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  1. #9471
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    Quote Originally Posted by MAC View Post
    A lot of investors rely on these reports, for some reason they have jobs and kids and lives and just can’t find the time to research and sit about googling and blogging on ST all day. I don’t think it’s a generally a well understood investment in the market place at present, but that's what Edison type reports are for at the end of the day.

    Agree though, by December Cxbladder triage will have been launched, perhaps a valuation of a possible melanoma companion diagnostic proposition worked up, perhaps a second HMO user programme announced, a draft AHRQ report released, and as you say perhaps some better clarification timing on the release of CMS revenues too, all that for xmas.
    and perhaps even some sales!

  2. #9472
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    Quote Originally Posted by ghostrider68 View Post
    and perhaps even some sales!
    It's too early for significant sales, it was last year and it is this year, and Pacific Edge have advised as much if one cares to lay out the commercialisation sequence for a walk over. I really don't know why some folk expect more than what is gaugeable with a little research, but there is always room for blind hope.

    The reporting period end's next week so we should not anticipate any retained CMS revenues to be reported at HY15 unless an announcement is imminent in the next few days, significant revenues from a Kaiser Permanente contract would probably start to fall in HY16. There may be some token sale's to independent urologists in HY15 through the network providers, but that's not the core business focus is it.

    My estimate is 1,000 to 5,000 sales and 5,000 to 10,000 tests performed in HY15.

    Around 10 to 15 HMO/CMS/VA type contracts are required over the five years to meet the $100M revenue goal, sales will 'step up' as each contract becomes actionable, but not before.

    That’s 2 or 3 contracts per year going forward starting with a gradual ramp up curve with Kaiser Permanente first up early next year.

  3. #9473
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    Its interesting all this behind the scenes stuff--looks like 89 has been taken out and a chunk of the 90--Just watching closer than usual as a result of Hoops B band statement.
    (doesnt mean a significant move in one or the other direction would be immediate,but last time ,thats how it played out.)

  4. #9474
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    Just FYI, hopefully a little boost for the SP

    GENERAL: PEB: Japan grants PE patent for colorectal cancer prognostic

  5. #9475
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    Quote Originally Posted by Derain View Post
    Just FYI, hopefully a little boost for the SP

    GENERAL: PEB: Japan grants PE patent for colorectal cancer prognostic
    they have done it again, another one out of left field that nobody knew anything about! Well done PEB

  6. #9476
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    Looks like that has taken 90 out as well (at least as far as depth info is concerned)
    Last edited by skid; 25-09-2014 at 08:51 AM.

  7. #9477
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    Quote Originally Posted by Derain View Post
    Just FYI, hopefully a little boost for the SP

    GENERAL: PEB: Japan grants PE patent for colorectal cancer prognostic
    Excellent work by PEB.

    I know personally people who would benefit so much from this type of diagnostic test.

    It would make life so much less stressful for them, and, as they put it they mightn't necessarily have to be "put on the spit by cameras."

  8. #9478
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    Yep,I had that-not a great way to spend your time(although it was interesting to actually watch the monitor [I didnt get drugged up]---But for me it was the cleaning out process that was much worse --drinking the horrible laxative stuff (3 liters) the day before Yuk! (I was amazed how clean everything was in there[you hear all this talk about rubbish and toxins building up] Didnt see any of that.

    (I was ok by the way) but I can totally agree with your point of avoiding that proceedure

  9. #9479
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    Quote Originally Posted by Derain View Post
    Just FYI, hopefully a little boost for the SP

    GENERAL: PEB: Japan grants PE patent for colorectal cancer prognostic
    Yep, I'm sure thousands of traders and investors out there will have read that and said "Gee, we better get into PEB pronto, eh" but then they'll have paused and said "Hang on, that's merely a great scientific and marketing achievement, we still haven't seen any sales reports this week, which is what we really want to hear. Nah, flag it away."

  10. #9480
    Advanced Member robbo24's Avatar
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    Quote Originally Posted by skid View Post
    Yep,I had that-not a great way to spend your time(although it was interesting to actually watch the monitor [I didnt get drugged up]---But for me it was the cleaning out process that was much worse --drinking the horrible laxative stuff (3 liters) the day before Yuk! (I was amazed how clean everything was in there[you hear all this talk about rubbish and toxins building up] Didnt see any of that.

    (I was ok by the way) but I can totally agree with your point of avoiding that proceedure
    I attended a meeting with my friend with a gastric doctor/specialist (whatever they call themselves).

    I was very surprised to hear that the specialist had "forgotten" to check the test results with the cancer specialist.

    All that meant was another few months of waiting in fear of having cancer for my friend.

    Would be great to be able to buy my friend a CXCOLORECTAL test (or whatever it will be called) to at least shun that uncertainty.

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