Zedemel Posted - 13 hours ago

$AXDX it's more simple, it's matter of weeks that some news will come, bad or good.

Esau815 Posted - 17 hours ago

$AXDX I'll make things easier's for our listeners. Cliff's Notes on the debate: Esau believes that Phillips is a straight shooter, does not lie and is not a fraud. Other than the Arc approval mess, most of AXDX's problems were beyond his control--Covid, the Mehren mess, etc. He got the first deal with BDX done. When he provides a timeline on Wave's progress I believe those timelines will for the most part be met. ZZ and MicroGuy beileve that Wave is an expensive paperweight with no use in any lab. They believe that Phillips is a blowhard who has never met a deadline and that the company is dooimed. BDX's involvement with AXDX is an Agatha Christie type mystery that nobody can unravel. Additional commlentary. MicroGuy seems to have lab experience but he arrogates himself to a higher level than BDX. ZZ did work at AXDX during the Mehren era which is now a different company.

Esau815 Posted - 1 day ago

$AXDX ZZ: Rather ridiculous assertion you just made that there is no sign that Wave works. They likely just completed preclinical trials and are in the midst of the trials themselves. Their last conference call indicated that they plan on a 510k filing before year end. Either Phillips is a fraudster or Wave works.

RenaissanceTrading Posted - 1 day ago

$AXDX Need more vol for a big move

Esau815 Posted - 2 days ago

$AXDX Chewy once again is ahead of the curve. Pheno is at best a bridge until Wave is approved and launched and Arc doesn't have approval. The significance of Chicago convention is that BDX is jointly presenting with AXDX just weeks before Q2 CC where Phillips promised a deal by mid year.

Esau815 Posted - 2 days ago

$AXDX Thoughts: 1. Arc approval is in the FDA hands. AXDX cannot expedite it. Also, its approval would be considered a "material" item and hence they would have to file an 8-K. In other words, highly unlikely that they are sitting on this for a convention. Lawyers would have a fit. 2. Data release for Wave? That IS within their control. Phillips promised that preclinical would be done by Q2 and clinical would start by Q3. "Mid Year" is now. 3. Highly likely if they did have the data that they were planning to release in Chicago that they would file an 8K first announcing said data.

Esau815 Posted - 2 days ago

$AXDX Looks like Chewey and the 100K share guy saw the same thing I did yesterday morning. This is NOT a slam dunk that a BDX deal for Wave will be announced imminently--bit it sure points in that direction. Why it's good to entertain and not bash other viewpoints. ZZ and Micro Guy rightly pointed out that "good data" gets released at medical conferences and at Atlanta they did not release anything new. They were correct. With this Chicago conference this weekend and Phillips' promise of a deal by "mid year" and with the CC coming around the corner--this conference would be an ideal time to release good news. Especially when you're sharing a booth with your eventual acquirer. Remember there's an overhang with the warrants I believe is $1.65. Can't believe we would breach that absent good news.

RenaissanceTrading Posted - 3 days ago

$AXDX Taking some shares for a swing

Esau815 Posted - 3 days ago

$AXDX I saw something this morning and thought--"Do I buy more?" And then I decided no. That I had too much as it is. Looks like somebody else noticed what I did as well. Relatively enomous volume today. And there's a reason for it. And it's all public. And if it fades tomorrow, I'm stepping in.

Zedemel Posted - 3 days ago

$AXDX a sign of life 😅

Esau815 Posted - 6 days ago

$AXDX News flash. If your lab is using a Biomereiux Maldi Tof for infection ID--and they have about a 50% market share so there's a good chance that you are using a BM machine--of course your're going to look at Reveal and not even consider using anything else. Indeed. That's the ENTIRETY of the investment thesis for AXDX. To wit: 1. The "big money" is in infection ID. BM has about 50%, BDX has 25%. (Very rough estimates_ 2. BM now has rapid AST with Reveal and has a competitive advantage over BDX which presently does not. 3. Wave is the missing piece that BDX needs to preserve its cash cow Bruker Maldi Tof businesss in order to stay competitive with BM.

troy5190 Posted - 1 week ago

$AXDX our lab may pursue vitek reveal but won't even consider this company

liability1 Posted - 1 week ago

$AXDX Vitek reveal system received FDA clearance in June it will be hard to get market share for AXDX since WAVE is a year out !!!

