Showing posts with label TearLab. Show all posts
Showing posts with label TearLab. Show all posts

Wednesday, October 2, 2013

Seeking Alpha: TearLab Builds Its Bench

The ups and downs of life as a small-cap med-tech company go on for TearLab (TEAR). There's still plenty of controversy regarding this name, not the least of which is a mixed bag of clinical papers on the company's osmolarity system, but strong system bookings certainly haven't done the stock any harm.

Most recently, though, the company announced the appointment of Seph Jensen, a long-time Alcon (part of Novartis (NVS)) veteran, as the company's new President and COO. Not only can Jensen bring experience on the device side of ophthalmology to the company and help the company appropriately build its sales/marketing efforts, but the addition of an industry veteran from a well-known company helps the image of TearLab as well.

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TearLab Builds Its Bench

Tuesday, June 25, 2013

Seeking Alpha: The Only Tears From TearLab Are Tears Of Joy For Now

Some day I'll learn to buy the shares of the med-tech stocks I really like before I write them up for Seeking Alpha. Emerging eye care diagnostic company TearLab (TEAR) was already on its way up when I wrote on the company in March of this year, but the stock has gone on for a further gain of about 66% since then, and it's hard to beat that sort of performance.

In the meantime, nothing has changed to dull my enthusiasm for the stock other than to say that the sharp move up has blunted some of the long-term potential from here. TearLab continues to book orders literally faster than they can fulfill them, and the margin leverage is coming along nicely. Now with the possible entry of generic competitors to Allergan's (AGN) Restasis - the one prescription pharmaceutical for the condition TearLab diagnoses - the value of an accurate diagnostic to eye care professionals could be all the greater.

Please read the full article here:
The Only Tears From TearLab Are Tears Of Joy For Now

Thursday, March 14, 2013

Seeking Alpha: Can TearLabs Stay On A Tear?

As I've lamented before, there just aren't many ways for investors to play the ophthalmology market. Aside from a few small biotech/pharma companies and Cooper (COO), the bulk of the industry is locked away within larger companies like Allergan (AGN) and Novartis (NVS). But it's not just scarcity value that makes TearLab (TEAR) interesting. TearLab has developed a quick test for dry eye disease that not only can be done in the doctor's office, but is actually profitable for the doctor to do. With an innovative test and a tried-and-true disposables-based model with a low breakeven level, TearLab could be an interesting small-cap speculation even here after a doubling in the stock.

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Can TearLabs Stay On A Tear?