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MDxHealth Miljarden Strijdtoneel

160 Posts
Pagina: «« 1 2 3 4 5 6 ... 8 »» | Laatste | Omlaag ↓
  1. [verwijderd] 20 juni 2016 08:01
    quote:

    inspirator schreef op 15 juni 2016 17:01:

    21 juni overname MdxHealth door Exact Sciences een feit

    Exact Sciences: What the Heck is Going On?

    By Ben Levisohn

    Yesterday, shares of Exact Sciences (EXAS) surged for no reason at all. Today, they’re up another 7%–and we now know the reason for the stock’s big move. Canaccord Genuity’s Mark Massaro and Mary Kate Gorman explain:

    We reiterate our BUY rating on Exact Sciences and raise our PT to $12 from $9. Around 10 pm ET or so on Tuesday (June 14), the USPSTF uploaded a 12-page recommendation statement that we believe bodes well for Exact Sciences. In the document, the USPSTF removed the words “recommended” and “alternative” and reiterated that “colorectal cancer screening” is an A rating, and clearly removed any hierarchy of test modalities. We spoke late last night with management, which is declining comment until the USPSTF formally announces these statements (press release) or when JAMA publishes these findings (June 21 on the Task Force document). We’ll let events play out over the next few days before we update out-year revenue estimates. Our raised PT to $12 now uses a 6.0x multiple on our unchanged 2018 revenue estimate of $250M, discounted back to the present at a 15% discount rate. Our view is that this is long-awaited great news for Exact Sciences, a decision we believe will trigger commercial payor mandates, notably from UnitedHealth Group (UNH) and Aetna (AET), to name two. The next key controversy likely turns to at what price the large payors will pay for Cologuard.

    Remember, shares of Exact Sciences lost nearly half their value back in October after it was originally designated an “alternative.”
    “We view this as a positive development for EXAS as it could allow the company to secure more widespread commercial reimbursement coverage in a timelier manner, assuming commercial insurers view the updated recommendation as a mandate to cover all screening strategies presented. That said, it remains unclear if all commercial insurers will view the updated guidelines as a mandate to cover and pay for all the screening strategies presented in the updated USPSTF guidelines, including Cologuard, given there are not specific A/B grade recommendations in the updated recommendation. At minimum, it should accelerate Exact’s coverage discussions with all commercial payors, in our view (46% of Cologuard’s target market is covered by commercial insurance
  2. [verwijderd] 21 juni 2016 20:47
    quote:

    fly like an eagle schreef op 21 juni 2016 17:42:

    Nou inspirator je hebt wel de langste dag uitgekozen dat het licht is dus we kunnen lang uitkijken naar die overname van over de plas. Maar daar is nog langer licht dus we gaat het zien -:)

    Hoe langer het overnamebod op zich laat wachten, hoe hoger het bod.

    Hopelijk gaat MdxHealth voor de hoofdprijs en gaat niet over een nacht ijs.
  3. [verwijderd] 21 juni 2016 21:10
    quote:

    William III of England schreef op 21 juni 2016 20:57:

    Ho ho ho ik verwacht om 22.15 een overname van Mdx door Exas.
    Je gaat nou toch niet weer lopen neuzelen kakelaar.

    Boter bij de vis. Exas staat vet in de min dus gaat vanavond zeker de buidel trekken!
    Exact Sciences gaat inderdaad nog een aankondiging doen vandaag.

    Zou wel verklaren waarom koers 2 euro naar beneden is gedrukt afgelopen jaar.

    Met de wetenschap dat minimale waardering 15 euro p/a MdxHealth is (op basis toekomstige omzet) dan mag een overnamebod van 9 euro in de ijskist belanden.
  4. NielsjeB 23 juni 2016 21:57
    quote:

    harryvanluik schreef op 23 juni 2016 21:53:

    Inspirator. Kan je een stukje uit dat bericht kopiëren? Wij hebben geen toegang tot genomeWeb
    Is gewoon het persbericht:

    Jun 23, 2016 | a GenomeWeb staff reporter
    NEW YORK (GenomeWeb) – MDxHealth today announced that its ConfirmMDx test for prostate cancer will now be covered by Michigan-based health plan Priority Health for all of its nearly 720,000 members.

    Additional terms of the deal were not disclosed.

    ConfirmMDx for Prostate Cancer detects the methylation status of biomarkers associated with the cancer development process, identifying patients who many not need a repeat biopsy following a negative result. Earlier this year, the test was included in the US 2016 National Comprehensive Cancer Network (NCCN) Guidelines for prostate cancer screening.

    "With the recent inclusion of ConfirmMDx in the NCCN clinical guidelines, we are gaining more momentum with commercial payors," CEO Jan Groen said in a statement. "Our coverage for ConfirmMDx continues to grow, and the test is now covered by policies serving more than 50 percent of US at-risk males between the age of 50 and 74."
  5. [verwijderd] 4 juli 2016 14:27
    quote:

    inspirator schreef op 15 juni 2016 17:01:

    21 juni overname MdxHealth door Exact Sciences een feit

    Exact Sciences: What the Heck is Going On?

    By Ben Levisohn

    Yesterday, shares of Exact Sciences (EXAS) surged for no reason at all. Today, they’re up another 7%–and we now know the reason for the stock’s big move. Canaccord Genuity’s Mark Massaro and Mary Kate Gorman explain:

    We reiterate our BUY rating on Exact Sciences and raise our PT to $12 from $9. Around 10 pm ET or so on Tuesday (June 14), the USPSTF uploaded a 12-page recommendation statement that we believe bodes well for Exact Sciences. In the document, the USPSTF removed the words “recommended” and “alternative” and reiterated that “colorectal cancer screening” is an A rating, and clearly removed any hierarchy of test modalities. We spoke late last night with management, which is declining comment until the USPSTF formally announces these statements (press release) or when JAMA publishes these findings (June 21 on the Task Force document). We’ll let events play out over the next few days before we update out-year revenue estimates. Our raised PT to $12 now uses a 6.0x multiple on our unchanged 2018 revenue estimate of $250M, discounted back to the present at a 15% discount rate. Our view is that this is long-awaited great news for Exact Sciences, a decision we believe will trigger commercial payor mandates, notably from UnitedHealth Group (UNH) and Aetna (AET), to name two. The next key controversy likely turns to at what price the large payors will pay for Cologuard.

    Remember, shares of Exact Sciences lost nearly half their value back in October after it was originally designated an “alternative.”
    Tis me ontgaan. Wat was nu uiteindelijk de overnameprijs voor MDX?
160 Posts
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