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  1. #12041
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    Firstly they did not claim they would be turning over 100 mil in 5 years. They said 100 mil in revenue was the goal they were aiming at.
    Big difference.

    Secondly, how would you prevent a speculative run up and crash, nobody makes people buy and sell shares, they do it themselves using their judgement on what information is available.

    Fail to see how you can know what others think.

    The alerts have gone from 1 a week to sometimes 2 a day from different sources which indicates that articles are getting more exposure on various websites. The alert comes as a result of the article being posted initially but given the amount of stuff published is probably fairly rapidly archived into your cobwebbed corner.

    I dont recall seeing anything that says a monumental surge is coming.
    So whats your estimate or guess for FY 15. Presumably as you have asked for estimates from others you have one of your own.
    Just wondering if next week is a rocket or a damp squid

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    It happens quickly when it does for molecular biotech too ay Miner,

    Five to ten years in the lab under development, then one to two years working up clinical case files as at present, then boo and boom, $100M in revenues in just a few years.

    SHAREHOLDER WEALTH

    Attachment 7363

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    I didnt say we could have prevented the run up--just said we would be in a more realistic head space if it had'nt happend



    on the 100mil--from Otago Daily times

    He reiterated earlier estimates, of achieving an annual US$100 million ($123 million) turnover within five years, noting the US$100 million was mid-range of estimate

    thats his estimate--wouldnt common sense use that as a benchmark?

    Some are insinuating if that all is lined up and those who wait will miss big time--just read back through some of the posts

    Im predicting more of the same(I guess thats closer to damp squid than rocket)

    Im predicting what Edison said - mainly because I suspect they have been in contact with PEB and we have been forewarned.

    Point is -slow growth is not enough in the long term--they need that boost that may(if edison is correct)is still down the line

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    Well you know, some gloomy random guy on the internet could be correct about Pacific Edge’s goal, or the hundreds of years of collective experience amongst the company’s scientific advisory board, clinical advisory board, and management could be correct also.

    Time will tell I guess.

    Experience garnered from all over the world from those who intimately know what specialist urologists, hospital boards and insurers seek, and management with a successful history of bringing prior biotech products to the marketplace. Not to mention the published clinical evidence demonstrating the products superiority to anything else around.

    http://www.pacificedgedx.com/about-u...ific-advisory/

    http://www.pacificedgedx.com/about-u...ical-advisory/

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    Quote Originally Posted by skid View Post
    I didnt say we could have prevented the run up--just said we would be in a more realistic head space if it had'nt happend



    on the 100mil--from Otago Daily times

    He reiterated earlier estimates, of achieving an annual US$100 million ($123 million) turnover within five years, noting the US$100 million was mid-range of estimate

    thats his estimate--wouldnt common sense use that as a benchmark?

    Some are insinuating if that all is lined up and those who wait will miss big time--just read back through some of the posts

    Im predicting more of the same(I guess thats closer to damp squid than rocket)

    Im predicting what Edison said - mainly because I suspect they have been in contact with PEB and we have been forewarned.

    Point is -slow growth is not enough in the long term--they need that boost that may(if edison is correct)is still down the line
    The realistic head space we are in as of now is a share price of circa 72 cents prior to the announcement of FY 15 earnings. Nobody knows, ( or shouldn't) what that figure is ( including your beloved Edison).
    Im quite happy with this. Further news will be forthcoming from PEB at some stage that may or may not convince the market that it is undervalued. Some of us think it is, some of us think it isnt.
    PEB's goal of 100 mil revenue is an estimate, guideline, ballpark figure giving investors some idea of the magnitude of what is involved. It is by no means a benchmark. Next time you are walking down the street and see a benchmark take note that it is set in concrete.
    So are you happy or unhappy with Edison and your selection of 3.4 mil?
    Would a result 10 % different either side of that figure indicate that perhaps Edison dont get info from PEB and are playing guessing games just like us?

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    Quote Originally Posted by MAC View Post
    Well you know, some gloomy random guy on the internet could be correct about Pacific Edge’s goal, or the hundreds of years of collective experience amongst the company’s scientific advisory board, clinical advisory board, and management could be correct also.

    Time will tell I guess.

    Experience garnered from all over the world from those who intimately know what specialist urologists, hospital boards and insurers seek, and management with a successful history of bringing prior biotech products to the marketplace. Not to mention the published clinical evidence demonstrating the products superiority to anything else around.

    http://www.pacificedgedx.com/about-u...ific-advisory/

    http://www.pacificedgedx.com/about-u...ical-advisory/
    The gloomy guy on the internet was Chris Swann--One thing I think we are in agreement on is that the next result will be far more informative of where things are going than this one.

