MiMedx Group, Inc (NASDAQ:MDXG)

    MiMedx Group ist in den USA der führende Anbieter im Bereich der therapeutischen und regenerativen Biologika mit grosser Produktepalette und wächst seit 26 Quartalen im 2-stelligen Prozentbereich


    https://mimedx.com/


    2017 FORTUNE MAGAZINE 5TH FASTEST GROWING PUBLIC COMPANY


    MiMedx prognostiziert für 2018 einen Umsatz von gegen $400 Mio.


    PS: Osiris ist Konkurrent von MiMedx und klagt aktuell in Folge einiger Vorkommnisse aus früheren Jahren (MiMedx kaufte vor Jahren den Distributor von Osiris-Produkten um Osiris den Hahn abzudrehen, daraus sind noch Ansprüche in Mio-Bereich hängig, da damals ausgelieferte Produkte nicht bezahlt wurden).


    MiMedx ist aktuell konfrontiert mit Klagen, bezüglich angeblich unlauteren Methoden im Vertrieb ihrer Produkte (Channel Stuffing, Bezahlung/ Bestechung von Ärzten, etc.) - Untersuchungen sind im Gang, ob dem so ist darf angezweifelt werden. Die Anschuldigungen sind konzertiert von Gruppierungen, die auf Twitter aktiv sind, ua. Marc Cohodes, ein Besitzer einer Hühnerfarm der früher einen Hedge Fund leitete und schon damals als Short-Guru sich einen Namen machte.


    Durch deren Machenschaften fiel der Aktienkurs von $18 auf gegen $6, aktuell bei $7.93 - hohe Kursschwankungen, auch bedingt durch Optionen. Gegen 40% der Aktien sind short!


    Produktentwicklung, aktuell, MiMedx schätzt das Marktpotenzial auf $4 Mrd. pro Jahr, Text ab Yahoo,


    In major news released today, MiMedx Group announced that their AmnioFix® Injectable was awarded RMAT status by the U.S. FDA. This is the third RMAT designation awarded by the FDA this year and the 15th RMAT overall since the designation was introduced by the 21st Century Cures Act. The “Regenerative Medicine Advanced Therapy” (RMAT) Designation was introduced on December 13, 2016, when Congress included several provisions in the 21st Century Cures Act, an act signed into law by the 114th United States Congress authorizing $6.3 billion in funding, the bulk of which is allocated for programs supported by the National Institutes of Health (NIH).

    The 21st Century Cures Act has had a profound effect on the regenerative medicine industry, supporting expansion of this industry to 600+ companies worldwide. The act also accompanies accelerated regulatory pathways that have been introduced in several other countries worldwide, including Japan, South Korea, and the E.U.

    Within the U.S., sponsors of cell and gene therapies are eligible to obtain an RMAT designation if their product is intended to treat serious or life-threatening diseases and there is preliminary clinical evidence that it could address unmet medical needs.

    As announced in the press release issued March 9, 2018, by MiMedx Group:

    AmnioFix InjectableMiMedx Group, Inc. (NASDAQ: MDXG), a leading developer and marketer of regenerative and therapeutic biologics, announced that the U.S. Food and Drug Administration (FDA) has granted MiMedx’s micronized amniotic tissue, AmnioFix® Injectable, the Regenerative Medicine Advanced Therapy (RMAT) designation for use in the treatment of Osteoarthritis (OA) of the knee.

    In its letter to the Company, the FDA confirmed its determination that MiMedx Allogeneic Micronized Dehydrated Human Amnion/Chorion Membrane (micronized dHACM) for the treatment of OA of the knee meets the criteria for RMAT designation. The FDA further stated that MiMedx has provided clinical information to demonstrate preliminary clinical evidence to indicate that the drug has the potential to address unmet medical needs for this condition.


    Anmerkung:


    MiMedx Biologika sind in diesem Bereich stark reguliert durch diverse US/ FDA Normen und bieten Angriffsfläche, zudem ist MiMedx forsch und hält sich punktuell wohl nicht konsequent an die Vorschriften - drückt neue Produkte in den Markt und bietet den Shorties daher das Feld für Spekulationen um den Aktienkurs zu manipulieren, die Vorwürfe sind teils abstrus bis gelogen, teils hat MiMedx darauf reagiert mit katastrophalen Folgen für den Aktienkurs, seit ca. 2 Monaten hält sich MiMedx zurück, kommentiert die Fake News des Packs nicht mehr.


