Aug. 1 at 8:13 PM
$MDXG I listened to the earnings call this morning. It’s official. This company is radically underpriced.
1.
$150 million in cash at year end. Holy cow!!
2. Capper said massive market share shift to mdxg is coming once new reimbursement is in place and they are very excited for this change.
3. The price per centimeter is not much less than they’ve been charging already!!! But they will petition for a bump up on the
$125/cm.
4. A fenestrated allograft is coming!!! This is great for draining/adding fluid when necessary in a wound. BRILLIANT.
5. 15% growth in surgical!!!!
6. They joined the fray w the shitty grafts by adding a knock off. I’m sure they’ll pull that once new Medicare rules are in effect.
7. Looking to add even more products via acquisition.
My hunch: End of next year they should be at
$500 million in revenue.
