MDXG Mimedx Group Inc

$MDXG In the last 6 months there have only been 13 days, I believe, where the daily volume was over 1.9 million shares. Couple that with the fact that over 79% of the float is owned by institutions (fewer shares available for the retail crowd) and you get a clearer picture why the realistic average daily volume is much lower than the current, published average daily volume of almost 1.3 million shares. When you have a few 5 or 6 million share days it really skews the math. Additionally, over the past 12 months institutional money inflow for MDXG stock is 3.7 times greater than institutional outflow, and the number of institutional buyers over that same 12 months is 2X greater the number of sellers. The bottom line is Capper’s game plan is quietly gaining traction, and the stock is up 7½% over the past 6 months. Good luck to all.

$MDXG So what did yesterday’s court ruling regarding Axiofill really mean. Well, the court determined that the FDA did NOT demonstrate that Axiofill exceeded Minimal Manipulation as stipulated in their warning letter. In other words the court, by inference , determined that Axiofill it does not meet the requirements of a biologic. That said, it is now for the FDA to challenge the courts ruling OR, capitulate to the ruling unchallenged. For the latter, I think they would have to rescind their warning letter. Since Axiofill has been sold commercially since 2022 , it is not clear to this investor if or to what degree revenue will increase. More significantly however , if the ruling is unchallenged, MDXG will NOT have to go through both the time and significant expense to comply with ac biologic determination. That would be a real win. That’s my story. All be well!!

$MDXG MiMedx announces 'favorable' federal court ruling on Axiofill MiMedx Group announced that the U.S. District Court for the Northern District of Georgia issued a favorable ruling in the company's litigation challenging the FDA regulatory classification of Axiofill, the company's human placental-derived extracellular matrix particulate product. The court vacated FDA's determination that Axiofill is not a Section 361 HCT/P because it is more than minimally manipulated and FDA's determination that Axiofill should be classified as a biological product rather than a medical device. The court remanded both matters to FDA for further consideration consistent with its order.

$MDXG Despite its tortured history , MDXG appears to have garnered enthusiasm from institutional investors advancing the share price to just below $5. I see that number and greater appearing very soon. My sense , if the next earnings call shows significant improvement, greater revenue from surgical applications , and the $100M REVENUE potential from Sanara ( creating $400M revenue and EBITDA of 20% in ‘27) , assuming the acquisition is approved by their shareholders, we will be viewed most favorably by surgical companies who really need us ( Smith and Nephew? Solventum? ). My guess is that 2027 will be “ moving day”, and a long awaited reward for all those who appreciate the miracle of dHACM. Looking forward to sharing my Cristal with all of you. All be well.

$MDXG In one Arizona case, the owners of two wound care companies pleaded guilty to more than $1.2 billion in fraudulent claims. Medicare paid over $1 million per patient for grafts slapped on elderly patients who didn't need them, many of them dying in hospice. In June, DOJ charged 11 more defendants over more than $2 billion in allograft claims, including a company accused of issuing sham invoices to inflate what Medicare paid. It feels like every week I learn a new way people were ripping off taxpayers for billions. From X , 2 of 2

$MDXG selling December $5 calls. I’ll happily sell my shares. Made about 40% on this over the last year selling cc and averaging down. I’ll roll them if I don’t get taken out

$MDXG Is this company still alive? Total silence since last ER. Thanks Joe for keeping us up to speed.

$MDXG NEW: RFK Jr. says Medicare spending on wound care patches exploded from $200 million in 2019 to $14 billion last year: "It's all stolen." Bad actors billed Medicare billions by slapping the most expensive skin grafts on elderly and dying patients who didn't need them. "The doctors who prescribed them would get 6% of the sales cost. And so, they were incentivized to prescribe more expensive products. In Europe, they spend 35 cents a cubic inch. We were spending $135, and that went up to $2,000 a cubic inch." "So 2019, we were paying $200 million. Last year we spent 14 billion. All stolen. It's all stolen. And we were on track to spend 23 billion this year." "We put an end to it, and we now have driven that cost down to somewhere around a billion dollars." From X, 1 of 2

$MDXG Short interest surging...be careful - up more than 1.3 million shares as reported yesterday after the close....so that makes an increase of almost 2 million shares over the past month.