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MDxHealth nieuws 2014

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  1. [verwijderd] 24 maart 2014 14:13
    Weet iemand hoeveel testen MDX zal kunnen gaan verkopen in USA als je onderstaand in ogenschouw neemt? Het zou ook wel leuk zijn te weten hoeveel zo'n test kost en wat ongeveer de winstmarge is .

    Over 975,000 American men have a negative prostate biopsy each year; however approximately 25-35% of those men receive false-negative results. Under the current standard of care, prostate biopsy procedures consisting of 10-12 needle biopsy cores only sample approximately 1% of a man's prostate.
  2. forum rang 6 effegenoeg 24 maart 2014 14:25
    quote:

    bioscience schreef op 24 maart 2014 14:17:

    Het is toch fantastisch nieuws als iemand een MDX test kan ondergaan en niet die pijnlijke biopsy met naalden door je ......?
    Komt allemaal goed.
    Enkel vandaag lijkt het niet te mogen.
    Hoewel met een uurtje het er helemaal anders kan uit zien hoor!
  3. [verwijderd] 24 maart 2014 15:18
    Heb mijn belang verder uitgebreid; hoewel diagnsotiek kan de omzet aanzienlijk zijn in deze markten. Hoewel er met 4% royalties werd gerekend door een analist, zijn percentages tot 15% ook niet onmogelijk en daarbij komen ook milestines en donwpaymenst dus de inkomsten kunnen in deze miljarden markten toch aanzienlijk zijn. Is geen therapeutic maar risico is ook aanzienlijk minder en profits kunnen oplopen ver boven huidige waarderingen.
  4. [verwijderd] 24 maart 2014 15:22
    Even een vraagje langs de zijlijn:

    Zijn er nog andere interessante fondsen in deze tak die interessant zijn om te volgen? Ik heb het gevoel dat de hoek waar MDx in zit, wel heel erg interessant is voor de toekomst. Maar ik kan zo gauw niet vinden welke andere bedrijven in aanmerking zouden komen.

    Mocht dit niet horen in dit draadje dan kan deze post als ongepost beschouwd worden.

    Bart
  5. Boeren 24 maart 2014 15:29
    Van onze Belgische vrienden:

    Bron : bolero

    Highlights of KBCS healthcare conference 20/03

    CONFERENCE HIGHLIGHTS
    As an introduction they started with a movie about the company.
    After that, the CEO went quickly through the corporate presentation and gave a lot of info on ConfirmMDX for prostate cancer and how it works. Procedure, reimbursement roadmap, etc. Key drivers for the use of the test are i. decrease the number of repeat biopsies and ii. to identify more cancers which are now missed. The test does not interfere with the economics of urologists as they make most money by treating patients or via surgery, not via doing biopsies.

    There are around 9,000 urologists to target. An individual urologist can easily be convinced in using the product, but given the small sales team it takes time. Around 100 ‘urology centres of excellence’ exist which could be a major driver for sales. Certainly some of these centres could be convinced though it takes time as several stakeholders are involved in such settings. Focus is to reduce unnecessary second biopsy. Pipeline still purely focussed on the US. Also the clinical market, growth story 'there is a need for better tools & diagnostics'. For the moment the focus on the EU-market is not at all in their business model.

    So far 5 salesreps on payroll, but increasing to more. Full billing department of 20 people. Gaining remboursement from additional insurance organizations would be a key positive for sales pick-up. No financial debt, MDXH has 2 products which generate enough revenues to support daily business of MDXH. The next diagnostic product will be developed for bladder cancer. The number of patients with bladder cancer is much smaller than for prostate cancer, but the test itself could be used for a much broader audience as the test would be used for those who have blood in the urine (eg those with kidney failure or other non-cancer related items) and for which the test could exclude cancer. The lung cancer test will not be developed.

    Impact Exact Sciences
    Impact for MDXH on Exact Sciences: not disclosed how many royalties & milestones will be paid to MDXH. But for Exact it’s a huge market with 18mio people/yr eligible for a test. In our view, an industry standard royalty would be mid-single digit.
    Exact expects within 5 year it could be a $1bn product. This will give nice extra cash income for MDXH. FDA-Panel meeting on this topic is 27th of March. Positive vote will give confirmation on this value for the future.

    Standalone or with partner?
    Company is committed to commercialize its products by itself and not via a partner as this leaves money on the table, despite the fact that the commercialization goes slower.
    The company could be a take-over target for other companies seeking additional top-line, but according to the CEO this will require first a better insurance coverage of the diagnostic test which is anticipate to take another 6-9
    months. - See more at: beursig.nl/forum/viewtopic.php?f=4&am...
  6. [verwijderd] 24 maart 2014 15:42
    Exact Sciences' Deep-C study met the primary objectives with respect to both required sensitivity and specificity of the company's Cologuard test compared to colonoscopy, FDA staff wrote in briefing documents ahead of the March 27 meeting of the Molecular and Clinical Advisory Committee Panel. With respect to the secondary objectives, Cologuard sensitivity is higher than FIT for both CRC and AA, FDA staff noted
  7. [verwijderd] 24 maart 2014 15:43
    The company could be a take-over target for other companies seeking additional top-line, but according to the CEO this will require first a better insurance coverage of the diagnostic test which is anticipate to take another 6-9
    months. -

    Mooi zo . Eerst verder uitbouwen / aandelenkoers verder omhoog / dan pas mogelijke overname
  8. Boeren 24 maart 2014 15:54
    quote:

    Beurskingpin schreef op 24 maart 2014 15:42:

    Exact Sciences' Deep-C study met the primary objectives with respect to both required sensitivity and specificity of the company's Cologuard test compared to colonoscopy, FDA staff wrote in briefing documents ahead of the March 27 meeting of the Molecular and Clinical Advisory Committee Panel. With respect to the secondary objectives, Cologuard sensitivity is higher than FIT for both CRC and AA, FDA staff noted
    FDA Executive Summary
    Prepared for the
    March 27, 2014 meeting of the Molecular and Clinical Advisory Committee Panel
    P130017 CologuardTM
    Exact Sciences Corporation

    www.fda.gov/downloads/AdvisoryCommitt...

    Vanavond even doorspitten. Iemand enig idee wat hieruit valt af te leiden?
  9. [verwijderd] 24 maart 2014 15:54
    quote:

    bioscience schreef op 24 maart 2014 15:43:

    The company could be a take-over target for other companies seeking additional top-line, but according to the CEO this will require first a better insurance coverage of the diagnostic test which is anticipate to take another 6-9
    months. -

    Mooi zo . Eerst verder uitbouwen / aandelenkoers verder omhoog / dan pas mogelijke overname
    Bij een overname ben je i.p.c. gewoon je aandelen kwijt tegen de geboden koers? Als alles natuurlijk goedgekeurd is etc.

    Bart
5.395 Posts
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