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Cerner Corporation Message Board

sonomaca 132 posts  |  Last Activity: 15 hours ago Member since: Dec 18, 1998
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  • Reply to

    Zacks

    by cometfinder Nov 13, 2015 10:17 AM
    sonomaca sonomaca Nov 13, 2015 10:28 AM Flag

    I think he's being conservative. He's not going to count tropical disease revenue until it actually appears, but it may very well appear in mid-to-late 2016. If it does, revenue is going to be substantially more than $30 million next year.

  • Reply to

    Some really good things in the financials

    by mo.scuba Nov 12, 2015 1:39 PM
    sonomaca sonomaca Nov 13, 2015 10:26 AM Flag

    Might be another cancer. The superior sensitivity with regard to malaria leads me to believe this might be a whole blood or plasma test which detects circulating tumor cell antigens at very low levels.

    I think CEMI envisions a multiplex screen for a variety of common cancers. That would be revolutionary.

  • Reply to

    Some really good things in the financials

    by mo.scuba Nov 12, 2015 1:39 PM
    sonomaca sonomaca Nov 12, 2015 1:50 PM Flag

    I don't really buy the 0 to 60 comment. We know from the Lima slides that they had already tested DPP malaria early in 2015. I think they were quietly working on this in 2014, but when ALR got a Gates grant for ultrasensitive malaria late last year, CEMI had to go public with their efforts. This has been a priority project for JE. It isn't often that someone can say, "I helped in a significant way to eradicate one humanity's greatest scourges"

    Must keep JE happy. His 2nd gen DPP device, with the self-contained buffer, is awesome.

  • Reply to

    conference call

    by mjh194353 Nov 12, 2015 10:57 AM
    sonomaca sonomaca Nov 12, 2015 1:40 PM Flag

    Good post. Alere is always a threat. On the flip side, CEMI must be a real irritant to ALR. They had a chance to buy CEMI 4 years ago, and passed. Probably not a great move, but I'm glad they didn't.

  • Reply to

    How much?

    by sonomaca Nov 12, 2015 12:12 PM
    sonomaca sonomaca Nov 12, 2015 12:42 PM Flag

    Can someone please give Sperzel a raise.

  • sonomaca by sonomaca Nov 12, 2015 12:12 PM Flag

    Could CEMI be worth half a billion dollars? Much of this comes down to the size of the malaria/febrile illness market, but we all know how much money there is in cancer diagnostics.

  • Reply to

    conference call

    by mjh194353 Nov 12, 2015 10:57 AM
    sonomaca sonomaca Nov 12, 2015 11:38 AM Flag

    Couple of notes:

    They snagged an exclusive agreement with what is apparently the best reader on the market. I have to think that without the promise of malaria this would not have happened.

    Sperzel touched on plans for malaria. We're looking at two further quarters of testing, at which point RVR will start producing kits. CEMI apparently has the distribution channels in place necessary to do this themselves. The big question, then, is when they will begin to see non-CDC malaria revenues. Middle to late 2016?

    No mention of the WHO prequalification slip-up on DPP HIV-Syph. Does this mean that problem isn't fixable?

    The tone of the discussion on cancer is somewhat different. It would seem that DPP Cancer works better than anyone had expected. The experience with malaria, whereby DPP with reader could detect at extremely low levels, leads me to believe that the cancer test can do the same. Has CEMI developed a screening tool which can detect micrometastases/CTC's for one or more cancers?

  • This company should be valued at 2.5x-3x revenue given the growth potential. This should be an $8 stock right now.

  • DPP Cancer is apparently starting to become interesting. They are confident enough to be seeking other opportunities in oncology. This could potentially be very big, just like malaria.

  • sonomaca by sonomaca Nov 12, 2015 9:01 AM Flag

    Should have around $8 million in the bank right now.

  • Reply to

    Alere

    by sonomaca Nov 9, 2015 11:33 AM
    sonomaca sonomaca Nov 9, 2015 11:35 AM Flag

    There was some miscommunication about which samples would be used. This comes down to taking the WHO lab officials to lunch to find out what they intend to do so that you're prepared.

  • sonomaca by sonomaca Nov 9, 2015 11:33 AM Flag

    Got WHO prequalification for Duo Syph/HIV test. CEMI messed that up. I would presume CEMI would make the necessary corrections and try again.

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