-
20-12-2021, 09:57 AM
#20221
Originally Posted by Count von Count
Funds rebalancing, 850 man
Yes, PEB SP increased so much this year, some pre Christmas funds rebalancing by the looks of it seeing values would have proportionally increased so much for PEB holdings. Upwards trend to resume once end of year rebalancing resets.
Last edited by Maxtrade; 20-12-2021 at 02:47 PM.
-
29-12-2021, 11:20 PM
#20222
Member
Originally Posted by Maxtrade
Yes, PEB SP increased so much this year, some pre Christmas funds rebalancing by the looks of it seeing values would have proportionally increased so much for PEB holdings. Upwards trend to resume once end of year rebalancing resets.
Nah. Rebalance is just another word for a reality check. You are not going to rebalance downwards if there is a frequent string of positive announcements about adoption. In fact institutions will rebalance upwards should that be the case. Its just changing perceptions over the length of time it is going to take to attain significantly more adoption and with it significantly more lab throughput. In the absence of news there will always be a rethink of strategy driven by uncertainty.
-
30-12-2021, 10:33 AM
#20223
Member
Having said that it’s just a matter of time before increasing adoption takes place. If a medical facility like Johns Hopkins widely adopts Cxb as a clinical basis for determining whether a cystoscopy is necessary then the SP will react very positively. I would not want to be short if that announcement was made, nor if any other significant adoption announcement was made.
-
17-01-2022, 11:17 PM
#20224
Member
No news....uncertainty....cover the downside.... slow slide backwards
-
18-01-2022, 12:56 AM
#20225
Member
Originally Posted by Harrie
No news....uncertainty....cover the downside.... slow slide backwards
The results of the Singapore study should come out soon, ie early 2022. Hopefully with good news
-
18-01-2022, 01:03 PM
#20226
Member
Indeed DK but they need more than a successful study result they need adoption on a bigger scale to support the current valuation
-
20-01-2022, 07:04 AM
#20227
This came out this morning adding further " grist for the mill".
https://www.docwirenews.com/gu-oncol...ce-cystoscopy/
-
20-01-2022, 08:27 AM
#20228
Member
Originally Posted by Minerbarejet
Thanks for posting that Minerbarejet, we're hoping that 'CxBladder Monitor is “emblematic of a new normal” in urology.'
-
25-01-2022, 10:27 AM
#20229
Member
As a refresher, did PEB ever get that lump sum payment/reimbursement for the initial testing that was done as part of the ramp up to full approval by medicare, medicaid, and blue cross/blue shield. I think it was mentioned that there could be a reimbursement payment of something like 30 Million on lab testing of a normal invoiced value of 90+ Million. It was an optimistic view, that I've yet to find any follow up on? Would have been a nice little non dilutive cash bump.. Probably missed an announcement around this in the last 18 months of share price excitement!
-
25-01-2022, 11:37 AM
#20230
Originally Posted by bulyak
As a refresher, did PEB ever get that lump sum payment/reimbursement for the initial testing that was done as part of the ramp up to full approval by medicare, medicaid, and blue cross/blue shield. I think it was mentioned that there could be a reimbursement payment of something like 30 Million on lab testing of a normal invoiced value of 90+ Million. It was an optimistic view, that I've yet to find any follow up on? Would have been a nice little non dilutive cash bump.. Probably missed an announcement around this in the last 18 months of share price excitement!
No, payment not received nor was it ever very likely imo.
Cxbladder is still not covered by Bluecross or any of the US Insurers. With sleight of hand there was the announcement that United Healthcare now covered the tests but this was under its medicare policy only, not those it underwrites itself.
Tags for this Thread
Posting Permissions
- You may not post new threads
- You may not post replies
- You may not post attachments
- You may not edit your posts
-
Forum Rules
|
|
Bookmarks