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Re: [sharechat] Cris' Current Watch List & VSG Visiomed-

From: "Cristine Kerr" <>
Date: Mon, 29 Mar 2004 09:39:50 +1000

Visiomed was recently featured on Wall Street Reporter @
Date: 22.3.04 - includes audio interview with Dr Saliba Sassine
Highlights from interview with Wall Street Reporter (+ explanatory notes) follow:
Propriety Products, primarily:
1a) Microderm - organic vision technology - software to diagnose melanoma (NB organic vision technology enables interpretation and comparison of scanned skin lesions to database to enable diagnosis of skin cancer - accuracy trialed and equal to specialist Dermatologists - database continually updated with latest research)
1b) Misdiagnosis of Melanoma estimated at Aus$700m - US much larger
1c) Approved in Aust & Europe - USA FDA applic this year - VSG seeking one key strategic partner USA
2) Funhaler - (NB Asthma spacer device successfully trialed - improvement in child's willingness to use medication, improvement in following/meeting prescribed medication guidelines)
3) Organic vision is Visiomed's platform (proprietary) technology - Visiomed is presently exploring opportunities to apply this technology to successfully diagnose eye diseases
4) Visiomed is working collaboratively with Siemens Medical after having acquired rights to distribute in Aust - VSG & Siemens are collaborating on an ultrasound + organic vision technology to aid delicate spinal surgery
5) Value proposition - VSG's key differentiation is their platform technology, i.e.; organic vision data and diagnostic aids such as their maiden product, Microderm - VSG intends to leverage from this technology into other medical diagnostic applications - scanning and expertly interpreting images to diagnose the presence of other diseases, starting with skin cancer, then eye disease, and exploring additional applications.
6) Dr Saliba Sassine - 16yrs biotech experience
7) Key Aust Siemens personnel now with Visiomed.
8) 2003 was year of consolidation - 2004 key milestones  - FDA approval of Microderm and Funhaler asthma spacer 2004 - co-development of
medical imaging products with Siemens
9) 2004 has seen increased interest in adoption of software for medical diagnosis - noticeable industry value shift

Sent: Sunday, March 14, 2004 2:15 PM
Subject: [sharechat] Cris' Current Watch List

Hi All,
As a fairly regular poster, I thought I'd share some of the more promising from my present (evolving) watch list on the understanding it may be different again tomorrow.
NB A good prospect today can be a bad prospect tomorrow and vice versa depending on world events, good/poor business planning and execution, changes in key executives (eg KAZ last year), etc, etc, etc.
I consider all of the following to have high growth potential. I'm reasonably sure all of these have been summarized at varying times.
CBD - Maintain a vigil for best entry price
INL - Wait a while for it to settle down again
IVN - May take a while
MIC - Await confirmation of BioGold acquisition
MUL - Great today, tomorrow, etc, etc (I researched this one following an excellent tip from 'Oski' who posts occasionally to an Ozzie forum.)
NLX - Hoping it will drop a little more to make it worthwhile
PDR - Promising a return of capital to shareholders
SKG - Market has grown a little bored with SKG of late
VSG - Long overlooked - ticking time bomb
WAL - Great buy today, tomorrow, etc, etc
ZYL - Wait until it settles after Rights Offer period.
All the above notations are naturally subject to change of circumstances.
These shares have what I consider to be high growth potential which usually goes hand-in-hand with high risk. I minimize risk via research and tracking.
These shares are suited to a patient, long-term hold. Time frames will be dependent upon market trends and factors.
As always, I like to share info that may bring benefit to someone else.


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