supDawg Posted - 54 minutes from now

$LUCD look at this emotional bastard.

LPlates Posted - 6 hours ago

@PAVM_Millionaire @Carter113 What is your reasoning for such an idiotic comment. I just made the distinction that Lishan and Dennis would actually file with the SEC, with no corresponding notification on the $LUCD & $PAVM investor relations section of the website to announce a filing, that Press Releases were furnished not filed. So the only way a Retail Investor would know that the Press Release could not be relied upon for accuracy was if they went to the SEC site and looked it up. It is what it is. It's a FACT. Only in your world is stating a fact a loss. And that's why you get played all day long.

Ironbow Posted - 11 hours ago

$PAVM $LUCD Dave, all those late night postings of hundreds of messages about Aryton… 💨… LMAO

LPlates Posted - 11 hours ago

@Carter113 $PAVM & $LUCD What do the filings say? I will wait until you state what you think is positive about the filings? I'm guessing you do not read them but just read the press release. The press release is "furnished' not "filed" with the SEC because it is misleading. So when you state what is the positive and what is concerning then it will show both your lack of knowledge and lack of effort. So please why are you so bullish?

oaksapollo Posted - 12 hours ago

$LUCD I tried to quantitatively assess the impact of the 2023 notes during Q3. Some numbers: Median daily volume in Q3: 126,150 Shares issued to Ayrton in Q3 (per the 10Q): 2,116,717 Trading days in Q3: 64 Avg shares sold per day: 33,073 (Assumes Ayrton is still at 9.9% and forced to sell all the converted shares) So one way to look at it is that every single day, 26.2% of the volume was Ayrton selling. Or you could say that on 17 days out of 64, Ayrton selling was 100% of the volume. This is why the 2024 notes are a big deal.

Carter113 Posted - 12 hours ago

$PAVM $LUCD I am waiting for Dave, DMC, LPlates, etc .….to respond to the latest filings as they don’t fit all his BS narrative over the last 2 years……then I can and will shed some light….

supDawg Posted - 16 hours ago

$LUCD these filings are exactly what I’m talking about … Every “good” news is followed by fcken awful news. Fck.

supDawg Posted - 18 hours ago

$LUCD show me the money. That’s all. That’s it. Get it done.

mmdetritus Posted - 19 hours ago

Canaccord Q&A with $LUCD is worth listening to (it starts around 15 min, after the presentation). The most interesting bit of info: they have about $6M in unsubmitted Medicare claims that will be able to be submitted if they get coverage. Other tidbits: nice clinical utility data show that 80% of pts with a positive test get an endoscopy; they also have data showing a 98% success rate in 13,000 tests. Payors will like to see data like these.

TD_ Posted - 19 hours ago

$LUCD $PAVM i'm paraphrasing from memory, so listen to webcast when you can....highlighted ...multiple, solid, in-person, engagement/meetings with senior leadership at MolDx.....which gives them confidence. Medicare coverage is the significant inflection point if you look at history of other diagnostic co's; "2025 is going to be a big year for us"...etc. Do your own DD...good luck to us!

traderjoe2018 Posted - 19 hours ago

$LUCD I think I’m going to add another 10k before we fly. Rockets soon boys. 🚀

TD_ Posted - 19 hours ago

$LUCD $PAVM listen to this if you are involved in LUCD/PAVM https://wsw.com/webcast/canaccord100/lucd/2492280

mmdetritus Posted - 19 hours ago

@RetiredMD @oaksapollo Lishan just said, in the Q&A at Canaccord, that $LUCD have about $6M in unsubmitted Medicare claims that will be able to be submitted if they get coverage.

Carter113 Posted - 19 hours ago

$LUCD $PAVM 2 big takeaways from the Canaccord presentation today: First, from the 22M preferred funding that just happened they expect to net 18M of it, which seems the payoff to Arynton is around 4M tomorrow then. Secondly they have approx 6M in Medicare submissions that will be paid once Medicare is approved as they can go back 12 months.

RetiredMD Posted - 23 hours ago

$LUCD "The MolDX process, which involves registering a molecular diagnostic test with Medicare to ensure proper billing, can typically take 60 to 90 days to complete, including the technical assessment and registration for a unique Z-code through the Diagnostic Exchange." So....does this mean end of January to the end of February?

LPlates Posted - 23 hours ago

$PAVM & $LUCD I can't wait for the SEC filings. A nice BOTTLE of Red, because it will be a long night figuring out what the Ayrton SPA cost LUCD and what the new loan will cost. That POPPING sound will not be Champagne but the numerous PUMPERS wild claims exploding under the plain truth in black and white that the SEC filings will contain....

mmdetritus Posted - 1 day ago

I posted a similar $LUCD thread over on X if anybody prefers engaging there... https://x.com/BioCurious1/status/1859265585797878270

traderjoe2018 Posted - 1 day ago

$LUCD the stars are aligning!!!!

