EXACT Sciences Corp (NASDAQ:EXAS)

Exact's share price seems to be getting ahead of itself yet again as the Cologuard trial enters the early stages of an enrollment process that will likely extend at least another 12 months. That means topline data is unlikely before 2013, and the stock remains vulnerable to broad market declines. Personally, I believe we're headed for a doozy of a decline within the next few months. 435M is a hefty market cap for a company whose pipeline consists of a single unproven laboratory assay.

Long term this company has a lot of potential; however, it currently is just that, potential. There are no revenues to speak of and there will not be for a long time. This is something I have toyed with for quite a long time now but I finally decided to initiate a small/semi-speculative position now that it has come back down simply because the potential is so huge.

Kirkydu has a good write up here: http://caps.fool.com/Blogs/the-exact-table-i-pound/570045

Exact Sciences stakes its future on a pioneering and extremely promising gambit - replacing the colonoscopy with a highly-reliable, completely non-invasive test for rectal and intestinal cancer. Its test allows for an inexpensive procedure which would mean either [1] clean bill of health without the colonoscopy ordeal or [2] a fairly specific diagnosis that would insure the need for scoptic and surgical follow-on. The tests could be done much more frequently as well. Cramer, Feuerstien, and a number of others like this stock, at least as a speculation, and it's rated a "strong buy" by others. Marketing could impede its profitability but then it also represents a natural take-over for a big pharma suffering the dyspepsia of patent expiration. I bought some.

validation study to reveal greater than expected results. Noninvasive procedure. Adaptable to other type of CA. High potential as a buyout candidate.

Kirkydu has an interesting blog post on why this is a good long term buy. http://caps.fool.com/Blogs/the-exact-table-i-pound/570045

Personally, I think biotech picking is gambling for everyone other than TMFCandyMountain (http://caps.fool.com/player/tmfcandymountain.aspx) but I'll wager my CAPS points here.

Enigmadude haiku

Due to Explode Soon!

Medical Diagnostics

On Wall Street's Buy List

Ever had a colonoscopy? I have. Not fun, and you miss a day of work Many doctors tell me they can't get their patents to get one. Exact sciences has a solution. A simple test that looks for methylated and/or mutated DNA in the stool. Pooping in a cup isn't the best, but it sure beats the alternative. Their v2 test recently completed a validation study which demonstrated the sensitive detection of both cancers and precancers. If that isn't exciting enough-- collaborators at the Mayo clinic have shown that DNA in stool can be used to diagnose pancreatic cancer and other upper GI cancers early. There's no other way to catch pancreatic cancer early. The colorectal test needs FDA approval, and then it will hit the market -- probably around 2013. Over the next 5 years, they can generate more than 1 billion in revenues with a high probability, IMO. This test won't replace a colonoscopy, at least initially, but it will be an important alternative/supplement.

You have a potential product with 4 billion in annual sales in Phase III. They are a takeover target. Enough said.

I believe that EXAS will be bought by a larger company soon. Non-invasive tests are VERY popular with people, and I expect that this will be approved by the FDA.

I thought it waas over-bought and gave it a thumb down. I did well It may be bumpy for a while but long-term this stock should easily outpace the market. It remains a speculative play.

Exact Sciences research in colorectal cancer screaning has shown to be very promising. All the preliminary signs show that the outcome of their upcoming clinical trials will be positive. If positive it will bring them an advantage over any other player in this market thus bringing in the revenue they lack, and the value they deserve.

Slick management, and the test is much-improved but unfortunately I think the combination of sample type, performance and marker panel won't cut it.

see this post.
http://caps.fool.com/Blogs/exas/466058.

This company is poised to skyrocket. It has FDA approval for clinical trials in 2011 after its testing came back 100% accurate. They expect FDA approval for the marketing of the product in 2012. Their expected profits are in the billions. This stock has gained more than 7 times my original investment and I am staying in for the long haul.

Company has presentation with FDA on 29th October regarding external validation study of its genetic stool test for colon cancer.

This company is one of those companies, speaking very fundamentally here, that started with a great idea. Assuming that the clinical trials continue to be positive (most recent one had a 100% success rate), when this product comes to the market in 1-2 years, this is the sort of company stock that could go through the roof. It could be a technology used all over the world by doctors. Price target for this stock - $30/share in 3 years.

3.39

colon cancer, ugly, avoidable

Chuck wagon. Yahoo!