PEB - Pacific Edge Ltd

[kiwidollabill]

^From a product perspective there is some clear differences between the two which can be argued - cytology vs non-invasive, antigen vs genetic etc..... and I dont think this would be the basis on which company becomes more successful (or cash +ve first).

From a strategic perspective there ARE major differences around how they are looking to commercialise their product and (I would argue) will judge their sucess - direct sales vs distribution network, manufacturer of kit vs lab company

[Balance]

^From a product perspective there is some clear differences between the two which can be argued - cytology vs non-invasive, antigen vs genetic etc..... and I dont think this would be the basis on which company becomes more successful (or cash +ve first).

From a strategic perspective there ARE major differences around how they are looking to commercialise their product and (I would argue) will judge their sucess - direct sales vs distribution network, manufacturer of kit vs lab company

Exactly.

Different strategies at play - one promises huge upside while raising tens of millions of dollars to burn (and fails to deliver on milestones and expectations) while the other lays out the potential upside, after achieving profitability.

[Balance]

http://www.theaustralian.com.au/busi...b5a504f54c2647

Stating the obvious - not without risks.

[Balance]

https://www.youtube.com/watch?v=HsAVPbgU-Fg

Sienna CEO talking about IPO.

2,000 pathology labs - some have already adopted the test.

PEB has 2 labs.

[When the bass drops]

You and I both know that Sienna and PEB are not a direct like-for-like comparison, but it is certainly wise for us to be weary about what else is out there.

There are five threats I can think of when making comparison between a company and anybody else:

* Threat to their technology
* Threat to their ability to make deals with customers
* Threat to their market share
* Threat to their revenue streams
* Threat to their share price

And I would only put Sienna as a mild technology threat (in the medium / long term) at this point

[Balance]

I do not see Sienna as a threat to PEB at all! They are both in the same industry however and Sienna provides an excellent comparison to PEB in terms of business strategy and path to sustainable profitability.

PEB is using a very high cost model (burning through $100m of cash with more to be burnt) while Sienna uses a lower cost model, partnering with existing distributors and is already profitable.

One can go broke while the other is already profitable.

[trader_jackson]

Haven't seen too many (if any) SSH's regarding insto's selling out...

(that was posted 1 June - here we have it, an SSH with an insto doing quite the opposite of selling... you'd think insto's probably nearly own the whole company by now?)

https://nzx.com/companies/PEB/announcements/303270

Old FNZ... they nearly hold 50m shares now!
Maybe they took advantage of the retail panic a few days back?

Winner69, you think they did get the wink wink from DD?

[Xerof]

To be fair, FNZC Securities, have completely sold out. It's Harbour Asset Mgmt who continue buying, as they have done for years now. They are both related body corporates of FNZC Holdings

[mcdongle]

http://www.dailymail.co.uk/health/ar...isease-80.html

[Balance]

https://www.genomeweb.com/molecular-...urology-market

http://www.cancerresearchuk.org/abou...bladder-cancer

The search continues.