Esau815 Posted - 1 week ago

$AXDX Timeline based upon Q1 CC. 1. Clinical trials were "targeted" to start "end of Q2". 2. Distribution/Acquisition deal by "mid year". 3. FDA Submission by "end of year". These are direct quotes from the CC--not my made up hopes and wishes. Obviously, the big question is, "Are they on track?" Answer? We won't know unless there's an 8-K or until the next CC. The BDX -AXDX contract calls for negotiations to begin at the 510k submission. So that's the outer date limit. Me thinks we'l l have major news by the mid August CC.

NVDAMillionaire Posted - 2 weeks ago

$AXDX Accelerate Diagnostics, Inc. (NASDAQ:AXDX): Navigating Challenges, Pursuing Growth http://beyondspx.com/2024/07/12/accelerate-diagnostics-inc-nasdaqaxdx-navigating-challenges-pursuing-growth/

Esau815 Posted - 2 weeks ago

$AXDX Zedemel is 100% correct. At this point we're relying solely on Phillips credibility. I have found him to be an honest straight shooter. His predecessor was so full of it his eyes were brown. Other Schuler execs were also lacking. At YTEN, Peoples pounded the table that he had a deal with Marathon that ended up being smoke and mirrors and the company is about to go under. At AWH, Palmieri's promises turned out to be fictional aspirations--and she was replaced by someone who had no health care experience other than making sure that someone didn't choke at a PTO bake sale. Phillips does seem credible to me. That doesn't mean that a Wave deal "mid year" is absolutely certain. But he's got a real COB looking over his shoulder (unlike YTEN which is an f'ing clown show). We're reading tea leaves and not confidential memos. So Micro, ZZ and I are in the same boat even if we're coming to different conclusions

Esau815 Posted - 2 weeks ago

$AXDX Micro and ZZ might be shocked but I'm gonig to AGREE with them if the following does not take place on time. 1. Next CC will be in mid August. 2. My trusty calendar tells me that August will be the EIGHTH month of the year. 3. Phillips promised some sort of distribution/merger deal by "mid year". 4. Twelve divided by 2 equals six. Meaning that August is the tail end of "mid year". 5. Phillips assuaged the markets by saying that clinical trials would start Q3. 6. If clinical trials are delayed and/or no merger/distribution deal for Wave is announced? I will be firmly in the camp that ZZ and Micro were right all along and that I was wrong and that AXDX once again failed to meet an essential deadline. 7. As of now? On July 12? There is no evidence to support that deadlines have been missed. NOR is there evidence to support that they have been met. Interesting that share price has held while we wait.

liability1 Posted - 2 weeks ago

$AXDX

Esau815 Posted - 2 weeks ago

$AXDX Zedemel: 1. Pheno is limited to Positive Blood Culture while Wave can do PBC and isolates. Greatly, greatly expands what can be tested. 2. Suggest that you go to the investor deck where they give a more detailed description than I can do in a limited post.

Zedemel Posted - 2 weeks ago

$AXDX maybe I'm wrong , but it seems that all of the thoughts (positives and negatives) are based on the concept Wave as new product. But AXDX had already a AST working, pheno, and from a long time. Wave IMHO is an enpowered pheno, and this counts in potential partnership, merge, evaluations. Time will tell.

Esau815 Posted - 2 weeks ago

$AXDX Finally agree with Micro Guy about something. Biomeriuex paid something like $430MM for Specific. There's very little chance that AXDX would get that kind of money. Biomerieux was needed to shepherd through the approval process and I believe that's what will occur with BDX-AXDX. No way that AXDX submits the 510k on its own. I have no idea what AXDX will fetch. Assuming that they will get less than $7.20 per share. The converts get the first $70MM and there's 29MM shares (including warrants at $1.65) for the remainder. Hypothetically (and I know this is optimistic but the math is easy) if they were to get $170MM that would make $100MM available to the common or roughly $3 per share. Will also agree with Micro that the last raise was a disaster that basically killed any hope of a big, big upside. 29MM shares is too big a denominator.

Esau815 Posted - 2 weeks ago

$AXDX Find this all amusing: 1. Biomereiux bought Specific immediately after pre clinical trials were completed. Somehow others believe that Wave has to achieve 510k approval prior to a deal being struck. When AXDX completes preclinical--and I don't know when that will be though Phillips promised soon--AXDX will likely be able to strike either a distribution or M&A deal. (Again--big caveat here is that I am not privy to preclinical progress.) 2. BDX is obsessed with "workflow platform". To that end, Arc is a component of that and should not be viewed as a standalone product. 3. The focus should always be, "What is important to BDX?" The fact that BM-Specific got approval puts BDX on the clock that they have to catch up. And quickly. BDX Life Scienes is a $4B annual business and Maldi Tof is a big chunk of that. For relative chump change they can mitigate BM's advantage. 4. FWIW without the BM-Specific deal I believe AXDX was a goner.

