PEB - Pacific Edge Ltd

[Casino]

If any doubts about how cheap PEB is heres a good table from http://www.interest.co.nz/opinion/68...e-awkward-suit

Yes at these levels PEB has 100m revenue - the stated 5-year goal - priced in. It's scary. But that's based on 10% market penetration with one product. If Cxbladder is really that good, then 80% market penetration or more are possible. Add to that the other products and you'll realize that there is still a lot of upside. Just think how much the product portfolio would be worth in the hands of Roche Diagnostics who know how to play the system top to bottom. Then think how much it would be worth to Roche Diagnostics and that's your price target.

[baller18]

This would not be very ethical, but I have always wondered if I could just ring up the lab in the states and pretend I am one of the patient's wanting to know when my results would be ready..
One day, I'll be Mr. Smith
Next day, Jones, and so on...
Much clearer understanding where sales is heading??

[Casino]

This would not be very ethical, but I have always wondered if I could just ring up the lab in the states and pretend I am one of the patient's wanting to know when my results would be ready..
One day, I'll be Mr. Smith
Next day, Jones, and so on...
Much clearer understanding where sales is heading??

Good plan. I don't think it will work tho. I'm actually very surprised they feel confident about doing ten thousands of tests. For the first year I would have expected very few test and mostly tests from user programs.

[baller18]

Good plan. I don't think it will work tho. I'm actually very surprised they feel confident about doing ten thousands of tests. For the first year I would have expected very few test and mostly tests from user programs.

10K alone would be quite good for the first year, and they have also indicated they could see a profit for the year in 2014... so hmmm.. maybe more than 10k worth of tests then?

[winner69]

Hi Winner, I have seen this comment about David being the the weak link before and find it quite ridiculous and totally unsubstantiated.

Maybe would have been better worded saying if he has a weakness or chink in his armour it is in the area I mentioned. Good risk management by PEB Board has seem them put together the best team they can, including an Advisory Board (think that what it is called) with real commercial experience in the US

How successful they lobby in the US I feel is still key .... it does seem a win or lose game and no in between

[baller18]

Maybe would have been better worded saying if he has a weakness or chink in his armour it is in the area I mentioned. Good risk management by PEB Board has seem them put together the best team they can, including an Advisory Board (think that what it is called) with real commercial experience in the US

How successful they lobby in the US I feel is still key .... it does seem a win or lose game and no in between

Why is DD a weak link winner?

[Casino]

Certndx saw exponential growth. I would hope for that and not worry about the start of the curve. I thought they also see break-even at a slightly later stage?

[baller18]

On the 18th Oct when they announced first commercial sales were achieved in the states, it was 2 days after they had an agreement with fedmed.
I am also curious to know were these commericial sales set off from the fedmed agreement? Does anyone have any ideas?
If so, they these provider contracts are definitely generating sales for PEB..
It does look like they are generating sales, but how significant we can only speculate for now.
But if COMMERICIAL SALES were made straight after from the agreement, then it is definitely a positive sign

[Casino]

By epxonential I mean two data points

Revenues from CertNDx were expected to be $14.5 million in 2013, up from $4.2 million in 2012, and $1 million in 2011.
http://www.linkedin.com/pub/chris-walls/4/71a/500

[Casino]

On the 18th Oct when they announced first commercial sales were achieved in the states, it was 2 days after they had an agreement with fedmed.
I am also curious to know were these commericial sales set off from the fedmed agreement? Does anyone have any ideas?
If so, they these provider contracts are definitely generating sales for PEB..

I can see how PPOs can streamline sales but not how they could drive them.