Forum Archive Index - March 2004

["Cristine Kerr" <criskerr@optusnet.com.au>]

Visiomed was recently featured on Wall Street Reporter @
http://www.wallstreetreporter.com/profiles/VisiomedGroup.html
Date: 22.3.04 - includes audio interview with Dr Saliba Sassine

 

Highlights from interview with Wall Street Reporter (+ explanatory notes) follow:

 

Propriety Products, primarily:
1a) Microderm - organic vision technology - software to diagnose melanoma (NB organic vision technology enables interpretation and comparison of scanned skin lesions to database to enable diagnosis of skin cancer - accuracy trialed and equal to specialist Dermatologists - database continually updated with latest research)

 

1b) Misdiagnosis of Melanoma estimated at Aus$700m - US much larger

 

1c) Approved in Aust & Europe - USA FDA applic this year - VSG seeking one key strategic partner USA

 

2) Funhaler - (NB Asthma spacer device successfully trialed - improvement in child's willingness to use medication, improvement in following/meeting prescribed medication guidelines)

 

3) Organic vision is Visiomed's platform (proprietary) technology - Visiomed is presently exploring opportunities to apply this technology to successfully diagnose eye diseases

 

4) Visiomed is working collaboratively with Siemens Medical after having acquired rights to distribute in Aust - VSG & Siemens are collaborating on an ultrasound + organic vision technology to aid delicate spinal surgery

 

5) Value proposition - VSG's key differentiation is their platform technology, i.e.; organic vision data and diagnostic aids such as their maiden product, Microderm - VSG intends to leverage from this technology into other medical diagnostic applications - scanning and expertly interpreting images to diagnose the presence of other diseases, starting with skin cancer, then eye disease, and exploring additional applications.

 

6) Dr Saliba Sassine - 16yrs biotech experience

 

7) Key Aust Siemens personnel now with Visiomed.

 

8) 2003 was year of consolidation - 2004 key milestones  - FDA approval of Microderm and Funhaler asthma spacer 2004 - co-development of
medical imaging products with Siemens

 

9) 2004 has seen increased interest in adoption of software for medical diagnosis - noticeable industry value shift

 

Regards,
Cris

 

---

From: Cristine Kerr

To: sharechat@sharechat.co.nz

Sent: Sunday, March 14, 2004 2:15 PM

Subject: [sharechat] Cris' Current Watch List

Hi All,

 

As a fairly regular poster, I thought I'd share some of the more promising from my present (evolving) watch list on the understanding it may be different again tomorrow.

 

NB A good prospect today can be a bad prospect tomorrow and vice versa depending on world events, good/poor business planning and execution, changes in key executives (eg KAZ last year), etc, etc, etc.

 

I consider all of the following to have high growth potential. I'm reasonably sure all of these have been summarized at varying times.

 

CBD - Maintain a vigil for best entry price
INL - Wait a while for it to settle down again
IVN - May take a while
MIC - Await confirmation of BioGold acquisition
MUL - Great today, tomorrow, etc, etc (I researched this one following an excellent tip from 'Oski' who posts occasionally to an Ozzie forum.)
NLX - Hoping it will drop a little more to make it worthwhile
PDR - Promising a return of capital to shareholders
SKG - Market has grown a little bored with SKG of late
VSG - Long overlooked - ticking time bomb
WAL - Great buy today, tomorrow, etc, etc
ZYL - Wait until it settles after Rights Offer period.

 

All the above notations are naturally subject to change of circumstances.

 

These shares have what I consider to be high growth potential which usually goes hand-in-hand with high risk. I minimize risk via research and tracking.

 

These shares are suited to a patient, long-term hold. Time frames will be dependent upon market trends and factors.

 

As always, I like to share info that may bring benefit to someone else.

 

Regards,
Cris