Medtronic Inc. (MDT), Stryker Corp (SYK), and Zimmer Holdings (ZMH) have seen their growth rates drop from years prior, and they can either wait on organic growth mechanisms to take shape or they can dip into their balance sheets and write a check for growth via M&A.  These behemoths of the medical device/surgical implant business [...]

Bone-fusion protein goes from revolutionary advance to health alert after side effects surface
When the U.S. Food and Drug Administration in 2002 approved a product many thought would revolutionize back surgery, the agency did so despite concerns the product might cause serious side effects.
Six years later the FDA warned doctors that this remarkable [...]

Medtronic Inc. has signed an agreement to acquire Eatontown, N.J.-based Osteotech Inc. for an estimated $123 million.
Osteotech is a biologics company which has developed products that aid in the regeneration of bone. The products are used in different musculoskeletal surgical procedures.

Read more: Medtronic to acquire Osteotech for $123M – Memphis Business Journal

Comment:  [...]

These are the biggest horses I’m riding right now:
Global Axcess Corp (GAXC): Q2 earnings were spot on with what I expected.  They started rolling out DVD kiosks to a large grocery store chain in July and expect 323 kiosks to be in place by the end of August, and fully “ramped up” by the end [...]

Bacterin International Holdings, Inc. (“Bacterin” or the “Company”) (OTC Bulletin Board:BIHI.ob – News), a developer of antimicrobial coatings for medical applications and revolutionary bone graft material, today announced that the U.S. Food and Drug Administration (FDA) has cleared RyMed Technologies’ InVision-Plus® CS™ needleless IV connector for commercialization.

In a joint development project [...]

Global Axcess Corp (GAXC):  Earnings out Tuesday August 10th at 4pm est.  Conference Call Wednesday August 11th at 10 AM est.  Call in number: 877-879-6243/ Pass code 7519410

I’m expecting single digit revenue growth and EPS of 0.01-0.02 as the DVD rollout will only start to impact the company in Q3.  The material information won’t be [...]

There were a few articles out this week that bodes well for Bacterin.  The common element is companies like Stryker Corp and Zimmer Holdings,  medical equipment, device, implant behemoths aren’t growing as fast..single digit revenue growth.  They are also sitting on [...]

I’m traveling to Bozeman, Montana to visit Bacterin International July 12-15.  You can see the agenda below. I invested in Bacterin because of industry dynamics that benefits from an aging population as well as Bacterin’s best in class products.  The company did $7.8 million in revenues in 2009, expects to do $20 million in 2010, [...]

Bacterin put out this 8K filing describing its business and expectations in more detail. I copied and pasted the important stuff below.
Summary Financial Targets
The following table sets forth certain of our summary financial targets for the years ending December 31, 2010 through December 31, 2012, which give pro forma effect to our receipt of [...]

It’s always exciting to see an investment finally reach its maturation.  Gold Resource Corporation (GORO) declared commercial production on Thursday.  I’ve been in GORO for four years, and although it has taken a bit more time and money to get to production, it really doesn’t matter when the stock continues to perform like a rockstar.  [...]