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Long term recommendation - Immune Pharmaceuticals (NASDAQ.IMNP)

Feb 04, 2018 35
Febryary 4th. We are starting coverage…

Transenterix completely sold the rights on the Surgibot

Dec 18, 2017 36
December 18th 2017. Transenterix…

Short term investment recommendation -- Baxter International Inc

April 29th 2017 Baxter International Inc (NYSE.BAX)  through its subsidiaries, provides renal and hospital products. The Company operates through two segments: Hospital Products and Renal. Its Hospital Products business manufactures sterile intravenous (IV) solutions and administration sets, premixed drugs and drug-reconstitution systems, pre-filled vials and syringes for injectable drugs, IV nutrition products, parenteral nutrition therapies, infusion pumps, inhalation anesthetics and biosurgery products. The Renal business offers a portfolio to meet the needs of patients with end-stage renal disease, or irreversible kidney disease and acute kidney injuries, including technologies and therapies for peritoneal dialysis (PD), hemodialysis (HD), continuous renal replacement therapy (CRRT) and additional dialysis services. Its products are used by hospitals, kidney dialysis centers, nursing homes, rehabilitation centers, doctors' offices and by patients at home under physician supervision


On May 1st - the day we published the recommendation - the stock could be bought at 55.43$ per share.

On May 5th - the stock could be sold at 56$ per share

Investors profit 1% 

The recommendation is no longer valid. 

April 19th 2017 Short term investments recommendation - Commercial Vehicle Group, Inc.

Commercial Vehicle Group, Inc. is a supplier of a range of cab-related products and systems.

The Company operates through two segments: the Global Truck and Bus Segment (GTB Segment) and

the Global Construction and Agriculture Segment (GCA Segment). 


On April 19th - the day we published the recommendation - the stock could be bought at 7.7$ per share.

On April 21th - the stock could be sold at 8.5$ per share


Investors profit 10.38% 


The recommendation is no longer valid.  See our new recommendation next week.

Long term investments recommendation - Sophiris Bio

Sophiris Bio (NASDAQ.SPHS)  is a Canada-based biopharmaceutical company focused on the research, development and commercialization of products for the treatment of urological diseases.

We began our coverage of the company on December 14th 2016.  The stock was trading at $2.9 at the moment of our recommendation start.

The company lead drug in development is PRX302 (topsalysin).  With the drug Sophiris Bio has successfully passed Phase 2а of the study in prostate cancer. Despite that the study primary endpoint was only safety of the drug - it showed the drug ability to destroy tumor cells for at least 6 months (monitoring period in the study) in 11 of 18 total participants.  The drug showed good tolerability during the study


Now the company needs to do a Phase 2b trial to determine optimal dosage of the drug.  The Phase 2a was completed in June 2016. In August 2016 the company did a secondary offering and raised $30M which is enough to fund the Phase2b study.  The study has been initiated in Q1 2017.  The resusts are dure to be published in Q1 2018.

Also Sophiris Bio has successfully completed Phase 3 study in benign prostatic hyperplasia.  The company announced that a second Phase 3 study is required before submission to the FDA for Topsalysin marketing approval in the indication.  The second Phase 3 estimated cost announced by Sophiris is $53M.  The company announced that it will initiate the study only after a partnership or other options are concluded with a large biopharma to fund the Phase 3.


Long Term investment recommendation - TransEnterix Inc

TransEnterix, Inc. (NASDAQ:TRXC)  is a medical device company.

We began our coverage of the company on August 22nd 2016. At the moment we began our coverage the stock was worth $1.4 per share. Currently the stock is worth $2 per share.  In October 2017 the stock price reached $5 and our followers had the chance to sell all or a part of their investment and make over 200% profit.  However we maintain our recommendation to hold the stock believing that the stock has the potential to reach higher levels


The Company is focused on the development and commercialization of Senhance Surgical Robotic System. The Company's Senhance System is a multi-port robotic surgery system, which allows multiple robotic arms to control instruments and a camera. The system features advanced technology to enable surgeons with haptic feedback and the ability to move the camera through eye movement. The system replicates laparoscopic motion and integrates three-dimensional high definition (3DHD) vision technology. The Senhance System also offers responsible economics to hospitals by offering robotic technology with reusable instruments.  .

The company had rights on another system - the SurgiBot but in December 2017 Transenterix completely sold the rights on the Surgibot to a Chinese company GBIL for $29 M.  Transenterix still holds the option to be a distributor of the SurgiBot outside China in those regions where GBIL will obtain approvals for commercial sales 

  Senhance has the CE mark - the European approval for marketing and sales of the system in 28 European countries.  Transenterix began marketing Senhance from January 2016 and in early August announced the first sale in Milan, Italy.  So far Transenterix have sold 10 systems (1 in the U.S, 1 in Japan, 1 in Taiwan, 4 in Europe, 3 in former Soviet Union countries)

 On October 14th the company announced that FDA approved the Senhance robot for commercial sales in the U.S.  

The situation on the market is the following - there has been just one vendor of robotic surgical systems in the world - Intuitive Surgical Inc.  It has been enjoying the monopoly on the market since early 2000s till 2016.  Intuitive has placed over 3 500 systems (named Da Vinci) worldwide, most of them in the U.S. 

Although there is more than enough room left for others - in the U.S. robotic surgery holds just 5% of the total surgical industry, in Europe - 1%.  And Europe is the biggest market by number of hospitals.  

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