NBT - they might be paying tax by then
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NBT - they might be paying tax by then
[QUOTE=nextbigthing;501232]
With so much Info... Talk and Speculation with this stock..
I think that you have summed it up well ..
" You just have to decide if they're going to crack it "
Win some lose some...
Disc... Holding ... Minor..
If the results do come back from this larger study better than the O’Sullivan et al study.. even by just a few percentage points (like the results yielded by the combined study done by Canterbury and Waitemata DHBs where cxBladder detected 90% of all BC) we start getting into interesting territory.
Fairly sure the latest cystoscopy tech has a sensitivity of around 92-95%.
Cystoscopy's first weakness is finding small "in situ" cancers which are generally early stage.
Its second weakness is that it doesn't find cancer in the upper urinary tract. Which as we know, cxBladder can do.
Imagine a study done by medical insurer Kaiser Permanente, on 2000 patients where cxBladder outperformed cystoscopy.
I bought one of these years ago, absolutely invaluable at the time, a recommend a read for just $17.
http://www.amazon.com/Fundamental-An...J269Z6R4YM4FQE
My post is merely running some numbers to see if they stack up and very conservatively at that. Non industry specific.
I absolutely agree that PEB has massive potential especially if they crack one product, then they'll be away. Those numbers are worst case scenario if they do crack it.
So there's a chance they will be worth over $1b one day? I'm looking to invest in companies that are worth around $250m today but has the potential to be a billion dollar company. Anything else on nzx in that category?
Has anyone any ideas as to the cost of this user programme?
I'm thinking its in the millions,
It's a 2,000 test at 19% COGS: 2,000 x 550 x 0.19 = US$209k = loose change
Think of it as a marketing budget except with much much better odds of success in leading to what is probably a greater than US$10M per annum contract.
Just one large contract like that, or two smaller ones, secured each year, plus Medicare sales, plus LUG sales, and it put’s that US$100M five year revenue goal into perspective.
Personally I think the risk of prosperity and that goal are both a bit understated.
http://www.youtube.com/watch?v=mv2JDCKLi0k
Best Wishes
Paper Tiger
Sorry I'm not 100% on which bit you're unsure of? I'm not trying to claim PEB will trade at a PE of 10 or that it should. Simply that if you believe their target will happen then even at $1 you can't go wrong as shown by the numbers with anything else all being upside. Hope that makes sense.
I recall a slide from a peb presentation, it showed the test being used multiple times when first diagnosed (maybe up to eight times.)
8 x 2000 =16000
16000 tests to show off the cx product at a cost of 1-2mill????
Again not big dollars, and the opportunity is endless. But it will add to the expenses and its useful to have an understanding of these costs.
http://www.odt.co.nz/news/business/3...e-pacific-edge
Nothing new in this article, but just posting so people are aware.
Hope today sees another push towards 90 cents ....and then onto a$1.00
Where the hells that Edison Report.
Smiths City earlier in the week and now Tourism Holdings .... both valuations much higher than current shareprice
C'mon guys pull finger .... PEB needs a boost quickly if to get to $1 in September
And we have heard it is $1.40 to $1.70