Das Potenzial in den USA für EXAS bzw EPI ist nicht gerade klein, das erklärt auch
warum Investoren aus USA die WA mit 5,87 € bald wieder "im Geld" haben
Barron’s cites bull and bear cases for EXAS:
online.barrons.com/article/...903536004579463481491256324.html
Quote: A new colon-cancer screening test got a big boost last week when a Food and Drug Administration advisory panel unanimously recommended that the FDA approve the test. Called Cologuard, it will likely gain approval in the next few months and hit the market by the end of this year.
Even with a favorable recommendation, Exact Sciences shares were down 5% last week, to $12.86. The company is valued at $915 million…
…The issue now is the commercial potential for Cologuard. That isn't easy to handicap because revenue hinges on the as-yet-undetermined price of the test, and the adoption rate.
The company sees a big opportunity, with possible annual domestic sales of $2 billion and total global revenue of $3 billion. …Brian Weinstein, analyst at William Blair...thinks Exact Sciences could be selling one million Cologuard tests annually by 2018 and generating about $300 million in revenue.
The bear case is that the test won't get traction, resulting in a sharp drop in Exact Sciences' share price. About 30% of the company's shares have been sold short.
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