PEB - Pacific Edge Ltd

[baller18]

The guy I referred to in post #7861 had done at least 29 tests on his own since June last year - just one individual - he is having tests more than monthly. The estimates of the size of the market do not take account of anything like that frequency of testing. Also see the Mad Butcher - doing monthly testing. 60 month is only 60 individuals on that kind of monitoring program. I think the test number will be way higher than that.

Yes Black knat, but these are not sales, these are tests, when do these users start paying for the tests?

Does anyone know? When do these free tests turn into revenue?

That is why I was suspecting the saleS from the announcement from NZX one day after a national provider was signed up could possibly be from a group of users, rather than a single patient...

[Balance]

http://www.smh.com.au/business/marke...424-376kl.html

Excerpt : "The company was rocked yesterday (Wednesday) after it failed to win regulatory approval for the release of its painkiller drug, Moxduo, in the US. The stock dropped from 70 cents to 14 cents on the news."

Biotech is not for the fainthearted or those who want short term immediate gratification, month by month or as some on this thread seem to expect. week by week. It has taken PEB a long long while to get to where they are and some of the shareholders with PEB have been there for over 5 years or more. And the gains they are sitting on are still in excess of 400%.

At this rate, one suspects some of the traders here are going to have heart attacks!

[baller18]

R u BE newguy?

[mcdongle]

Quite right I have built in a level of conservatism into my valuation by only valuing the Cxbladder opportunity in the US. There is clearly very significant opportunity for Cxbladder in the rest of the world. The leading bladder cancer specialist in Japan, Mr O Ogawa, for example is on the PEB advisory board. The guy is apparently a very big deal in Japanese hematological circles , so could be a significant opportunity there.

At the Forbar meeting David darling said they were looking at targeting Japan after the US.

[Minerbarejet]

Can someone do a chart on this thread please, seems to be climbing again.

[Nigel]

I'm flattered, but no.

Just adding to the conspiracy theory... not suggesting anything, just an observation...

A week or two back, there was an 'accusation' that perhaps NewGuy was a reincarnation of Bright 'n' Early (note the spelling). NewGuy denied the allegation, saying something along the lines of "This Brighton guy sounds interesting. Who was he?". I thought it strange that even though this allegation had only come up once or twice, that NewGuy was sharp enough to correct the spelling from Bright 'n' Early to "Brighton". Maybe s/he just recalled the correct spelling from the initial allegation days earlier. Or maybe s/he was very familiar with the name for other reasons.

I'm having one of my contacts at the GCSB look into all of this.

[robbo24]

http://www.smh.com.au/business/marke...424-376kl.html

Excerpt : "The company was rocked yesterday (Wednesday) after it failed to win regulatory approval for the release of its painkiller drug, Moxduo, in the US. The stock dropped from 70 cents to 14 cents on the news."

Biotech is not for the fainthearted or those who want short term immediate gratification, month by month or as some on this thread seem to expect. week by week. It has taken PEB a long long while to get to where they are and some of the shareholders with PEB have been there for over 5 years or more. And the gains they are sitting on are still in excess of 400%.

At this rate, one suspects some of the traders here are going to have heart attacks!

This company produces a medicine/painkiller.

CXBladder is a Laboratory Developed Test (LDT).

LDTs are not regulated anywhere near as much as the painkiller.

The line between the two products is bright.


P.S. baller18 is Sparky the Clown

[Balance]

This company produces a medicine/painkiller.

CXBladder is a Laboratory Developed Test (LDT).

LDTs are not regulated anywhere near as much as the painkiller.

The line between the two products is bright.


P.S. baller18 is Sparky the Clown

But of course - I am simply making a point that this sector is not for the fainthearted.

Personally I would not be surprised if PEB falls back to 60 cents (yes, 60 cents) just as I would not be surprised if it goes to $2.00 within the next month.

There are a few hurdles still to jump through and one big shareholder has been bailing out.

[baller18]

I am flattered robbo!!!!

[nextbigthing]

I heard Moosie is actually DD.