Nanosphere (NASDAQ:NSPH)

great tech

NSPH is very small, but they are doing the RIGHT THING with their products, and the recent increase in share price suggests that others think that they are doing THINGS RIGHT with the business. Their approved products are directed at saving the lives of very sick people. Sepsis is usually 80% fatal, but if the attending physician immediately identifies a pathogen behind sepsis along with expected resistance to specific antibiotics, treatment with best potential outcome can commence quickly. The companies products perform direct nucleic acid identification thereby directly fingering specific DNA (bacteria) now and soon probably RNA (virus) as well as conditions related to genetic contents.

Nsph has no debt and a solid audience. I firmly believe they will outperform the market

The diagnostics market is huge. Nanosphere offers quick turn diagnostics tools for providers, in the 1-2 hour range v. days with current technology. This is important since decisions can be made on the correct course of action for antibiotics. Since the resistance to antibiotics is a growing concern these diagnostic tools are becoming critical to providers as they wish to target the right antibiotic as fast as they can.

Last weeks drop in share price was an over reaction to the management changes. The sudden replacement of the CEO without any clearly articulated reasons spooked the market. With an FDA approved lab instrument and 4 currently approved tests for that instrument. The company uses the "razor and blades" revenue model. The company should be cash flow positive within 12 to 18 months and presently has sufficient cash to make that goal.

recent runup lacks any rational basis

I have had NSPH in my watchlist since Dec. 2011 when it was trading for $1.50. Already up more than 100% since then this one still seems to have more upside now that FDA has approved their Verigene system, and lots of insider buying:

http://seekingalpha.com/article/743181-speculative-3-stock-gets-important-fda-approval-and-has-heavy-insider-buying

Verigene system

Multiple choice question:

The name "Nanosphere" refers to which of the following?

A) The company's patented gold nanoparticle probe technology.

B) The size of the company's revenues versus their competitors.

C) The tiny little zero one arrives at when calculating this company's odds of long-term survival.

D) B and C

Just a min after the kind BravoBevo it's good, but I prefer to be first like for ACUR...
However the most difficut is to know the right time for selling...

Rapid diagnostics are going to be the next big thing.

It's good,I like it

Well positioned in an industry that is poised for a dramatic acceleration in growth as predictive medicine and molecular diagnostics begin to gain traction. Recent weakness primarily driven by shorter term concerns present a great entry point for longer term investors. While still burning cash (although moderatimg), a solid cash position (over $2 per share in net cash) provides sufficient financial flexibility. A good insider rating (recent CEO and 30% owner buys with no sells) is also encouraging.

Picked this on a whim.... looks like it's doing alright :)

I do TNT testing where I work and if approved by the FDA this assay will mean serious $$$ for this company seeing as it is an extremely important test indicating the occurrence of several different heart disorders, including myocardial infarction. Thus, this is an extremely critical test and must be completed ASAP.

I'd call this a speculative buy at this point with great potential and a tremendous growth opportunity. If the FDA approves the next 4 tests in their pipeline this company will be a definite buy.

Note: Healthcare is virtually untouchable no matter what the state of the economy, especially diagnostics which hospitals cannot live without.

Disclosure: I am also putting my money where my mouth is as I own this in my real portfolio with my sight on the long-long-term.

Love the technology. Risks = they are thinly traded and very volatile.

Increased demand for DNA analysis,

This company is doing really cool things and think it would change our lives if it became the market leader in the emerging field of genetic and nano testing.

25,000