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MDxHealth Miljarden Strijdtoneel

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inspirator schreef op 9 augustus 2016 14:38:

Oke daar gaan we dan; de 4 euro koers van MdxHealth gaat gesloopt worden.
Vandaag?
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inspirator schreef op 9 augustus 2016 09:57:

We gaan de koers van MdxHealth nog een stapje omhoog zetten.

plan:

Inkopen met bied van 3,85

daarna 19 stuks in bied voor 3,89 om 11.00 uur

daarna 19 stuks in bied voor 3,99 om 12.00 uur

Vanmiddag koers 4 euro passe

Eindsprint naar 4 euro.

Het is pas de voet van de top van de koers.

Minimale koerswaardering MdxHealth is 15,25 euro.
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inspirator schreef op 14 juni 2016 23:57:

MDXHealth - Piggybacking On Exact Sciences' Cologuard Success

If the market valuation of Exact Sciences is anywhere close to reflecting future sales of Cologuard, shares of MDXHealth should double, triple or more.
Net present value estimates of only the Cologuard royalty stream for MDXHealth range between EUR 4.57 and EUR 15, while MDXHealth shares are currently at EUR 3.014.

Buying into the Cologuard royalty stream at a discount also gets you MDXHealth's own potential cash cows ConfirmMDX, SelectMDX!and AssureMDX for free.

En dan hebben we nog het succesnummer Cologuard.

De huidige koers van MdxHealth weerspiegelt nog eens niet bijdrage Cologuard.

Met ConfirmMdx gaan we naar koersniveau MdxHealth van 47 euro.
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inspirator schreef op 10 augustus 2016 09:25:

[...]

En dan hebben we nog het succesnummer Cologuard.

De huidige koers van MdxHealth weerspiegelt nog eens niet bijdrage Cologuard.

Met ConfirmMdx gaan we naar koersniveau MdxHealth van 47 euro.
Bij €30 neem ik al ontslag op me werk en ga ik fulltimr beleggen. :D
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Update 08:40 uur: MDxHealth
Een belangrijke opdracht voor biotech MDxHealth, hun product is door een Amerikaanse verzekeraar goedgekeurd en wordt vergoed.
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Qiagen is partner van MdxHealth
Goed voorbeeld doet volgen.

QIAGEN Says Plans To Return $250 Mln To Shareholders Via Repurchase Proposal

(RTTNews) - QIAGEN N.V. (QGEN) announced plans to return about $250 million to shareholders through a synthetic share repurchase proposal that combines a direct capital repayment with a reverse stock split. The company said that the proposal would adjust capital structure through 4% reduction in number of shares outstanding and direct capital repayment to shareholder

The company specified that the adjustment to its capital structure will be proposed at an Extraordinary General Meeting of Shareholders, which is scheduled to take place in October 2016. The related series of transactions are expected to be completed in early January 2017. The proposal, if adopted, is expected to be similar to QIAGEN repurchasing approximately $250 million of its own shares, but will enable the return of capital to all shareholders through a traditional open-market repurchase program.

QIAGEN said that it intends to fund the capital repayment, which forms part of a commitment announced in July 2016 to return $300 million to shareholders by the end of 2017, from existing cash reserves and expects to maintain its current non-rated, investment-grade credit profile.
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Waaaaw

"The additional advertising could help. Exact said it recently finished a nine-week pilot TV ad campaign in five markets that resulted in an average 50 percent increase in Cologuard orders and 100 percent boost in the number of new doctors ordering the test for patients. Now, Exact will try to replicate that on a bigger scale.

www.investorvillage.com/smbd.asp?mb=1...
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"The CMS update assures patients and physicians that Cologuard is covered by Medicare Advantage plans without any out-of-pocket costs," Exact Chairman and CEO Kevin Conroy said in a statement.

CMS Affirms Coverage of Exact Sciences' Cologuard Test for Medicare Advantage Plans

www.genomeweb.com/molecular-diagnosti...
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harryvanluik schreef op 7 september 2016 08:54:

geen leven in deze brouwerij: zijn jullie gesloten of opgedroogd?
Op dit moment zit ik gevangen in mijn hoofd. Weg van mijn gevoel. Hoewel ik niet kan wegrennen voor deze drukte, ben ik dit toch de hele dag aan het proberen.

Met andere woorden: Ik stop al m’n energie in het vermijden hiervan. En dit werkt… voor de korte termijn. Soms kan dit even heel fijn zijn en soms kan dit er even voor zorgen dat ik op andere teksten kom. Maar meestal doe ik zó hard mijn best, dat ik hier al mijn kostbare energie aan verspil én komt het op een moment van stilte des te harder binnen!
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inspirator schreef op 12 juni 2016 23:19:

Billionaire Battleground: Exact Sciences Inc.
Billionaire investors have been buying and selling millions of shares of Exact Sciences stock recently. Here's a look at the bull and bear case.

Cologuard Kit Sourceexactsciences

IMAGE SOURCE: EXACT SCIENCES.

Every few months the SEC requires billionaire investors to publicly disclose their holdings using a form called a 13F. These filings are filled with intellectual gold and are a great way for individual investors to follow what some of the smartest investors in the world have been buying and selling recently.

One company that has become a battleground stock among billionaires recently is Exact Sciences (NASDAQ:EXAS), a money-losing healthcare company that is focused on noninvasive cancer detection. The company's shares have had an awful year, and are down more than 75% due to slower-than-hoped-for sales of its noninvasive colon cancer detection test, Cologuard.

Several billionaire investors have greatly soured on the company's stock, including Israel Englander, the hedge fund manager of Millennium Management. This fund's recent filing showed that it sold more than 1.7 million shares of Exact Sciences stock.

On the other hand, Exact Sciences' falling share price has also attracted the attention of billionaire buyers, including David Shaw, the founder of D.E. Shaw & Co. Shaw's fund recently added more than 1.3 million shares of the Exact Sciences stock to its portfolio.

So what's going on at Exact Sciences that has left billionaire investors divided on the company's future? Here's the case for, and against, investing in Exact Sciences stock right now.

The bull case
Bulls point out that Cologuard was designed to fix a big problem with colon cancer detection, namely that very few patients actually follow current screening guidelines. Exact Sciences likes to point out that only three out of every 1,000 patients currently adhere to annual fecal blood testing guidelines over a 10-year period, which is a horrifically low rate.

Boxes Sourceexactsciences
IMAGE SOURCE: EXACT SCIENCES.

Exact Sciences Cologuard system has been shown to make huge strides in fixing this problem. Last quarter Cologuard's compliance rate was 69%, a massive improvement. Increasing compliance rates is important since patients stand a much better chance at beating colon cancer if the disease is detected early.

Still, Cologuard sales were slow out of the gate, which is a big reason why the company's stock has tanked. Management believes that Cologuard's lackluster start is caused by a lack of insurance coverage and low awareness among providers.

In order to address these issues, Exact Sciences has been laser-focused on getting more payers on board. The company recently convinced Anthem (NYSE:ANTM) to add Cologuard to its formulary, which is a huge win since Anthem already has nearly 40 million members under its umbrella. That number will also take a giant leap forward later this year if Anthem's pending acquisition of Cigna is closed. The odds look good of that happening since Anthem recently received regulatory clearance in 12 states and from 99% of both Cigna and Anthem's shareholders.

With Anthem signed on it and Cigna joining the picture, Exact Sciences should have an easier time convincing other insurers to follow suit.

To help get the word out about Cologuard, management recently announced an ambitious marketing plan that includes a nationwide television campaign. Early testing showed a doubling of new physicians' prescriptions from TV ads, which hints that this strategy might actually work.

Finally, bulls are banking on the company's ability to expand its technology beyond just colon cancer. Exact Sciences is currently exploring ways to use its technology to detect both pancreatic and lung cancer, and it is also working on a new version of Cologuard that should greatly enhance its margins.

With better coverage on the way and awareness building, management believes that the company will process more than 240,000 Cologuard tests this year and produce $90 million to $100 million in revenue. That's more than double what it produced in 2015.

If the company can deliver on that target and continue to expand into other types of cancer, shares could dramatically rise from here.

The bear case
Of course, while the prospects of amazing growth and margin expansion sound great, the company's bears have plenty of points to make as well.

For one, Cologuard is primarily targeted at seniors, which means that Exact Sciences' pricing will forever hinge on Medicare's reimbursement policies. Given that general healthcare inflation has been out of control for years, policymakers eventually may lean on companies like Exact Sciences to drop prices over time. In that case, the company's long-term profitability may come into question.

Exas Fb
IMAGE SOURCE: EXACT SCIENCES.

Another concern is that while compliance for using Cologuard is much better than traditional methods, it's still far from perfect. After all, a compliance rate of 69% means that almost one out of three patients are ordering the system and then not following through with the actual testing. That represents a cost to the company that is not turning into revenue, which is a huge drag on the company's margins.

Finally, bears point out that the company is going to have to significantly increase its spending in order to fund its marketing plan, which is going to be very costly. While revenue is expected to jump to $90 million to $100 million this year, losses will balloon too. Wall Street is currently estimating that the company will lose about $2 in earnings per share this year, which translates into roughly $190 million. That's a sizable chunk of the company's $262 million cash hoard, and could hint that yet another round of dilution could be on the way.

Looking ahead
With billionaires divided about whether this company is a buy or a sell, the smart play might be to watch its results for another few quarters before deciding which way to lean. The other thing to keep in mind is that the intentions behind billionaires' buys and sells may be very different from yours, and following blindly in their footsteps is never a good idea.

My take: While I think that Cologuard is a fascinating product that offers a great option to patients and providers, I have some big concerns about the company's long-term profitability. For that reason I'm content to keep watching this story unfold from the sidelines.

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Inspirator wil nu wel eens weten welke imbeciel de koers omlaag houdt en met welk doel.
Vandaag nog geen 50000 MdxHealth stocks verhandeld en toch met grotere blokken koers afvlakken.

Wie of wat is er in de game; overname MdxHealth door Exact Sciences aanstaande !?
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