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9342-8530 Quebec Inc DGCRF

Diagnocure Inc is a Canada based biotechnology company. It is primarily engaged in the business activity of development and commercialization of products relating to the diagnosis of cancer. The group generates its revenue from research and license agreement. The head office of the company is located in Quebec, Canada.


GREY:DGCRF - Post by User

Bullboard Posts
Comment by ready2go1on Mar 01, 2010 10:49pm
183 Views
Post# 16831920

RE: additional old research comments (2005)

RE: additional old research comments (2005)

Even under our conservative initial assumptions, DiagnoCure has the

potential to generate revenue of $80 million from PCA3 royalties, which

could eventually exceed $400 million as the market for PCA3 expands. Under

its agreement with Gen-Probe, DiagnoCure will earn a 16% royalty on

cumulative PCA3 test sales over US$50 million (8% on cumulative sales under

US$50 million). We believe that the total potential market for PCA3 testing is

equal to the estimated 45 million PSA tests performed annually worldwide, but

significantly higher in dollar terms, due to the higher pricing anticipated for the

PCA3 (price to the patient is anticipated to be in the $300 - $400 range versus

$29 for PSA). We believe that only 20% of the PSA market would initially be

eligible for PCA3, since the most likely use of the test would be as an adjunct

(not replacement) to PSA screening. Even under this conservative assumption,

annual sales of PCA3 could easily reach between US$315 million - US$450 million

(assuming a $100 selling price to the laboratory and 35% - 50% penetration);

this would correspond with $84 million of royalty revenue for DiagnoCure. We

would expect PCA3 sales to grow significantly as the test moves in to replace

PSA screening, expanding the accessible market.

 

(These reports are from 5 yrs ago and we are getting very close to the sweet spot that the researchers were speaking about, even with adjusting revenue for changes in cost of the test, we are still looking at some impressive figures.)
 We did make a run at the end of the day but we have two individuals who are adjusting their portfolios, so far they have done it in an orderly fashion. I would like to see the buyer break past this point and we will take out the 52 week high. By the way, I agree that the study results will be positive and I even think that GPRO wanted to use this trial yrs ago for FDA approval but the test has has been adapted since, for the better, and therefore the study would not help.
     Can we get some excitement going

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