Van de SNJ Biostoxx site:
"...Cologuard Sales are taking off.....
(Update from Yahoo finance site on Cologuard sales strategy, without further source)
Commercial efforts going very well. The company’s 80 reps have hit the street hard,
with an overabundance of manpower hitting the not-surprising states of Texas, Florida,
and California. The company is targeting high-prescribing FIT/FOBT physicians. There
are approximately 15,000 physicians who are responsible for half of the FIT/FOBT
volume in the country, and of these, approximately 5,000 could be considered super-
users. Management was decidedly mum on how many physicians are now signed up,
but noted that physicians are signing up at a faster rate than expected. Ob/Gyn’s may be
particularly represented, given their propensity to perform and recommend screening
tests in the target population. The company is also seeing success with an inside sales
team that is showing substantial success in signing up physicians in regions where the
company has no direct representation. We note that the sales team could potentially
double by the end of 2015, although the new adds are likely to cost less. On the
consumer-facing side, the company has also launched its DTC campaign comprised of:
1) targeting men and women on Facebook that are turning 50, and 2) Google searches
for colon cancer or colonoscopy ..."
De afzet van Cologuard lijkt dus veelbelovend te zijn, dit was, mijn inziens, nog een van de vraagtekens inzake een boost van het aandeel van MDX.
Het produkt kan wel werken, maar dient iig nog gebruikt/verkocht te worden. Samen met een vergoeding vanuit Medicare lijkt deze drempel nu genomen te worden en dus zijn de verwachtingen bij mij nog altijd positief voor MDX.
Ik zal eens een mailtje naar MDX sturen met de vraag of we nog een nieuwsbrief kunnen verwachten dit jaar en zoja: wanneer deze gepland staat.
Ik hou er vertrouwen in!