PEB - Pacific Edge Ltd

[winner69]

NBT - they might be paying tax by then

[janner]

[QUOTE=nextbigthing;501232]

With so much Info... Talk and Speculation with this stock..

I think that you have summed it up well ..

" You just have to decide if they're going to crack it "

Win some lose some...

Disc... Holding ... Minor..

[AndyLP]

I just had a thought... I am pretty sure that in the last year that I recall seeing some news from PEB about how they have further increased the accuracy of their test, as that is one thing that they want to do -- seems entirely prudent.

Is it therefore likely that we should see an even better result from this Kaiser user program than the initial one?

If the results do come back from this larger study better than the O’Sullivan et al study.. even by just a few percentage points (like the results yielded by the combined study done by Canterbury and Waitemata DHBs where cxBladder detected 90% of all BC) we start getting into interesting territory.
Fairly sure the latest cystoscopy tech has a sensitivity of around 92-95%.
Cystoscopy's first weakness is finding small "in situ" cancers which are generally early stage.
Its second weakness is that it doesn't find cancer in the upper urinary tract. Which as we know, cxBladder can do.

Imagine a study done by medical insurer Kaiser Permanente, on 2000 patients where cxBladder outperformed cystoscopy.

[MAC]

I bought one of these years ago, absolutely invaluable at the time, a recommend a read for just $17.

http://www.amazon.com/Fundamental-An...J269Z6R4YM4FQE

[nextbigthing]

NBT - they might be paying tax by then

Very short envelope Winner.

Vote ACT or someone further right and tax won't be an issue.

[nextbigthing]

Just to be clear - are you assuming a PE of only 10 for a biotech growth stock???

My post is merely running some numbers to see if they stack up and very conservatively at that. Non industry specific.

I absolutely agree that PEB has massive potential especially if they crack one product, then they'll be away. Those numbers are worst case scenario if they do crack it.

[apac]

So there's a chance they will be worth over $1b one day? I'm looking to invest in companies that are worth around $250m today but has the potential to be a billion dollar company. Anything else on nzx in that category?

[Carpenterjoe]

Has anyone any ideas as to the cost of this user programme?

I'm thinking its in the millions,

[MAC]

Has anyone any ideas as to the cost of this user programme?

I'm thinking its in the millions,

It's a 2,000 test at 19% COGS: 2,000 x 550 x 0.19 = US$209k = loose change

Think of it as a marketing budget except with much much better odds of success in leading to what is probably a greater than US$10M per annum contract.

Just one large contract like that, or two smaller ones, secured each year, plus Medicare sales, plus LUG sales, and it put’s that US$100M five year revenue goal into perspective.

Personally I think the risk of prosperity and that goal are both a bit understated.

[Snow Leopard]

Best Wishes
Paper Tiger