Q1 - Q2 '16 NEAR-TERM CATALYSTS................
Post# of 1525
Posted On: 01/02/2016 12:08:44 PM
Re: INSTATRADER #54
Q1 - Q2 '16 NEAR-TERM CATALYSTS................
Many have seen the past 3 months or so come and go with a 4 BAGGER in our wake, and think the party is somehow over......
The party has yet to begin..... 005 - .02 is an impressive move for the average OTC play....but $RXMD is FAR from average ... Q1 '16 - the end of Q2 '16 will bring this share price close to another [ b]5 BAGGER[/b] from these levels. HERES HOW ....
First lets dig-deep into the recent announcements put out by the company, and understand that many of the items mentioned were GLOSSED OVER by the investing public in favor of debt update info.... We overlooked a few things I have not seen mentioned on this board anywhere...
1) MTM REVENUE What is it? Why have we not spoke about it before?
First time I saw it mentioned was here: in the 11/10 PR....
http://www.otcmarkets.com/stock/RXMD/news/Pro...83&b=y
"PharmCo is also quickly increasing its footprint in the Medication Therapy Management (MTM) industry. On a monthly basis, the company is seeing increases in the number of MTM cases provided by Medicare plans. While the company does not expect a material impact on this year's sales from MTM cases, MTM will be an important part of the business in 2016."
Now that last line seems worthy of mention as the company sees it playing a huge role...
Here's something I found that explains exactly what MTM is and how it could figure into $RXMD's plans and financial expectations...
http://www.ajmc.com/journals/ajpb/2015/ajpb_m...pharmacies
For me, the more important excerpt from this link is here:
" Given the potential benefits of pharmacistled MTM, evaluating its feasibility and sustainability is important. In a retrospective, cross-sectional study, Look and colleagues examined the fiscal aspects of MTM services, finding that the return on investment of an MTM session was $20.31 per patient for a new prescription and $14.76 for a refill, with the overall mean return on investment to the pharmacy benefit manager (PBM) being $3.55.2 This demonstrates that while the priority of MTM programs remains providing health benefits to patients, MTM is also fiscally beneficial a notable achievement in the current healthcare climate, influenced by the Affordable Care Act, which has sharpened the focus on outpatient programs that can prevent negative patient outcomes and hospitalizations. As such, CMS has supported MTM services to help provide optimal outcomes for patients. CMS created the Star program to evaluate performance measures in relation to Medicare Part D programs.
Increased revenue and cost savings tend to drive the implementation of clinical programs in healthcare, and each pharmacy that provides MTM services can have a new revenue stream. In fact, MTM has been shown to be beneficial to both patients and health plans in terms of patient care and associated costs,14 and best practices would advocate implementing MTM services into pharmacy work flow as facetoface interactions with patients. However, MTM’s financial incentives and associated improved patient outcomes aside, a large barrier to its widespread use remains: how to implement MTM into community pharmacy work flow without disrupting dispensing services.
The most successful programs implement MTM at a patient’s “home” pharmacy, defined as the location where they fill the majority of their prescriptions.4 Performing MTM for a patient from a remote location could potentially result in a less effective session, a higher rate of adverse events, or medication errors, due to the fact that there will be less communication between the pharmacist providing the MTM and the patient’s dispensing pharmacist at their home pharmacy. There remains a risk that the MTM pharmacist does not communicate with the patient’s home pharmacist, and secondly, the patient may only feel comfortable speaking with their home pharmacist. Implementing MTM into work flow at the home pharmacy allows the dispensing pharmacist to have a clinical role in the patient’s healthcare management, as well as to enhance the patientpharmacist relationship. "
2) 340B CONTRACT(S)
" Recently, PharmCo began the process of establishing 340B sales. Both PharmCo and its 340B provider are installing the vendor data necessary to start purchasing inventory for 340B patients. The Company anticipates that we will be realizing sales in this area before the end of the year. "
We have discussed this, but really never understood the importance it will have on future revenue, and how the industry will be moving away from the oncology meds to our sweet spot..AIDS clinics...
http://www.ajmc.com/focus-of-the-week/0915/ca...port-finds
For me, the more important excerpt is here:
" The discount drug program intended for safety-net hospitals and special AIDS clinics has mushroomed even more than earlier reports have suggested, with oncology drugs fueling much of the growth, according to a new report commissioned by community oncology providers.
