PEB-Pacific Edge

[winner (n)]

Did I see the word PROFIT in the headline

[LoungeLizard]

I thought this comment was intriguing:

"The company is now focused on selective investments to drive commercial execution in the US."
 

[Pierre]

After many twists and turns on the US Medicare roller coaster a positive outcome from Novitas before year-end now seems almost inevitable.

Peter Meintjes has proved to be the right man to lead the company through the US dramas and combined with continuing growth in the APAC region, the trajectory for PEB is looking extremely good.

The SP continues to hover around 27-30cps and I cant help pondering where it might settle when the LCD decision we are anticipating is announced. I'm picking somewhere around 60c until the full financial benefit starts to be realised. Your thoughts?

[Poet]

After many twists and turns on the US Medicare roller coaster a positive outcome from Novitas before year-end now seems almost inevitable.

Peter Meintjes has proved to be the right man to lead the company through the US dramas and combined with continuing growth in the APAC region, the trajectory for PEB is looking extremely good.

The SP continues to hover around 27-30cps and I cant help pondering where it might settle when the LCD decision we are anticipating is announced. I'm picking somewhere around 60c until the full financial benefit starts to be realised. Your thoughts?

Agree with you Peter is a great person to have at the helm right now.

Also, we shouldn't overlook the Chief Commercial Officer James Vaughn who has serious form in commercialising this type of opportunity.

From GPT:


Proven diagnostic commercialization. Vaughn spent 17 years at Genomic Health, including seven as Chief Commercial Officer, where he helped build adoption of Oncotype DX into one of the world's most successful molecular diagnostics franchises.
Experience driving physician behavior change. Convincing urologists to replace or reduce invasive procedures with genomic testing is very similar to the challenge Cxbladder faces. He has already navigated that type of market transformation.
Strong urology network. During the development of Oncotype DX Prostate he built relationships with leading urologists and key opinion leaders, which can accelerate Cxbladder adoption.
Commercial payer expertise. Beyond Medicare, long-term growth depends on commercial insurers. Vaughn has extensive experience in reimbursement strategy and managed care, which should help expand private payer coverage.
Scaling sales execution. Pacific Edge created the new Chief Commercial Officer role specifically to focus on sales, marketing and market access. His role is to convert guideline inclusion and reimbursement into sustained test volume growth.
Track record of creating shareholder value. During his tenure leading commercial operations at Genomic Health, the growth of Oncotype DX contributed to the company's eventual US$2.8 billion acquisition by Exact Sciences. While that does not guarantee a similar outcome for Pacific Edge, it demonstrates experience in scaling a diagnostics business successfully.

[LoungeLizard]

After many twists and turns on the US Medicare roller coaster a positive outcome from Novitas before year-end now seems almost inevitable.

Peter Meintjes has proved to be the right man to lead the company through the US dramas and combined with continuing growth in the APAC region, the trajectory for PEB is looking extremely good.

The SP continues to hover around 27-30cps and I cant help pondering where it might settle when the LCD

decision we are anticipating is announced. I'm picking somewhere around 60c until the full financial benefit starts to be realised. Your thoughts?

Hard to say how much the near-certainty of LCD inclusion is already built in the SP but my guess is that once it's confirmed 50c is definitely achievable.
 
Beyond that I can see the SP continuing to rise as the effect of coverage kicks. We should start to see US volumes and revenues rise, perhaps some form of strategic partnership announcement and the initiative whereby authorised Lab Partners can run PEB tests in their own lab in any geography is a flagged development that could be significant in itself.

I really think the future is bright for PEB, but the market is still being understandably cautious until the financials start to improve, starting with reducing cash burn and then hopefully becoming cash positive/profitable.

[Arbroath]

I think positive LCD only gets the share price to 40-45c and further gains will come once they show much higher test volumes in 2027-2028

[Left Field]

......The SP continues to hover around 27-30cps and I cant help pondering where it might settle when the LCD decision we are anticipating is announced. I'm picking somewhere around 60c until the full financial benefit starts to be realised. Your thoughts?

They say the market is forward looking. PEB's SP has risen approximately 50% YTD.

Perhaps the news of a favourable LCD decision is already partly reflected in the current SP (around $0.30c) and what will drive PEB's SP further north will be PEB's plans revealed around a LCD decision.

Peter Meintjies his team will have been busy planning... (both good or bad scenarios,) and I suspect they will have a list of related PEB announcements and options to announce once the LCD decision is made.   PEB's plans could include;  salesforce changes/additions, new market strategies,  USA legal options, maybe even new partnerships and/or aquisitions, as well as FY27 revenue/profit/loss/cash burn projections etc.

