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robmx

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  • Nokia: The Rising Value Of The Map [View article]
    Not saying anything about FMV. Saying that if your story is that the "value of the Map" is rising then HERE's current market value would have to be around or more than $20 Billion. Since the story is suggesting a $3 Biilion price tag as the possible sale price and therefore the current FMV then you do NOT have a "rising" value of the Map. You have a vastly diminished value of the Map from when Nokia bought it.
    May 13, 2015. 01:10 PM | 2 Likes Like |Link to Comment
  • Nokia: The Rising Value Of The Map [View article]
    That is exactly what happened to Nokia after buying the core of HERE, Navteq, for $8.1 Billion back in 2007.
    May 11, 2015. 03:18 PM | 2 Likes Like |Link to Comment
  • Nokia: The Rising Value Of The Map [View article]
    Nokia bought Navteq, the core of HERE, in 2007 for $8.1 Billion so if the "value of the Map" is rising then HERE would have to be worth a lot more than $8.1 Billion. Just inflation would make $8.1 Billion in current dollars more like $15 Billion. And HERE is much more now than Navteq was then. A lot more has been invested in it over the years. To just MATCH what was invested in HERE up till now and factor in inflated dollars takes you well past $15 Billion and then you can start talking about the "rising value of the Map" somewhere around $20 Billion for HERE!
    May 11, 2015. 03:16 PM | 9 Likes Like |Link to Comment
  • Listen Up Insurance Companies, Cologuard Will Save You Money [View article]
    Did you factor in the declining population of cancers to detect with Cologuard every three years? After the first Cologuard test you will have found 42% of pre-Colon cancers leaving only 58% not found. With second test you find 66.8% of those not found in first test leaving 43.2% X 58 not found or 25.4% not found. With the third test you find 80.1% of those 25.4 or 20.4 leaving just 5% to be found in the forth test at 89% or leaving .5% not found by Cologuard.

    Think the perfect testing for Colon Cancer would be Cologuard every three years and if all are negative a colonoscopy every 10.
    Dec 9, 2014. 10:18 AM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    Also the incidence of Colon Cancer among the young is fast increasing.
    Oct 3, 2014. 04:28 PM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    Also does not include a lot of test for those under 40. I have Colon Cancer and get 50+ Google alerts a day related to all things Colon Cancer. Amazed at the number of young people who are terrified they have Colon Cancer and are looking for advice online. Now there doctor will talk them out of a colonoscopy but with Cologuard he can easily suggest that an investment in same could alleviate their fears. And there are a fair number of people, some as young as 15, who do die from Colon Cancer every year. Again instead of dismissing symptoms from these young people Cologuard is a safe option. Lots will use it.
    Oct 3, 2014. 04:27 PM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    asymptomatic?
    Aug 17, 2014. 03:12 AM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    The share price will really move when the street starts to realize how many people will take advantage of Cologuard.
    Jul 31, 2014. 09:02 AM | 1 Like Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    This word "aetiopathogenetic" is too big even for Scabble. Best I can make out it means casual factor or causation. Teamed up with "causes" it is a bit deep. But I am impressed.
    Jul 24, 2014. 02:56 PM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    After approval they can raise some cash by selling Cologuard. I expect that cash sales after approval and before Medicare pricing is set in November will be the first big shock to the shorts about where this is going.
    Jul 22, 2014. 04:54 PM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    Words like "never" and "impossible" are not operable IMO. History keeps debunking them.
    Jul 21, 2014. 10:26 AM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    The average risk person WILL perform all those test in not to distant future.
    Jul 21, 2014. 08:17 AM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    To eradicate deaths from Colon Cancer, and I agree it can be done, you would have to start Cologuard testing at 11 years old. Kids die from Colon Cancer at 15.

    and why not.
    Jul 20, 2014. 01:13 PM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    Joshua was 31. He was a doctor. He died of Colon Cancer. The question in the article is why, since Colon Cancer is so preventable did this happen. It happened because even a doctor does not get a colonoscopy at 31.

    http://bit.ly/1jMhD3m

    The question soon will be why he did not get a Cologuard test at 31 or even younger. It will be in every postmortem article written.
    Jul 20, 2014. 12:07 AM | Likes Like |Link to Comment
  • Exact Sciences: Misunderstood And Undervalued? [View article]
    I have Colon Cancer so I get a lot of Google Alerts everyday about cancer and included in those Alerts are very many news accounts of those who have died of Colon Cancer today. Coaches, doctors, fireman, government officials and young people.

    Once Cologuard is on sale I expect everyone of those news stories to start mentioning the "what if" question that will be pregnant in many minds. In a few years the question will be why didn't this person avail themselves of Cologuard.

    This will be a worldwide question. I don't see any reason why Cologuard will not be selling 100 million test a year in 3-5 years or sooner. At $500 that would be $50 Billion with a B if my math is correct.
    Jul 19, 2014. 04:37 PM | Likes Like |Link to Comment
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