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  1. #17011
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    If PEB were really that ****-hot, surely a big fish after all these years would have come down to NZ, paid say $150m for them ($112m market cap today), taken them out and then rammed through all the approvals and various hoops to jump through. Big companies have experts in those areas.

    While I don't necessarily doubt the science, surely it must start to get a little old and get superseded after this many years??

    2 ponderings on a Monday arvo…….

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    Quote Originally Posted by Sideshow Bob View Post
    If PEB were really that ****-hot, surely a big fish after all these years would have come down to NZ, paid say $150m for them ($112m market cap today), taken them out and then rammed through all the approvals and various hoops to jump through. Big companies have experts in those areas.

    While I don't necessarily doubt the science, surely it must start to get a little old and get superseded after this many years??

    2 ponderings on a Monday arvo…….
    You obviously have not talked to DD.

    https://www.nbr.co.nz/article/pacifi...ng-cs-p-161995

    Any day now.

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    Quote Originally Posted by Balance View Post
    You obviously have not talked to DD.

    https://www.nbr.co.nz/article/pacifi...ng-cs-p-161995

    Any day now.
    What year was that from?? Or is that an annual plea to get taken over??

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    Quote Originally Posted by Sideshow Bob View Post
    What year was that from?? Or is that an annual plea to get taken over??
    Haha - 4 years ago.
    Last edited by Balance; 25-06-2019 at 06:14 AM.

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    Quote Originally Posted by Sideshow Bob View Post
    If PEB were really that ****-hot, surely a big fish after all these years would have come down to NZ, paid say $150m for them ($112m market cap today), taken them out and then rammed through all the approvals and various hoops to jump through. Big companies have experts in those areas.

    While I don't necessarily doubt the science, surely it must start to get a little old and get superseded after this many years??

    2 ponderings on a Monday arvo…….
    Slowly, bit by bit, the various pieces of the puzzle are coming together.

    How many big fish do you see out there trying to and succeeding in changing CLINICAL PATHWAYS?
    Last edited by Minerbarejet; 24-06-2019 at 03:44 PM.

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    Quote Originally Posted by Minerbarejet View Post
    Slowly, bit by bit, the various pieces of the puzzle are coming together.

    How many big fish do you see out there trying to and succeeding in changing CLINICAL PATHWAYS?
    I'm sure they have popped up on the M&A radar for a number of the bigger players. Likely they did the assessment and judged it overvalued, the market too small or with too low a ROI. Maybe one of them is waiting for either a liquidation and buying the scraps (patents/IP) or for them to actually make it and then buy.

    And plenty are out there doing it... Few years ago BD wiped the slate clean of almost all chemical ID testing in microbiology (100+ years of use) with the introduction of the biotyper

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    And another point.... the NZ diagnostics community is very open to novel technologies, there are methodologies being run here which are years ahead of the USA due to the FDA licensing requirements. Makes it more surprising why they didnt pick up PEB earlier....

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    Quote Originally Posted by Minerbarejet View Post
    Slowly, bit by bit, the various pieces of the puzzle are coming together.

    How many big fish do you see out there trying to and succeeding in changing CLINICAL PATHWAYS?
    As kiwidollabill pointed out, plenty are doing it - it's the 'frog in the well' mentality which has some Kiwis thinking that PEB is the only one doing it!

    But let's not take away PEB's 'achievement' that it is certainly a step forward and the market would have sent PEB's sp up 33% once upon a time BUT for the fact that PEB now has bugger all credibility left with investors.

    Hardly surprising when you consider all the strategic bumbling, unforgettable misinformation and purposefully lack of information by the company when they hit roadblocks or are unsuccessful.
    Last edited by Balance; 25-06-2019 at 08:32 AM.

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    Quote Originally Posted by Balance View Post
    As kiwidollabill pointed out, plenty are doing it - it's the 'frog in the well' mentality which has some Kiwis thinking that PEB is the only one doing it!

    But let's not take away PEB's 'achievement' that it is certainly a step forward and the market would have sent PEB's sp up 33% once upon a time BUT for the fact that PEB now has bugger all credibility left with investors.

    Hardly surprising when you consider all the strategic bumbling and unforgettable misinformation & lack of information by the company.
    Ribit

    Thanks for that.
    I will remember that when Kaiser publish their results in a major journal.

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    Quote Originally Posted by Minerbarejet View Post
    Ribit

    Thanks for that.
    I will remember that when Kaiser publish their results in a major journal.
    Same Kaiser that PEB was waxing lyrical about as being the game changing transformative customer - until it all went quiet last year and flat like Jacinda's Kiwibuild?

    Excerpt from Sep 2016 annual report :

    "However, we are well advanced in our commercial progress with these organisations,
    having signed the Federal Supply Schedule and entered into contract with the VA, entered into contract with TRICARE
    and successfully completed the Kaiser Permanente User Programme. While this has taken longer than we originally anticipated
    , each one of these could result in a quantum leap in sales revenue as we bring them on board as commercial customers.”

    The quantum leap turned out to be a leap back into the abyss however - fictitious sales booked into ever increasing accounts receivables wrote off!
    Last edited by Balance; 25-06-2019 at 09:36 AM.

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