    Die Jahreszahlen 2017 sind noch nicht publiziert, in Prüfung - bis Ende 08.2018 müssen diese der Nasdaq vorliegen, sonst erfolgt Delisting


    Disclaimer: High risk, Kursziel $12-18 innert 12 Monaten (Stichwort Short Squeeze) kann auch länger dauern..

    Voll daneben, habe heute die Hälfte notverkauft bei 7.1 , hier blüht wieder das gleiche Theater wie bei OSIRIS mit dem Nachbearbeiten der 5 Jahre. Unglaublich sind die eigentlich alle geistig beschränkt und haben ihre Gehirnzellen ausgewechselt , Frust ....

    Restatment

    da kann man nur hoffen es dauert nicht so lange wie bei Osiris. Vielleicht kann man hier auch unter $4 eine Position aufbauen?


    Vermutlich sind in Amerika die guten Leute schwierig zu finden, die Wirtschaft läuft zwar (aber wie lange noch?) und wer einen guten sicheren Job hat, der hat keine Lust zu wechseln.

    Ab und zu macht man an der Börse einen Griff ins Klo ....


    ... hier ist es wohl eher temporär, Garantie hat man jedoch keine


    PS: Was da abläuft ist wohl dem Unvermögen in der Organisation zuzuschreiben und wofür gibt‘s eigentlich teure (!!) Wirtschaftsprüfer??


    Die Betrugs-Unterstellung ist ja in solchen Fällen viral zwecks Bewegung des Aktienkurses....

    Leerverkäufer werden dadurch angelockt....

    Hans hat am 07.06.2018 20:04 geschrieben:

    Quote

    PS: Was da abläuft ist wohl dem Unvermögen in der Organisation zuzuschreiben und wofür gibt‘s eigentlich teure (!!) Wirtschaftsprüfer??


    Die Betrugs-Unterstellung ist ja in solchen Fällen viral zwecks Bewegung des Aktienkurses....

    Es ist immer schwer gegen sehr reiche Leerverkäufer zu bestehen, vor allem mit einer kleinen Firma im Biotechbereich ohne freien Cashflow. Osiris lässt grüssen oder bei uns in der Schweiz Speedel und JOMED, beide gingen unter. Osiris scheint die Kurve zu kriegen, Biotechfirmen sollten da die Möglichkeit haben die eigenen Aktien von der Börse zurück zu kaufen.

    Hans hat am 14.06.2018 16:48 geschrieben:

    Quote

    Atlan hat am 08.06.2018 17:18 geschrieben:

    Danke, ich behalte meine MDXG, abgerechnet wird am Schluss!

    Ja da hast Du recht, aber bei MDXG kann es noch dauern, wobei sie sind mittlerweile schon sehr billig geworden, wenn sie immer noch 400 Umsatz machen, kann es dann auch mal wieder steil ansteigen.


    Habe aber im Moment die Nerven nicht dafür , habe schon mit OSIR genug zu kämpfen ;)

    https://www.prnewswire.com/new…ence-point-300859069.html


    "We welcome the comprehensive plan to refresh the Board, and we look forward to MiMedx's future under new leadership. We are pleased that our cooperation has resulted in a reconstituted Board, with the addition of six new directors with valuable industry experience, relationships and reputational capital," said Eiad Asbahi, Founder and Managing Partner of Prescience Point. "We invested in MiMedx because we believe the Company has immense potential as a leader in advanced wound care and therapeutic biologics. We believe MiMedx is on the path to unlock substantial shareholder value and secure a thriving future for the Company."


    Shorts in Not


    https://finance.yahoo.com/quote/MDXG?p=MDXG

    https://www.prnewswire.com/new…r-meetings-300899193.html


    Aktie bei $5.71


    MiMedx Announces Agreement Regarding 2019 and 2020 Shareholder Meetings.


