Pacific Edge (ASX:PEB, NZE:PEB) is pursuing what appears to be "a more focused strategy" to reverse a decline in US commercial test volumes, with a clear focus on intermediate-risk microhematuria patients, Jarden said in a Tuesday note.
The company's US commercial test volumes fell 2.4% in the first quarter of fiscal 2027 from the linked three-month period, which it attributed to a downsizing of its sales force.
The new sales strategy aims to extend outreach beyond traditional urology to include other provider types who are the initial point of contact for most intermediate-risk microhematuria patients, Jarden said.
Pacific Edge's total laboratory throughput fell over 8% in the fiscal first quarter, largely due to a 82% decline in clinical trials and investigator-initiated trial volumes, but its Asia-Pacific operations showed strong momentum as commercial tests rose nearly 13%, the equity research firm said.
It added that the company is also developing an in vitro diagnostic for international markets, which should allow for decentralized lab deployment and market expansion as these diagnostics can be run by any accredited lab partner in any geography.
Jarden maintained a neutral rating on Pacific Edge with a target price of NZ$0.20.