IT is definitely less speculative than it was 2 years ago but PEB must now show real traction - something it must address at the AGM. The honeymoon is over.
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Roger - I'm really glad to hear you're going to be ok! That's excellent news! Regarding your analysis though - you frame the question as whether or not CxBladder will take over from cystoscopy. I didn't think that was PEB's primary objective/intention. I thought Cxbladder is intended to be more of an adjunct to cystoscopy, replacing cytology.
Correct SD, but the long term goal (see AHRQ) is to replace cystoscopies altogether with perhaps a collective of non invasive tests
http://www.effectivehealthcare.ahrq....productid=1941
Thanks mate...yeah that's how I understood it but the way the urologist was talking it seems cytology is here to stay so unless the Govt fund CX bladder tests here instead of cytology it appears the investigative methodology I went through will remain the status quo in N.Z. for the foreseeable future. It would be interesting to know the difference in costs between the 3 stage urine sample cytology and a one-off CX Bladder test.
Who knows maybe the N.Z. govt will wake up and smell the coffee after realising the cost difference isn't much ?
One thing this last 2 months has taught me, Nobody knows how long they've got...now where did I put that Jaguar brochure :)
I though the goal of Cxbladder was to replace the aging NPM22 tech and to become an adjunct to the gold standard, perhaps I read that wrong several times ?
Agree though, the outcome of the AHRQ could be profound, they’ve limited the study to the existing urine based tests presently selling into the market including Cxbladder, and Cxbladder clinically outperforms the others.
If the AHRQ deem as an outcome that the gold standard, or part therein, should be replaced by urine based biomarker tests, that $100M revenues 10% market share goal may seem really quite understated looking back.
Exactly MAC.
There are many other tests out there, but this study has been confined to the existing FDA approved tests AND Cxbladder only.
On the replace or adjunct issue, it is clear that while biomarkers may have the potential to replace cystoscopy, it will be a lot easier to slip the test alongside for a few years first.....
I may have dropped the ball on this one, but have you lot seen
http://www.nbr.co.nz/article/analyst...er-db-p-160036
Looks like there's a big buy order for PEB at 76c
Thanks for your insights Roger--one thing for sure-by the end of this journey we will know alot more about selling into the medical field,one way or another (as apposed to something like XRO)