PEB - Pacific Edge Ltd

[skid]

Just a note for those long term holders at any cost--can you feel the difference between buying at 93 in a rising SP market,and buying (or holding)at 93 a while back in a falling market?--they are both 93 (and anything can happen)but this 93 is looking a whole lot rosier.

[MAC]

Just a note for those long term holders at any cost--can you feel the difference between buying at 93 in a rising SP ,and buying (or holding)at 93 a while back in a falling market?

Nope, short term sentiment curves are for short termers to follow,

Both up and down 93c is very good value, up to $1.40 IMO. Buy and sell fundamentals, use the sentiment of others as a tool for entry and exit when seldom so required.

In five years looking back those squiggles won't even get a mention on this thread, one year probably for that matter.

[Slam dunk]

The article makes it clear that Management aren't interested in the idea of selling at the moment. They're focussed on driving revenue for shareholders.

[Xerof]

Oh God, here we go again - sorry I even bothered to put the item on the thread. But I did say to wait for snapiti to call it rhetoric, and within a minute - sure enough........

To put it in context, he was talking years not Monday morning, and it is every biotech's dream to eventually be taken out by the pharmas, at a truly ridiculous price. I'm more than happy to wait for that day to arrive.

signing off for another 6 months - bibi

[NT001]

Interesting interview on Kim Hill's show this morning with the brilliant scientist Alan Cooper who made the point that scientists in NZ's CRI structure nowadays are required to spend so much time filling in time sheets and providing weekly reports on whether they've discovered anything that they can't actually focus on discovering anything. I sometimes wonder whether there's an element of such thinking on this thread ... Give us more daily sales reports please, DD, forget about getting on with what the company is obviously very good at. I realise this analogy is somewhat of an over-simplification, but still, IMHO ....

[skid]

Nope, short term sentiment curves are for short termers to follow,

Both up and down 93c is very good value, up to $1.40 IMO. Buy and sell fundamentals, use the sentiment of others as a tool for entry and exit when seldom so required.

In five years looking back those squiggles won't even get a mention on this thread, one year probably for that matter.

Dont agree that 93 down is such a great value--At least it didnt look so good to me (finally I bailed at 89) and (because ive always been interested in this share, reentered at 65 and I can tell you the 93 looks alot better this time than last--Im happier with my 65 good value than my 89(post 93 good value)--agree,things are looking alot better now and happy to hold.

[skid]

Interesting interview on Kim Hill's show this morning with the brilliant scientist Alan Cooper who made the point that scientists in NZ's CRI structure nowadays are required to spend so much time filling in time sheets and providing weekly reports on whether they've discovered anything that they can't actually focus on discovering anything. I sometimes wonder whether there's an element of such thinking on this thread ... Give us more daily sales reports please, DD, forget about getting on with what the company is obviously very good at. I realise this analogy is somewhat of an over-simplification, but still, IMHO ....

I agree just sales reports can be an over simplification NT, Other important things going on in the background.Like this Melanoma thing-(who saw that coming.)Are important also
Sales are obviously important,but not as important if you are about to sign up someone who is going to help you boost them,or take on a partner,etc.----I hope sales are ticking along-but what would really get my pulse racing is that someone established is maybe starting to take notice of little ole PEB.
Im hoping with the melanoma thing (and some signs that management are hard at it) that that scenario is becoming more likely.

[Carpenterjoe]

I know this is all old news, but it seems to be a rather international and reputable website.

http://money.cnn.com/news/newsfeeds/...re/PH05051.htm

I read a similar article on The Australian website.

Seems our little Dunedin company is getting some international attention.

[MAC]

Could be lot’s more coming from the hot house too;

“Pacific Edge also has immediate and perpetual access to any cancer intellectual property emerging from the University of Otago’s Cancer Genetics Laboratory. This relationship has been in place from when Pacific Edge was formed in 2001. This represents a significant future asset.”

http://www.pacificedge.co.nz/investo...tual-property/
http://www.otago.ac.nz/ctcr/research...ago056099.html

That perpetual access is worth future gold I reckon, Pacific Edge could well be pumping out these bladder and melanoma kind of diagnostic test products for years.

It's also pleasing to have seen the company grow to cover the full vertical integration from University research, to product development, to product commercialisation, right through to international direct sales.

The ‘next big thing’ for me is to see that vertically integrated sausage machine start to ramp up the rate of product release over the next couple of years, funded perpetually from revenues and cashflow.

Aside, Hancock’s, they have that European patent for Thrombocytopenia also, perhaps that one is a bit further from development, or is it likely to be a royalties play do you think ?

[Carpenterjoe]

I wonder if the delay in Spain is subject to Oryzon's LSD-1 drug gaining approval.
And both products are released to compliment each other.
If this theory is in anyway correct, this will link back to Roche, who is a partner with Oryzon on LSD-1

It almost seems like a conflict, PEB using Oryzon to distribute, but Oryzon is partnered with Roche, Roche could almost be considered competition?