Bigeyes2 Posted - 43 minutes ago

$AXDX Swing

Zedemel Posted - 9 hours ago

$AXDX -8

insiderbuyingselling Posted - 1 day ago

$AXDX new insider selling: 26735 shares. http://insiderbuyingselling.com/?t=AXDX

Esau815 Posted - 1 day ago

$AXDX Apologies for confusing AI with algorithmic functions. Unlike other stories, this one is unlikely to drag out for very long. (This after being in this soap opera for years.) 1. ECCMID starts April 27. AXDX is doing a presentation at which time "some preclinical data" will be released. 2. The Diagnostic World will all be in Barcelona including BDX and Roche and others. 3. I overestimated the need for Pheno. Wave is different in that it analyzes blood AND isolates and (I didn't know this until recently) isolates is something like 10 times the volume of blood. 4. Quite possible that I've fallen for their sales pitch again and there isn't a crying demand for it. 5. By all accounts BDX did the Pheno deal to get in line for Wave so my gut says that they do want it. 6. "Mid year" deadline promised by Phillips.

Esau815 Posted - 1 day ago

$AXDX Here's the link to a Roche distribution deal announced last week. https://www.prnewswire.com/news-releases/prenosis-announces-commercial-distribution-collaboration-with-roche-for-sepsis-immunoscore-the-first-fda-de-novo-authorized-artificial-intelligence-tool-for-sepsis-detection-302112509.html Seems to me that they're using ID as a means of infection ID. How that fits in the world of Maldi Tof? Don't know. Wave is an algorithmic (AI?) method of determining AST. Do these puzzle pieces fit? Above my knowledge.

Esau815 Posted - 1 day ago

$AXDX Again. Texas might be right about where things shake out. This could be a situation where the converts get their money and we go home empty. It comes down to how much is Wave worth in the open market? If nobody wants it? The converts won't get paid. If BDX wants it and low balls? Not much to do. But if Roche is interested in this? Then the low ball goes away.

Esau815 Posted - 2 days ago

$AXDX I feel very badly about the foundation closing. I met Jack once--he wouldn't remember me--and he truly had a passion for helping kids who needed help. He honestly believes--and this was about 8 years ago--that his health care stocks would provide sufficient returns for it to last long after he was gone. He's really a good man. As it relates to AXDX. This obviously doesn't help. BDX or Roche can see the share price collapsing as easily as we can. At the end of the day, the Foundation's collapse will not affect BDX or Roche's decision with regard to whether they need to have Wave. It might affect the price paid.

liability1 Posted - 2 days ago

$AXDX

Dawgshepherd Posted - 2 days ago

$AXDX I've been wrong on this stock for so many years....I should buy on this dip just because it's crazy to do so

Esau815 Posted - 2 days ago

$AXDX Saw the Forbes article. I don't use the word tragic often but this was indeed tragic because the Foundation helped a LOT of kids get into college who ordinarily would not be able to go. It was Jack's legacy. It wasn't just AXDX. It was AWH. It was YTEN. It was the collapse of QDEL share price. Undoubtedly, the drift down is a result of this article. But in reality--it doesn't matter as it relates to whether AXDX can get a distribution agreement or sale.

liability1 Posted - 2 days ago

$AXDX

liability1 Posted - 2 days ago

$AXDX Bought another 15 k for $ 12,000.00 this morning !!!

Esau815 Posted - 2 days ago

$AXDX To Texas 1. Always a friendly debate as we are two who don't know what's going on behind Oz's curtain. 2. Think it's impossible to predict $1, $2, $4 in an eventual sale. It all matters whether multiple parties want Wave (assuming good data at ECCMID). Roche just signed a distribution agreement with a sepsis ID company last week. 3. Wave (and Arc) have to be viewed as component parts within a bigger "workflow platform". AXDX has Step 1 and Step 3 while BDX/Bruker is sitting on the cash cow that is Step 2 (Maldi Tof ID). 4. At the CC, C-H intimated that the BDX-AXDX relationship was strained and they downgraded the share price to $1. I don't know if they know something we don't. 5. Phillips botched the Arc approval. But besides that he's done what he could with a bad hand--that being Covid and Mehren detritus.

liability1 Posted - 3 days ago

$AXDX

liability1 Posted - 3 days ago

$AXDX $ 160,000.00 will buy you 200 k shares !!!! Only a few really know !!!!

insiderbuyingselling Posted - 3 days ago

$AXDX new insider selling: 26545 shares. http://insiderbuyingselling.com/?t=AXDX

Zedemel Posted - 3 days ago

$AXDX -1

Aigner_Andreas Posted - 3 days ago

#TrendFollowing #TOP10 WK 16 SELL US $FWRD $DKS $PETS $TPR $AXDX MRSN CYBR HD COST COHR

Esau815 Posted - 4 days ago

$AXDX To Zedemel: I've said this many times but I want to reiterate. To quote William Goldman, "Nobody knows anything". And that definitely includes me I've made a bunch of educated guesses based upon public information. I had good luck playing these guesses up until 2022. But whoo boy. My luck changed and I've lost a lot of paper money on AXDX since that time. The most shocking was the disaster of the raise that occurred in January. I didn't see that coming. And there's a good shot I am not seeing other things as well. Mr. Market is definitely in "Show me the money" mentality. Under best case they don't have Wave approval until 2025 and they don't have $ to get there. Could be a deal with a CVR? I really don't know.

Esau815 Posted - 4 days ago

$AXDX To Zedemel: At this point? I think that I would take a direct sale and frankly that makes too much sense. BDX is pounding the table on "workflow platforms". Arc would be step 1, Bruker Maldi Tof the middle and Wave the third part. It makes little sense for BDX to own the middle and not the bookends. At this point? AXDX needs to either sell or get a big chunk of money up front to stay in business. They released Wave projections (domestic) in August and it's going to take several years before Wave generates big money. Indeed, approval won't even come until mid 2025. I would prefer a sale. $200MM would get us $4 per share and after the disaster raise this I believe is optimistic.

