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   Biotech / MedicalVascular Solutions, Inc.(VASC) Stopping Their Red Ink and Bl


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To: Arthur Radley who wrote (10)5/7/2005 10:36:57 PM
From: Arthur Radley
   of 22
 
One would have to go back to June of last year to find closing price above where VASC closed on Friday. Slow and steady progression.

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To: Arthur Radley who wrote (11)5/26/2005 9:29:10 PM
From: Arthur Radley
   of 22
 
Approaching 52 week high and volume up huge today....alliance partnership should be coming sooooooon!

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To: Arthur Radley who wrote (12)5/29/2005 12:54:32 PM
From: Arthur Radley
   of 22
 
A few weeks back Fethl, a small boutique firm in VASCs hometown came out with a buy rating on the stock. However, this week it apparently slipped by the radar screen that Stephens came out with a Overweight ranking on the stock...good news is coming! But for sure you can't accuse VASC management of speeding up the process.....come on deliver us a marketing partner for the 3x3 and launch this puppy!




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From: Arthur Radley6/8/2005 10:13:10 PM
   of 22
 
In the first Q update the CEO mentioned they were negotiating with two companies to market the 3x3 patch. In today's presentation it appears he said they were now negotiating with only ONE company. This should indicate they are getting close to a signed deal...a deal that should move this stock upward in a big way!!!!

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To: Arthur Radley who wrote (14)6/14/2005 8:35:52 PM
From: Arthur Radley
   of 22
 
First Call has VASC in their top listings of highest ranked stocks covered by analyst...nice action today with increased volume...is news pending?

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To: Arthur Radley who wrote (15)6/22/2005 10:00:27 AM
From: Arthur Radley
   of 22
 
Tonight(6/22) NBC News will have a special on laser treatments for varicose veins...would like to think VASC will be mentioned in this coverage.

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To: Jill who wrote (8)7/13/2005 8:39:51 PM
From: Arthur Radley
   of 22
 
Jill..
Don't know if you still follow this one...but when I suggested a few months ago it was trading at $9.00..closed today a near $13.00 on heavy volume. There was some news tonight on a lawsuit that didn't go in their favor, but it was over a minor product so don't know how it will react tomorrow.

Still in my opinion it is the mundane stocks that will get the worm!!

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To: Arthur Radley who wrote (17)7/14/2005 1:06:29 AM
From: Jill
   of 22
 
You're probably right about that. No, I didn't get a chance to follow it...But I should bookmark you. You make some good choices!

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From: gcrispin10/15/2005 8:59:50 PM
   of 22
 
The Clot Thickens

By Mark Glassman
October 11, 2005
MEDICAL ADVANCES AND shifting allegiances are changing the face of thrombin, a naturally occurring enzyme that helps blood to clot. Aside from patients' health, at stake is a market that could reach $300 million by 2007.

One of the biggest players in thrombin is Vascular Solutions (VASC1), a Minneapolis medical-device company. It makes bandages incorporating the molecule that are used to seal punctures mostly resulting from catheter removals and certain surgical procedures. For the second quarter, 42% of Vascular's revenues came from the D-STAT Dry line of thrombin bandage products, says Tony Green, an analyst with Northland Securities, a Minneapolis brokerage. Moreover, D-STAT Dry sales surged 61% year-over-year, and the company's total revenues climbed 53% to $8.1 million.

"It's their single largest product line," Green says of D-STAT, "and it's driving growth." (Green doesn't own shares of Vascular Solutions; Northland Securities doesn't have an investment-banking relationship with the company.)

But Vascular's growth driver is in jeopardy. Bristol, Tenn.-based King Pharmaceuticals (KG2) is the only thrombin manufacturer approved by the Food and Drug Administration — and it's trying to raise its prices. King's contract with Vascular expired at the end of May. Vascular says it has stockpiled enough thrombin to last through the middle of 2007.

