PEB - Pacific Edge Ltd

[Minerbarejet]

In the interests of higher learning could you please explain " colycanthian" as google doesn't seem to have heard of it.
Just interested. Its either cod liver oil in reference to SEA or snake oil perhaps in a different context.
Cheers

[ziggy415]

Biosimilars are “something many people have been waiting for for a decade or more,” said Michael Kleinrock, director of research development at the IMS Institute for Healthcare Informatics. “There are a number of uncertainties surrounding these applications. The attitudes of doctors, insurers and patients are far from clear and it will take several years to see how this evolves.”

an article from bloomberg news....seems doctors are slow to change....could show just how hard for PEB to break into USA......dont shoot me ...just the messanger

[ziggy415]

“Some cause happiness wherever they go; others whenever they go.”Oscar Wilde

classic...i love it.....must remember that when the rellies come round

[ziggy415]

If you just post irrelevant snippets of articles of other medical sectors and then add an unrelated comment without any validation, it’s not much use really is it?

Here is the full article.

HyperLink: $250 Billion in Biotech Drug Savings on Brink of Arrival

It may be irrelevant to you but to me it indicates that trying to break into usa market is hard for everybody....if usa medical procedures find it hard to break into usa markets it going to be damned hard for Peb.....I thought Peb investors with an open mind may have found it interesting.....

[MAC]

Sounds like the USA must have become a bank vault, hard to break into.

It’s actually a tale of three vertically integrated organisations, two of which are New Zealand based, University of Otago and PEB, and the other PEDusa which is a US company full staffed and managed by local expertise with really very good within sector prior experience, if one cares to read the CV’s.

Nothing to break into Ziggy, PEDusa already exists, it’s early days, and they may and should just grow like any other US start-up company with great potential. On deck too with a first mover advantage and the best tech available in the bladder cancer diagnostic market.

[cammo]

I hear they also have quite large assumptions about a certain colycanthian liver oil producer.

I believe he means Coelocanth

[winner69]

Still reckon that 110 is a good target for this uptrend.

After that time to reassess because it has been strong resistance in the past and fundamentally more than fair value at this stage of PEBs evolvement

This is pure trend following. Nothing to do with what PEB does or whatever. That is all 'noise' at the moment. I ignore all that and just follow the sentiment of the broader market (whether it be right, wrong, irrational or exuberant or whatever - that does not worry me)

A ~60% profit will be good. More than half way there already and unless something drastic really happens more than 30% locked in.

The trend is your friend

That's my story anyway and I sticking to it.

[ziggy415]

Still reckon that 110 is a good target for this uptrend.

After that time to reassess because it has been strong resistance in the past and fundamentally more than fair value at this stage of PEBs evolvement

This is pure trend following. Nothing to do with what PEB does or whatever. That is all 'noise' at the moment. I ignore all that and just follow the sentiment of the broader market (whether it be right, wrong, irrational or exuberant or whatever - that does not worry me)

A ~60% profit will be good. More than half way there already and unless something drastic really happens more than 30% locked in.

The trend is your friend

That's my story anyway and I sticking to it.

Winner, without trying to sound dumb, if you hadn,t circled the death cross i wouldnt have known it was one but it certainly meant something to a lot of people because the sp did drop but why the sp climb when no news to kick off un up trend... what triggers the climb

[digger]

[QUOTE=ziggy415;504512]Winner, without trying to sound dumb, if you hadn,t circled the death cross i wouldnt have known it was one but it certainly meant something to a lot of people because the sp did drop but why the sp climb when no news to kick off un up trend... what triggers the climb[/QUOTE

A life cross.

[MAC]

A short term view but it would be nice to see a longer term trend line form off regular announcements now.

The thing is though that customer agreements can also occur at anytime, each agreement that comes along should in theory cement another step up toward de-risked valuation, but one can’t predict the timing unless your name is Jackie Walker.

That five year goal of $100M in revenues may well be met with just a handful of agreements, perhaps even just 10 or 15 across that whole five year time frame, Kaiser Permanente first and onward upward on a curve from there.

Potentially companion diagnostic windfall agreements along the way for the prognosis products, melanoma and colorectal. And, of course a release at some point of the revenues accrued with Medicare.

Most of the larger shareholders, perhaps with the exception of Huljich, seem to be content to keep Pacific Edge as a long term bottom draw holding, rightfully so IMO as I’ve a de-risked valuation of FY16 $2.95 excluding pipeline commercialisation.

Profitability and de-risking may well be just 12 to 18 months away now, be nice to see a more confident line toward that point now that the market seems more satisfied with early progress.