Can management fully execute on capturing 20k MACI procedures (for knee cartilage repair)? Microfracture procedure costs much less, but MACI has proven superior in a clinical trial. The company’s CEO sees an opportunity to grow from 1100 (former carticel) procedures to as much as 20k/ yr (recent FDA approved MACI procedures). Competition is not seen for at least 3 years. In terms of stock price, I see a potential for $8 by EOY 2017 as Q4 should be EPS positive if the company can execute. Any thoughts?
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