PEB - Pacific Edge Ltd

[850man]

On the contrary, this should have been an extraordinary time for Pacific Edge. If the results of an "at home" test could be sufficiently relied upon to defer cystos and a visit to the office during covid then all the tests should have flown.

You are right, the case for CXB is more compelling than ever before with Covid around. The independent reports validate that CXB is accurate so getting uptake should be easy. Some transparency about what this new USA sales team are focusing on would be useful here.

[Minerbarejet]

You are right, the case for CXB is more compelling than ever before with Covid around. The independent reports validate that CXB is accurate so getting uptake should be easy. Some transparency about what this new USA sales team are focusing on would be useful here.

If you cant get in the front gate to see the necessary people due to covid restrictions then the only alternative is word of mouth.

If there are 26 sales people being stymied at all turns there seems to be a shortage of wisdom in engaging more.

The craziness will continue as they discover more and more mutations of Covid.

The Covid speed bump is turning into high altitude 4x4 territory

[psychic]

If you cant get in the front gate to see the necessary people due to covid restrictions then the only alternative is word of mouth.

If there are 26 sales people being stymied at all turns there seems to be a shortage of wisdom in engaging more.

The craziness will continue as they discover more and more mutations of Covid.

The Covid speed bump is turning into high altitude 4x4 territory

Miner, with all due respect, they are not selling shoes.

Surely very few Urologists would not know about Cxbladder? Given sufficient confidence and clinical validity they would be using it. They are not.

Diagnosis / treatment of bladder cancer cannot be deferred, so a home test would be a terrific interim solution right now. It seems to me that the tests are being used (rarely) as an adjunct, and only in a very narrow band of diagnosis.. I think the sales force is needed to promote use within this narrow band (for want of a better term), and that to me says they have a long way to go before acceptance is anything like Pacific Edge claim.

[Harrie]

Well Psychic, the urologists have a choice. They can sit there looking at empty chairs at their medical facility, or they can start getting more proactive and look to their respective professional bodies to do some more DD into urine testing with CXB. At least they have over 7 years of data to chew over. When they finally wake up and start sending tests out to be used by patients in the comfort of their own homes they may see some more consulting revenue come through the door. One thing is for sure. No one wants to go through an invasive uncomfortable cysto where there is only a small chance that they may actually have it. I would go for a NPV of 98% any day rather than a cysto. Add to this the chance of picking up a covid virus at a medical facility and its a no brainer.
Having said that, what is this sales force actually doing? Where are the insurance companies on this. You don't need an army of sales people to calmly enter into a conversation with an insurer packed with statistical data comparing the efficacy of CXB c/f cysto's and the cost differentials between them. Get into the media, run a doco, bring in people that have had unrecoverable effects from cystco's, advertise on social media.
Don't bore us with "its not been proven" BS.

[jimdog31]

Well Psychic, the urologists have a choice. They can sit there looking at empty chairs at their medical facility, or they can start getting more proactive and look to their respective professional bodies to do some more DD into urine testing with CXB. At least they have over 7 years of data to chew over. When they finally wake up and start sending tests out to be used by patients in the comfort of their own homes they may see some more consulting revenue come through the door. One thing is for sure. No one wants to go through an invasive uncomfortable cysto where there is only a small chance that they may actually have it. I would go for a NPV of 98% any day rather than a cysto. Add to this the chance of picking up a covid virus at a medical facility and its a no brainer.
Having said that, what is this sales force actually doing? Where are the insurance companies on this. You don't need an army of sales people to calmly enter into a conversation with an insurer packed with statistical data comparing the efficacy of CXB c/f cysto's and the cost differentials between them. Get into the media, run a doco, bring in people that have had unrecoverable effects from cystco's, advertise on social media.
Don't bore us with "its not been proven" BS.

While the tests may be proven, alas the business model for which forms the basis of the share price, is not.

[winner69]

Hope maxtrade is OK

They’ve taking a beating lately ….and haven’t heard from them for a few days.

[850man]

Miner, with all due respect, they are not selling shoes.

Surely very few Urologists would not know about Cxbladder? Given sufficient confidence and clinical validity they would be using it. They are not.