DrKyle Posted - 1 day ago

$LUCD huge blocks just moved...400k shares

Ironbow Posted - 1 day ago

$LUCD $PAVM Dave // LPlates today 👇🏻

oaksapollo Posted - 1 day ago

$LUCD Keep in mind that this huge news was released into this environment where Ayrton likely still has millions of shares to sell. I think in the weeks to come, more investors will see that Lucid is on the cusp of Medicare coverage AND the Ayrton sell pressure will fade, creating a large move in the share price. 2025 is going to be a huge year for Lucid. We should reach break even and lay the foundation (coverage). Then I think in 2026 the company will finally reach a period of logarithmic growth where their only limitation is the speed at which they can hire sales reps. The market is huge, well-defined, and there is no competition!

LPlates Posted - 1 day ago

$LUCD WOW the PUMPING disguised as asking for information is really going BESERK today. It's all about TAM (total addressable market) and then what % of that EsoGuard can get. Then they throw in the work Conservatively as they are not PUMPERS. But look at their posts and figure in the 1 for 15 reverse split for $PAVM and you will see them saying the same NONSENSE when They are down 50++% on LUCD and 90++% on PAVM. Then ask them to name ANY diagnostic company that has ramped rapidly within 24 months of CMS coverage. Then ask what is the fastest ramping company real $$ marketing spend for those two years post CMS coverage. Then ask how many diagnostic companies went bust post CMS coverage. Then ask for a realistic share count as it will be 300m++ They are down so much they can't exit. Don't be losers like them. Ask where will the $$'s come from and when? A realistic comparison is MDXH. $80m revenue and an $80m market cap. That is just the reality of diagnostics. FACTS

mmdetritus Posted - 1 day ago

@RetiredMD @oaksapollo One other note: if they are approved, btw, coverage stretches BACK a year. So $LUCD will be able to realize revenue from whatever percentage of their tests from the previous 12 mo (from approval) were performed on qualified medicare patients. That should make for a nice, relatively immediate, bump in revenue.

mmdetritus Posted - 1 day ago

@oaksapollo @UncleJuniorrr That seems right. And I think the Big Event for the stock will be a positive draft (not final approval after the 30 day public comment period). To there's a decent chance that happens as early as oakspollo is suggesting. $LUCD is being wisely conservative saying "first half of 2025" for a decision, but we will get some BIG tells before the final decision.

RetiredMD Posted - 1 day ago

$LUCD I know it's been repeated many times that the potential U.S. market for EsoGaurd is 30 million individuals, but does anyone have any idea of how many individuals that are covered under Medicare are EsoGuard candidates under the MolDx guidelines? Thnx.

uazwildcat Posted - 1 day ago

@mmdetritus $$LUCD Very well put together summary .... Thank you! So do you have idea of what the procedure is at this point from MolDx? Timelines/milestones?

mmdetritus Posted - 1 day ago

4/4 Summing up: the package $LUCD has been putting together hits every criterion on the list pretty squarely, all of their data are now published in premier journals, and national organizations all back Esoguard and have reshaped their guidelines in a way that makes the need for Esoguard clearer. LUCD seem to have been pretty meticulous putting this together (frustratingly, sometimes, since it's taken serious time), and have had a pre-meeting to ensure they have all their ducks in a row for a good resubmission. It seems like LUCD has a pretty solid case. Now it's up to MolDX to change that "non-covered" to "covered". GLTA

LPlates Posted - 1 day ago

$LUCD & $PAVM The day is today. The day all the PUMPERS claimed you needed to be invested as both PAVM and LUCD were going to the MOON and you would miss out. But ...... There is no institutional interest. NONE (First Manhattan is strange) It is a race to get CMS approval before LUCD runs out of Money. It is a 2nd QTR 2025 timeframe and it needs to be early not late in Qtr 2. So say it's 5 months best case. From the start of Q4 that's probably 7+ months or around $35m in real cash burned. What we don't know but will have more clarity on after the SEC filing is what is the LUCD shares count. My guess is it will be close to 200 million. So the day you get CMS coverage LUCD Has no cash for a launch that needs $100m. Has a share count of 200m (probably much more) Needs to be a UNICORN as NOT one Diagnostic Company has ramped quickly (within the first 2 years post CMS approval). Normally it starts accelerating Year 3. Lower Share price ahead guaranteed. Plenty of time

mmdetritus Posted - 1 day ago

3/n At the time of the LCD, the nationally recognized guidelines did not include non-invasive tests like $LUCD's Esoguard. Shortly after the LCD came out, both major national organizations (ACG and AGA--and now the American Foregut Society has forcefully chimed in) laying out guidelines were amended and now include them. Esoguard/check is positively mentioned in both. (Incidentally, they have also broadened the risk factors so that GERD is no longer always a necessary condition, so long as a combination of other factors are also met.) AGA guidelines: https://www.cghjournal.org/article/S1542-3565(22)00599-7/fulltext

mmdetritus Posted - 1 day ago

2/n When $LUCD first submitted, they only had relatively thin (but very good) data supporting clinical validity (CV). They didn't have data demonstrating analytical validity (AV) or clinical utility. They've since published a bunch of very good papers specifically addressing these criteria. Today's PR hits this point hard. "The EsoGuard clinical evidence package includes six new peer-reviewed publications: three clinical validation studies (two in the intended use population, one case control), two clinical utility studies, and one analytical validation study." https://ir.luciddx.com/2024-11-20-Lucid-Diagnostics-Submits-Clinical-Evidence-Package-to-MolDX-Seeking-Medicare-Coverage-for-EsoGuard-R-Esophageal-DNA-Test