the below also confuses me. do docs want CTC testing or CtDna ?? I just don't get it .. or both ?
Since most companies are developing blood-based assays to test for tumors, Brokmeier believes Trovagene has a competitive advantage, as it tests urine which gives 10 times the DNA yield.
thanks for reply. Why do you think BIOC is without real top tier coverage on the street with very little to no buzz compared to TROV. 2 more Q's if that's ok, does BIOC patents limit other from coming into the space by just ( layman ) mixing up the formula to get results ? if BIOC testing as effective in monitoring versus detecting ? also in comparison to TROV. lastly , why is there NO rev model for the rollout ? I cant find real answers to my questions anywhere. the trov board will attack me for asking these questions as it seems if you not on their page your enema. I just want to make a sound investment and make some money. perhaps even invest in both. as my dad always says it not about being right but about getting it right. RG
I've been thinking about making a investment here. I like the fact the company has a product on the market and new ones coming. I like it has been adopted by PPO's. I like the fact it will have real rev and growth. I like that its first to market in a soon crowded space. I like the low market cap. the low float. yet what concerns me is not knowing the rev forecasts, commercial roll out strategy and the biggest one is if their tests focused on CTC's is better the testing for ctDNA like TROV platform. the last question is why does this company have little analyst coverage ?? or love from the street... any feedback is welcomed. thanks
TROV is focusing almost exclusively on ctDNA in urine. BIOC is a liquid biopsy company that focuses on CTC's in blood. CTCs provide more information than ctDNA, as they can also give details of RNA and protein expression. Yes, collecting ctDNA in urine is easier than collecting it in blood but it is also highly degraded DNA which is why extreme sensitivity is necessary. Urine sampling is meant to compliment the analysis of CTC in blood...BIOC is best in class
thank you for the thorough reply. If you don't mind me asking do you think the stock will see 1.75 a share in the next 2-3 months. It feels with some of the headwinds out of the way and some savvy insiders on the levers this could really take off ? Or am I just selling myself. I've never been in involved in a side show like this.thanks
B.Rily(which Nokomis is a principal in )
I could not substantiate the above. Are you sure its correct ?
I mean know disrespect just trying to verify.
thanks in advance.
First and foremost, thank you for you're very informed and intelligent posts. Do you know what Nokomis's approx avg cost per share might be ? What do you think there exit strategy could be ? Acquisition or just simply make a buck on 12mm shares ? Do you believe they are active board members ? thanks in advance. Rick
does not make sense. Furthermore, people are talking about getting ready for an acquisition. Who would want to buy them with there balance sheet and dismal income statement. WFT could be in real trouble ?