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.

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