I'm happy to leave future PEB SP predictions to others (and would be v happy at Pierre's $0.60 as my DCA is well into profit at current levels.)

PEB's ASM is coming up on 20 August and we may see some plans revealed then.

[Mr Cashflow]

1-year Return:

PEB NZ: 152.38%
NASDAQ: NVDA: 19.22%

[Left Field]

International Bowel Cancer Group supports integration of urine bio-markers....

https://www.nature.com/articles/s41585-026-01179-y

Conclusion
The IBCG consensus recommendations for biomarkers in bladder cancer provide a framework for the implementation of urine, tissue and serum-based biomarkers into clinical practice. Currently, commercially available biomarkers largely complement — but do not replace — existing clinicopathological variables. The IBCG recommends routine integration of biomarker-informed end points within prospective clinical trials to establish analytical validity and clinical utility.

Just another brick in the wall.....

[LoungeLizard]

I seem to recall PEB talking about the possibi

International Bowel Cancer Group supports integration of urine bio-markers....

https://www.nature.com/articles/s41585-026-01179-y

Conclusion
The IBCG consensus recommendations for biomarkers in bladder cancer provide a framework for the implementation of urine, tissue and serum-based biomarkers into clinical practice. Currently, commercially available biomarkers largely complement — but do not replace — existing clinicopathological variables. The IBCG recommends routine integration of biomarker-informed end points within prospective clinical trials to establish analytical validity and clinical utility.

Just another brick in the wall.....

I seem to recall PEB talking about the potential integrating of bladder cancer screening with bowel cancer screening. If it's do-able then that opens up a whole new pathway and customer base for its products. It would be some way away I would think but a promising potential development for sure.

[Left Field]

Pacific Edge (NZX/ASX: PEB) today announces the appointment of Willy Iglesias as Chief Digital Officer, a role central to the company's strategy to extend its first mover advantage in bladder cancer diagnostics.

Mr Iglesias brings to Pacific Edge deep experience leading digital transformation in complex healthcare environments, including enterprise platform implementation, cybersecurity, privacy protection, information governance and AI strategy. His expertise will help Pacific Edge to establish leadership in digital transformation and AI within global molecular diagnostics to support the company realize the US$10.2 billion global diagnostics opportunity for its Cxbladder tests.

Pacific Edge's Chief Executive Dr Peter Meintjes says: "Willy is joining the company at an important stage in its development. With the company expecting Novitas to finalize Medicare coverage policy for Triage and Triage Plus before the end of the year, we are making selective investments today that enable our commercial team to be more effective and efficient.

"Our highest priority is to develop a commercial team that is focused and disciplined. The most-immediate benefits come from enabling our existing team with digital systems that improve our customer experience with EMR integrations, end-to-end customer service digitalization, digitalizing the administrative requests for patient records needed for reliable reimbursement and providing the scalable customer-centric business systems that underpin our operations."

Mr Iglesias brings more than two decades of technology, digital transformation and executive leadership experience across healthcare, government, education and multinational technology organizations. His appointment supports Pacific Edge's strategy to use digital transformation as an enabler of commercial growth and customer experience.

Mr Iglesias said: "Pacific Edge has assembled a rare combination of patented, non-invasive tests, strong clinical evidence addressing a clear unmet need, and is targeting a substantial global opportunity. I see a clear role for digital and AI in helping translate that strength into scalable growth by making Cxbladder easier to adopt, integrate and use within clinical workflows. Done well, that improves the customer experience, supports more efficient commercial execution and embeds Cxbladder more deeply into everyday clinical practice. I am looking forward to partnering with Peter and the team as Pacific Edge enters its next phase of growth."

Most recently, Mr Iglesias was Chief Information Officer at New Zealand Clinical Research, where he led technology, cybersecurity, data governance and digital transformation programs in a regulated healthcare environment.

He previously held senior technology leadership and consulting roles, including with Microsoft, leading complex cloud, cybersecurity and transformation programs across New Zealand and Australia. Earlier in his career, he held senior technology leadership roles with IBM, Microsoft Argentina, Origin IT and CCL.

Mr Iglesias joins Pacific Edge on 25 August 2026. He holds an Executive MBA from Massey University and a Master of Information Governance with First Class Honours from the University of Auckland, with specialization in artificial intelligence, privacy law, cybersecurity and digital transformation. His professional credentials include industry certifications across enterprise technology, cloud and cybersecurity. He is a published technology commentator and industry speaker and has served in board governance roles with oversight of digital and technology risk.