- The company’s endo-bariatric products are flying off the shelves even if this comes at the cost of lower gross margins. Demand is set to continue at this brisk pace.
- The Lap-band, its surgical product experienced declining sales but management argues that there are signs of stabilization.
- The company is cutting cost and there are some catalysts like reimbursement, but that’s not likely to have an impact this year.
- Losses and cash bleed are still very considerable so we hesitate to buy the shares at these levels
Source: Apollo Endosurgery Makes Good Progress – Apollo Endosurgery (NASDAQ:APEN) | Seeking Alpha