PEB - Pacific Edge Ltd

[Minerbarejet]

I dont see PEB as being anything other than the best place to chuck some money and wait for the action.

Apart from ASX:CDY that is related through the MK component of the cxBladder test.

Seems that Covid might be a further development there with MK, plus they would appear to be an ideal candidate for any

Aus clinical involvement of the cxBladder test as a suitable testing site subject to CLIA approval.

IMHO

[DonkeyKong]

A further 2c worth. The best part of the recent PEB spiel for me was the statement of their intention to have a focus on getting the test to primary care. This is where the real potential for growth lies and where CxBladder can have a major effect on the diagnosis of bladder cancer at considerable cost savings and far greater convenience to the patient. I can see why PEB had to aim at the specialist Urologists first but soon GP's will be clamouring for access to it (IMHO). Hold and buy.......

Agreed, albeit with my limited knowledge, primary care usage seems like it would be both great for patients convenience and great for freeing up medical resources. A double win. Sounds awesome.

And Kaiser is meant to have started commercially using Cxbladder Triage from August 2021. This should hopefully mean there is an uptake of primary care providers starting to use CxBladder from this quarter.

Will be interesting to see their half year results.

[Beat the Bank]

I've applied for the full $50k yesterday. Hoping scaling won't be huge.

Neophyte Have also applied for the full $50k.

As I understand it we do not have to get applications in just yet. Nothing wrong with getting in early unless something changes next week.

You should complete your application allowing sufficient time for it to be received by 5.00pm NZDT on Wednesday 13 October 2021.

[Rokko]

I dont see PEB as being anything other than the best place to chuck some money and wait for the action.

Apart from ASX:CDY that is related through the MK component of the cxBladder test.

Seems that Covid might be a further development there with MK, plus they would appear to be an ideal candidate for any

Aus clinical involvement of the cxBladder test as a suitable testing site subject to CLIA approval.

IMHO

My first post -Hope this is how it's done.
Hi MBJ. I agree PEB is up with the best places to chuck some money but need enlightenment about CDY. I took a small punt on them over a year ago(probably after a mention of yours). But I understood early this year they divested that side of the business(Lyramid) though will share in future profits. They must rate as a poor performer for me.
My winner on the ASX has some similarities to PEB. ADO(Anteo Diagnostics Ltd) appear to have a winner Rapid Antigen Test for covid(& easily adaptable for other viruses) but questionable strategies regarding turning into a profitable product.

Been a PEB holder for over 10years. A believer in their science, but trying to catch a falling sword in 2014 left me scarred. Long been irrationally overweight in PEB(even when sitting on a 50% loss immediately before last year's Kaiser announcement). On that announcement I plunged in with the biggest share purchase of my life that has turned out almost unbelievably/bewilderingly successful. Being such a believer I considered gathering every $ I've got and investing all in PEB. Then I asked myself "What could possibly go wrong". I small amount of imagining decided me against that.

So now I'm probably insanely overweight in PEB. But if they keep going up what can I do? Sell? (I did let a small portion go at $1.55 the other day).

I appreciate the posts on ShareTrader including the cautionary ones that are often food for thought. Thanks Balance ,Psychic

[Minerbarejet]

My first post -Hope this is how it's done.
Hi MBJ. I agree PEB is up with the best places to chuck some money but need enlightenment about CDY. I took a small punt on them over a year ago(probably after a mention of yours). But I understood early this year they divested that side of the business(Lyramid) though will share in future profits. They must rate as a poor performer for me.
My winner on the ASX has some similarities to PEB. ADO(Anteo Diagnostics Ltd) appear to have a winner Rapid Antigen Test for covid(& easily adaptable for other viruses) but questionable strategies regarding turning into a profitable product.

Been a PEB holder for over 10years. A believer in their science, but trying to catch a falling sword in 2014 left me scarred. Long been irrationally overweight in PEB(even when sitting on a 50% loss immediately before last year's Kaiser announcement). On that announcement I plunged in with the biggest share purchase of my life that has turned out almost unbelievably/bewilderingly successful. Being such a believer I considered gathering every $ I've got and investing all in PEB. Then I asked myself "What could possibly go wrong". I small amount of imagining decided me against that.

So now I'm probably insanely overweight in PEB. But if they keep going up what can I do? Sell? (I did let a small portion go at $1.55 the other day).

I appreciate the posts on ShareTrader including the cautionary ones that are often food for thought. Thanks Balance ,Psychic

Probably in order to not derail this thread you could observe some of the recent posts on the ASX forum of ST under the CDY a hair raising stock section and ask any questions there.
Cheers
Miner

[Rokko]

Thanks for pointing me there Miner
Very informative.
Cheers
Rokko

[Rokko]

Thanks for pointing me there Miner<br>Very informative.<br>Cheers<br>Rokko

[Watchful]

I’m still holding some real concern with the timing of the dual listing and cap raise.

If test numbers, medicare receipts, progress as such, has continued to grow in Q2 in the manner they have been giving us the impression of, then surely they would have been better served waiting until the HY results to pass the hat around again?

Late Nov 2018 - Interim results and cap raise
Late Nov 2019 - Interim results and cap raise
No need for placement in 2020 due to ANZ July buy-in following LCD inclusion.

I realise they may not have wanted to wait another two months until their traditional announcement period and risk losing momentum, however with the HY finishing yesterday, they would have easily been able to give some guidance regarding completed tests for the HY, if they had only waited a couple of weeks. Perhaps they didn’t feel Q2 would be viewed so favourably?

The offer document quite nicely integrated the Q1 results to make a very progressive chart, but the most forward-looking I can see beyond that point is “the company continues to deliver month on month increases in revenue and test numbers.”
Constant increases are excellent, but by how much, is the question?

Either way, they’re shortly going to have a nice foundation of $100m in cash no matter the results to come.

Discl: had become heavily overweight, balanced down to a much more comfortable level over recent months. Can’t help the feeling we’re never getting the full picture with each announcement.

Hopefully I’m being overly pessimistic and faithful holders get to enjoy the spoils for years to come.

[jridler]

Worth rehashing the link to this video (I believe it's been posted in this forum previously) to highlight the efficacy of Cxbladder under a wide sample. No false negatives is very impressive.

https://grandroundsinurology.com/ind...ladder-cancer/

[Brain]

Thanks for posting. Cystoscopy is commonly referred to as the gold standard. From what I have been reading it seems to me that CX bladder totally out performs Cystoscopy. Referring to cystoscopy as the brass standard might be more accurate. Unfortunately now there appears to be very few dissenting points of view on this thread. We are left with psychic as the only person who comes to mind. Maybe Psychic would like to comment on this.