EXACT Sciences Corp (NASDAQ:EXAS)

Thanks to Portefeuille I caught a nice rebound on Exact last week as a negative reaction to the DeeP-C data mysteriously reversed itself. I still have 100 shares of the stock with cost basis 7 that I'm just waiting for Portefeuille to tell me what to do with, but it isn't enough of a position to stop me from betting against it in CAPS. A 600M market cap is way too much for unconvincing sensitivity and specificity data that don't provide a convincing basis for widespread adoption of the Cologuard test. Exact is once again a trader's football and I expect the stock to move with the winds until a concrete catalyst emerges.

Fallen too far. Once FDA approves, EXAS will become much more competitive and might get bought.

Oversold - quick trade

cost savings for us that need to see if they got the cancer.

jim cramer speculation play- colon cancer pop in a bag if they see you have cancer they bring your ass in ... yada yada

Value

Major disrupter

Very important screening test

Cramer said so...I used to own this stock so I am sure it will outperform here big time.

100

The graying of America makes one high on pharmaceuticals.

Boomers getting old.
"Can I stick this in your butt?"
"No, but here's some poo."

Blood based tests don't find PRE-CANCERS with any amount of accuracy. The ColoGuard(EXAS) test is done in your own home in 1 minute, no doctor, no office visit, no needle stuck in your arm. The accuracy of the stool based DNA test is far better than any blood based test.

10,000 person Phase 3 FDA/Mayo clinic validation study will be complete in this quarter for top line results reported in Q4 THIS year.

My belief is that a stool DNA test will not be successful. There are several blood-based diagnostic tests for CRC that look promising, and much more patient friendly.

went up 216 % for portefeille.

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

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

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.