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30-04-2024, 12:14 PM
#21251
Member
Excellent work by PEB management. Hopefully the research will be the turn around required to keep Medicare coverage. Hopefully we will see a price adjustment to 20cents-$1 per share soon.
Disc-holding.
Last edited by snigmac; 30-04-2024 at 12:15 PM.
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30-04-2024, 01:32 PM
#21252
Originally Posted by snigmac
Excellent work by PEB management. Hopefully the research will be the turn around required to keep Medicare coverage. Hopefully we will see a price adjustment to 20cents-$1 per share soon.
Disc-holding.
The quantum shift in share price won't happen until Novitas is sorted, but I'd be happy to see north of 12c by the end of the week!
I don't see how Novitas can decline them if the AUA is promoting the latest study as "practice changing research".
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30-04-2024, 01:51 PM
#21253
Member
Originally Posted by jonu
The quantum shift in share price won't happen until Novitas is sorted, but I'd be happy to see north of 12c by the end of the week!
I don't see how Novitas can decline them if the AUA is promoting the latest study as "practice changing research".
Fingers crossed Novitas moves quickly after the research is published in May 2024 to give PEB certainty around coverage. The uncertainty around coverage is negatively impacting the health of Americans potentially.
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30-04-2024, 04:38 PM
#21254
Originally Posted by jonu
The quantum shift in share price won't happen until Novitas is sorted, but I'd be happy to see north of 12c by the end of the week!
I don't see how Novitas can decline them if the AUA is promoting the latest study as "practice changing research".
Depends how much butt covering Novitas do to justify their current position. Hopefully, they will be brave enough to say that new evidence justifies continuation of coverage. I don't think I'd be brave enough to bet the farm on that outcome though.
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30-04-2024, 05:07 PM
#21255
Member
Originally Posted by pierre
Depends how much butt covering Novitas do to justify their current position. Hopefully, they will be brave enough to say that new evidence justifies continuation of coverage. I don't think I'd be brave enough to bet the farm on that outcome though.
You might not bet the farm but betting some sheep or a corner section of the farm could work out well.
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30-04-2024, 05:49 PM
#21256
Originally Posted by snigmac
You might not bet the farm but betting some sheep or a corner section of the farm could work out well.
I already hold a 7 figure number of PEB shares so I have a significant interest in the outcome of the Novitas review but I wouldn't buy more based on the potential for a positive result from the release of the results of the STRATA research.
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30-04-2024, 06:08 PM
#21257
Member
Originally Posted by pierre
I already hold a 7 figure number of PEB shares so I have a significant interest in the outcome of the Novitas review but I wouldn't buy more based on the potential for a positive result from the release of the results of the STRATA research.
I also hold a 7 figure number of PEB shares (lower end of the 7 figure spectrum). What PEB needs is a opinion or a disclosure to the market of a opinion from a US lawyer on what the impact of the STARTA research will have on the Novitas decision that is in addition to the basic reconsideration information. Surely they have already sought the advice and based on legal guidance, moved forward with the research timetable as they have?
Last edited by snigmac; 30-04-2024 at 06:13 PM.
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01-05-2024, 09:51 AM
#21258
Member
dunno if anyone read my post - i thought my email from PEB was released to the nzx
Last edited by sunnysleeper11; 01-05-2024 at 09:59 AM.
Reason: incorrect info
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01-05-2024, 03:14 PM
#21259
Member
Originally Posted by sunnysleeper11
dunno if anyone read my post - i thought my email from PEB was released to the nzx
This is a huge tease, can someone shed some light on this?
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01-05-2024, 03:45 PM
#21260
Originally Posted by sunnysleeper11
dunno if anyone read my post - i thought my email from PEB was released to the nzx
It was due to them mentioning the word "material", however they didn't consider it price sensitive. I suspect they then released to the exchange to cover their behind. Why sunnysleeper11 inferred it was removed is perhaps best explained by them.
Anyoldwho, the market has viewed the AUA news and Strata research favourably.
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