sure the heck not going to be at 29 bucks unless rollout fails miserably
steph, i agree ... this is about compliance, revs, tests ordered and commercial payor additions but the revs will speak volumes. There is an article on website talking about younger folk being more likely to get onset crc unfortunately...nobody knows why this is happening but the fact is it is happening, sadly
biotech and lucky .. nicely done! i also was on KC's call today and heard him say he felt it was very doable that 100k physician's would one day be enrolled.. next call should be very revealing.... good news biotech on the negative result best to you lucky!
Mars, everyone tip toes around the gold standard. The truth is not all colonoscopists or preps are homogenous. To reach an 80% screening rate, we don't have the capacity to do screening colonoscopies anyway ... another point we tip toe around but its an accepted fact among the GI community. Nice find :)
m#$%$rk, i know you've been #$%$round #$%$ long time #$%$s i h#$%$ve ... my concern isn't so much l#$%$bel exp#$%$nsion though th#$%$t would be huge... the issue is we #$%$re seeing #$%$ ch#$%$nge in formul#$%$ries not f#$%$voring v#$%$scep#$%$ in 2015 ... inste#$%$d its lov#$%$z#$%$ or generic in the tier 2 sp#$%$ce.... th#$%$t's #$%$ problem
yes it will be interesting- as to what i've read he talks about the improvement of FIT over FOBT. Will he embrace better technology? Is he financially tied to FIT? He also brings up the capacity issue regarding colonoscopies. If eradication is the goal, screening with CG and diagnostics/procedures with the scope. The fact is they have proven compliance is attainable and should be replicable every where.
Usa, in addition they have a great compliance system for CRC screening around 70%. I think i've read somewhere that California has the highest rate of crc screening compliance in utilizing FIT/FOBT of all the states and Massachusetts the highest CRC screening rate via colonoscopy
correct sc :) i guess it is a positive we see more shallow posts both ways.. the stock is in play and it takes both types to make a market. was this one of the lowest volume days in a long while?
This board served its purpose for me years ago. I owe a debt of gratitude to the posters who had done their research and shared it. Now i read such headlines as ' ez triple' 'going to 100' etc with no supporting logic ... the story will now be about compliance, rev's, tests ordered and perhaps pipeline stuff. 43% of the screening population is covered out of the gate. Bill or Maneesh said today with relative minimum investment they can bring existing lab up to 2 million tests and they have options on surrounding land for more lab space if and when necessary. I am thoroughly impressed with the intellect and humility of this leadership team. Today they explained the taking of some of the profits by the 3 principals and the purchasing to hold as well. This continues to be an execution story and if history is an indicator our future is quite bright.
I guess it would be up to the CMS population and those docs early on... with 10.2 million FIT/FOBT ordered annually it isn't a stretch to get to 1 million within a year
Crockett SD, et al. – The asuthors aimed to evaluate whether serum CRP levels were associated with the occurrence of colorectal adenomas and serrated polyps using data from a large adenoma prevention trial. This large prospective colorectal adenoma chemoprevention study found no significant relationship between CRP levels and occurrence of adenomas, advanced neoplasms, or serrated polyps.
Padre, smart to continue the colonoscopies- a necessary inconvenience in your situation. Not sure of your age or diagnosis from your GI. Hopefully the surveillance screening detects the precancers and you never deal with CRC :) The vast majority don't understand what an annual colonoscopy entails but it sure is better than the alternative :)
ear, i got my spreadsheet out this a.m. too .... it is fun! i projected EPS growth of 20% annually ... i just don't see how if the plan is getting 70% of the screening pop. screened that most screening colonoscopies will be eliminated because the demand for diagnostic colonscopy will exceed present colonoscopy capacity. FIT will replaced completely there is not enough $ in it to provide the compliance engine necessary to get everyone screened who needs it
And as the analyst suggested at the end of q and a .. that the sample gets returned as they have some skin in the game or should some sDNA :)
My PCP did the same thing .. it will be interesting to see if his sop has changed .. he owns exas. I would think most PCP's once educated on Proximal SSA's will change their sop's. especially with the compliance engine in place