MAC -.just Whipmoney view of things. You obviously disagree
Whip is normally very bullish on things and I would say far from being a misery.
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I'm amazed that they have 'promised' ten thousands of sales even without any coverage. I can't wait to see sales with insurers on board.
Wasn't intending to suggest it was a permanent state of mind or a categorising personality trait Winner, just that that particular post was really quite perma bearish and that it oozed an unreasonable outlook of misery without any knowledgeable supporting or factually corroborating analysis. Apologies to you Whipmoney if any offence was read, none was intended.
Mac
The management has hinted at several huge development that are possible this year:
1. CMS coverage
2. Significant sales volume this year
3. Additional products
4. Take-over offer
Why are people so obsessed with the NZX50 listing?
The whole US healthcare system is set up to make the big companies rich, stuff what the citizens want. It is essentially one big racket.
I guess is that ObamaCare is sure to make it worse. How ObamaCare will work has been written by lobbyists of the industries that benefit from the racketeering.
Lobbying is the game if one wants to succeed - not just getting the system working for you but what products can be used and all that
How does a little outfit from NZ get what it wants in this environment.
It has been said that Darling is a weak link in this respect. However I take heart from Balance when he reassured me that the Board had recognised this weakness and hired some gun US people as a de facto 'Board' in the US. That's good
But the past has seen many great products etc fail in the US because the 'right' people weren't on board with it.
Hopefully PEB have this under control but I see this as one of the biggest risks for them so that they don't, as our resident perma bear said earlier, fold like Predictive Bioscience (whoever they were)
If any doubts about how cheap PEB is heres a good table from http://www.interest.co.nz/opinion/68...e-awkward-suit
These provide the upside.
This limits the downside, in the short term, which given the potential for upside, derisks the investment. I dont expect a large increase but beleive it puts a floor on the price.
The US comparive is a bit misleading as it is comparing predominately established low growth companies (Mircosoft, Oracle, etc) with early stage growth companies.