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Im highlighting the real potenial of BIG so forumers will be convinced of BIG becoming global DES powerhouse and takeover possiblity. If Medtronic buys BIG, they can kill-off Abbott's ABSORB DES and Conor(JNJ)'s Sirolimus Costar on "limus drug on biodegradable polymer" patent breach. MDT can also sue Cardiomind for patent breach and arm-twist Cardiomind to sell off their company to MDT cheap. MDT can further develop BIG's own fully biodegradable DES (already in the pipe-line) and MDT can become the most dominant leader in DES industry and has the power to price their premium products higher to make more money. This is how MNCs grow by buying up small potential companies, dominate the industry and make more money out from it.
Also, one German medical device expert said China JWMS should worth US$1B. He said China JWMS will make at least US$40m in 2009 (based on domestic sales only). Give it a PE of 25 times, thats US$1B. This is excluding the export potential of JWMS's cheap-and-good EXCEL DES to many 3rd world countries in Asia, Latin America, Africa, Eastern Europe, etc. Earlier on, I was thinking BIG might announce China JWMS listing not long after acquiring fully (like Raffles Education China university deal). Maybe BIG wants to delay it to get better valuation next year? Anyway, JWMS has so much potential, it may be better to keep it private than to share it with the public via listing.
Anyone here followed my recent buy call and bought BIG at 70cts (US$500m market cap)? To many people, I may seem like blindly in love with BIG but im actually very much focused at value investing. There are so much hidden value in BIG. What most people can see on the surface now (like all the analysts) is only the tip of the ice-berg.
hmm... pls bro bengster,,,... can help to summarise???
hee
thks
Cardiomind Inc's Sparrow DES and Conor's Sirolimus Costar DES will be BIG's 9th and 10th trump cards. The patent infringement lump sum payment and royal from future sales will come eventually(provided these DESs can perform in clinical trials and secure regulatory approvals to start selling). Its just a matter of time before BIG go after these patent infringement and demand worldwide injunction of sales. Could be in FY2011 or perhaps FY2012.
If BIG kena takeover by say MDT, MDT will stop all these patent infringing and kill-off all would be future competitors. MDT can also offer to buy over Cardiomind Inc if they really like Sparrow DES system but at a depressed price and Cardiomind will not have much of a choice. Either you sell your company to me or you company just close shop because you are unable to sell your products due to worldwide sales injunction for patent breach. This is how BIG's patent can help the takeover buyer dominate DES industry. This is the real power of BIG's patent. Get the picture better???
Bengster, information overloaded leh...I cannot digest the news, very heavy reading...LOL!!!
Our pioneering big brother in DES industry has started to be very serious in their Sirolimus Costar DES platform which also uses biodegradable polymer. That means more patent breach income in the future for BIG. Now you know how powerful BIG's patent really is? I have been saying this key patent is very very important to BIG but no freaking analyst has highlighted the real potential of this intangible asset BIG is holding. This patent is about the future of DES industry and the holder of this key patent will be the future biggest brother in DES industry. BIG is really a hidden gem that is still very very deeply hidden. This patent is easily worth US$500m.
CORDIS ? Clinical Trial Begins For Innovative Drug-Eluting Stent With Unique Reservoir Technology
March 27, 2008 ? Warren, NJ ? A randomized clinical trial comparing the Conor Sirolimus-eluting Coronary Stent, a new cobalt chromium reservoir-base stent design, to the Taxus Liberte Paclitaxel-eluting Coronary Stent has begun according to Conor Medsystems, LLC and Cordis Corporation, the sponsors of the study.
?We are pleased that the RES-ELUTION trial has begun and that the first patient enrolled in this study occurred at our hospital. The product was easily delivered and performed well,? said John Ormiston, M.D., North Shore Hospital, Auckland, New Zealand and Principal Investigator for this study. "The potential of sirolimus delivery from a fully-bioresorbable reservoir is exciting and may represent a breakthrough in the interventional treatment of patients with coronary artery disease."
The RES-ELUTION study is a randomized, multi-center comparison of the Conor Stent to the Taxus Liberte Stent in de Novo native coronary artery lesions. The primary endpoint of the study is angiographic in-stent late lumen loss at six months. The Conor Stent contains the same drug, sirolimus, as in the CYPHERÒ Sirolimus-eluting Coronary Stent, which is marketed by Cordis Corporation.
Secondary endpoints include target lesion failure, target vessel failure, major adverse cardiac events (MACE), stent thrombosis, target lesion revascularization, target vessel revascularization, and angiographic in-stent and in-segment binary restenosis at six months. Up to 50 patients will also be evaluated via intravascular ultrasound (IVUS) at six months.
The study will involve 388 patients at 40 sites worldwide including Australia, Belgium, Brazil, Denmark, France, Germany, New Zealand, The Netherlands and the United Kingdom. Patients will receive clinical follow-up at 30 days, six months and annually through five years.
