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6.444 Posts, Pagina: « 1 2 3 4 5 6 ... 36 37 38 39 40 41 42 43 44 45 46 ... 319 320 321 322 323 » | Laatste
DeZwarteRidder
0
quote:

Flatlander schreef op 21 mei 2019 16:20:

Did anyone attend the Annual meeting earlier this month? If so, any insights?

A lot of the comments on this board ring of impatience. Its easy to understand why since the share price has been in the doldrums and trade below where BCART IPO'd 4 years ago. I believe that circumstances are changing such that BCART will demonstrate profitability in late 2020. As importantly, they should have enough cash to get the company through to becoming profitable.
Ik verwacht in de komende 5 jaar geen serieuze netto winst.
Flatlander
0
Black Knight

I've invested in a couple companies in the molecular diagnostics space. About 20 years a go a small company called Vysis was spun out of AMOCO Oil an went public with a genomic testing product called FISH (Fluorocene IN-Situ Hybridization). It ended up being acquired by Abbot a couple years later after an approximate 10 fold gain. I sold out of GHDX and got authorized to trade on the Brussels exchange in order to buy into BCART. The common denominator is that each of these companies had a unique product and in each case there was slow initial uptake of their product. In each case the share price did not move appreciably until many technical articles had been published and physician testimonials were available. Often it takes a prestigious journal article to start getting some traction in the physician community. I see a similar trend in Idylla uptake.

However, to me it is apparent that the consoles that are sold are not going unused. if you divide the number of cartridges sold each half year by the number of consoles you can see that the average number of tests run per console are in increasing. I believe that indicates that the users are engaging and becoming familiar with the system. I think the OncoDX cartidge that should be on the market next year could be a killer ap! The test is already supported by the highly visible TailorX study results and that should pave the way for rapid adoption. Chemotherapy is not pleasant and has a lot of negative side affects. A fast assay that can be run at the point of biopsy that will help the woman make an informed decision on weather she can benefit from chemo will be well worth the costs.

So why do you believe serious net profit is more than 5 years out?

FL
Moreandmore
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Beursblik: Kepler Cheuvreux verhoogt koersdoel Biocartis

AANDEEL KOERS VERSCHIL VERSCHIL % BEURS
K V Biocartis NV
11,60 0,04 0,35 % Euronext Brussel

(ABM FN) Kepler Cheuvreux heeft vrijdag het koersdoel voor Biocartis verhoogd van 15,70 naar 17,40 euro met een ongewijzigd koopadvies.

Biocartis heeft 150 miljoen euro opgehaald met de uitgifte van converteerbare obligaties, aldus Kepler. Omdat hiermee een perfecte brug wordt geslagen tussen de uitbreiding van het productaanbod en de periode die nodig is alvorens er omzet wordt gegenereerd, kan Biocartis zich vanaf nu volledig richten op de operationele zaken, meent Kepler.

Bovendien bieden de obligaties, indien succesvol, tal van mogelijkheden om toekomstige verwatering te beperken of te voorkomen.

Ondertussen lijken grote veranderingen in het aandeelhouderschap grotendeels voorbij, waardoor er geen additionele ‘overhang’ meer is, voegde Kepler toe.

Het aandeel Biocartis koerste vrijdag 0,7 procent hoger op 11,56 euro.

Door: ABM Financial News.
Flatlander
0
US S&P Market looks to be rolling over on China Trade concerns. As I said before, the rush to extract money from the market (IPO's, secondaries, convertibles, etc) foretold this weakness. Trump is about to learn what most the world already knew, " no-one wins a trade war". I expect that BCART will turn down in the short term as rumors are that Trump wants to renegotiate the EU trade agreements and extract Iran related concessions from the EU before the 2020 election cycle. Long term I do not expect that any of this will have a lasting effect on BCART. They are still making headway into emerging markets and China. The Wonfu agreement may even start bearing some fruit before the U.S. trade spat runs its course.

We are very early in the MDx and CDx innovation revolution (I would not even call it a cycle since I believe it will run as long as the eye can see). BCART is situated to be a leader in the PCR IVD quick TAT part of this business the way Cepheid was in infectious diseases. Numerous NGS leaders are also emerging. There will be room for both. I do see a dilemma developing. BCART is targeting large research institutions 1st in the US. Their most natural market may be smaller to mid size hospitals and clinics looking for an economical way to incorporate MDx into their diagnostic decision making. The large institutions generally have access to faster TAT NGS profiling so their need is not as critical. Access to the smaller hospitals, clinics and labs is going to be largely contingent on insurance reimbursement. Hopefully, the JnJ collaboration in NJ and the additional funds from the convertible allow BCART to expedite the FDA approval to full diagnostic certification.

