PEB - Pacific Edge Ltd

[Minerbarejet]

Thats what I like about this thread, its so peaceful, with a couple of well informed posters putting out positive and constructive debate.

It does seem to me though that this melanoma test has been moved forward quite a bit in the pipeline so it can become available to any drug manufacturer, and there are many, who may wish to establish the agressiveness before proceeding with trials. It would perhaps be unwise to make any binding contracts with one company alone. Others may be more successful with their drug eventually but would have been quicker with access to the PEB test.

[Carpenterjoe]

OK MAC, I agree with that, a clinical trial for a prognostic test is data gathering for effectiveness & utility i.e. sensitivity, specificity etc. (the drama) and is quite straight forward (compared to drug trials) if you get the samples at a good rate. The clinical trial for CxBladder took two years to get the 485 patient samples from 11 urology clinics across Australasia, 2007 – 2009 then the numbers need to be crunched i.e. positive, negative or maybe and was published 2012.

A clinical trial for a drug is much more involved because it is effectiveness, utility, dosage, side effects etc. and you could wait months or even years to even see if the drug gives results, so the prognostic test could be through the trial long before the drug. But, it was still an exciting bit of news and it should be a good earner one day.

Is it likely that competitive conflicts could effect possible partnerships?

[Carpenterjoe]

I really do not know, but it is a good point; there may well be conflicts. Pacific Edge need tumour samples to undertake a clinical trial, so whether it is a drug company in conjunction with their trial; or, surgeons that provide samples for the Ludwig Institute (USA) the trial doesn’t care.

As Miner points out, will it be an exclusive deal? I wish we knew, unfortunately, we will guess until a market release comes out and then we will say “of course it was so obvious”

This issue is a small concern of mine, now that PEB are going it alone with cxbladder, it might make it difficult to get agreements with companion drug developers whom already have partnerships with the big players. PE might need to start developing treatments, not just diagnostic tests! Think I need to do some research into companion agreements.

[MAC]

This issue is a small concern of mine, now that PEB are going it alone with cxbladder, it might make it difficult to get agreements with companion drug developers whom already have partnerships with the big players. PE might need to start developing treatments, not just diagnostic tests! Think I need to do some research into companion agreements.

Here’s an interesting read on companion diagnostics, it’s an older article from early on when the concept was formative and explains it all well, a quick google will find more.

http://www.genomeweb.com/dxpgx/compa...agnostics-take

I’m not sure I buy into any colourful conspiracy theories Carpenterjoe. Successful examples of pharmaceutical companies, I assume they are the big players you refer to, signing up with specialist molecular diagnostic companies just like Pacific Edge are really not very hard to find.

In addition to the Oryzon/Roche agreement I posted last week, here’s some agreements found without effort;

http://www.fiercebiotech.com/press-r...in-tumor-pat-0
http://biocartis.com/news/article/bi...gnostics-tests
http://investor.myriad.com/releasede...leaseid=773387

[Carpenterjoe]

Here’s an interesting read on companion diagnostics, it’s an older article from early on when the concept was formative and explains it all well, a quick google will find more.

http://www.genomeweb.com/dxpgx/compa...agnostics-take

I’m not sure I buy into any colourful conspiracy theories Carpenterjoe. Successful examples of pharmaceutical companies, I assume they are the big players you refer to, signing up with specialist molecular diagnostic companies just like Pacific Edge are really not very hard to find.

In addition to the Oryzon/Roche agreement I posted last week, here’s some agreements found without effort;

http://www.fiercebiotech.com/press-r...in-tumor-pat-0
http://biocartis.com/news/article/bi...gnostics-tests
http://investor.myriad.com/releasede...leaseid=773387

Cheers Mac,

I'll give these a read sometime.
Defiantly not into conspiracy theories, but basic business logic, of not supporting your competition. PEB are now in direct competition with the big boys, the likes of Abbotts and any other large enterprise developing or selling bladder diagnostics. I really don't know enough about it, but I will soon

[Carpenterjoe]

On a side note, I'm thinking of becoming a tiny Cellmid shareholder to allow me to attend the AGM here in Sydney. Just interested in your thoughts? Waste of time or not?

[klid]

On a side note, I'm thinking of becoming a tiny Cellmid shareholder to allow me to attend the AGM here in Sydney. Just interested in your thoughts? Waste of time or not?

I saw 8c+ a share valuation somewhere recently which ignited my interest.

[NT001]

On a side note, I'm thinking of becoming a tiny Cellmid shareholder to allow me to attend the AGM here in Sydney. Just interested in your thoughts? Waste of time or not?

Good thinking, since you're there on the spot, CJ. I bought a few the other day (they're quite low at present), just to add to my perspective on PEB. I think many of us could be interested in what comes out of the AGM, as they do seem pretty keen on the relationship with PEB and also have quite a few other irons in the fire that are kind of relevant to the PEB product portfolio.

[skid]

This issue is a small concern of mine, now that PEB are going it alone with cxbladder, it might make it difficult to get agreements with companion drug developers whom already have partnerships with the big players. PE might need to start developing treatments, not just diagnostic tests! Think I need to do some research into companion agreements.

I wouldnt take that going it alone as the gospel--Its an ever changing world out there.
That may be the strategy right now -but an offer on the table that benefits both parties should never be ruled out.

[Dentie]

Damn traders ...can't bear to see the SP go up more than 2c before they start to panic and hit "sell"...