Diagnosis / treatment of bladder cancer cannot be deferred, so a home test would be a terrific interim solution right now. It seems to me that the tests are being used (rarely) as an adjunct, and only in a very narrow band of diagnosis.. I think the sales force is needed to promote use within this narrow band (for want of a better term), and that to me says they have a long way to go before acceptance is anything like Pacific Edge claim.

Well said! Cancer doesn't stop for covid. A solution to allow testing to continue even with Covid restrictions would seem to me (uneducated in matters medical) as hugely attractive to urologists right now and with numerous independent reports showing the accuracy of CXB, it's not like they are being asked to put faith in a traffic light system. Covid makes a compelling event for PEB sales people, I would like to know that they are leveraging the f*** out of it.

[psychic]

Well Psychic, the urologists have a choice. They can sit there looking at empty chairs at their medical facility, or they can start getting more proactive and look to their respective professional bodies to do some more DD into urine testing with CXB. At least they have over 7 years of data to chew over. When they finally wake up and start sending tests out to be used by patients in the comfort of their own homes they may see some more consulting revenue come through the door. One thing is for sure. No one wants to go through an invasive uncomfortable cysto where there is only a small chance that they may actually have it. I would go for a NPV of 98% any day rather than a cysto. Add to this the chance of picking up a covid virus at a medical facility and its a no brainer.
Having said that, what is this sales force actually doing? Where are the insurance companies on this. You don't need an army of sales people to calmly enter into a conversation with an insurer packed with statistical data comparing the efficacy of CXB c/f cysto's and the cost differentials between them. Get into the media, run a doco, bring in people that have had unrecoverable effects from cystco's, advertise on social media.
Don't bore us with "its not been proven" BS.

Harrie. I imagine that people who are making these decisions on new health technology are quite well informed. The AUA represents Uroloists and those that sit on the panels considering are well qualified.

I am sorry to bore you with the "proof" thing, but there really are levels validation necessary for these sort of tests and more often than not I read that further studies /evidence is required.

This evidence is being gathered all the time and the more Cxbladder is used the more information they have. You will be aware that many of the studies so far are provided by Pacific Edge and bias is something else that those making decisions will consider.

As far as the Insurers go, they like everyone else, wait for more proof. Cxbladder is not covered and investigational only.

[psychic]

Here is a study of the comparative performance of some of the "new age" tests.

https://www.sciencedirect.com/scienc...88931121001838

It is not light reading but here is an extract comparing CxBladder Monitor

cxbladder montor comparison.jpg

The race is on for Pacific Edge...

[Minerbarejet]

Perhaps the AUA would do well to issue some guidelines as to how much "evidence" is required or do we all wait for

them to graciously accept the odd crumb of data here and there until thousands have died or otherwise been affected

negatively through a lack of noninvasive testing.

Lets not forget 70% of our own DHBs have been using CXB in clinical pathways for some time, one would assume with success.

Another piece of the puzzle is in the near future by the looks.

From the HY report

• Analysis of results from Singapore study is underway with publication in early 2022 planned to trigger SEA commercial launch.

SE Asia is considered a bigger market than the USA and and the population has a tendency, more so, towards gastric

cancer, apparently.

Bladder cancer diagnosis is not the only iron in the fire:

From Pacific Edge's own pipeline:

• Gastric cancer (diagnosis): This product is in pre-clinical trials.
• Gastric cancer (triage): The two-biomarker immunoassay for delivery at point of care is currently in development.
• Melanoma (prognosis): Pacific Edge, in collaboration with the Ludwig Institute for Cancer Research, has identified and validated a prognostic gene signature for the identification of aggressive stage II melanoma. The signature is in pre-clinical trials.
• Endometrial (detection): In development.

Quite a way to go here with ADXBladder
• The main points from the evidence summarised in this briefing are from 1 multicentreprospective study including a total of 577 people presenting with haematuria or lower urinarytract symptoms, with suspected malignancy. It shows that ADXBLADDER can detect bladdercancer with 76% sensitivity and 69% specificity.

Not even in the ballpark if this is correct and up to date.