/biz/ - Business & Finance

>>17350103
Good question, I can't exactly speak for what the analyst expectations are because I am a medfag. However, I managed to find out the exact price that a center I have worked with paid for this machine and it's single use circuits. 250k per machine, each center has about 3 or so and 25k per single use perfusion circuit.

Over the last year, I have seen more and more of these machines become integrated into the protocols of multiple major thoracic transplant centers. There is one center which literally uses it on every single heart recovery that is out of state.

My future outlook is that Q1 2020 will be better thanks to the first DCD heart transplant completed in December of 2019 by Duke. That shit caused the transplant world equivalent of FOMO, because transplants are big business for hospitals and recipients are free to pack up and move to a different area where there are better success rates or more organs available, both of which the OCS facilitates.

Again, not a financial analyst, I don't expect it to 2x with earnings but I know for a fact that nobody in the industry is going to stop using their products in the next 3 years. Further, my sentiment is that United Therapeutics will buy them out sooner rather than later. The buyout is pure speculation but they fairly recently acquired a similar company, Lung , which focuses on similar machines for ex-vivo lung perfusion.