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NAN, NANOSONICS LIMITED
doc-gt
post Posted: Sep 5 2013, 04:46 PM
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Looks like the Navy Medical Center in San Diego has its hand up for 5 Trophon Units https://www.fbo.gov/?s=opportunity&mode...re&_cview=0

Along with US Veterans Affairs, it's encouraging to see the US military starting to get on the Trophon bandwagon.


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idean
post Posted: Aug 30 2013, 09:46 PM
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In Reply To: doc-gt's post @ Aug 30 2013, 08:49 AM

Yes - from all my holdings, this is the only one where the good news keeps on flowing - if only all my other holdings were similar...

Great management - keep lining the ducks then hitting bonus points.



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doc-gt
post Posted: Aug 30 2013, 08:49 AM
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Another box ticked for NAN, and somewhat earlier than expected - this time South Korean FDA approval for Trophon EPR and the issuing of a product licence. http://www.asx.com.au/asxpdf/20130830/pdf/42j16gdhpp9x62.pdf


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idean
post Posted: Aug 26 2013, 11:28 PM
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In Reply To: doc-gt's post @ Aug 26 2013, 08:43 PM

Thanks - looking forward to reading the report.


 
doc-gt
post Posted: Aug 26 2013, 08:43 PM
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In Reply To: idean's post @ Aug 26 2013, 08:09 PM

Hi idean

Re: your two questions, that info comes from the latest Canaccord Genuity report listed on the NAN web site, to which I provided a link in my previous post.

 
idean
post Posted: Aug 26 2013, 08:09 PM
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In Reply To: doc-gt's post @ Aug 26 2013, 10:38 AM

Hi Doc-GT - good to read your posts.

Question - how do you know how many sales people GE has put on as dedicated sales staff for Trophon ?

and

Where did you get the EU intel regarding changes to their HLD procedures - great intel if both above correct.

tks & rgds

 

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doc-gt
post Posted: Aug 26 2013, 10:38 AM
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From the NAN website, Canaccord Genuity has just upgraded its price target for NAN from 90 cents to $1.05 per share.
http://www.nanosonics.com.au/Investor-Cent...d-Presentations

Key factors in the CG price target upgrade seem to be: 1) GE's funding of up to 14 dedicated Trophon sales personnel in the US and Canada, including some of NAN's sales staff; and, 2) a forthcoming Bill to be presented to the European Parliament recommending high level disinfection practices for a range of ultrasound probe procedures (which, if passed, would likely place the Trophon EPR technology front and centre for ultrasound probe disinfection in Europe).


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doc-gt
post Posted: Aug 23 2013, 12:05 PM
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NAN signed up Toshiba as its non-exclusive distributor in the UK in April this year and since that time Toshiba has focussed on a strategy of facilitating free Trophon EPR trials in a range of UK hospitals, with the expectation that trialists are more likely to become customers.

That strategy may be beginning to bear fruit with the announcement today that Kings Mill Hospital in Nottinghamshire has taken delivery of six trophon units, with the postscript that: "we look forward to receiving additional trophon EPR systems shortly so that we can extend the disinfection program to cover every ultrasound room in our department". http://www.asx.com.au/asxpdf/20130823/pdf/42hw2bns1mqmsf.pdf.

All good.

 
idean
post Posted: Aug 22 2013, 10:03 PM
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In Reply To: doc-gt's post @ Aug 22 2013, 03:42 PM

On the NAN website - there are Shaw Stockbroking and Canaccord research with valuations at ~30M sales for FY14 - and this was prior to GE announcing specialist Trophon sales teams - so 30M sales will be easily achievable I think.


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doc-gt
post Posted: Aug 22 2013, 03:42 PM
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I understand (but not being a subscriber I'm unable to confirm) that the latest issue of Bioshares has increased its valuation of NAN to 95 cents per share, has increased its sales revenue forecast for FY14 to nearly $30 million (a doubling of actual FY13 sales revenue), and has brought forward its timing forecast for company profitability from FY15 to FY14. The sales revenue forecast and the profitability timing forecast are both tall orders, but I think shareholders will be more than happy if they're near the mark.


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