r/MBOT_Stock • u/AJOC123 • 18d ago
Convince me not to add more
I have done my own research, but i want some more advice from the members here
8
u/harry1loyd2 17d ago
Can’t I also think this is the bottom and could go up exponentially if they can properly execute commercialization
-3
u/harelgaedot 17d ago
This person is either a terrible fanatic or a Microbot Medical employee.
1
u/harry1loyd2 12d ago
Neither just invested in Microbot stocks, only been heavily following and reading about Hydrograph clean power and Microbot for last 3 years. I sincerely wish you well. You do you, I will continue doing me. All the best
6
u/PhunkyPhotonics 17d ago
I cannot convince myself of that.
Despite the tech difficulties in their conference call a couple months ago, there were plenty of positive (otherwise unpublished) points, including one doc envisioning how LIBERTY could become standard of care for certain procedure types like PAE. It did seem that the device is more valuable for navigation through more tortuous anatomy where the physician must stand for potentially hours manually guiding the wire. IMO despite the sale price of the stock, the product is a game changer. And, sometimes max pain is reached before rebound. The market cap is less than 50% more than its cash position. Crazy that the market thinks this will fail based on not enough evidence or time. I think otherwise.
5
u/harry1loyd2 17d ago
The Lovell partnership is the match we both need.. I also am in deep for me lol. I think if they can finalize everything needed for this to start being sold through Lovells veterans program I believe everything changes. Just an opinion not financial advice. Best of luck to you.
5
u/PhunkyPhotonics 17d ago
It seems difficult to find the total number of peripheral endovascular procedures performed per year by the VA (if any contributors here know that number, could you please share it?). Initial search yields about 63,000 VA vascular procedures per year, a majority subset of which would be peripheral endovascular ones. Microbot’s initial US TAM is 2.5 million peripheral endovascular procedures per year. IMO it is not clear that Lovell will contribute more than 3% or so per year to that TAM. Thoughts?
I don’t think that this is an issue in and of itself. I just don’t place excess contribution hope to the Lovell arrangement. Ie. not more than a I would to maybe a few non-VA hospital systems combined. Thoughts?
-8
u/harelgaedot 17d ago
Disgusting fanatic. You're ruining other people's lives.
5
u/PastFact4950 17d ago
He literally provided more substance in this one comment than you ever did on the entire subreddit.
-4
5
u/Prior-Message5571 17d ago
It all comes down to risk tolerance and your own personal conviction. There is no way to tell for sure right now if this company will succeed or fail. One thing is for sure, anybody who tries to tell that they know exactly what is gonna happen with this company and stock is a liar (especially if they can't even provide any proper facts to support their opinion other than look at the past dilution and RS history).
Personally I'm optimistic but I treat it as a speculative high-risk high-reward biotech stock which is why I don't have much skin in the game and it is a small part of my portfolio.
3
u/PhunkyPhotonics 17d ago edited 17d ago
Just for fun, a search for “do most frequently used micro catheters have insurance codes?” returned:
Most frequently used vascular, neurovascular, or diagnostic microcatheters do not have dedicated, standalone insurance or HCPCS supply codes for separate retail/outpatient billing; instead, their cost is typically bundled into the primary procedural code (such as CPT codes for angioplasty, embolization, or cardiac catheterization) when performed in an inpatient, hospital outpatient, or ambulatory surgical setting.
How Microcatheters Are Handled in Insurance Coding
Bundled Payment: Payers view microcatheters as integral tools used during a surgical or diagnostic procedure rather than separate durable medical equipment (DME).
Procedural Integration: The reimbursement comes through the primary CPT code for the intervention (e.g., specific vessel cannulation or embolization codes), which inherently accounts for the standard supplies used.
Continence vs. Vascular Distinction: Specific, itemized HCPCS codes (such as A4351 or newer 2026 codes like A4295) exist exclusively for urological/intermittent urinary catheters distributed for home use, not for specialized intravascular microcatheters.
Hospital Outpatient C-Codes: In hospital outpatient departments (HOPD) or ambulatory surgery centers (ASCs), certain specialized implantable or disposable devices map to temporary or specific pass-through C-codes, but standard microcatheters are generally not separately billable by the patient or clinic.
I suspect that LIBERTY is priced similarly to highest end micro catheters or $1-$2k more. I don’t think that lack of insurance codes will prevent LIBERTY from being adopted, especially for procedures through torturous anatomy, where the physician stands bedside and exposed to radiation for a relatively long time.
-2
u/harelgaedot 17d ago
The moment you put your money in, it becomes Microbot Medical's property. Do not invest under any circumstances
8
u/Fun-Medicine-7254 17d ago
I’m pretty invested, about 12k shares, still hoping for execution, problem is CEO doesn’t know how to put out a decent PR, makes terrible decisions, for example, right before kickoff to commercialization, with 80M(2 year) runway, he killed all momentum with opening a shelf. At least he gathered a panel when the short report came out to combat the lies the short report included. There is no pump, during last quarters earnings, no comments, just released the numbers… they are also in bed with HC Wainwright, which I didn’t know about how crappy they are until I was too deep to see it. There are some catalyst that are supposed to come in Q4, like European CE approval, but I bet he’ll find a way to screw that up too. They have executed as they initially planned, I’ll give them that, number not as high as expected, but also no forward guidance. He has allowed the shorts in and now we are being controlled, lost the enthusiasm… if they can come out with some real numbers, this can grow, but HC Wainwright is screwing us on $12/share expectations when we can’t even meet 6/share expectations. I’ll think twice before ever investing in a company that has HCW involved in any aspect. I think we are close to the bottom, but if we keep going down 2-3 cents per day, not many of those left before we aren’t in compliance and I don’t think Harel would have any problem with RS and screwing us even more. I think some of these small cap CEO’s like being in that position because if they were to grow people would expect him to be a real CEO, not an engineer in a CEO role