    NEWS PROVIDED BY


    MiMedx Group, Inc.


    Aug 08, 2019, 17:32 ET


    MARIETTA, Ga., Aug. 8, 2019 /PRNewswire/ -- MiMedx Group, Inc. (OTC PINK: MDXG) ("MiMedx" or the "Company"), an industry leader in advanced wound care and an emerging therapeutic biologics company, today announced an agreement with the plaintiff (the "Plaintiff") in the matter City of Hialeah Employees' Retirement System v. MiMedx Group, Inc. As has been previously reported, MiMedx is working diligently to complete its audited financial statements (the "Restatement"). The agreement provides that MiMedx will work in good faith to endeavor to complete the Restatement by December 16, 2019. The agreement also provides that MiMedx will schedule and send notice of its 2019 annual shareholders meeting (the "2019 Annual Meeting") to take place by January 15, 2020. However, the parties have agreed that, if MiMedx notifies the Plaintiff by November 1, 2019 that the Company anticipates it will not complete the Restatement by December 16, 2019, the parties will engage in good faith discussions concerning the timing of the Restatement and the 2019 Annual Meeting. Under the agreement, MiMedx has also agreed to schedule its 2020 annual shareholders meeting to be held by June 15, 2020.


    Dr. Kathleen Behrens Wilsey, Chair of the MiMedx Board of Directors, stated, "We are pleased to be taking another positive step in our efforts to position MiMedx for future success. The Restatement is advancing, and the Company is committed to providing shareholders with appropriate information and audited financial statements prior to our next Annual Meeting."

    Aktie bei $5.61


    https://www.bloomberg.com/opin…like-cohodes-can-t-see-it


    Auszug:


    MiMedx Has Changed, But Its Critics Haven’t


    Doctors who use its products say it’s because they work. New investors have high expectations. So why haven’t the shorts let go?


    By Joe Nocera


    22. August 2019, 18:35 MESZ


    [Blocked Image: https://assets.bwbx.io/images/users/iqjWHBFdfxIU/iWOoIKfXpygc/v1/1200x-1.jpg]


    Maybe EpiFix can help.


    Source: BSIP/Universal Images Group Editorial/Getty Images


    Joe Nocera is a Bloomberg Opinion columnist covering business. He has written business columns for Esquire, GQ and the New York Times, and is the former editorial director of Fortune. His latest project is the Bloomberg-Wondery podcast "The Shrink Next Door."


    Read more opinionFollow @opinion_joe on Twitter


    This is the second of two columns about MiMedx and the short-sellers. Read the first here.


    Most of the time, Eiad Asbahi, the 40-year-old founder of Prescience Point Capital Management, is a short-seller.



    According to its website, the firm, based in Baton Rouge, Louisiana, specializes “in extensive investigations of difficult-to-analyze public companies in order to uncover significant elements of the business that have been overlooked or ignored by others.” Such investigations usually lead to the discovery of problems that will cause the stock to fall once they become known.



    “But every now and then,” Asbahi says, “we find a company that is incredibly hated and where the shorts have it wrong.” SeaWorld Entertainment Inc., which has been hammered for its treatment of its whales and dolphins, was one such company. Two years ago, Asbahi bought the stock, believing that “the mispricing was extreme.” He was right. Since it bottomed out in November 2017, SeaWorld’s shares have more than tripled.


    On Jan. 8 of this year, Prescience Point released a report about its latest big investment idea: MiMedx Group Inc., a company that was under siege by Marc Cohodes and a handful of other short-sellers. After six months of research, Asbahi concluded that the thesis developed by the shorts — which had helped push the stock from $18 to $1.15 — was wrong.


    Contrary to what Cohodes et al were claiming, Prescience Point’s research suggested that MiMedx products were “legitimate and sustainable”; that it had positive cash flow; and that, while “channel stuffing” to improperly boost revenue at the end of the quarter had taken place, the company’s critics had “failed to produce any smoking guns to support their claims of massive fraud.”


    “In our view MDXG is one of the largest mispricings we have ever identified,” the report concluded. At the time it was issued, MiMedx stock was at $2.16. Prescience Point predicted that it would quadruple