Meanwhile, Vascular has poured $6 million into a partnership with Sigma-Aldrich (SIAL3), a St. Louis biologics manufacturer, to gain FDA approval to make its own thrombin. If all goes well, Sigma will start supplying thrombin to Vascular by the first quarter of 2007. Under the exclusive arrangement, Vascular could also start selling the thrombin to other medical-device makers by late 2007, with Sigma acting as the contract manufacturer.

That would be bad news for King, which not only would lose a client but would gain a competitor. Thrombin-JMI, King's brand of the clotting agent, accounted for 11.4% of the company's total second-quarter revenues of $462.9 million. The $52.9 million in Thrombin-JMI sales represented a 67% year-over-year increase.

Advances in genetic engineering could add to King's woes. A new type of thrombin could quickly render the older molecule obsolete. King's Thrombin-JMI is derived from the blood of cows. Even after a rigorous purification process, it contains some additional cow-based proteins that occasionally cause allergic reactions in patients. In rare cases, patients can become anemic, complicating their recovery from whatever procedure called for thrombin in the first place.

"[Patients] can have antibodies to bovine-based thrombin, and that can lead to significant bleeding disorders," says Alvin Schmaier, a hematologist at the University of Michigan. "Even with purification from cow blood or human blood, you can still have contaminating proteins, so the best kind of agent to use would be a recombinant one."

Recombinant is pharmaceutical-speak for genetically engineered. Zymogenetics (ZGEN4), a Seattle-based biotech, is trying to create the first recombinant thrombin, called rhThrombin. Analysts say that unlike King's version of the drug, rhThrombin might not require a black-box warning on the label, the FDA's most stringent caution of a drug's potential side effects.

Edward Tenthoff, an analyst with Piper Jaffray in Minneapolis, is optimistic that there won't be a black-box warning. "This will be an important competitive advantage against Thrombin-JMI," he wrote in an August research note. "As a result, we expect Zymo will rapidly convert the surgical bleeding market, which we estimate could reach $300 million by the time rhThrombin is approved [in 2007]."

According to analysts, there have been some anecdotal accounts of patients vomiting during clinical trials of rhThrombin. But the connection between a topically applied biologic and nausea or vomiting is tenuous. Kevin Degeeter, an analyst with Dawson James Securities, a health-care research firm in Boca Raton, Fla., says, "It's pretty unlikely that you would have a systemic response like vomiting." Schmaier, the hematologist, couldn't explain how the treatment might have caused the vomiting.

Perhaps the only surefire way for patients to receive a dose of thrombin and not be at risk of a reaction is to use the clotting agent from the patient's own blood. Thermogenesis (KOOL5), a Rancho Cordova, Calif.-based biotech, makes a small machine called the Thrombin Processing Device, which can extract usable thrombin from 11 milliliters of a patient's own blood plasma. But the thrombin will last only four hours after extraction, and so the device is limited by a physician's ability to predict when the patient will need a clotter.

Considering this drawback, Steve Brozak, an analyst with WBB Securities, a brokerage in San Diego, says Thermogenesis won't be a major player in the coming thrombin wars. He caps the potential for the Thrombin Processing Device at $100 million a year. The device will not be approved in the U.S. until next year at the earliest. (Brozak doesn't own shares of Thermogenesis; WBB Securities doesn't have an investment-banking relationship with the company.)

The biggest winner? Analysts say Zymogenetics, because physicians are often quick to adopt recombinant products to replace animal-based ones — particularly animal-based products with known negative side effects. Moreover, the reduced chance of an allergic reaction could even expand the thrombin market; physicians might start to use thrombin on patients for whom they may have once had immunological concerns. One thing is for sure, however: As these thrombin companies jockey for market dominance, the battle will be bloody.

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To: gcrispin who wrote (19)12/23/2008 7:31:42 PM
From: Arthur Radley
   of 22
 
finance.yahoo.com
The chart on this one is looking good.....nice double bottom and volume activity over last few days has nearly tripled the norm.....and price is spiking high....sure would like to have one big winner in this horrible market..One can always wish!

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