J_2000 schreef op 9 oktober 2016 15:44:
Hou later deze maand ook verkopen Q3- Cologuard door Exact Sciences in de gaten.
Q2 was 54.000.. target Q3 65,000.. target Q4 81.000..
Reken ergens tss 10 en 20 euro/test riching MDxHealth..
Lees onderstaande post.. zou wel eens sneller kunnen oplopen..
"I read on an anonymous employee board that the climate inside the company was a bit tense over the last few weeks with some pressure onto the sales team as management was striving to reach 80k tests Q3 (as they should ;). I do not expect that they have reached the 80k but 72+ would already be awesome- obviously the TV commercial is working (otherwise they would not continue it and laugh new ones soon). With only 65k tests guidance and many analysts assuming they could not even reach that - we will definitely see a big jump in stock price after earnings. I am telling all my friends to get in - unfortunately my position is maxed out.
Forward looking to Q4.
Assuming we will have a minimum of 70k tests this quarter we will be at 164k tests (Q1 40 + Q2 54 +Q3 >70).
To get over the guidance of >240 we would only need around 80k tests completed in Q4. In the past years Q4 was the least growth quarter but Conroy mentioned that they learned a lot from that.. I am sure they found ways how they will avoid the low compliance rate during the holidays.
With the HEDIS inclusion, the TV commercial, USPFTS recommendation, all the media and the word of mouth happening (more happy test takers - more word spreading and older people love to have a topic like that) it should be a no brainer that we beat guidance. >260K seems possible.
We have already seen analyst upgrades, billionaires adding etc...
And almost every day the stock gets highlighted as one that could give big positive surprise in Q3 earnings in the trades."