PEB - Pacific Edge Ltd

[davflaws]

Dont have to guess.
Here is why.

https://mailchi.mp/pelnz/us-clinical...r?e=7af75b8630

They have been busy getting the facts of the whole issue.

So why can't I find any reference to Cx Bladder in the article?

[Minerbarejet]

No direct reference that I can see either but it does say "safer, non-invasive and accurate diagnostic tests".

Cx Bladder qualifies on all three counts.

Its a bit like the inclusion in the NCCN guidelines earlier as " Urine tumor marker testing" "Your doctor may consider doing this testing in the first 2 years after treatment"

Cx Bladder again qualifies as a Urine tumor marker test

[Drew95]

Dont have to guess. Here is why. https://mailchi.mp/pelnz/us-clinical...r?e=7af75b8630 They have been busy getting the facts of the whole issue.

I have been thinking about this and trying to evaluate the dribbles of information that we get from time to time, in a rational manner, as far as that is possible.

Here is my logic - if a substantial org in the health sector is to adopt new technology, I would assume 2 conditions would need to be met in order to get it across the line

1. Significant falsifiable evidence that the existing tech is not up to scratch (IE could be improved upon)
2. Significant falsifiable evidence that there is an alternative tech which is measurably, and cost effectively better

If we can agree that #2 has been shown to be true in the case of CX bladder, then said orgs would then need to fulfill the first condition, prior to the adoption of the new tech.

My re-reading several times of this release suggests to me that the first condition has now also been met by this study - a study that was possibly conducted in direct response to the evidence already provided regarding #2.

Conclusion - I agree with the statement 'All this time they have been busy getting their facts'.

Its as much fun as watching grass grow in slow motion though

DISC: Holder, accumulator.

[Minerbarejet]

Good analysis Drew

Item 2 I would add safer as well.

A study that finds the existing tech in some instances is creating other cancers as well as locating the originals has to be pinpointing a serious shortcoming.

Agree with the glacial pace but given the size of the study much work has gone into it.

Its a great shame the Study participants (Kaiser et al) were unable to adhere to time frames set out for them by unconnected invisible third parties in remote countries.

[davflaws]

I am sure Balance will shortly disabuse any of us who are foolish enough to believe the quoted paper is grounds for hope.

[Drew95]

I am sure Balance will shortly disabuse any of us who are foolish enough to believe the quoted paper is grounds for hope.

'In the absence on information, people make up their own facts.' I suppose I had better plead guilty.

Its getting to be a bit like a suspense thriller - I just want to turn to the last page and see how it ends!

[trader_jackson]

https://www.nzx.com/announcements/333560
Announced April he was joining

https://www.nzx.com/announcements/342056
He leaves 5 months later, holding 900k shares.

Whats going on?

[Sideshow Bob]

https://www.nzx.com/announcements/333560
Announced April he was joining

https://www.nzx.com/announcements/342056
He leaves 5 months later, holding 900k shares.

Whats going on?

Dunno but not a good look.....

[Leftfield]

https://www.nzx.com/announcements/333560
Announced April he was joining
https://www.nzx.com/announcements/342056
He leaves 5 months later, holding 900k shares.

Whats going on?

Not looking good..... particularly along with the following.

Crikey! The CFO has ruled out growing PEB into a larger organisation....

"Pacific Edge Limited advises that Kate Rankin has resigned as Chief Financial
Officer with effect from 19th December 2019, to take up an opportunity with a
larger organisation."

Details here

Bad news comes in three's....2 down. What's next?

[percy]

Taken in conjunction with the CFO's recent resignation it looks very bad.