PEB - Pacific Edge Ltd

[klid]

Golly, said to myself that I won't check the share market today or go looking for news but BAM hear about PEB on the 6 o'clock news! Fantastic!!!

[psychic]

Only half of NZders the US may ask?
Yes this announcement is good news, way overdue I reckon. But I find it very perplexing that in a country such as NZ with a significant public health system, a Govt entity such as this can be set up to represent only 50% of the DHB's. I have personal baggage with the lack of communication and cooperation between DHB's at patient level and this just seems to confirm the "reinvent the wheel" attitude that seemingly pervades in this sector. uggh

[Minerbarejet]

Only half of NZders the US may ask?
Yes this announcement is good news, way overdue I reckon. But I find it very perplexing that in a country such as NZ with a significant public health system, a Govt entity such as this can be set up to represent only 50% of the DHB's. I have personal baggage with the lack of communication and cooperation between DHB's at patient level and this just seems to confirm the "reinvent the wheel" attitude that seemingly pervades in this sector. uggh

Yes but if you look at it PEB has achieved 50% market penetration in one hit.
The rest will probably follow apart from some mavericks.

[baller18]

Ten's of thousands of tests is definitely in reach now huh

[Xerof]

I found the pdf document which has the detailed analysis of the US market but cannot upload it

Its called PEB investor Presentation 2011, page 27 has a table

The numbers produced earlier (remarkably) follow the logic of this presentation, EXCEPT for the number of retests generated in year two, (I used 2, when it seems to be 4)

The table has 1m tests generating 68,800 confirmed diagnoses, so 332 out of 5,000 is about the same proportion.

looked at from another angle, each confirmed case, typically generates 26 tests, which can act as a crosscheck of the logic, i.e. 165 * 26 * 300 is 1.3m pa

in the table, they generate US$100m at 10% penetration.....50%?......don't even go there........

[winner69]

Do you assume a mortality rate in your calcs

[baller18]

Do you assume a mortality rate in your calcs

Don't think mortality rate matters, as it would just be cancelled out by new cases wouldn't it winner?

[Xerof]

Don't think mortality rate matters, as it would just be cancelled out by new cases wouldn't it winner?

I exhaustively checked, crosschecked and triple checked the insurance mortality tables from 1922 to 2012 for a pattern, then compared it to the annual rates of increase for this particular cancer, relevant to the particular population under scrutiny, only to discover they exactly offset.....

Mr Magoo, thanks, I knew you'd deliver

[etrader]

Doesn't all things that matter only exist in these 4 DHBs anyway so basically 100% of nz

[winner69]

Don't think mortality rate matters, as it would just be cancelled out by new cases wouldn't it winner?

Less ongoing tests if the patient dies