First of all, Aristotle fate has been dampened 'a little'.
I expected SP to stop falling out around 200dma, .83 - .93 post acquisition floor.
The employee insurance plan might still be ongoing,
but adding to Mercer's database didn't lead to a reimbursement plan yet?
StageZero Life Sciences to participate in Mercer’s new vendor database in the U.S. Clarus extreme flip-flop looks suspicious
(1)
StageZero Life Sciences has a massive upside, Clarus Securities says - Cantech Letter (2)
StageZero Life Sciences has price target cut at Clarus - Cantech Letter .. while still giving $1.25 PT (from $4), sort of a HOLD until
"The analyst said his rating and target have been reduced while he waits to see how the company’s new strategy on Aristotle plays out."
Quite important: No insider sold any shares! Hence I re-entered and completed my buy back in just 2 days 0.67.
Yes, these shares are now all free, so I will add more towards May.
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We can compare Aristotle to at least CancerSEEK (on 6/2/20)
Study Examines Whether Blood Test Can Identify Early Cancers - National Cancer Institute Aristotle first presentation (on 5/25/20, with more followup expected)
Aristotle: A single blood test for pan-cancer screening. | Journal of Clinical Oncology Here an 4/28/20 comparison of Grail with CancerSEEK
Thrive, chasing Grail with a cancer blood test, finds tumors in seemingly healthy women | BioPharma Dive .. so Aristotle shall become a bit more public, company working on it with May BB TV event.
Of course, more data must be released on the way.
One method Aristotle might use was also interesting, they use Affymetrix, potentially
Affymetrix PrimeView™ Human Gene Expression Array Plate This indicates a low cost analysis is possible.
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Revenue seems to be up of Care Oncology Clinic (COC): $12M+ ?
https://www.owler.com/company/careoncologyclinic
The average profit margin on oncology drugs purchased by hospitals through the 340B program increased to 49% in 2015, subsequently leading to price pressure on cancer drugs, according to
new study findings.
https://www.ajmc.com/view/average-profit-margin-on-oncology-drugs-for-340b-hospitals-nears-50
The outpatient shift continues: Outpatient revenue now 95% of inpatient revenue, new report reveals https://www.advisory.com/daily-briefing/2019/01/08/hospital-revenue
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So far so good .. let's see how this crazy ship moves into May.