PEB - Pacific Edge Ltd

[Goldstein]

---I dont remember saying that all businesses that go through this cycle are cash cows,on the contrary,many fail--point is ,to expect immediate big time profits is unrealistic......Ill pass on the fusion generator ,thanx

My point is regarding "A great scientific and MARKETING achievement IS worth money". This has a (small?) chance of being totally incorrect. If sales cannot be generated after another few years, if another technology comes along in the meantime, ... then PEB may not be worth anything.

PEB is *potentially* worth a great deal.

[NT001]

My point is regarding "A great scientific and MARKETING achievement IS worth money". This has a (small?) chance of being totally incorrect. If sales cannot be generated after another few years, if another technology comes along in the meantime, ... then PEB may not be worth anything. PEB is *potentially* worth a great deal.

I really think we sometimes spend far too much time analysing the minutiae and don't see the big picture. This Japanese colorectal patent may turn out to be a winner, or it may not, and it may be overtaken by some other product. We just have to WAIT and see, and therefore there's no real reason why the Japanese patent should significantly move the SP. It's not like Wynyard signing up a new client who's going to start paying next month. Nor is it a disaster if this particular patent turns out to be commercially unsuccessful - it doesn't mean "PEB may not be worth anything"

The important thing is that PEB is continuing to get on with the discovery, development and bringing to market of other groundbreaking products, and its strength will ultimately rest (indeed already does) on a portfolio of products, each of which will have a separate timeline of approvals, acceptances and commercial successes/failures. At present we're focusssed on CxBladder but as MAC and others have pointed out, there are other things in the pipeline that we're hardly even aware of and this Japanese patent came out of left field. We don't know the half of what's going on, nor should we for commercial reasons. Let's be patient. I see PEB as a better bet for investors than traders tracking daily SP movements.

[Dentie]

I really think we sometimes spend far too much time analysing the minutiae and don't see the big picture. This Japanese colorectal patent may turn out to be a winner, or it may not, and it may be overtaken by some other product. We just have to WAIT and see, and therefore there's no real reason why the Japanese patent should significantly move the SP. It's not like Wynyard signing up a new client who's going to start paying next month. Nor is it a disaster if this particular patent turns out to be commercially unsuccessful - it doesn't mean "PEB may not be worth anything"

The important thing is that PEB is continuing to get on with the discovery, development and bringing to market of other groundbreaking products, and its strength will ultimately rest (indeed already does) on a portfolio of products, each of which will have a separate timeline of approvals, acceptances and commercial successes/failures. At present we're focusssed on CxBladder but as MAC and others have pointed out, there are other things in the pipeline that we're hardly even aware of and this Japanese patent came out of left field. We don't know the half of what's going on, nor should we for commercial reasons. Let's be patient. I see PEB as a better bet for investors than traders tracking daily SP movements.

Ditto...Ditto!

[Minerbarejet]

PEB is a funnel. It is the medium through which all the related developments and research of Otago University are to be channelled to commercialisation. There are probably many R&D projects well advanced, developing and being planned that will ultimately, if clinically approved, become part of PEB to be utilised or sold off. These would not be considered to be even in the pipeline as yet. Watch this space I reckon.

[barney]

Things seem to be " rocking along " nicely.

http://www.odt.co.nz/news/business/3...an-big-advance

[winner69]

Things seem to be " rocking along " nicely.

http://www.odt.co.nz/news/business/3...an-big-advance

Hope those words get widely read and circulated across other papers outside of Dunedin. David was on the radio this morning so that is good.


Need this hype in keeping the shareprice going up, esp as markets seem to be crashing around the world

Go PEB

[skid]

My point is regarding "A great scientific and MARKETING achievement IS worth money". This has a (small?) chance of being totally incorrect. If sales cannot be generated after another few years, if another technology comes along in the meantime, ... then PEB may not be worth anything.

PEB is *potentially* worth a great deal.

