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Re: How high does Conroy expect EXAS to go?      5-Nov-09 12:24 pm    
Ear - Thanks for your response. My calculations for the US market were actually based on 9 million tests per year, not 30 million. (total market 90 million people over 50 testing every 3 years, 30% market penetration, .3x90/3 = 9 million). I figure with aggressive marketing and ACS guidelines inclusion and the new independent results published, we could probably ramp up to that within about 2 or 3 years after FDA approval. I would expect global efforts to also proceed not too far behind US, multiplying market size several fold.

The FIT performance numbers you mention seem high to me. No matter how good the FIT test, they are limited by the fact that CRC bleeds intermittently if at all, especially for earlier cancers. That gives SDNA a significant inherent advantage.


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Conroy’s comments in the CC about price and profit marg...
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i kept looking at my calculated share price and ke...
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Another possibility is a buyout long bef...
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did i hear a hint of sanity? . . . ...
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............. ..
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Herr Living wo Sie ...
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German?
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. . . i'm not looking at ...
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hey chas, . ...
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Chas, Where the calcu...
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earwax, Did you read...
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Re: How high does Conroy expect EXAS to g...
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Chas, Did you r...
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Pro - I re...
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i think that they keep 65% of the 150. . . gros...
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Last year or maybe it was 2007 CMS and others...
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Exact Sciences Corporation (EXAS)

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