Esau815 Posted - 5 days ago

$AXDX Okay. To answer Zedemel. Let me walk through my predictions: 1. Will AXDX Wave have preclinical data that establishes "proof of concept" by ECCMID on April 27, 2024. My probability? I'm going 90-95%. (High conviction) 2. Will AXDX have either a distribution deal or an outright sale of the company by "mid year" (let's call July 31 at the latest) My probability? Again. Going with 90-95% a. Distribution deal is what's being discussed. Roche just did one with another sepsis ID company. I'm guessing this is more likely than an outright sale--so let's go 65%. b. Outright sale would be more preferable. I'm going with 30%. Now the hard part. If it's a sale is it worth more than $200MM? I'm going with 10%.

Esau815 Posted - 6 days ago

$AXDX Here's what I know. Here's what I don't know. What I know. Or should I say what I heavily guess. The preclinical trials are going on RIGHT NOW. Must be stress time in Tucson. We're all counting on that data to be good. But with a self imposed April 27 deadline? And the need to have at least some time to compile the data? It must be a very busy time for these guys. What I don't know. How much data will be released? Experts I've spoken to said that they have to establish "proof of concept". Will a few weeks of data satisfy that? Don't know. The entire diagnostic world will be in Barcelona in two weeks. Any potential deal with anyone should have the groundwork done at that time.

insiderbuyingselling Posted - 1 week ago

$AXDX new insider selling: 13296 shares. http://insiderbuyingselling.com/?t=AXDX

Esau815 Posted - 1 week ago

$AXDX My take on the convertibles: 1. These are sophisticated investors. I'm sure their jaws dropped when Blair completely botched the capital raise and saw the ensuing dilution. One convert had kicked in $10MM back in August. In hindsight, they should have kicked in more in August and not be held hostage to the idiots at Blair. 2. But that rubicon has been crossed. At this point? I'm sure that they are looking for a liquidity event. There will either be a distribution agreement (distant second choice) or an outright sale (please make it happen). No matter what they get the first $70MM. 3. It's rough sledding figuring out O/S with all the warrants. But my back of envelope says that anything greater than $260MM, the converts share in the upside. With today's present market cap, I think that getting there is going to be a stretch.

Aigner_Andreas Posted - 1 week ago

#TrendFollowing #TOP10 WK 15 SELL US $FWRD $AXDX $AXGN $SIRI $COST PTGX COHR HD GMRE BOXL

Esau815 Posted - 1 week ago

$AXDX Excuse my paranoia. But I want to reiterate that all dates that I'm using are gleaned from AXDX's conference call and partially from Blair's admonition that time is short. The conference call date timeline was not set forth in an organized fashion--I mentally cut and pasted that--but all dates came from Phillips' mouth. Based upon Phillips' past comments, I also believe that there is a very strong probability that Wave works and that they will have proof of concept data by ECCMID's April 27 deadline. What I do NOT know? The most important part of the equation. That is, "How much is BDX or Roche or someone else willing to pay for distribution rights or the entire company?" For AXDX? That is the ultimate material non public data point. Specific got $430MM for an inferior product and didn't have Arc. BUT...That was 2 years ago at zero interest rates. Half of that? After converts are paid? Would be a bit less than $5

Esau815 Posted - 1 week ago

$AXDX After waiting for years for something to get over hurdles (the very scary convertible financing last June was the biggest hurdle of all--and how many delays took place before it was done?)--I believe that AXDX's timing will be "Boom. Boom. Boom". The April 27 (Saturday by the way) ECCMID conference is written in stone. They are presenting. If they want to show proof of concept that's the weekend. There can't be any stalling. "Mid year" (Phillips' quote re: partnership deal) will likely be sometime between May and July. Silly to guess what comes after that because we simply don't know.

Zedemel Posted - 1 week ago

$AXDX -19. Dont know if stock will rise dramatically, but at least to chance the mood in this stock.

Esau815 Posted - 1 week ago

$AXDX Last post of the day so that I can enjoy life rather than fret about how disappointing this has been. I STRONGLY believe that the time frame before we stop discussing this forever will be short. The all essential preclinical trials are happening as I type this. Phillips confirmed that some sort of "proof of concept" will be released during ECCMID. I believe it's very possible that they need a specific Maldi Tof machine for ID-AST validation PRIOR to Clinical trials starting. One can construe "mid year" to mean months May through July. By ECCMID or shortly thereafter, AXDX will have what it needs to reach out to BDX, Roche or others. Phillips has to make a deal not only due to his tight cash position but (if I'm right) in order to get proper FDA consideration. So. I'm going out on a limb here. (Remember this opinion is free!) Phillips will have a distribution deal or sale of the company announced by Memorial Day.

Esau815 Posted - 1 week ago

$AXDX You get what you pay for when you read me. That is, you're paying nothing and my cut and paste jobs are worth just the same. I initially made a lot of money on AXDX. I was smart enough to sell it before Covid struck and dumb to give it all back and then some when I thought that the BDX deal was the end of their problems. I don't know Phillips. But he's universally regarded as a straight shooter. He had a big job at Roche that he gave up to do this and he's been singed. I find him rational and unlike other CEOs, I find him to be realistic. He didn't need the Blair report to tell him that the time is now. He knows. I am not sure whether FDA validation requires that Wave be connected with a specific Maldi Tof machine. If so? A deal has to be struck PRIOR to clinical trials beginning. I do NOT know whether I'm right on this. And of course, I have ZERO CLUE whether we're talking distribution agreement or outright sale and for how much $.