It is worth money because of its potential.--Which is the case with most patents.
People or organizations see the potential in their invention and patent it so no one else can copy it.
I believe there is every reason to factor that into the SP (the market may not agree with me)
The begining stages of alot of businesses are about potential. Xero is a good case in point (no profit there)
Potential is however a very hard thing to put a price on as we have seen with both PEB and Xero. It certainly involves a certain amount of faith because there are so many unknowns.
It got a little bit out of hand in these cases.
Potential does not mean that there is a 100% chance that the product or invention is going to be a success (by definition)
If the Japanese invention does become a success then ,with this patent ,it will then be a success owned by PEB rather than a success that others can compete for.

But setting all this aside it is more the second point that NT brought up that ,to me merits the rise.--It is the fact that PEB is continuing to get on with discovery,and developement--It shows they are continually working .
The big question mark (to me) is the marketing side of things.
We dont really know how well they are doing in that respect BUT these developments in themselves bring attention to PEB as a company.
Once PEB get their market share (hopefully) and can stand on their own 2 feet financially and the potential then becomes getting a bigger market share-it will become a far less speculative play.

[MAC]

Things seem to be " rocking along " nicely.

http://www.odt.co.nz/news/business/3...an-big-advance

“now the first patent had been accepted, Pacific Edge could take the ''very high ground'' in the future by shutting other companies out of the market. Others would struggle to prove inventiveness.”

Cxbladder started to be valued by the market in 2012 when clinical trial results were published in the Journal of Urology and the SP was at 20c. FA's like myself had the benefit of the market analysis and margin information provided by Pacific Edge in the prior 2011 capital raising document set. And, when a proposal for US laboratory construction was announced as a catalyst it was all go.

Cxcolorectal now has clinical trials and patents in place and Pacific Edge tell us the product is being readied for commercialisation but that the focus must be on Cxbladder, probably until positive cashflows are achieved which will finance a launch.

So what will it take for the market to start to value the forward Cxcolorectal revenue stream ?

My feel is that the timing of positive cashflows needs to be a little more certain yet, and analysts will need more information than Pacific Edge have presently publically disclosed in regard to prospective gross margins, market size, value propositions and price point etc.

Would be interested in the thoughts of others, but it seems to me that it may only be around 12 months or so away before we might anticipate a Cxcolorectal strategic plan and a launch announcement shortly after.

I’m presently valuing Cxbladder at $1.85, it’s hard to say how much Cxcolorectal would add to that, but it is possible that Edison have enough information directly from Pacific Edge and the market place to estimate, let’s see.

[skid]

Hope those words get widely read and circulated across other papers outside of Dunedin. David was on the radio this morning so that is good.


Need this hype in keeping the shareprice going up, esp as markets seem to be crashing around the world

Go PEB

Yep ,thats a worry,but ATM PEB seems to be bucking the trend --91 has been taken out and about half of 92.
There was a massive sell order at close yesterday that has disappeared (more games?) Fingers crossed I guess (dont forget the Edison report (sorry ,couldnt resist)

[skid]

“now the first patent had been accepted, Pacific Edge could take the ''very high ground'' in the future by shutting other companies out of the market. Others would struggle to prove inventiveness.”

Cxbladder started to be valued by the market in 2012 when clinical trial results were published in the Journal of Urology and the SP was at 20c. FA's like myself had the benefit of the market analysis and margin information provided by Pacific Edge in the prior 2011 capital raising document set. And, when a proposal for US laboratory construction was announced as a catalyst it was all go.

Cxcolorectal now has clinical trials and patents in place and Pacific Edge tell us the product is being readied for commercialisation but that the focus must be on Cxbladder, probably until positive cashflows are achieved which will finance a launch.

So what will it take for the market to start to value the forward Cxcolorectal revenue stream ?

My feel is that the timing of positive cashflows needs to be a little more certain yet, and analysts will need more information than Pacific Edge have presently publically disclosed in regard to prospective gross margins, market size, value propositions and price point etc.

Would be interested in the thoughts of others, but it seems to me that it may only be around 12 months or so away before we might anticipate a Cxcolorectal strategic plan and a launch announcement shortly after.

I’m presently valuing Cxbladder at $1.85, it’s hard to say how much Cxcolorectal would add to that, but it is possible that Edison have enough information directly from Pacific Edge and the market place to estimate, let’s see.

I think you need to put a time frame on that valuation for clarity,Mac.