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#Bear Case
stale
Added one year ago

hi Noob

i have followed NXS for a while as well. not a holder now. just be careful on the Zimmer legal dispute. IMO the original agreement was very onerous for NXS, ie Zimmer got all the $. now it looks like Zimmers reading of the ct is that it applies across all products. outrageous on the surface of it, but we cnat see the agreement, so dont know for sure. persoanlly i think it will be a big relief when this is put aside w/o it seriously inhibiting NXS. then they really need to get their distribution in order.

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#Industry/competitors
stale
Added one year ago

Thanks for the write up @Noob53. 

I think its worth noting one particular player in this space which is Sanara Medtech Inc. (SMTI). They have a similar suite of products (some in market, some launching imminently), including those treating biofilm and reducing SSI's. But what sets them apart are 2 things in my mind:

1. They're disrupting entire model of care of wound infection in the USA, which is ripe for the picking. That is, they're providing care from start to finish in the patient journey in persond and via telehealth, as opposed to the currently disjointed model.

2. They are the biggest movers in this space, and already approval for sale into 900 hospitals in the USA. They've been hiring sales staff recently to capitalise on this as travel becomes easier. 

 

Take a look at the recent company presentation at the MicroCap Leadership Summit here: https://youtu.be/sI0rNB-UsPc. It explains the company it great detail and far better than I can. Also of note the I think executive chairman who speaks in this presentation (also largest shareholder) is a beauty and they do not have the legal issues (that I'm aware of) that Next Science do. Expecting a big 24 months from them.

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Valuation of $4.50
stale
Added 4 years ago
High risk long term. Valuation means little at this stage. Refer my notes under "Bull Case"
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