Zedemel Posted - 2 weeks ago

$AXDX many words... no product... no funding etc etc, but going straight to the point, company going bankrupt?

Esau815 Posted - 2 weeks ago

$AXDX ZZ: Below is the section from the CC from May stating that they filed the 510k for Arc. This means that there is NOTHING else that AXDX can do to expedite the approval. That's the way it works. If you want to bash me for that go ahead. Approval will come prior to November. As per Wave preclinical progress. Go ahead and bash me on that as well. At least I admit that I don't know where they're at but that Phillips promised clinical trials in Q3. IMHO clinical trials will NOT commence until they announce some sort of a BDX-Roche-Someone else- deal because I believe that trials require a specific Maldi Tof machine like Arc needed with Bruker. Understand that you'd be skeptical in that you worked under Larry Mr. B.S. Mehren. Additionally, we submitted our 510(k) to the FDA for our Arc system, which is the first automated PBC sample preparation method to enable rapid PBC ID on Bruker's MALDI Biotyper instruments.

Zedemel Posted - 2 weeks ago

$AXDX the only thing that happened recentemente is the price nearly doubled weeks ago. No news, so IMHO , some people wanted it over the dollar for nasdaq compliance. I dont know if it's good or means nothing, but we'll see.

Esau815 Posted - 3 weeks ago

$AXDX ZZ: I admit what I don't know. I certainly don't know the status of the data other than what was posted. I do know that once the Arc 510k application was filed that it was in the FDA's side of the net and beyond AXDX's control and blaming AXDX for FDA waiting period was silly. The data might indeed be incomplete. The data indeed might be delayed. This is the opposite of material non public information. I've been shouting from the rooftops, "I Don't Know" You on the other hand come off as a disgruntled employee from many years ago who has an axe to grind, I don't doubt for a second that Larry Mehren was an awful person to work for--he was an awful person to own stock in. Right now? AXDX has $70MM in preferred and 29MM outstanding. Can they get over $150MM for Wave and the remainder of the company? Again. I don't know. You somehow do.

Zedemel Posted - 3 weeks ago

$AXDX I think you continue with own opinions, opposite each other, that's clear. Instead I totally agree with Chewey, if wave is a scam, stock is zero. Otherwise for that big companies a buyout for 500m-1b , is little relevant for their balances. Good independence day from here in Europe to you US citizens 😊

Esau815 Posted - 3 weeks ago

$AXDX I find it quite comical that ZZ accuses me of "not knowing anything" when I readily admit that I do not know where AXDX is at with their preclinical trials. In fact? Nobody outside the company does. ZZ on the other hand is ADAMANT that there is no data. He might indeed be right. But this does run contrary to what Phillips has publicly proclaimed. As per Arc approval. They filed their 510k and now it's up to the FDA. How this is a "missed deadline" I have no idea in that once filed it starts the 180 day clock ticking and we're in that now. Hard to say that you're an expert in the company because you worked there several years ago. I worked at McDonalds as a 16 year old. At the time, they didn't take credit cards. Things changed.

cheweyb224 Posted - 3 weeks ago

$AXDX Potential Catalysts for Significant Share Price Increase in next 4 months 1) Announcement of a Global Partnership Agreement for Wave with BDX or Roche by or on August’s CC Call 2) FDA approval for Arc 3) Clinical Trial data released for Wave (Per Phillips on last 2 CC’s clinical trials are starting in early Q3 which is now) 4) Wave 510k submission to FDA in late Q3/early Q4 5) ACQUISITION of AXDX by BDX or Roche The stock has been trading at a measly market cap of $20M-30M. IF Wave works and does what the company says it can do (and gets FDA approval of course), AXDX is a very likely strategic M&A Target for BDX or Roche. A $500M all cash offer from either of these 2 behemoths is a spit in the ocean and a minor tuck-in acquisition. That is ~$12/share or a 10x on current trading levels. I think the offer would be much higher imo. Company is still a big risk and could go to 0 if Wave doesn’t work. But if you have been long for years, this is the cheapest it’s been.

Tigereye34 Posted - 3 weeks ago

$AXDX