Data from this trial will support a regulatory filing for a CE mark in countries outside the United States.
The unique Conor Medsystems technology is an important ?next generation? technology design that incorporates hundreds of small reservoirs, each acting as a depot into which drug-polymer compositions are loaded. This breakthrough design greatly enhances control of the rate and direction of drug delivery, enables a wider range of drug therapies, and potentially increases the range of clinical applications of drug-eluting stents and other drug-device combinations.
CARDIOMIND Launches First-in-Human Trial of Small Vessel, Drug-Eluting Stent
March 31, 2008 ? Sunnyvale, Calif. ? CardioMind, Inc., a developer of stents for small, difficult-to-treat blood vessels, announced today that it has begun a First-in-Human clinical trial of its drug-eluting stent. The CARE II trial, as it is called, began in February at St. Vincent's Hospital in Melbourne, Australia, and, so far, has led to successful implantations in 12 patients.
With a .014-inch crossing profile, the CardioMind stent, known as the Sparrow(TM) Drug-Eluting Coronary Stent System, is 70% smaller in diameter than any other currently-approved stent. It targets treatment of blood vessels smaller than 2.75 mm in diameter, which currently constitute nearly 40% of all stent implants. The tightness of fit of conventional stents, as well as their inflexibility and the forces delivered by balloon expansion, however, may contribute to increased vessel trauma, which in turn leads to less favorable long term results. Beyond the range of current stenting practice, moreover, the CardioMind stent may also find use in vessels smaller than 2.25 mm and thus expand by up to 20% the worldwide market for stents, now over $4-billion annually.
"We view the Sparrow system as a platform technology for a gentler stent delivery system that will both improve safety and efficacy for currently performed procedures and also extend treatment to new areas of the coronary, neurovascular and peripheral artery system," says Charles Maroney, President and CEO of CardioMind.
How the CardioMind Stent Works
The unique design of the CardioMind Sparrow stent permits it to travel within the guidewire lumen to the site of the lesion. There the cardiologist releases the stent and allows it to self-expand to the vessel wall. By contrast, conventional balloon-expandable stents travel over guidewires to the lesion, and thus, by their very design, occupy more volume. The Sparrow stent also offers more flexibility than current stents, making it especially adaptable to treatment of the small, tortuous blood vessels often associated with diabetes.
To coat the Sparrow stent, CardioMind has licensed the rights to the SynBiosys(TM) biodegradable polymer system from SurModics, Inc. "The SynBiosys polymer allows the Sparrow stent to gradually return to a bare metal state, where we as an industry have 15 years of data showing no increase in late stent thrombosis," says Maroney.
Clinical Trials
The multi-site CARE II study, which will eventually enroll 220 patients, is a randomized trial of three different stents -- both bare-metal and drug-eluting versions of the Sparrow, plus a competitive stent.
According to Dr. Robert Whitbourn, associate professor and director of the Cardiovascular Research Center at St. Vincent's Hospital and one of the study's lead investigators: "Thus far, the first cases in this study are very encouraging. All our implanted patients are doing well, and I am
impressed with the overall deliverability and performance of this new stent delivery system." Dr. Whitbourn expects to report first full follow-up results in eight months.
Overall, says Dr. Whitbourn, "The CardioMind Sparrow System represents a promising technology in interventional cardiology. The concept of a true guidewire-delivered stent opens up the possibilities of stenting in small vessels, branch vessels and other difficult-to-access vessels. It could,thus, expand the types of lesions in coronary artery disease that can be treated in more difficult patient populations."
The founder of this company is a biomechanical engineer. He initially wanted polymer-free DES on limus drug but went on to use a biodegradable polymer instead. I think Sparrow DES is using "limus drug on biodegredable polymer" and will be caught in BIG's patent. This is an infringement of BIG's patent. Cardiomind Sparrow system has very good potential for small vessel stenting (esp those below 2mm) and can capture new DES demand for previously unmet by conventional balloon catether delivery system for ultra small vessel. Cardiomind should have signed licensing agreement with BIG and i think it is the biggest mistake for this company. Biolimus drug is the most effective drug against late-loss, the key problem to avoid in ultra-small vessel stent procedure because the vessel is ultra-small and any slight clogging will have adverse effects. Plus, BIG is the key limus on biodegradable polymer patent holder.
