PEB-Pacific Edge

[Basil]

Help me out mate. I know it's PEB v MFB and it's at the end of the year, 31 December and I presume we were wagering on total shareholder return so MFB's 1.15 cent divvy paid mid year is factored in and any other dividend before year end ?

Now what was the bet ? Lunch and drinks at late February's get together in the Viaduct if my memory serves me correctly ?

I fancy my chances 

[Pierre]

Hi Basil
The bet is on which company has the highest SP at COB on 31 December.

However, I'm quite happy for you to add the MFB divvies to their SP - I think you might need the help.

Yep, the loser buys the other drinks and lunch at the Viaduct late Feb.

Let battle commence!

[Greekwatchdog]

Validation on Aussie study published

https://pubmed.ncbi.nlm.nih.gov/42893815/

[Left Field]

Looking very auspicious for PEB holders (or did I just imagine the following??)

https://www.cms.gov/medicare-coverage-database/view/lcd.aspx?lcdid=40378

LCD Title
Urine-based Biomarkers in Patients with Microhematuria
Proposed LCD in Comment Period
N/A
Source Proposed LCD
DL40378
Original Effective Date
For services performed on or after 12/20/2026

Novitas Solutions, Inc. (Novitas) undertook policy development to address reconsideration requests to expand coverage for urine-based biomarkers (UBBs) in the setting of microhematuria (MH) specifically related to the risk stratification of patients being evaluated for urothelial carcinoma (UC), modernize and align policies across Novitas jurisdictions, and ensure guidance does not conflict with national policies and/or LCDs developed by the A/B MAC national workgroup (NWG). After the evidence submitted with the reconsideration request was reviewed, it was determined that the use of UBBs in patients with MH serves a limited but defined role in clinical use. Therefore, Novitas finds select tests reasonable and necessary with restricted coverage as discussed below.

[LoungeLizard]

Looking very auspicious for PEB holders (or did I just imagine the following??)

https://www.cms.gov/medicare-coverage-database/view/lcd.aspx?lcdid=40378

LCD Title
Urine-based Biomarkers in Patients with Microhematuria
Proposed LCD in Comment Period
N/A
Source Proposed LCD
DL40378
Original Effective Date
For services performed on or after 12/20/2026

Novitas Solutions, Inc. (Novitas) undertook policy development to address reconsideration requests to expand coverage for urine-based biomarkers (UBBs) in the setting of microhematuria (MH) specifically related to the risk stratification of patients being evaluated for urothelial carcinoma (UC), modernize and align policies across Novitas jurisdictions, and ensure guidance does not conflict with national policies and/or LCDs developed by the A/B MAC national workgroup (NWG). After the evidence submitted with the reconsideration request was reviewed, it was determined that the use of UBBs in patients with MH serves a limited but defined role in clinical use. Therefore, Novitas finds select tests reasonable and necessary with restricted coverage as discussed below.

Yes, there's a bit of chatter on the other site speculating what the coverage means - possibly not as extensive as demanded by industry submissions? All a bit above my pay grade - will see what PEB have to say tomorrow.

Good to get an early decision though and the certainty that coverage brings should give holders an early xmas present!