Rosetta Genomics Ltd. Message Board

Which means that any price below such, it is an investment opportunity. Imo, considering fridays close, I would have expected a close around 3.50-3.60. No big deal, the volume was not big.
My strategy is clear, hold and see. There may be some move to 10$ on news, hype or other. And this happens in a single day.
Glta

mikeedgar said...
OK. So tell investors investors something good about this company. They have approved products and virtually no sales. They have partnerships that aren't working. They burn cash without anything to show for it. Please, tell us something good. Anything at all.

Reply to mikeedgar:

Here are a few items, not enough room in one post.
o MicroRNAs are acknowledged as outstanding biomarkers: Master gene
regulators, highly tissue specific, in most major diseases and extremely
stable
o Rosetta has access to over half of known microRNAs: (29 patents issued,
41 patent applications; cover ~1/3 of public microRNAs, access to ~3/4)
o Track record for consistently bringing to market microRNA diagnostics: 6
tests launched to date
o Next big thing: Blood-based assays using microRNAs, focused on large
unmet needs in early detection of disease in several different disease areas
o Mid-term: Predictive biomarker collaborations with Big Pharma and Med
Tech companies (enabling personalized medicine)

o Test identifies tumor origin in Cancer of Unknown and Uncertain Primary
(CUP); identifies 42 tumor origins using microarray platform
o Important for treatment decisions; allows for more targeted treatment
approach
o High level of accuracy: Overall specificity up to 99%; sensitivity for a
single answer prediction of 90%, overall sensitivity of 85%
• Four studies by M. D. Anderson, Heidelberg University and Greek collaborators
showed 80-92% concordance in actual CUP patients
• More accurate than published data from competitors
o microRNA approach provides competitive advantage
• High tissue specificity leads to higher level of accuracy
• Stability of sample leads to lower failure rates
o $600M market opportunity in the US
• 200,000 CUP patients per year in US
• Medicare claims being paid at a rate of $3,570/test (July 2012)
• Co-marketing arrangement with Precision Tx.

Sentiment: Strong Buy

Notice that the recent break out and close above the resistance level of the 20 day moving average, was the first time in 29 trading days. The 20 day moving average has now become the support level and we tested it twice ( sometimes 3 tests) which is usually what happens before a move back up.
It is possible the next test will be to the upside 50 day moving average at $4.09 - $4.10. If it breaks and closes above the 4.10 level then the 200 day moving average at $5.80 would most likely be the next target.
Any good news, possibly at the Jefferies 2013 Global Healthcare Conference at the end of the month, could provide the catalyst needed.

Sentiment: Strong Buy

people go broke buying this stuff.

Beyond Diagnostics
o Response/Predictive Biomarkers for Drugs and Devices
o Drug salvation: identify patient sub-cohorts that respond well
o Targeted treatments: increasingly demanded by payers and regulators
for both drugs and devices
o Multiple opportunities for pharma, biotech and device partnerships for
personalized treatments
o Therapeutics
o Up or down regulating a microRNAs can regulate entire pathway
o Liver cancer (HCC): animal POC successfully completed & published
o Ovarian cancer: initial, pre-clinical phase
o Joined Israeli pharma consortium; received $460K grant

Financials
o Share Capital
• 9,097K ordinary shares outstanding
• 401K warrants (wt. avg. exercise price – approx. $29/share)
• 305K options (wt. avg. exercise price – approx. $13/share)
• 80K Restricted Stock Units (exercise price - $0/share)
• No convertible securities outstanding
o Cash
• Raised over $40M from financings in 2012
 $1.4 million Registered Direct (April 12, 2012); 540,000* shares at $2.55/share
 $2.2 million Registered Direct (May 16, 2012); 632,057 shares at $3.50/share
 $6.6 million Registered Direct (May 24, 2012); 570,755 shares at $11.50/share
 $31.6 million from underwritten offering (August 2012); 6.325M shares at $5.00/share
 Sufficient to fund operations for 24 months
o Debt Retirement
• Company paid off its entire $1.75M senior secured debenture
• Zero debt on the balance sheet
• *Reflects 1-for-15 reverse stock split on May 15, 2012

Achievements & Upcoming Milestones
 Partner miRview® meso with major legal-claims player
 Launch miRview® lung and kidney
 Initial proof of concept for first serum-based diagnostic test
 Gain Medicare coverage for miRview® mets²
 Launch U.S. co-marketing effort for miRview® mets2 with
Precision Therapeutics
o Gain traction with U.S. sales of miRview® mets²
o Expand commercial organization
o Continued publication and presentation of data in support of
products
o Ongoing discussions for potential business development
opportunities

Sentiment: Strong Buy

here are some more good items
Unique, focused opportunity in mesothelioma legal cases
o Distinguishes mesothelioma (often due to
asbestos exposure) from carcinomas in the lung
or pleura
o 100% Sensitivity, 94% specificity; 100% negative
predictive value
o Unique opportunity in mesothelioma lawsuits
o Higher price, private pay from plaintiffs and
defendants
o 2,000 new claims in U.S. each year and 8,000
claims pending in U.S. (number of claims not
declining as had been expected and insurers
increasing reserves for these claims)
Blood-Based Diagnostics
Aimed at very large potential indications beyond cancer
o Designed to leverage microRNA biomarkers extracted from body
fluids
o Proof of concept established in blood-based, Heart Failure
diagnostic, with 90% sensitivity and specificity
o Have performed studies in other areas such as oncology,
neurodegenerative diseases and women’s health
o Portfolio selection process underway as R&D efforts being
revitalized

Rosetta’s Proprietary Tests have just started, revenues will increase over time.
miRview® mets
miRview® meso
miRview® squamous
Discovery
Development
Marketing
miRview® mets2
miRview® lung
miRview® kidney
miRscreen® hf

Sentiment: Strong Buy

Page 2 Some good things to know about ROSG, a basher request.
Highly accurate assay for samples with small amounts of tumor
o Detects and amplifies microRNA in minute amounts from Fine Needle
Aspirate (FNA) cell blocks and other small tumor specimen types
o Distinguishes between four main subtypes of lung tumors:
Neuroendocrine and non-small cell lung cancer (NSCLC); sub-classifies
NSCLC to either squamous or non-squamous and sub-classifies
neuroendocrine to either small or carcinoid
o High level of accuracy
• Sensitivity of 93.7% in the identification of the four main subtypes of lung
tumors

• Sensitivity for very small sample sizes (i.e., cytological samples) of 95%
o In 20%-30% of pre-operative specimens, significant limitations of tumor
quantity and quality prevent full classification and subtyping of the tumor
using traditional diagnostic methods
o Market potential of 1 million patients worldwide; 226,000 in the US
miRview® kidney
o Accurately distinguishes between the 4 main types of primary kidney tumors
based on microRNA expression
o Clear cell RCC, Papillary RCC, Chromophobe RCC and Oncocytoma
o Validation testing demonstrated an accuracy of 95%
o Highly reproducible with inter-laboratory concordance of 98%
o FFPE tissue from biopsy/resection specimen of primary kidney tumors in
three formats:
o Tissue block, unstained slides and slices in Eppendorf tubes
o There is a growing unmet need for kidney tumor classification
o ~54,000 new cases of primary kidney tumors and ~13,000 deaths yearly in
the U.S.
o Differential diagnosis between different types of kidney tumors can be
challenging
o Chemotherapy is not highly effective. Targeted treatments recently
approved need sub-classification

Sentiment: Buy

Reminder
Upcoming Events
Rosetta Genomics Ltd at Jefferies Global Healthcare Conference
Monday, June 3, 2013

Sentiment: Buy