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    Quote Originally Posted by Minerbarejet View Post
    The realistic head space we are in as of now is a share price of circa 72 cents prior to the announcement of FY 15 earnings. Nobody knows, ( or shouldn't) what that figure is ( including your beloved Edison).
    Im quite happy with this. Further news will be forthcoming from PEB at some stage that may or may not convince the market that it is undervalued. Some of us think it is, some of us think it isnt.
    PEB's goal of 100 mil revenue is an estimate, guideline, ballpark figure giving investors some idea of the magnitude of what is involved. It is by no means a benchmark. Next time you are walking down the street and see a benchmark take note that it is set in concrete.
    So are you happy or unhappy with Edison and your selection of 3.4 mil?
    Would a result 10 % different either side of that figure indicate that perhaps Edison dont get info from PEB and are playing guessing games just like us?
    I dont love Edison-(Im not even a fan)-maybe they are totally wrong--but you asked me for a guess and I believe that they may have more info than you think because of the detail of their report --Its not fact--just my opinion (of course if they get it wrong then we will know Edison was guessing)

    meanwhile I feel you are trying to change the goal posts--before everyone was drooling over the 100mil estimate--Now you seem to think we are taking it to seriously and to use it as a guide is expecting to much, and Mac is saying we are underestimating the figure--maybe you guys should have a chat.
    Last edited by skid; 24-05-2015 at 01:52 PM.

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    It is a nice round number $100,000,000, I also recall David Darling telling us in the past also that it is an indicative objective, certainly as early on as 2011 it was offered as an equivalent to around about a 10% market share.

    Of course since then Pacific Edge have identified several additional applications for the Cxbladder technology suite, and, the market itself is increasing at a rate of 3% per annum, there are 3% more cases of bladder cancer in the US each year that goes by.

    So contextually, it is roughly a 10% market share target after five years of operation within a market that will itself grow 15% within that same time frame.

    The relative scale of contemporaries is also contextual, each diagnostic product has its own potential and clinical market focus, although overall the healthcare sector trends, tailwinds and adoption of the generic benefits these types of diagnostic products is clear and proven now.

    The analyst consensus revenues for Exact Sciences diagnostic product Cologuard for their second year of operation is US$45M, for their third year it is US$162M. A timely comparison as they are around 6 to 12 months ahead of Pacific Edge in a similar commercialisation sequence.

    Whilst the market for colon cancer and Cologuard is larger as the 4th most prevalent type of cancer, it offers some perspective for the bladder cancer market which is the 6th most prevalent.

    Indeed, Genomic Health with their Oncotype diagnostic test for breast cancer, the most prevalent form of cancer, now have a 24% market share US$270M in annual revenues, and, as a company they are now targeting $2B in annual revenues internationally by 2020.

    Quite a humble and understated goal $100M IMO.

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    Quote Originally Posted by skid View Post
    I dont love Edison-(Im not even a fan)-maybe they are totally wrong--but you asked me for a guess and I believe that they may have more info than you think because of the detail of their report --Its not fact--just my opinion (of course if they get it wrong then we will know Edison was guessing)

    meanwhile I feel you are trying to change the goal posts--before everyone was drooling over the 100mil estimate--Now you seem to think we are taking it to seriously and to use it as a guide is expecting to much, and Mac is saying we are underestimating the figure--maybe you guys should have a chat.
    Use it as a guide, indication, ambition, goal by all means
    Dont use it as a benchmark and treat it as hard and fast rule that must be obeyed to the last letter or else the consequences will be to wipe the whole lot and start again because they were ten bucks short.
    I do not drool, dribble perhaps, but definitely not drool.

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    Quote Originally Posted by snapiti View Post
    Or we could let our judgement be swayed by your persistent talking up of prospects.......but first lets look at the charts below showing the performance of the 3 main stocks you have persistently ramp on ST over the last 12 month......PEB ATM CRP

    https://nz.finance.yahoo.com/echarts...EB.NZ;range=1y

    https://nz.finance.yahoo.com/echarts...TM.NZ;range=1y

    https://nz.finance.yahoo.com/echarts...RP.NZ;range=1y
    But snaps me old mate you forget that "Over the long term the SP will always gravitate back toward valuation, it requires no other reason to do so"

    If the Darling interpretation of 'successful commercialisation' is just bringing a product to market with no real ambition of ever making money than maybe the SP has already gravitated back to value, or has further to drop.
    Last edited by winner69; 24-05-2015 at 02:26 PM.

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