-
16-07-2019, 01:08 PM
#17091
Originally Posted by Minerbarejet
Yesterdays announcement will have a huge impact on their ability to generate meaningful revenues and cashflow.
Previously:
DD. "Gidday Fred, Any chance on a bit of uptake with cxBladder , you know our clinical validity."
Fred: "Sorry, Dave, cant do much about it until its in the guidelines, You know we cant operate outside them much even though we know how good it is."
Now:
DD: "Gidday Fred, Did you see where our test has been accepted into the guidelines?
Fred: Yeah, saw that Dave,send your rep over and we'd better have a chat.
So what on the CR?
Can always buy some back when they are making zillions.
From "finalizing' negotiations with the large healthcare organisations in previous PR releases, it's now rephrased as 'progress' commercial discussions
Great leap backwards seems to be the implication from the statement!
Finalising to progress
Negotiations to discussions
“Over the preceding years many of our customers in the USA have been hampered in their commercial use of Cxbladder while the Cxbladder technology has not been specifically included in the guideline recommendations. Inclusion in the NCCN Bladder Cancer guidelines is a major commercial milestone for the Company in the USA and will be of significant value as we progress our commercial discussions with our many urologist customers including the large healthcare organisations we are targeting.”
Only thing* we are aware of which could profoundly change PEB's access to revenues and cashflow is LCD inclusion.
* Assuming that there are NO other outstanding hurdles out there. With DD and PEB, it's all about the sizzle - forget about the sausage which is made with rendered rancid beef fat & decayed possum meat.
Last edited by Balance; 17-07-2019 at 09:16 AM.
-
16-07-2019, 09:23 PM
#17092
Originally Posted by Balance
* Assuming that there are NO other outstanding hurdles out there. With DD and PEB, it's all about the sizzle - forget about the sausage which is made with rendered rancid beef fat & decayed possum meat.
Nah - lets not get confused.
The sausage is the goods - tasty, nutritious, top of the line, and lots cheaper than the competition. But marketing and commercialisation has (as you repeatedly say, and say, and say....) been crap and the butcher may go under.
-
17-07-2019, 07:30 AM
#17093
Its amazing how certain posters always manage to find something negative in a positive announcement and turn it into a sausage sizzle.
"Great leap backwards seems to be the implication from the statement!"
How on earth do you figure that?
Last edited by Minerbarejet; 17-07-2019 at 07:34 AM.
-
17-07-2019, 08:05 AM
#17094
The contrast between PEB and ATM is a bit interesting.
ATM seem to have marketed really well a variant of a me 2 product (milk) with a nebulous health benefit.
PEB have the science and a novel, beneficial product that will help mankind but have lacked the ability to sell it.
And then there is Theranos of course. Interesting prog. on 60 minutes last night.
Ah...the power of marketing !
-
17-07-2019, 09:27 AM
#17095
Originally Posted by Minerbarejet
Its amazing how certain posters always manage to find something negative in a positive announcement and turn it into a sausage sizzle.
"Great leap backwards seems to be the implication from the statement!"
How on earth do you figure that?
It is positive in that a major hurdle seems to have been overcome.
It is negative in that it is yet another issue which PEB has never alerted to before as a hurdle. The impression gained has to be that there are many more hurdles more yet to overcome but you will never know, given PEB's track record of bumbling its way in the US market and sizzling up every single development as a 'milestone'.
Intention of the 'sizzle' is of course so that PEB can bring out its begging bowl for yet more funds to continue to pay the executives and CEO their large salaries and benefits - for delivering bugger all.
Then, there's the comment about progressing discussions with major customers when the company has been trumpeting 'negotiations nearing completion' for the last 3 years!
The lack of credibility of PEB & DD is clearly seen in the share price - any other company trumpeting said achievements of milestones would be lauded for making huge strides in its commercialization program towards profitability.
Last edited by Balance; 17-07-2019 at 09:30 AM.
-
17-07-2019, 09:52 AM
#17096
I'm sure all of us and PEB are completely disillusioned that they have been unable to conform to your predetermined timeframes for their success.
All that is happening is that everyone is learning the extent of the ramifications in changing clinical procedures.
This was an unknown as was the severity of entrenched dissonance.
60% of NZ DHBs have taken it on board and are changing clinical procedures.
No prizes for guessing what 60% of the US market would do.
ATM would look like a penny stock
-
17-07-2019, 10:06 AM
#17097
Originally Posted by Minerbarejet
I'm sure all of us and PEB are completely disillusioned that they have been unable to conform to your predetermined timeframes for their success.
You are very quick to forget who actually has been leading the market up the garden path and in the process, has lost almost all credibility :
Who set out the $100m 5 year revenue target?
Who uttered those famous 'several tens of thousands of tests' to be done in the year 2014?
Who issued the famous 'negotiations near completion' comments year after year?
PEB of course!
-
17-07-2019, 10:12 AM
#17098
Originally Posted by Minerbarejet
I'm sure all of us and PEB are completely disillusioned that they have been unable to conform to your predetermined timeframes for their success.
All that is happening is that everyone is learning the extent of the ramifications in changing clinical procedures.
This was an unknown as was the severity of entrenched dissonance.
60% of NZ DHBs have taken it on board and are changing clinical procedures.
No prizes for guessing what 60% of the US market would do.
ATM would look like a penny stock
Don't think it is worth comparing to ATM currently. A2 under-promises, over-deliveries, hasn't gone cap in hand to shareholders multiple times, makes money, has large growth, and money in the bank.
No one wants PEB to fail. However they have been listed for almost the same time as A2 (PEB founded in 2001, listed in Feb 2003). PEB hasn't turned a profit and still battling away on getting approvals etc etc - while I would see a good change technology will over take them. PEB has a market cap of $107m, ATM has $12b market cap (b as in billion).
IF PEB got 60% of the US market that would be fantastic, but a big IF and their track record doesn't exactly exude confidence that they will get there. Plenty of time to get in IF they do crack it. In the meantime, a good chance that holders will be asked to put their hand in their pockets again, and face further dilution. Struggling to see any real light at the end of the PEB tunnel - but hope I'm wrong.
-
17-07-2019, 10:26 AM
#17099
Originally Posted by Sideshow Bob
Don't think it is worth comparing to ATM currently. A2 under-promises, over-deliveries, hasn't gone cap in hand to shareholders multiple times, makes money, has large growth, and money in the bank.
No one wants PEB to fail. However they have been listed for almost the same time as A2 (PEB founded in 2001, listed in Feb 2003). PEB hasn't turned a profit and still battling away on getting approvals etc etc - while I would see a good change technology will over take them. PEB has a market cap of $107m, ATM has $12b market cap (b as in billion).
IF PEB got 60% of the US market that would be fantastic, but a big IF and their track record doesn't exactly exude confidence that they will get there. Plenty of time to get in IF they do crack it. In the meantime, a good chance that holders will be asked to put their hand in their pockets again, and face further dilution. Struggling to see any real light at the end of the PEB tunnel - but hope I'm wrong.
Yup - even if one pays 50c (150% premium to the current sp to get in - if indeed PEB has a future as the next ATM ) it will still be well well below where DD & Swain sold some of their shares back in 2013/14.
-
17-07-2019, 10:31 AM
#17100
Something I didnt forget though is that others here sold at that time as well, eh, Balance.
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks