|Added to DSCI today. IMO the company kinda mortgaged itself with the BioD acquisition terms. However IMO compelling High risk / High reward. IMO the latest acquisition along with the latest divestiture, gives scale & compelling margins. This on a on a small cap, formally unprofitable company. I see their burn products being medical necessities . I could get burned, but the healing process has started. |
P.S. The scale of wound care market by way of the BioD acquisition, although still small. IMO make it a compelling niche for a bigger player's medical portfolio. 3M - Allergen - J&J come to mind.