BOSTON SCIENTIFIC ? Study Finds Taxus® Drug-Eluting Stent Beneficial in Treatment of Large Vessels ? Results from TAXUS IV and V randomized clinical trials favor DES compared to bare-metal stents
April 1, 2008 ? Natick, Mass. ans Chicago ? Boston Scientific Corporation (NYSE: BSX) today welcomed favorable outcomes of one- year data from the Company's TAXUS IV and V randomized clinical trials in patients who received the TAXUS® Express? Paclitaxel-Eluting Coronary Stent System compared to patients who received bare-metal stents (BMS). These results add to the growing body of evidence that paclitaxel-eluting stents are clinically beneficial over BMS even in the treatment of large vessels (greater than 3.5 mm), which typically have reduced restenosis risk compared to smaller diameter vessels. David A. Cox, M.D., FACC, presented the TAXUS IV and V results at the SCAI Annual Scientific Sessions in Partnership with the ACC/i2 Summit in Chicago.
In an analysis of TAXUS IV and V one-year clinical events, Dr. Cox reported that patients treated with the TAXUS Stent had significant reductions in one-year revascularization rates in both large and small diameter vessels compared to BMS. Although the absolute magnitude of the efficacy benefit was reduced in large diameter vessels, the relative reduction compared to BMS was maintained.
Results include outcomes from 2,458 patients divided into three groups according to maximal device diameter (defined as the diameter of the largest final stent or post-dilatation balloon utilized): <3.5 mm (n=1,528 patients), >/=3.5mm-<4.0mm (n=655), and >/=4.0mm (n=275). Compared to BMS, patients treated with the TAXUS Stent had lower rates of target lesion revascularization (TLR) at all device diameters: 9.7% vs. 20.4% (p<0.001) for <3.5mm, 4.5% vs. 13.5% (p<0.001) for >/=3.5mm-<4.0mm, and 1.6% vs. 6.5% (p<0.05) for >4.0mm. These rates correspond to reductions of 52.5% for the <3.5mm group, 66.7% for the >/=3.5mm-<4.0mm group, and 75.4% for the >/=4.0mm group, suggesting that although the magnitude of the absolute TLR difference between TAXUS and BMS was reduced in larger diameter vessels, the relative reduction was actually greater. Significant reductions in target vessel revascularization (TVR) and MACE were also reported in both small and larger diameter vessels. There were no statistically significant differences in the incidences of cardiac death, myocardial infarction or stent thrombosis.
"The risk for restenosis with BMS is generally decreased in large vessels, prompting some interventional cardiologists to choose BMS over DES in vessels larger than 3.5mm. However, since larger vessels also surround significant amounts of heart muscle tissue, even small differences in clinical events between BMS and DES may be clinically relevant," said Dr. Cox. "Our analyses of TAXUS IV and V data clearly add to the growing body of evidence that DES still appear clinically beneficial over BMS in the treatment of large vessels."
The safety and effectiveness of the TAXUS Express Stent has not been established in lesions with reference vessel diameters >3.75mm.
Precisely..................
Now the whole world knows that this DES is going into europe market and all other countries and that mean a very big move for BIG... just why people can't digest it show result??? Blur.. I was being asked by my fellow friends why recommend this retracting stock which suppose to surge more than thiss momentum...... hmmm,.... hope for afternoon like u said Bro Allright....
huat ar
allright ( Date: 03-Apr-2008 10:39) Posted:
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This share is always like this. When its good news , the price goesdown. Was really hoping this time it will buck the trend....But still hopeful for an after lunch swing upwards when the analyst etc crunch the numbers
0146 GMT [Dow Jones] Biosensors (B20.SG) off 2.4% at S$0.80 on continued profit-taking after Tuesday''s 12.2% spike to 4-week high of S$0.825, as investors unmoved by company''s launch of its flagship BioMatrix drug-eluting stent in Europe. But thin volume suggests mild selling pressure, with investors still generally holding on to bulk of their positions as they await stent''s sales performance. Support tipped at 5-day moving average of around S$0.78. Company received CE Mark for stent in January, allowing it to market product in Europe. (FKH)
Contact us in Singapore. 65 64154 150; MarketTalk@dowjones.com
(END) Dow Jones Newswires
April 02, 2008 21:46 ET (01:46 GMT)
Copyright (c) 2008 Dow Jones & Company, Inc.
Today market gonna be dull leow, not sure hit where leh! One thing to do is to peow SPC, to see the joker behind the scence still around today. Cheers.
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DJ MARKET TALK: Biosensors May Edge Up On Europe Stent Launch (2008/04/03 08:23AM) |
Haha.. really got some announcement on Thurs.. and lucky DJ didn't fare that bad yesterday.. Let's c how tis counter run today.
Another tinker.. with this announcement, they definitely need to expand their production capacity. With the last advertisement for recruitment months ago, I think they r ready to push forward to cater for the needs of the Biomatrix.
Having said tat, This is only the beginning. In pharma industry, u dun stop at just one excellent product. U will definitely further enhance its capability.
Cheers to all BIG fan. I definitely look forward for BIG to be taken over in 6mths time. Is a long wait..... but IMO, it does worth the wait.
