PEB - Pacific Edge Ltd

[skid]

Unfortunately the Share market is an emotional game--Whats really crazy is that it is all because the US had really good unemployment figures that showed that their economy may be improving--good news?..well ,because of that good news everyone has freaked out that they will finally raise interest rates as a result--America is where you want to play ball is'nt it?(with PEB)--Think of the buying opportunity you may get if it continues

crazy as it seems,when they have days like that-its good to keep an eye on things till the dust settles(hopefully tomorrow)

[Snow Leopard]

Peb had just slipped off page one for the first time in a long while meanwhile it goes sub 70c for a 26wk low and buyers looking thin-Lol

and you could have let it be.

By the way my broker says that PEB buyers have a normal distribution of body shapes and are in no way nutritionally challenged - but what would he know?

Best Wishes
Paper Tiger

[Antipodean]

Not one of the "critical" announcements mentioned earlier but still positive to hear from the company:

https://nzx.com/companies/PEB/announcements/262004
https://nzx.com/companies/PEB/announcements/261998

[Tsuba]

David Darling says: “While it is important for the Company to seek patent protection in key jurisdictions, our main focus continues to be building sales momentum in the US, the world’s largest healthcare market, where we have just now started into our second year of commercial operations. Laboratory through-put is tracking to the company’s expectations following an active direct sales and marketing program to clinicians and healthcare organisations. Pacific Edge Diagnostics USA has twelve dedicated sales executives operating in key geographic regions.”

[MAC]

It is a good thing to be published and especially show cased like that.

Publications and papers like these are an essential tool used by biotech companies to fill any gaps in understanding for payers (insurers) whilst they are demonstrating the clinical utility of their products, they all go into the payer dossier’s of clinical utility evidence.

It would be satisfying to see multiple papers published each year going forward now.

https://nzx.com/files/attachments/209898.pdf

[BlackPeter]

Not one of the "critical" announcements mentioned earlier but still positive to hear from the company:

https://nzx.com/companies/PEB/announcements/262004
https://nzx.com/companies/PEB/announcements/261998

Agreed, the Japanese patent is more like "business as usual" - just another patent (though still encouraging). The other announcement however (publication in BioMed Central) is really good news. I expect that this will make the work of their sales reps much easier (though I note that they picked a European journal ...)

[Xerof]

A third Ann just out. Presentation to Australian Institutions.

So, I will Cx-predict, a dual listing coming up, with a CR on ASX.

[MAC]

A must read presentation for all;

https://www.nzx.com/files/attachments/209911.pdf

Good work Pacific Edge, thanks for the update and progress report.

Do note the doubling of lab throughput for the final quarter of FY15, which should put Pacific Edge firmly on track to achieve analyst consensus revenue targets of $3.2M.

This pending paper will be worth gold, nay platinum, too in demonstrating the product as ‘best in breed’, to payers (insurers) and add to their accumulating clinical utility dossiers.

“Breen et al (2015) A holistic comparative analysis of diagnostic tests for urothelial carcinoma: A study ofCxbladder Detect, Urovysion® FISH, NMP22® and cytology based on imputation of multiple datasets”

[MAC]

Actually, running the numbers on those results;

https://www.nzx.com/files/attachments/209911.pdf

If 5.7 lots of tests were performed within HY15, and 14.8 lots of tests were performed within the second half, then that’s a total for the FY15 financial year to 31 March, of 20.5 lots of tests.

Roughly then, and coarsely assuming similar historical ratios to test to sales;

We may thus anticipate FY15 revenues of ;

[ HY15 revenues $1.6 x (21.2 / 5.5) ] = $5.7M revenues at FY15 !

Analyst consensus is only $3.2M, we may thus very well see a substantial outperform here.

[Snow Leopard]

Actually, running the numbers on those results;

https://www.nzx.com/files/attachments/209911.pdf

If 5.7 lots of tests were performed within HY15, and 14.8 lots of tests were performed within the second half, then that’s a total for the FY15 financial year to 31 March, of 20.5 lots of tests.

Roughly then, and coarsely assuming similar historical ratios to test to sales;

We may thus anticipate FY15 revenues of ;

[ HY15 revenues $1.6 x (21.2 / 5.5) ] = $5.7M revenues at FY15 !

Analyst consensus is only $3.2M, we may thus very well see a substantial outperform here.

Lab sales (trading revenue) for the first half were:
NZ $71K;
USA $460K

It is these numbers which you can multiply up for full year to:
NZ $255K
USA $1654K
Total $1910K

I am assuming some assumptions here and hope that:
"Q4 FY15 has also been subject to lower results due to the introduction of the Affordable Care Act in January 2015" is a transitory effect and not a new normal.

Then add on the other stuff to the income for your FY guess.

Best Wishes
Paper Tiger