An examination of Medicare Part B hospital outpatient spending shows that 340B institutions accounted for 58% of all spending on drug payments in 2013, with oncology drugs making up 40% of the Medicare fee-for-service costs. The study, by Aaron Vandervelde of the Berkeley Research Group of Washington, DC, was sponsored by the Community Oncology Alliance (COA), which has sounded the alarm about unrestrained 340B growth in recent years.
Figures from 2010 through 2013 reveal explosive growth in cancer drug spending in the 340B sector: Medicare Part B reimbursement rose 123% for oncology drugs in this period, compared with 31% for non-340B hospitals and a 5% decrease for community oncology practices. Medicaid expansion may only exacerbate these trends if there are no changes to the program , according to the report. "
3) PALM BEACH COUNTY EXPANSION
Initially we glossed over this as simply an expansion of marketing into the area only. Yes, the marketing area will now cover PALM BEACH COUNTY, but the flagship location itself will be expanding its footprint to be able to cover this new influx of prescriptions (as well as compounding)
" Due to dramatic increases in demand, PharmCo initiated plans to expand the pharmacy this quarter. The facility currently fills approximately 50,000 prescriptions per quarter with minimal square footage devoted to compounding and long term care operations. The expansion plan would nearly double the amount of general filling space plus expand the compounding department. "
4) NON-DEAL ROAD SHOW
http://www.otcmarkets.com/stock/RXMD/news/Pro...26&b=y
One thing this company has not done, is expose itself to UNREAL EXPECTATIONS (this company doesnt even put its news out on the wires)
It is quite safe to say, that as in the case of the debt payoff - The company is being QUITE CONSERVATIVE in its dealings here...First, the company would NEVER put out a PR about this non-deal roadshow, if it really wasnt TRULY IMPRESSIVE ....lets think about the timeline for a minute...
The company said:
"Progressive Care presented the company late last week, showcasing the many milestones hit throughout the 2015-year. The road show participants were pleased with the ongoing development of the Company namely the establishment of the PharmCo brand, the improvements to its financial position, and the imminent completion of the 3(a)(10) transaction."
What ALSO happened "late last week"?...well we PAID ALL OF TRANCHE 26 OFF in about 2 days, and increased our share price from roughly .008 to .0125 in that same time
SINGULARLY each of those 2 items are QUITE AN ACCOMPLISHMENT on there own! Considering what $RXMD was doing at the time, and the SHORT amount of time it all happened. Safe to say we can expect some sort of NON TOXIC FUNDING to bear fruit in 2016 from this...
5) SEC COMPLIANCE + OTC UPLIST
I have mentioned before that sometimes people need to READ - BETWEEN - THE - LINES to be able to make real money in the OTC...
A company is not going to a non-deal road show in NYC and opening its books and business plan when it has ANYTHING to hide...This MUST CONFIRM (along with the huge buying activity late last week) That major players are comfortable with the companys' books and records, as well as its business plan... These people will MAKE RXMD get current with the SEC to get that NON TOXIC FUNDING, and along with that, a shareprice that stays above .01 will get another uplist as well....
This is most likely going to be one of the most EXCITING times in ALL of our investing lives these next 6 months (especially the next 2)
DONT SELL FOR PEANUTS
DONT FLIP FOR BEER MONEY[/b ]
.10 [/b ] is on the horizon, and with these 5 amazing NEAR TERM CATALYSTS .... .10 will be just another number we pass on the way to.................
