1. MYGN will clobber BIOC when it gets to market. It has the healthcare relationships and credibility.
2. TROV is soley focused on Ctdna versus MYGN CTC panel which will continue elevate it as a pure play outside of MYGN foray of products.
conclusion. TROV in my opinion is the best pure play if you believe in Ctdna testing which for the record out tests CTC testing as far as mutation advancement by a long shot. I'm not sure who could buy us out , obviously Illumia has the market cap but do they have the desire. for some reason not clicking for me. OXGI on the other hand makes sense yet they could not afford a billion dollar acquisition.
Does the recent Supreme Court decision concerning gene patents impact the long-term valuation of Trovagene?
•While the impact of the recent SCOTUS decision is broad and potentially far-reaching, Trovagene believes that the value of its portfolio of over 60 issued and 40+ pending patents will remain unaffected by this ruling. In particular, the court found that a naturally occurring DNA sequence can't be patented, even if isolated from the surrounding genetic material. However, the Court expressed no opinion on the patentability of scientifically altered genetic sequences.
•Many gene sequences contain interruptions, known as “introns”, and biologists routinely remove those breaks to splice the gene back together in an uninterrupted form, which we call cDNA. cDNA, according to SCOTUS, "is not 'a product of nature' and is patent eligible". As a diagnostic company, Trovagene’s processes and patents around the isolation, detection and analysis of DNA, RNA and microRNA go far beyond merely discovering or isolating a naturally occurring gene sequence. Our patent portfolio includes numerous, diverse claims to not only non-naturally occurring DNA, RNA and microRNA, but also to methods and diagnostic kits incorporating these sequences.
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