PEB - Pacific Edge Ltd

[skid]

Probably because there has been only one announcement this week (that had been previously forecasted anyway), PEB doing business as usual.... and some people just aren't happy unless they are transacting?

Its the markets fault (If you apply that to Thurs-you can take that literally--If you apply it to Fri--you can take it sarcastically

[Minerbarejet]

Further from the Edison Report 29 Sept 2014
In case you missed it.
Hidden gems:

We expect meaningful sales from Cxbladderdetect in calendar 2015 and positive cash flow for the company in calendar 2016.

Execution risk therefore remains an important hurdle and we expect proof of commercial success to serve as a compelling driver of the share price.

We see considerable scope for a re-rating of the shares as evidence of successful commercialisation emerges.

We do not see a near-term new competitive threat to Cxbladderdetect or the Cxbladder portfolio of products.
Clinical validation will be critical for new competitive technologies and the long lead time to commercial adoption serves as a high barrier to entry

It is more accurate, faster, less invasive and more cost-effective than standard methods that include cytology, NMP22 BladderChek (Alere) and NMP22 ELISA (Fisher Scientific).

Screening studies have shown that in up to 20% of cases of gross haematuria, patients go on to be diagnosed with UC, while only 5% of cases of microscopic haematuria turn out to be UCs such that the 2001 American Urological Association (AUA) Best Practice Policy on Asymptomatic Microscopic Haematuria recommends thatall patients presenting with gross haematuria, particularly those without evidence of infections, should undergo full urologic work-up.

There are also currently a number diagnostics tests in the market in development for the detection
and monitoring of UCs, underpinning the attractive opportunity. All are in earlier stages of
development than Cxbladderdetect and none, as yet, has shown equivalent or better overall
accuracy. Given the long lead time for the commercialisation of UC tests, which can span a number
of years, we believe that Pacific Edge has a considerable leg-up on would-be competitors.

"They seem quite certain that this next paragraph is the way it is"

CMS coverage is paramount to successful commercialisation in the US. The reimbursement and
approval process for Cxbladderdetect is underway and CMS and Pacific Edge management believe
the conclusion of negotiations will likely occur later this calendar year or in the early part of 2015.
Currently tests are being processed and invoiced. Once negotiations on a contract are complete,
these can be billed, at which time we can expect a sales windfall for Pacific Edge as the backlog is
processed. Advanced discussions are also underway with the Veteran’s Administration (VA).

Pacific Edge runs the risk of potential competitive products from those known diagnostic tests that
have not yet published data and those not yet in the public domain. We do not expect a near-term
competitive threat to the Cxbladder technology. Clinical validation will be critical for would-be new
tests, while the long lead time to commercial adoption serves as a high barrier to entry.

[skid]

Boy -you guys are really taking these Edison guys as the Gospel.

For those that are really convinced this share is the Bees Knees then this would most likely be the week to buy cheap,as the markets are getting pummeled--(probably be best to wait for a sign of it stabilizing though)

Looks like another possible correction brewing--so far these have fizzled but you never know when one will get out of hand,and regardless of what some think ,they do cause collateral damage (which can be a good thing for those on the sidelines or holders who want to top up)

When things get like this ,all those accuracy tests-stats-pr predictions ,etc go out the window.---time to look outward for a while till this hopefully blows over.

[MAC]

Very many may say that Pacific Edge has already bounced off the sub sub bargain basement.

The Forbar price target is $1.25, that's +49% from here for those that want it, the SP is lingering, at least for the time being, in the lower end of the Edison valuation range of $0.42 to $3.57, and the SP is roughly at 12 month lows or thereabouts.

All that and Pacific Edge continue to accumulate invested value just as they have been over the last 12 months, value that is not going away, accumulated IP, the sign up of commercial network partners, multiple user programmes launched each which comes prospectively with its own forward revenue stream.

Pacific Edge have affirmed their five year $100M goal and they tell us they are on track.

And, after putting in the hard yards they are just now at the foot of a prospective growth curve.

Analyst consensus revenue growth estimates are for FY15 242% and for FY16 330%.

Very good value investing indeed up to around $1.65 at present as far as I’m concerned.

[winner69]

Very many may say that Pacific Edge has already bounced off the sub sub bargain basement.

The Forbar price target is $1.25, that's +49% from here for those that want it, the SP is lingering, at least for the time being, in the lower end of the Edison valuation range of $0.42 to $3.57, and the SP is roughly at 12 month lows or thereabouts.

All that and Pacific Edge continue to accumulate invested value just as they have been over the last 12 months, value that is not going away, accumulated IP, the sign up of commercial network partners, multiple user programmes launched each which comes prospectively with its own forward revenue stream.

Pacific Edge have affirmed their five year $100M goal and they tell us they are on track.

And, after putting in the hard yards they are just now at the foot of a prospective growth curve.

Analyst consensus revenue growth estimates are for FY15 242% and for FY16 330%.

Very good value investing indeed up to around $1.65 at present as far as I’m concerned.

Like that phrase 'accumulated investor value' and good it is not going away

The more value accumulated closer the big pay day with a takeover/merger or whatever. Maybe first half next year at $1.30 plus a bit?

As long as the scientists are looked after and stay in NZ so they can do their things. Science is what what they care about, not shareprices or money.

[BFG]

For those interested shareholders your monthly uptrend line is still intact.

[skid]

Very many may say that Pacific Edge has already bounced off the sub sub bargain basement.

The Forbar price target is $1.25, that's +49% from here for those that want it, the SP is lingering, at least for the time being, in the lower end of the Edison valuation range of $0.42 to $3.57, and the SP is roughly at 12 month lows or thereabouts.

All that and Pacific Edge continue to accumulate invested value just as they have been over the last 12 months, value that is not going away, accumulated IP, the sign up of commercial network partners, multiple user programmes launched each which comes prospectively with its own forward revenue stream.

Pacific Edge have affirmed their five year $100M goal and they tell us they are on track.

And, after putting in the hard yards they are just now at the foot of a prospective growth curve.

Analyst consensus revenue growth estimates are for FY15 242% and for FY16 330%.

Very good value investing indeed up to around $1.65 at present as far as I’m concerned.

Thats all fine and all research is handy-but if your going to make statements like good value investing up to 1.65---a ''screaming buy'' at somewhere around 1.00+ a few months ago--undervalued at 1.70 (before the catastrophic fall)--then dont turn around and talk about those who have a differing opinion, influencing newbies--those that listened before have most likely paid a heavy price.
Perhaps the info with out the predictions or give a little more leeway for those who believe that PEB still have yet to bring home the goods.
(having said that ,its good to see the SP has held so far today though)

As a side note ,Ive been looking at a few other outfits that are on there way to a target of 300mil--They are still well under 1.65----Id be interested to know how you (or Edison) have come up with a valuation of that 1.65 for a company with a target of 100mil.

[skid]

For those interested shareholders your monthly uptrend line is still intact.

Its definitely going to need to bounce off the present SP to hold though

[skid]

May not have bounced but it did hold--gotta give credit where credit is due--could be that bargain basement bottom,you referred to Mac,as long as outside markets dont spoil the party.

[Rob Optimist]

See CX bladder tests being advertised on facebook, certainly some good exposure for them but think might be wrong age group they are targeting (except for me).