For God's sake guys, play the ball not the man. The thread was looking pretty respectable for a few weeks - admittedly is was a quiet few weeks.
Discuss the company not each other - not aimed at anyone in particular, just the thread in general.
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For God's sake guys, play the ball not the man. The thread was looking pretty respectable for a few weeks - admittedly is was a quiet few weeks.
Discuss the company not each other - not aimed at anyone in particular, just the thread in general.
Hancocks/Mac
Can you help out and decipher this..
http://www.biomedcentral.com/content/pdf/s12894-015-0018-5.pdf
Thanks
Thanks whitebeard,
This would appear to be excellent news on the face of it.
We have all been expecting this published report.:)
Cheers Whitebeard for that, just published yesterday by the look of it.
https://www.nzx.com/files/attachments/209898.pdf
We're just awaiting the Cxbladder(detect) Breen comparitive paper now;
Breen et al (2015) A holistic comparative analysis of diagnostic tests for urothelial carcinoma: A study of Cxbladder Detect, Urovysion® FISH, NMP22® and cytology based on imputation of multiple datasets.
https://www.nzx.com/files/attachments/209911.pdf
many regards, Mac
Sensitivities and NPV findings look in line and all good, Hancock’s might like to offer a better opinion on those.
This paper will be well presented by Pacific Edge to both CMS and the insurers, and we may consider the potential savings to the overall US health system as approximately that below;
“On this basis, if we assign an arbitrary ‘nominal cost’ of US$4,500 for each full urological work up, the total cost for working up 1,000 patients with microhematuria would approach US$4.5 million. In contrast, if 80% of patients with microhematuria are triaged out using the G + P INDEX at an arbitrary nominal cost of US$2,500, the total direct cost of testing and full urological work-ups for the remaining 20% of patients would total US$3.4 million. This provides a notional net saving in direct costs of approximately US$1.1 million per 1,000 patients with microhematuria”
Heamaturia patients in the US per annum: 1,000,000
Thus, the collective approximate cost saving offered to US payers;
= US$1.1M x (1,000,000 / 1,000) = US$1.1B per annum,
Behold the potential market driver for Cxbladder(triage)
Add that to the value propositions of Cxbladder(detect) and those of Cxbladder(monitor) to be launched this year, and it is fair to say that these products may quite well be in demand.
IMO PEB has never been a sell in the three years or so I’ve been a holder, it’s all ways been a hold or a buy, as it continues to be. And, at this time I don’t see that changing in foreseeable future.
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I emphasise with some short termers, particularly those who are new to it and perhaps are yet to fully realise the risks they take and their low probability success they have at it.
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Sorry guys--It just gets a bit much at times ,and it seemed like a fair question I asked (about being more than just a share holder) just for clarification
The kind of language and assumptions used in the response,well lets just say i wouldnt stoop to that--nuff said
Should be an interesting week ahead--guess we will see if its the Forbar or some other reason for the jump... or whether it will settle back.
Skid - wold your last post make more sense if the first paragraph wa attributed to MAC?
Your spot on Winner--Im not very good at multiple quotes so just copied and pasted--Dont want to dwell on it, but guess it needed clarifying.
I think Miner has brought up a good point on the stuff going on with the Affordable care act--They are doing alot of fraud investigations which could potentially slow the whole process down. Nothing to do with PEB in terms of dirt but we will have to wait and see if approvals are delayed because of the bureaucracy----Then again ,it could happen next week
Has anyone taken a decent look at the announcement from last night that validates cxbladder triage and has been published in biomedcentral.com?
Huge potential for cost savings in the US if it is adopted as MAC pointed out.
As I understand it a 10 percent uptake of triage would likely provide a pretty fair chunk of the 100 million goal.
I also understand from this document that the test is far superior to anything currently available that has the ability to triage with such a high NPV.
The bar has just been raised.:)
If anyone feels these are erroneous statements please feel free to give a reasoned and robust summary of your own opinions with due regard for the libel laws of this nation.
Noah Fence
Miner