Bluttest für Lunge.
Also, wie ich schon in mehreren meiner Beiträge hingewiesen habe, irgendwelche Erfolgsmeldungen über Bluttests von EXAS, ASCO, Volition oder sonstwem, sind mit grosser Vorsicht zu genießen. Lest selbst.
Fazit: Wir haben mit ProColon ein gutes Produkt, ein FDA zugelassener einziger Bluttest mit 71/80 in Riesenstudien bestätigt. Die CRC Test Ablehner Markt ist groß genug für uns um Geld damit zu verdienen! Jetzt warten wir nur noch auf die Erstattung, Nur noch eine Tür, bevor Epigenomics durch die Decke geht. Es werden m.E. sofort Übernahmeinteressenten auf der Matte stehen.
Less Favorable Developments In The Pipeline
Relative to how things looked a year ago, Exact Sciences pipeline progress (or lack thereof) may be the most disappointing development.
About a year ago, Exact presented initial data on a liquid biopsy for lung cancer, showing 90%-plus sensitivity and specificity. When a second study failed to replicate those results, management moved the lung cancer test back to the drawing board. In its place the company is prioritizing a liver cancer surveillance test for high-risk populations. Early results indicate 90%-plus sensitivity and specificity for what could be a 3 million-patient target market opportunity.
The lung cancer test setback is disappointing, but not all that surprising. At the risk of stating the obvious, developing less-invasive tests for cancer (and particularly for early-stage or pre-cancer) is difficult. The companys partnership with the Mayo Clinic has yielded biomarker discoveries for nine of the 10 most common cancers, though, and this remains an area of focus.
Research into other less-invasive/liquid testing approaches is also likely to remain fertile ground for stock volatility. Exact Sciences shares lost about 10% of their value in mid-January when an ASCO abstract was presented on a test using circulating tumor cells in a blood sample to detect colorectal cancer. While the headline numbers looked interesting at first glance (including high sensitivity and specificity), it was a single-site study that included a large percentage (71%) of patients who already had adenomas, polyps, or colorectal cancer and it seems all but certain to me that an apples to apples study with the target Cologuard patient population would show much weaker sensitivity for this approach.
seekingalpha.com/article/...-next-overreaction-exact-sciences
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