NEWS RELEASE
Biosensors Launches BioMatrix® Drug-Eluting Stent across Europe
Singapore, 3 April 2008
announced today the full launch of its BioMatrix® drug-eluting stent system in major
European markets as well as in key markets in the Middle East, Africa and Asia. Developed
internally by Biosensors, BioMatrix is a unique drug-eluting stent system that combines a
biodegradable polymer and the company?s proprietary limus drug, Biolimus A9®. The
company received CE Mark for BioMatrix in January 2008.
?We are delighted to be making BioMatrix widely available to physicians across Europe,?
said Jeffrey B. Jump, Managing Director of Biosensors Europe. ?The clinical data we have
accumulated to date demonstrate excellent procedural performance and outcome
characteristics, and we have received consistently positive feedback from practitioners. We
believe BioMatrix provides a valuable alternative to the drug-eluting stents currently
available.?
More than 3,000 patients have already been treated with the BioMatrix drug-eluting stent.
Describing his own experience with the product, Prof. Bernhard Meier, Chief of Cardiology
at the University Hospital of Bern, Switzerland, said, ?We have treated about 200 patients
with BioMatrix and our impression of the system has been excellent. It is very deliverable
and we have had no stent-related adverse events since we began using it. We will continue
to use this new drug eluting stent in our daily practice.?
Together with the commercial launch, Biosensors has also begun enrollment in a
comprehensive patient registry to collect five-year data on the safety and efficacy of
BioMatrix in up to 5,000 patients.
?We are very pleased to be initiating such an important registry, unique in its scientific
rigor and incorporating a high percentage of monitoring. I believe that this type of study is
the right approach to confirm product performance in real-world clinical conditions, and I
hope that the large number of targeted patients will confirm the safety profile of this
exciting new technology,? commented Principal Investigator Dr. Philip Urban, Chief of
Interventional Cardiology at the Hôpital de la Tour in Geneva, Switzerland.
? Biosensors International Group, Ltd ("Company", BIG:SP)### END OF RELEASE ###
some closing BIG have today....some more action for the next day?
Manage to retrieve part of my earlier post on late blooc-clot problems. Here it is:
There are only 2 main reasons are late-thrombosis:
1. Durable polymer can cause inflamation of the arteries due to sensitivity after prolong vessel contact.
2. The other main reason is some drug are still stuck in the durable polymer even after years and that is why the vessel wall is still raw and not healed. This phenomenon was observed by pathologist when they examined patients that died from late-thrombosis after they cut open the arteries for further examination. The drug use is actually to prevent overly aggressive healing and could resulted in scars and vessel renarrowing that may re-clog up the blood flow. So the purpose of the drugs is actually to slow down healing to a more acceptable level and timing, which is against the nature of how our body function. When the wound remains unhealed after so long, our body may trigger the "emergency healing" to the troubled unhealed area spot (where the drug is still stuck in durable polymer) and result in blood-clots.
I think Abbott firmly believe in biodegredable polymer path. When the polymer fully biodegrades, there will be:
1. No more long term vessel inflamation problems of durable polymer
2. No more drugs still stuck in durable polymer that causes totally unhealed vessel wounds so there will be no "emergency healing" that results in blood clots.
Biodegrable is the only way to go for DES and this industry will not reverse back to BMS days.
Wise to be silent on such rumours/heresay in forums. Fund house traders love to spread such rumours to kill retail players. We have seen it happen many times before, even for many other stocks. Warren Buffet said before if he had bought stocks based on rumours/hearsay, he would have been bankrupted many times over. I can roughly guess the fund house traders' game plan but instead of focusing on these short-term rumour/punting to that most likely will enrich them eventually, I always tell people to buy only when they believe in BIG's long-term potential and buy only when have confidence that BIG will be a truly global DES powerhouse. We should come out for a sushi buffet lunch later this month OkieDokie. Banzai to all loyal BIG investors!
Ok Bengster, what you've said is assuring & good enough. I respect your wish to be more 'discreet' about it.
The little I knew about this recent surge in price is that it is due to the 'East Winds' blowing .... coming from the Lands of Ninjas, Geishas and of course the Rising Sun !!!
| OkieDokie Member |
Posted: 02-Apr-2008 14:10 * Quote this Post! |
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Bengster, You have unselfishly contributed some much to this forum. So can you tell us what is this "one last criteria" all about or not ? Let's us help to keep a lookout for this 'tell-tale' sign as well mah !. Pleaseeee... |
This last criteria will come out within 3 months time and that is why im confident of this stock hitting $1.40. I know all the DES major players are looking at this last criteria. If pass, they will show hand. If fail, they will not buy. I know BIG will be able to pass this last criteria with flying colours. I don't like shortists and saying too much here will benefit them. Shortists are my enemies and one fine day they will all be buried deep into their shorting losses when this stock kena takeover.