PEB - Pacific Edge Ltd

**Balance** · 13-12-2022, 09:40 AM

Originally Posted by winner69

More good news

Price Sensitive as well

http://nzx-prod-s7fsd7f98s.s3-websit...937/385487.pdf

Bring DD back!

He knew what was price sensitive and how to dress it up - like turkeys are dressed up for Christmas?

**winner69** · 13-12-2022, 10:47 AM

Originally Posted by Balance

Bring DD back!

He knew what was price sensitive and how to dress it up - like turkeys are dressed up for Christmas?

Scientists love getting stuff published in journals …that’s their aim in life…that’s what live for

As a scientist ‘what’s commercialisation’ and the response is a shrug of the shoulders …or those in the know will say ‘when we sell one’

**Brain** · 13-12-2022, 12:26 PM

A NPV of 99.7% seems to me to be very good and publication of this in the AUA journal is also very positive.

A really good announcement. I would have to be terminally depressed to see it any other way.

**davflaws** · 13-12-2022, 01:11 PM

Originally Posted by Balance

Bring DD back!

He knew what was price sensitive and how to dress it up - like turkeys are dressed up for Christmas?

DD is not available - he is currently sunning himself on his deck.

**Sideshow Bob** · 13-12-2022, 02:38 PM

Originally Posted by davflaws

DD is not available - he is currently sunning himself on his deck.

Dunedin.......

**psychic** · 14-12-2022, 10:01 AM

Originally Posted by Brain

A NPV of 99.7% seems to me to be very good and publication of this in the AUA journal is also very positive.

A really good announcement. I would have to be terminally depressed to see it any other way.

One test to rules the others, 90% specific, 95% sensitive. Got to be very encouraging, look forward to reading the study once published.

The announcement does raise questions though. In the hour of need with the CMS approval of Cxbladder under threat of being dropped, Pacific Edge finally get going and add a couple of RNA markers to improve the results. Is it now good enough?

And these RNA markers, FGFR3 and TERT gene mutations, are these not the basis for a competitors test - Uromonitor? Is there a partnership going on or is Pacific Edge about to sell the Cxbladder franchise? Wonder what the Patent implications are.

We know that the new Detect+ test has a long road ahead approval wise in the US. Wonder if things might move a little faster in SE Asia where they say has been developed for initial use? It is very good to finally read an acknowledgement that they need to focus on evidence for Cxbladder. Too many years spent selling an incomplete answer to Bladder Cancer management.

Thoughts?

**psychic** · 15-12-2022, 11:06 AM

This really is quite a development isn't it? I'm a bit surprised there isn't more discussion on it here, perhaps I've got the wrong end of the stick.

I mean for years we have been told that Pacific Edge had the answer with the full suite of tests, and now this. A Detect V2 test which will replace the lot?
That's a big change in direction for PE and the 100 sales execs in the US right?

A test that includes additional markers currently used by a competitor? It's all above my pay grade but both these markers (or gene mutations?) seem to be well researched and known to be reliable indicators for all sorts of mutations and not just useful in bladder cancer- perhaps there isn't patented restricted use, I dunno. Someone here might be able to help with this? But it seems really odd that if say, including these additional markers was likely to improve specificity particularly with low grade BC, why have we waited till now? Was this concept thought up by some clever people in SE Asia somewhere, external to PE or was this a Pacific Edge driven study?

Can't wait to access.

**850man** · 15-12-2022, 11:36 AM

Originally Posted by psychic

This really is quite a development isn't it? I'm a bit surprised there isn't more discussion on it here, perhaps I've got the wrong end of the stick.

I mean for years we have been told that Pacific Edge had the answer with the full suite of tests, and now this. A Detect V2 test which will replace the lot?
That's a big change in direction for PE and the 100 sales execs in the US right?

A test that includes additional markers currently used by a competitor? It's all above my pay grade but both these markers (or gene mutations?) seem to be well researched and known to be reliable indicators for all sorts of mutations and not just useful in bladder cancer- perhaps there isn't patented restricted use, I dunno. Someone here might be able to help with this? But it seems really odd that if say, including these additional markers was likely to improve specificity particularly with low grade BC, why have we waited till now? Was this concept thought up by some clever people in SE Asia somewhere, external to PE or was this a Pacific Edge driven study?

Can't wait to access.

I wonder how this might influence the elephant in the room - Novitas continued funding? Their underlying concern of the utility of these types of tests has to be allayed by this jump in specificity and sensitivity. I wonder if V2 may get it's own reimbursement code separate from V1?

Suggests we may see a sizeable Asian revenue stream also develop.