The PREEMINENT LOCAL HEALTHCARE SERVICES COMPANY IN SOUTH FLORIDA AND BEYOND .
Many have seen the past 3 months or so come and go with a 4 BAGGER in our wake, and think the party is somehow over......
The party has yet to begin..... 005 - .02 is an impressive move for the average OTC play....but $RXMD is FAR from average ... Q1 '16 - the end of Q2 '16 will bring this share price close to another [ b]5 BAGGER[/b] from these levels. HERES HOW ....
First lets dig-deep into the recent announcements put out by the company, and understand that many of the items mentioned were GLOSSED OVER by the investing public in favor of debt update info.... We overlooked a few things I have not seen mentioned on this board anywhere...
1) MTM REVENUE What is it? Why have we not spoke about it before?
First time I saw it mentioned was here: in the 11/10 PR....
http://www.otcmarkets.com/stock/RXMD/news/Pro...83&b=y
"PharmCo is also quickly increasing its footprint in the Medication Therapy Management (MTM) industry. On a monthly basis, the company is seeing increases in the number of MTM cases provided by Medicare plans. While the company does not expect a material impact on this year's sales from MTM cases, MTM will be an important part of the business in 2016."
Now that last line seems worthy of mention as the company sees it playing a huge role...
Here's something I found that explains exactly what MTM is and how it could figure into $RXMD's plans and financial expectations...
http://www.ajmc.com/journals/ajpb/2015/ajpb_m...pharmacies
For me, the more important excerpt from this link is here:
" Given the potential benefits of pharmacistled MTM, evaluating its feasibility and sustainability is important. In a retrospective, cross-sectional study, Look and colleagues examined the fiscal aspects of MTM services, finding that the return on investment of an MTM session was $20.31 per patient for a new prescription and $14.76 for a refill, with the overall mean return on investment to the pharmacy benefit manager (PBM) being $3.55.2 This demonstrates that while the priority of MTM programs remains providing health benefits to patients, MTM is also fiscally beneficial a notable achievement in the current healthcare climate, influenced by the Affordable Care Act, which has sharpened the focus on outpatient programs that can prevent negative patient outcomes and hospitalizations. As such, CMS has supported MTM services to help provide optimal outcomes for patients. CMS created the Star program to evaluate performance measures in relation to Medicare Part D programs.
Increased revenue and cost savings tend to drive the implementation of clinical programs in healthcare, and each pharmacy that provides MTM services can have a new revenue stream. In fact, MTM has been shown to be beneficial to both patients and health plans in terms of patient care and associated costs,14 and best practices would advocate implementing MTM services into pharmacy work flow as facetoface interactions with patients. However, MTM’s financial incentives and associated improved patient outcomes aside, a large barrier to its widespread use remains: how to implement MTM into community pharmacy work flow without disrupting dispensing services.
The most successful programs implement MTM at a patient’s “home” pharmacy, defined as the location where they fill the majority of their prescriptions.4 Performing MTM for a patient from a remote location could potentially result in a less effective session, a higher rate of adverse events, or medication errors, due to the fact that there will be less communication between the pharmacist providing the MTM and the patient’s dispensing pharmacist at their home pharmacy. There remains a risk that the MTM pharmacist does not communicate with the patient’s home pharmacist, and secondly, the patient may only feel comfortable speaking with their home pharmacist. Implementing MTM into work flow at the home pharmacy allows the dispensing pharmacist to have a clinical role in the patient’s healthcare management, as well as to enhance the patientpharmacist relationship. "
2) 340B CONTRACT(S)
" Recently, PharmCo began the process of establishing 340B sales. Both PharmCo and its 340B provider are installing the vendor data necessary to start purchasing inventory for 340B patients. The Company anticipates that we will be realizing sales in this area before the end of the year. "
We have discussed this, but really never understood the importance it will have on future revenue, and how the industry will be moving away from the oncology meds to our sweet spot..AIDS clinics...
http://www.ajmc.com/focus-of-the-week/0915/ca...port-finds
For me, the more important excerpt is here:
" The discount drug program intended for safety-net hospitals and special AIDS clinics has mushroomed even more than earlier reports have suggested, with oncology drugs fueling much of the growth, according to a new report commissioned by community oncology providers.
An examination of Medicare Part B hospital outpatient spending shows that 340B institutions accounted for 58% of all spending on drug payments in 2013, with oncology drugs making up 40% of the Medicare fee-for-service costs. The study, by Aaron Vandervelde of the Berkeley Research Group of Washington, DC, was sponsored by the Community Oncology Alliance (COA), which has sounded the alarm about unrestrained 340B growth in recent years.
Figures from 2010 through 2013 reveal explosive growth in cancer drug spending in the 340B sector: Medicare Part B reimbursement rose 123% for oncology drugs in this period, compared with 31% for non-340B hospitals and a 5% decrease for community oncology practices. Medicaid expansion may only exacerbate these trends if there are no changes to the program , according to the report. "
3) PALM BEACH COUNTY EXPANSION
Initially we glossed over this as simply an expansion of marketing into the area only. Yes, the marketing area will now cover PALM BEACH COUNTY, but the flagship location itself will be expanding its footprint to be able to cover this new influx of prescriptions (as well as compounding)
" Due to dramatic increases in demand, PharmCo initiated plans to expand the pharmacy this quarter. The facility currently fills approximately 50,000 prescriptions per quarter with minimal square footage devoted to compounding and long term care operations. The expansion plan would nearly double the amount of general filling space plus expand the compounding department. "
4) NON-DEAL ROAD SHOW
http://www.otcmarkets.com/stock/RXMD/news/Pro...26&b=y
One thing this company has not done, is expose itself to UNREAL EXPECTATIONS (this company doesnt even put its news out on the wires)
It is quite safe to say, that as in the case of the debt payoff - The company is being QUITE CONSERVATIVE in its dealings here...First, the company would NEVER put out a PR about this non-deal roadshow, if it really wasnt TRULY IMPRESSIVE ....lets think about the timeline for a minute...
The company said:
"Progressive Care presented the company late last week, showcasing the many milestones hit throughout the 2015-year. The road show participants were pleased with the ongoing development of the Company namely the establishment of the PharmCo brand, the improvements to its financial position, and the imminent completion of the 3(a)(10) transaction."
What ALSO happened "late last week"?...well we PAID ALL OF TRANCHE 26 OFF in about 2 days, and increased our share price from roughly .008 to .0125 in that same time
SINGULARLY each of those 2 items are QUITE AN ACCOMPLISHMENT on there own! Considering what $RXMD was doing at the time, and the SHORT amount of time it all happened. Safe to say we can expect some sort of NON TOXIC FUNDING to bear fruit in 2016 from this...
5) SEC COMPLIANCE + OTC UPLIST
I have mentioned before that sometimes people need to READ - BETWEEN - THE - LINES to be able to make real money in the OTC...
A company is not going to a non-deal road show in NYC and opening its books and business plan when it has ANYTHING to hide...This MUST CONFIRM (along with the huge buying activity late last week) That major players are comfortable with the companys' books and records, as well as its business plan... These people will MAKE RXMD get current with the SEC to get that NON TOXIC FUNDING, and along with that, a shareprice that stays above .01 will get another uplist as well....
This is most likely going to be one of the most EXCITING times in ALL of our investing lives these next 6 months (especially the next 2)
DONT SELL FOR PEANUTS
DONT FLIP FOR BEER MONEY[/b ]
.10 [/b ] is on the horizon, and with these 5 amazing NEAR TERM CATALYSTS .... .10 will be just another number we pass on the way to.................
The PREEMINENT LOCAL HEALTHCARE SERVICES COMPANY IN SOUTH FLORIDA AND BEYOND .
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