 15% of the vessel wall). What about the other 85% wounded vessel wall that are not in direct contact of the drug and in contact with just the stent's metal strut? Costar platform seems like a 15% DES, 85% BMS. Rojak them together, the effects are worst than BMS itself as what we saw on their GENESIS RCT using primecolimus drug? The more i think about it, the more i feel this Costar and NEVO bullsh.it just simply will not work. |
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PAE, can you do us a favour here and check if BIG has any patents covering the coating of drug on only the abluminal surface of the stent (areas in contact with vessel wall only and not the blood stream)? I think the other DESs are coating the whole stent suface with drugs which will technically increase unnecessary drug exposure systematically in pheripheral blood in circulation, thereby increasing risk of safety issue with regards of excessive use of anti-restenosis drugs. This could be another good selling point of BIG's top class DES technology.
This John E.Shulze guy from BIG is really a top class CTO! I think JNJ has to continue to hire their old CTO and Frank Litvack for their NEVO show to continue. So many top managementguys at Cordis left already........ JNJ is obviously making heads roll at Cordis for their bad acquisition mistake of buying Conor. I think Cordis is proceeding ahead with their NEVO RESOLUTION clinical trials with no freaking idea how it will perform and can all they can do is only pray for the best. My guess is NEVO DES has 99% will end up like Costar.
