PEB - Pacific Edge Ltd

[Sideshow Bob]

Just get the dogs out.....

'Just waiting for that phone call': Dog training service ready to train canines to detect Covid-19 | Stuff.co.nz

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[psychic]

Oh I think the validation process is probably quite clear and well understood.

Why do the remaining DHB's not use Cxbladder? Why is the adoption by the rest not refected by significant NZ throughput?

Yes, looking forward to publication of the Singapore study, is it for Detect? The Gastric cancer tests offer more HOPE, a decade in the making? Be another decade before commercialisation if the Cxbladder tests are any indication.

[Maxtrade]

Hope maxtrade is OK

They’ve taking a beating lately ….and haven’t heard from them for a few days.

Thanks for checking in. All good. Been doing well buying the dips of panic selling yesterday thanks to Covid next strain. People will get to use to the fact that there will be many new strains (similar to influenza, rhinovirus's, etc) where we will learn to live wth them rather than freak out and panic on each new seasons variant. The joy of modern medical technology is that our advancements in virology mean the pharmaceutical companies can adapt their vaccines relatively quickly. Will be a constant game of chase where we will always be one step behind Covid but doing what we can to put the pressure on and not let it run away from us too far. It's nothing like the havoc the Spanish flu had on the world wiping out 25% of the worlds population. The reason why is because of our medical advancements since that time. It is all part of the process of co evolving with a new virus that is likely here to stay. The human species are resilient and adaptive. I think it is an opportunity to get into PEB at discounted levels due to the timing of this pushing the SP lower than it would otherwise have taken. Expecting a rally to follow. Large seller of previous days seems to have finished. Once the Omicron scare wears off let's see where SP levels are at. Obviously not as bad a sell off as when Covid first hit and the markets tanked. This time around a much lesser reaction. The next one will be even less and so forth.

Didn't take long to rally back up to 1.25 as in my previous post, already a 6% gain off 1.18 top up. 1.25 will blow by now that volume seller has cleared out. Will be back up into 1.3's in no time. Probably back up to hover around mid 1.4's until some more positive updates in the works down the line.

We still believe in the direction and integration for CX bladder and still see PEB gaining market share and future success.

It's only rough for those that freak out on a dip, sell and realise their losses. Hesitate to buy back in then end up facing a decision to buy back in higher than what they sold for, which is often a bitter pill to swallow, as they kick themselves for selling and realising the loss in the first place.

Cheers

[Minerbarejet]

Oh I think the validation process is probably quite clear and well understood.

Why do the remaining DHB's not use Cxbladder? Why is the adoption by the rest not refected by significant NZ throughput?

Yes, looking forward to publication of the Singapore study, is it for Detect? The Gastric cancer tests offer more HOPE, a decade in the making? Be another decade before commercialisation if the Cxbladder tests are any indication.

To quote a well respected doctor in our family who when retiring was asked after 40 years of General Practice in a major city how many bladder cancer patients he had had over 40 years

Answer: two or three I think

[psychic]

Perhaps the AUA would do well to issue some guidelines as to how much "evidence" is required or do we all wait for

them to graciously accept the odd crumb of data here and there until thousands have died or otherwise been affected

negatively through a lack of noninvasive testing.

Lets not forget 70% of our own DHBs have been using CXB in clinical pathways for some time, one would assume with success.

Another piece of the puzzle is in the near future by the looks.

From the HY report

• Analysis of results from Singapore study is underway with publication in early 2022 planned to trigger SEA commercial launch.

SE Asia is considered a bigger market than the USA and and the population has a tendency, more so, towards gastric

cancer, apparently.

Bladder cancer diagnosis is not the only iron in the fire:

From Pacific Edge's own pipeline:

• Gastric cancer (diagnosis): This product is in pre-clinical trials.
• Gastric cancer (triage): The two-biomarker immunoassay for delivery at point of care is currently in development.
• Melanoma (prognosis): Pacific Edge, in collaboration with the Ludwig Institute for Cancer Research, has identified and validated a prognostic gene signature for the identification of aggressive stage II melanoma. The signature is in pre-clinical trials.
• Endometrial (detection): In development.

Quite a way to go here with ADXBladder
• The main points from the evidence summarised in this briefing are from 1 multicentreprospective study including a total of 577 people presenting with haematuria or lower urinarytract symptoms, with suspected malignancy. It shows that ADXBLADDER can detect bladdercancer with 76% sensitivity and 69% specificity.

Not even in the ballpark if this is correct and up to date.

You rotter, you added this bit about ADX to your post when everyone had turned the page! Why pick on the worst of them?
What did you think about Uromonitor? I have not looked ino any of these other tests, but the table I extracted from that study suggests Uromonitor bettered Cxbladder monitor as did Epicheck?
I thought Pacific Edge had the playing field to itself?

[Minerbarejet]

You rotter, you added this bit about ADX to your post when everyone had turned the page! Why pick on the worst of them?
What did you think about Uromonitor? I have not looked ino any of these other tests, but the table I extracted from that study suggests Uromonitor bettered Cxbladder monitor as did Epicheck?
I thought Pacific Edge had the playing field to itself?

Uromonitor 400 samples - way to go yet.

[Retired Doc]

To quote a well respected doctor in our family who when retiring was asked after 40 years of General Practice in a major city how many bladder cancer patients he had had over 40 years

Answer: two or three I think

True but he would have worried about the possibility of bladder cancer in his patients many many more times than that.

[Harrie]

True but he would have worried about the possibility of bladder cancer in his patients many many more times than that.

I take that to mean how many cysco's needed to be performed only to end up with 3 or 4 actual bladder cancer cases. We know that blood in the urine does not necessarily mean that cancer exists in fact my understanding is that a very high % do not have cancer when presenting with blood in the urine.
Retired Doc. Maybe you can give us some real info here. If a patient presents with blood in urine, I would presume you would refer the patient to a urologist.
1. Would the urologist as a matter of course conduct a cysco without hesitation?
2. Of those that you referred what % actually had bladder cancer?
Cheers

[Maxtrade]

Volume seller clearly finished. I may have missed it but no disclosure notice released yet in regards to who the seller was. I might have missed it, was it DD?

Normal trade dynamics now. No selling push, nothing in the 1.24 (very small insignificant 10- 80 unit share sales, sharsies). only real sales today 1.25 and 1.26. Sellers asks not looking willing to go below 1.26. Hope those who wanted to acquire more shares took advantage of the dip (we did). Stabilising with obvious sellers needing to move cleared out the way. Only 4 sellers sitting at 1.26. If a couple of those realise the sell off is finished and remove their orders or they sell through to buyers then likely we will see that steady rally trend back up into the 1.3/1.4's again. Especially once the initial fright of Omicron is subsiding.

Tempting to acquire more while there are still some available sitting at 1.25, seeing the bottom of dip has subsided. Anyone else having similar thoughts?

[pierre]

Tempting to acquire more while there are still some available sitting at 1.25, seeing the bottom of dip has subsided. Anyone else having similar thoughts?

The current SP is definitely a good buying opportunity, but PEB is currently around 20% of my portfolio, so I'm happy to sit on what I hold at the moment.

With a total of ~800m shares on issue, I think we might have to wait until the next "good news" announcement" before we see the SP move much further north.