Comments for EXACT Sciences (NASDAQ: EXAS): Buy and Hold for Long-Term Upside at http://www.biomedreports.com , comment 1 to 2 out of 2 comments http://www.biomedreports.com Wed, 08 Feb 2012 18:30:43 +0100 FeedCreator 1.7.3 http://www.biomedreports.com/2009110717003/exact-sciences-nasdaq-exas-buy-and-hold-for-long-term-upside.html#comment-1479 This is an interesting analysis, Mike. However my biggest question is with the technology and efficacy. As for technology, I have developed sensitive ras assays so I am familiar with this and related areas of research. Ignoring the technical problems, with which there are many to overcome when analyzing stool specimens, I am concerned with the false negative rate of their methodology. I believe that their specific genetic screen will miss certain tumors, for example those with the microsatellite mutator phenotype. And, would the detection only be reliable if a CRC is of a certain size. There are many other outstanding questions. This is not to say how impressive the Vogelstein group has been as a leader in this field, and others. The second question is why would a patient want this test when colonoscopy is available, reimbursable, and I presume more accurate at diagnosing colon cancer. See the uproar over the recently revised mammogram guidelines. I believe the technologies of cell capture and genetic analysis will improve over the next few years. And while EXAS has outstanding, Nobel prize quality scientific support, I don't see their existing technology supplanting colonoscopy as a first line of detection. - S.M. Kahn Fri, 27 Nov 2009 02:02:32 +0100 http://www.biomedreports.com/2009110717003/exact-sciences-nasdaq-exas-buy-and-hold-for-long-term-upside.html#comment-1310 I remember when you first started covering this stock last spring. You're coverage has been right on. Great call! - M.E.Garza Sat, 07 Nov 2009 03:21:43 +0100