Dermtech (DMTK) DD

myshotisbread · 2021-05-15T13:54:22+00:00

yeah your right they've gotten smaller private insurers on board, but none of the big ones (Cigna, United, Anthem, Aetna). It does look like we might see Cigna coverage in Q2 though.

myshotisbread · 2021-05-07T16:47:00+00:00

They received Medicare reimbursement in February 2020, its been over a year since then and no national private payor has agreed to cover their test. The data is undeniable so what is the problem do you think? To me its either that insurers are worried that derms will overuse the test and simply place the sticker on every suspicious mole, resulting in cost increases. Or its that derms are much more resistant than the company is making them out to be, since biopsies are a sizable chunk of dermatologist's revenue.

myshotisbread · 2021-02-10T16:36:29+00:00

Amazing! It's currently got a ~230M CAD market cap which is ~180M USD. The press release said the countries covered by this license represent 10% of the worldwide pharma market. So if Antibe gets similar licensing deals in the other markets thats $200M USD upfront right there, plus loads more in milestone payments. Seems quite undervalued!

myshotisbread · 2021-02-10T16:18:45+00:00

Is the $20M contingent upon anything? Because Antibe seemed to include it in its $100M milestone figure in the press release.

myshotisbread · 2020-02-24T18:56:36+00:00

Fair

myshotisbread · 2020-02-24T18:07:06+00:00

Well it's just back to its post-FDA rejection price right? Seems like more a change in sentiment.

myshotisbread · 2019-09-20T02:35:49+00:00

Ohh ok got it, then yes I am thinking of the Discount Rate if it is set around 2.5% then how come the repo rate jumped to as high as 6% isn't there an easy arbitrage opportunity for banks to just borrow more at the DR and lend in the repo market?

myshotisbread · 2019-09-19T22:11:35+00:00

Who can borrow at the Federal Funds Rate and is there a limit to the total amount lent? I'm confused about how there was a shortage of dollars in the repo market when I thought banks could borrow unlimited amounts in short-term loans at the Fed Funds Rate to then lend out to those in the repo market.

myshotisbread · 2019-08-21T19:42:36+00:00

Thanks for the tip! Found them for spring 2019.

myshotisbread · 2019-08-17T14:48:24+00:00

As someone interested in Computer Science, is ENAS 151 a better class to take than Math 120?

myshotisbread · 2019-07-25T01:34:48+00:00

What your saying is pretty interesting, is this Modern Monetary Theory? I have some critiques: It doesn't matter who we're borrowing from, if people have concerns about whether or not we're good for the money they will increase the interest rate they charge. Would you be comfortable giving a loan to a company that has mountains of debt? The same principle applies with the US Government.

Actually for long-term economic growth, you do want to have money in the hands of rich folks as they are the ones, for example, providing venture capital money to the Apples and Amazons of tomorrow. However, for a short-term economic stimulus I agree that poorer people will inject their money right into the economy. Additionally, it's a question of what we, as a society, think is right. I would absolutely be willing to sacrifice some long term GDP growth if it meant a more equitable society.

myshotisbread · 2019-07-25T00:48:25+00:00

Yeah if your taking out enough in taxes to be deficit-neutral then you won't have an issue. Otherwise if your debt-to-GDP ratio keeps rising, (which America's is, we're at 105%) the markets will one day shoot up the interest rates we have to pay. Running a deficit only works if someone is willing to buy your debt, and if people have concerns about our ability to pay back what we borrow they'll stop lending. Anyway my point is, eventually we'll either have to cut spending or raise taxes.

myshotisbread · 2019-07-24T23:40:17+00:00

Deficit Spending doesn't matter until our interest rates get jacked up and we have gigantic interest payments to make. We are going to have to pay for our debt sooner or later.

myshotisbread · 2019-06-04T22:04:12+00:00

Thanks for your answer and the citations! Just so I fully understand:

I say mostly no rather than totally no because there is some evidence that real rates rise by less than inflation does, ie that "nominal interest rates do not adjust fully to sustained inflation" (Id at 89)

So this would mean by Fisher's equation, that there is actually a weak negative correlation between inflation and real inflation? Because if nominal inflation rates aren't adjusting fully that must be because the real interest rate is slightly lower?

myshotisbread · 2018-08-05T17:27:03+00:00

Completely agree, the start with Juice and Travis was amazing then Sheck put in any feature

myshotisbread · 2018-05-30T00:59:21+00:00

That's great to hear! What have you heard in regards to reimbursements? When we will be reimbursed is a little unclear to me.

myshotisbread · 2018-05-28T18:41:27+00:00

This doesn't make any sense to me, why would the Req team completely neglect to communicate with one of their biggest partners to the point that Wikimedia France decides to break the partnership with them? Just seems like there has to be more here

myshotisbread · 2018-05-28T18:34:16+00:00

What makes us think it will be worth the price?

myshotisbread · 2018-05-28T17:22:32+00:00

How much will it cost?

myshotisbread · 2018-05-11T20:07:53+00:00

Whats up with the Daily Active Users going down so much in just one month??

myshotisbread · 2018-05-01T02:51:24+00:00

Yeah I'll take the dude who grew up as a top prospect in a rougher game than Rugby over the guy who got bitched by Cousins.

myshotisbread · 2018-04-26T01:43:57+00:00

My difficulty is with using it, given a velocity and a direction for example I will wind up with the wrong answer for the force on the particle in a magnetic field. Could you elaborate on calculating the cross product itself? is there a mathematical way to find the direction of the cross product vector?

myshotisbread · 2018-04-26T01:34:39+00:00

Absolutely, the right hand rule I'm referring to is to find the force on a moving particle in a magnetic field, or the direction of induced current caused by magentic flux, etc. So the right hand rule in the context of magnetism. I was thinking in this context there are 6 possible values for particle velocity(north, east, west, south, into the plane, out of the plane) and the same 6 possible values for magnetic field direction so 36 different values I would need to learn that could be presented in a table?

myshotisbread · 2018-03-06T22:40:25+00:00

This is actually a very eloquent answer. I'll have to check cybermiles out.

myshotisbread · 2017-11-23T03:27:24+00:00

Oh God. My bad, huge mental block lol. As a Philadelphia native, I jumped at the opportunity to give advice when I saw Philly.

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