PEB - Pacific Edge Ltd

[Maxtrade]

Funds rebalancing, 850 man

Yes, PEB SP increased so much this year, some pre Christmas funds rebalancing by the looks of it seeing values would have proportionally increased so much for PEB holdings. Upwards trend to resume once end of year rebalancing resets.

[Harrie]

Yes, PEB SP increased so much this year, some pre Christmas funds rebalancing by the looks of it seeing values would have proportionally increased so much for PEB holdings. Upwards trend to resume once end of year rebalancing resets.

Nah. Rebalance is just another word for a reality check. You are not going to rebalance downwards if there is a frequent string of positive announcements about adoption. In fact institutions will rebalance upwards should that be the case. Its just changing perceptions over the length of time it is going to take to attain significantly more adoption and with it significantly more lab throughput. In the absence of news there will always be a rethink of strategy driven by uncertainty.

[Harrie]

Having said that it’s just a matter of time before increasing adoption takes place. If a medical facility like Johns Hopkins widely adopts Cxb as a clinical basis for determining whether a cystoscopy is necessary then the SP will react very positively. I would not want to be short if that announcement was made, nor if any other significant adoption announcement was made.

[Harrie]

No news....uncertainty....cover the downside.... slow slide backwards

[DonkeyKong]

No news....uncertainty....cover the downside.... slow slide backwards

The results of the Singapore study should come out soon, ie early 2022. Hopefully with good news

[Harrie]

Indeed DK but they need more than a successful study result they need adoption on a bigger scale to support the current valuation

[Minerbarejet]

This came out this morning adding further " grist for the mill".

https://www.docwirenews.com/gu-oncol...ce-cystoscopy/

[Mel]

This came out this morning adding further " grist for the mill".

https://www.docwirenews.com/gu-oncol...ce-cystoscopy/

Thanks for posting that Minerbarejet, we're hoping that 'CxBladder Monitor is “emblematic of a new normal” in urology.'

[bulyak]

As a refresher, did PEB ever get that lump sum payment/reimbursement for the initial testing that was done as part of the ramp up to full approval by medicare, medicaid, and blue cross/blue shield. I think it was mentioned that there could be a reimbursement payment of something like 30 Million on lab testing of a normal invoiced value of 90+ Million. It was an optimistic view, that I've yet to find any follow up on? Would have been a nice little non dilutive cash bump.. Probably missed an announcement around this in the last 18 months of share price excitement!

[psychic]

As a refresher, did PEB ever get that lump sum payment/reimbursement for the initial testing that was done as part of the ramp up to full approval by medicare, medicaid, and blue cross/blue shield. I think it was mentioned that there could be a reimbursement payment of something like 30 Million on lab testing of a normal invoiced value of 90+ Million. It was an optimistic view, that I've yet to find any follow up on? Would have been a nice little non dilutive cash bump.. Probably missed an announcement around this in the last 18 months of share price excitement!

No, payment not received nor was it ever very likely imo.
Cxbladder is still not covered by Bluecross or any of the US Insurers. With sleight of hand there was the announcement that United Healthcare now covered the tests but this was under its medicare policy only, not those it underwrites itself.