sharetrader
Page 1140 of 1150 FirstFirst ... 140640104010901130113611371138113911401141114211431144 ... LastLast
Results 17,086 to 17,100 of 17247
  1. #17086
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    9,776

    Default

    Quote Originally Posted by Minerbarejet View Post
    Actually I dont recall seeing anything about this NCCN side of the requirements for recognition and validity.

    Possibly its the removal of a major hurdle for PEB so the next few announcements may be very interesting.

    CMS and Kaiser would hardly go the whole hog without it being written into the guidelines.

    Nothing to hold those two back now?

    Lets hope so.
    So what other hurdles (minor & major) have DD & the clowns in PEB not told the market about* as they bumble their way through the US medicare system?

    * Being very generous and assuming that they are even aware of the hurdles!

  2. #17087
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    9,776

    Default

    It's July and the clock is ticking louder and louder - PEB will run out of cash by Nov at the latest.

    All the announcements to date have no material impact on the ability of PEB to generate meaningful revenues and cashflow - all designed to get the sp up to do (yet another) CR.

    Can see it a mile away!

  3. #17088
    AWOL
    Join Date
    Sep 2012
    Location
    Vacation
    Posts
    2,396

    Default

    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.

  4. #17089
    Advanced Member
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    1,519

    Default

    Not much in the market of a reaction of share price to the announcement, and not flagged as material or price sensitive. Is this telling?

  5. #17090
    Member
    Join Date
    Jul 2015
    Posts
    355

    Default

    Ok, firstly I do hope they translate this into revenue.

    Secondly, did anyone look into the NCCN? its a group of 28 cancer hospitals, largely affiliated with universities, I'm sure they have influence at being at the 'pointy end' of uptake of new technology (I can find PEBs submission to them from 2 years ago) but there are not the decision makers who actually pay the bills. The PR is also cautious enough not to imply that this is the case

    If the next financials come out with a big jump in Rev then cool, but I think the days of fooling the market with a flashy update is past them....

  6. #17091
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    9,776

    Default

    Quote Originally Posted by Minerbarejet View Post
    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.

  7. #17092
    Member
    Join Date
    Jan 2014
    Posts
    131

    Default

    Quote Originally Posted by Balance View Post
    * 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.

  8. #17093
    AWOL
    Join Date
    Sep 2012
    Location
    Vacation
    Posts
    2,396

    Default

    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.

  9. #17094
    Senior Member
    Join Date
    Apr 2008
    Location
    Kerikeri
    Posts
    965

    Default

    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 !

  10. #17095
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    9,776

    Default

    Quote Originally Posted by Minerbarejet View Post
    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.

  11. #17096
    AWOL
    Join Date
    Sep 2012
    Location
    Vacation
    Posts
    2,396

    Default

    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

  12. #17097
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    9,776

    Default

    Quote Originally Posted by Minerbarejet View Post
    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!

  13. #17098
    Advanced Member
    Join Date
    Jul 2004
    Location
    Bolivia.
    Posts
    1,519

    Default

    Quote Originally Posted by Minerbarejet View Post
    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.

  14. #17099
    Legend Balance's Avatar
    Join Date
    Feb 2003
    Posts
    9,776

    Default

    Quote Originally Posted by Sideshow Bob View Post
    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.

  15. #17100
    AWOL
    Join Date
    Sep 2012
    Location
    Vacation
    Posts
    2,396

    Default

    Something I didnt forget though is that others here sold at that time as well, eh, Balance.

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •