Nevro or Nuvectra

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anonymous said:
I keep looking but all I see are NVRO -kindly show me where Algovitas are being explanted.
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Let me help you my technically-challenged friend.

If you want to read them all you do is go to
https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfMAUDE/TextSearch.cfm
Click on "ALL YEARS" and in the search bar type "Nevro and explant" or "Algovita and explant."

MAUDE entries for Nevro and Explant totals 213 but at least some of those entries say "not explanted" so more like 167.

MAUDE entries with Algovita and Explant total 13. There aren't many entries in MAUDE for Algovita. Takes less than ten minutes to read them all even if you're one of the mouth-breathing, knuckle-dragging, entitled sales reps I compete against.

anonymous said:
Also, does NVRO tell you not to return explanted devices?
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No, they tell you to return the devices. Even in their labeling. Physician manual says "All explanted IPGs should be returned to Nevro Corp." In case you don't have your own copy in your competitive literature library, here's the version from the FDA submission.
https://www.accessdata.fda.gov/cdrh_docs/pdf13/P130022d.pdf

anonymous said:
Why is that?
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They tell you to return them to analyze device failures - in part to sort out legitimate issues from non-issues. Also to say anything else would be even dumber than your post.
 






anonymous said:
Let me help you my technically-challenged friend.

If you want to read them all you do is go to
https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfMAUDE/TextSearch.cfm
Click on "ALL YEARS" and in the search bar type "Nevro and explant" or "Algovita and explant."

MAUDE entries for Nevro and Explant totals 213 but at least some of those entries say "not explanted" so more like 167.

MAUDE entries with Algovita and Explant total 13. There aren't many entries in MAUDE for Algovita. Takes less than ten minutes to read them all even if you're one of the mouth-breathing, knuckle-dragging, entitled sales reps I compete against.

No, they tell you to return the devices. Even in their labeling. Physician manual says "All explanted IPGs should be returned to Nevro Corp." In case you don't have your own copy in your competitive literature library, here's the version from the FDA submission.
https://www.accessdata.fda.gov/cdrh_docs/pdf13/P130022d.pdf

So based on the MAUDE data you quoted, that would be an explant rate of >1% for Nevro, and 10% for Algovita.
They tell you to return them to analyze device failures - in part to sort out legitimate issues from non-issues. Also to say anything else would be even dumber than your post.
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anonymous said:
Let me help you my technically-challenged friend.

If you want to read them all you do is go to
https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfMAUDE/TextSearch.cfm
Click on "ALL YEARS" and in the search bar type "Nevro and explant" or "Algovita and explant."

MAUDE entries for Nevro and Explant totals 213 but at least some of those entries say "not explanted" so more like 167.

MAUDE entries with Algovita and Explant total 13. There aren't many entries in MAUDE for Algovita. Takes less than ten minutes to read them all even if you're one of the mouth-breathing, knuckle-dragging, entitled sales reps I compete against.

No, they tell you to return the devices. Even in their labeling. Physician manual says "All explanted IPGs should be returned to Nevro Corp." In case you don't have your own copy in your competitive literature library, here's the version from the FDA submission.
https://www.accessdata.fda.gov/cdrh_docs/pdf13/P130022d.pdf


They tell you to return them to analyze device failures - in part to sort out legitimate issues from non-issues. Also to say anything else would be even dumber than your post.
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So based on the MAUDE data you quoted, that would be an explant rate of >1% for Nevro, and 10% for Algovita.
 












anonymous said:
So based on the MAUDE data you quoted, that would be an explant rate of >1% for Nevro, and 10% for Algovita.
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Where do you get 10% from? 130 implants? algovita us sales were 3.2 million last quarter only. not disputing that's a relatively small number. Is their reimbursement that high? just wondering if your research or your math is questionable.
 






anonymous said:
Where do you get 10% from? 130 implants? algovita us sales were 3.2 million last quarter only. not disputing that's a relatively small number. Is their reimbursement that high? just wondering if your research or your math is questionable.
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Does it matter really? One company's product sales and culture is imploding and the other is trying to figure out why they can't find adopters to use their product
 






I think you mean sales are exploding? Have you seen their Q2 report? That happened in 2 years. At the rate they're growing they'll market leader by mid 2018. It took Boston 10 years to achieve that. What they have done alteady is pretty scary, culture problems aside. If they fix the culture the other SCS companies are going to be crushed. Nuvectra is a joke. A me-too product sold by being the cheapest price. Already using distributors. In other words they are desperate.
 












anonymous said:
This is true. A lot of Nevro's challenges are self-imposed. Once they get out of their own way, look out.
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Rami owns this space. Think about it. He is the genius that blue printed Nevros meteoric rise and helped make neuromodulation what it is today. Really a thought leader that will be credited with reinvention of this incredible therapy.
 






anonymous said:
Rami owns this space. Think about it. He is the genius that blue printed Nevros meteoric rise and helped make neuromodulation what it is today. Really a thought leader that will be credited with reinvention of this incredible therapy.
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He's also an arrogant as hell and treats his people like shit. Guess you can't have it all.
 






anonymous said:
He's also an arrogant as hell and treats his people like shit. Guess you can't have it all.
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If you're anywhere near his orbit, you should consider yourself lucky. Some day you can tell your grand children that you were one of the fortunate few to be tread upon by Rami on his ascent to the royal court of Silicon Valley.
 






anonymous said:
If you're anywhere near his orbit, you should consider yourself lucky. Some day you can tell your grand children that you were one of the fortunate few to be tread upon by Rami on his ascent to the royal court of Silicon Valley.
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you are joking right? Pass the pipe and explain those explants to the patients or your fired too
 






Where is the evidence for all these explants? Nevro has the lowest explant rate in SCS. Even competitive Abbott/SJM papers show it, which makes Abbott/SJM look unbelievably stupid.

Nevro became the market leader in australia, europe. Soon to be US. At some point you have to see you lost the argument.
 






anonymous said:
Where is the evidence for all these explants? Nevro has the lowest explant rate in SCS. Even competitive Abbott/SJM papers show it, which makes Abbott/SJM look unbelievably stupid.

Nevro became the market leader in australia, europe. Soon to be US. At some point you have to see you lost the argument.
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I know you are, but what am I?!?!
 






anonymous said:
one of nuvectra's risks in its 10-k basically implies that, were they to do the HF thing, they would be exposed to patent litigation risk. it's not a general patent litigation risk disclosure - the language is tailored such that it sounds as if they're specifically talking about CCC's HF ipgs. And again, GB owns CCC. So your point is a good one. But two things. 1) you can't patent a frequency, and 2) regardless of whether nevro has the patent, my only claim was that their IPG had the capability to ramp up to 10khz. So, that's a separate issue than the patent issue. So, yes on "rambling potpourri," but also, no on "opinions/nonsense/falsehoods." I'll look at nevro's patents re: "can you patent a frequency" and get back to you.

Second, exactly. this is exactly my point - the market caps. Don't know if you're familiar with spinoff dynamics, and specifically orphan spinoffs, and specifically orphan spinoffs where mgmt seems to not be interested in marketing the company (e.g., so they can poach salespeople with stock options at insanely low strike prices). That's why I learned about this, because of this particular dynamic. When they were spun, there was a complete information void. You can go to any site where folks post their investment ideas, and the best analysis for nuvectra until about a month ago was that it was trading for less than the cash on it's books. They still aren't really marketing the company, but their IR presentations are getting into more detail on specifics, etc. I'd expect this to ramp once sales start coming in, salesforce gets bigger, clinical trial data comes out, etc. Why do you think Nuevectra is trading so low? It's because nobody even knows about it. Your implicit argument is market efficiency - nevro is 2.5-3b, and nvtr is 50-60m, so nevro is awesome and nuvectra sucks, obviously. My point is that the spinoff dynamic is an explanation for why there's market INEFFICENCY. there's a reason it's trading at 60-80, and this is your answer. And, actually, it used to trade at about $50m until a month ago. And then someone posted a bunch of information that didn't seem to really be in the public sphere yet (that was me), and we're now at $80. As visibility goes up, so too will the stock.
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How is this working out for you?
 


















anonymous said:
Nuvectra will be in Stryker's bag in the next 8-10 weeks....
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Press “X” to doubt

How good is Nuvectra’s product feedback management system? What are regulatory/compliance risks of acquiring them (SEE: Medtronic acquiring Kyphon and the resulting headaches)?

Things are cheap for a reason. Caveat emptor.
 


















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