FL
FL
MtBaker
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29 mei Biocartis Group NV: Openbaarmaking van transparantiekennisgevingen

Gerelateerd: Biocartis 11,040 0,00%

Mechelen, België, 29 mei 2019 - Biocartis Group NV (de 'Vennootschap' of 'Biocartis'), een innovatief bedrijf in de moleculaire diagnostiek (Euronext Brussels: BCART), kondigt vandaag aan, overeenkomstig artikel 14, lid 1 van de Belgische Wet van 2 mei 2007 op de openbaarmaking van belangrijke deelnemingen in emittenten waarvan aandelen zijn toegelaten tot de verhandeling op een gereglementeerde markt (de 'Belgische Transparantiewet'), dat zij transparantiekennisgevingen heeft ontvangen van zowel OppenheimerFunds, Inc. ('OFI') en Invesco Ltd. ('Invesco') volgend op Invesco's overname van OFI. De transparantiekennisgeving door OFI, ontvangen op 25 mei 2019 ('OppenheimerFunds Kennisgeving'), toonde aan dat op 24 mei 2019 OFI niet langer in bezit was van stemrechtverlenende effecten van Biocartis, en de transparantiekennisgeving van Invesco, ontvangen op 28 mei 2019 ('Invesco Kennisgeving'), toonde aan dat op 24 mei 2019 Invesco boven de 10% kennisgevingsdrempel was gestegen en nu 12,36% van de stemrechtverlenende effecten van Biocartis in bezit heeft. 103 keer bekeken | 0 reacties
leeuwpips
0
Altijd maar positief nieuws maar de koers blijft koppig achter.
Waarschijnlijk manipulatie .........ceo van mijn kloten!!!!!!
DeZwarteRidder
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quote:

leeuwpips schreef op 13 juni 2019 19:44:

Altijd maar positief nieuws maar de koers blijft koppig achter.
Waarschijnlijk manipulatie .........ceo van mijn kloten!!!!!!
De koers gaat met gemak onder de 10.
Flatlander
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Looks like BCART has entered the summer news doldrums. I'm fine with the company quietly going about their business without fanfare. I've spent a little time researching head to head pathology studies and user testimonials. They are all very positive. I also believe that BCART has more CDx partnerships than any of the other MDx players. There are a lot of NGS competitors but very few Fast TAT PCR IVD devices. I think BCART will do better when they focus on small to midsize hospitals, clinics, labs, etc. The larger research facilities have better access to NGS and can speed NGS results whereas smaller facilities are more dependent on off-site analyses and longer TAT. Again, adoption at these smaller facilities is largely a regulatory exercise (moving from RUO to full clinical approval).

I've added slightly to my holdings on weakness.

FL
Bio-belegger
0
quote:

Flatlander schreef op 20 juni 2019 18:33:

Looks like BCART has entered the summer news doldrums. I'm fine with the company quietly going about their business without fanfare. I've spent a little time researching head to head pathology studies and user testimonials. They are all very positive. I also believe that BCART has more CDx partnerships than any of the other MDx players. There are a lot of NGS competitors but very few Fast TAT PCR IVD devices. I think BCART will do better when they focus on small to midsize hospitals, clinics, labs, etc. The larger research facilities have better access to NGS and can speed NGS results whereas smaller facilities are more dependent on off-site analyses and longer TAT. Again, adoption at these smaller facilities is largely a regulatory exercise (moving from RUO to full clinical approval).

I've added slightly to my holdings on weakness.

FL
Agreed, my expectation is that this year we will see ATH for Biocartis; more cartridges will be placed in the market and they will soon reach the point where they will make good profit. Buying the dips as well!
TD_01
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[verwijderd]
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Vooral shorten jongen ! Als de koers onder de 10 gaat pik ik ze graag van u over :)

quote:

DeZwarteRidder schreef op 13 juni 2019 20:22:

[...]
De koers gaat met gemak onder de 10.
DeZwarteRidder
0
quote:

casusanima schreef op 2 juli 2019 09:56:

Vooral shorten jongen ! Als de koers onder de 10 gaat pik ik ze graag van u over :)[...]
Na de halfjaarcijfers is dat geen probleem....!!!
stoppelbaard
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[verwijderd]
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ons moment komt nog, denk dat we gaan verschieten van de volumes die tegenwoordig de deur uitvliegen, laat die berichten maar komen ...
[verwijderd]
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Short gaan eh :). Je bent toch zo zeker van uw stuk. Anders zit je hier maar wat te lullen. Dus, shorten en geld verdienen !

quote:

DeZwarteRidder schreef op 2 juli 2019 11:12:

[...]
Na de halfjaarcijfers is dat geen probleem....!!!
DeZwarteRidder
0
quote:

casusanima schreef op 3 juli 2019 13:34:

Short gaan eh :). Je bent toch zo zeker van uw stuk. Anders zit je hier maar wat te lullen. Dus, shorten en geld verdienen !
[...]
Short gaan in Biocartis is helaas onmogelijk voor mij.
[verwijderd]
0
? Waarom zou u niet kunnen short gaan in een aandeel ? U werkt bij Biocartis (of een stakeholder) ?

quote:

DeZwarteRidder schreef op 3 juli 2019 15:39:

[...]
Short gaan in Biocartis is helaas onmogelijk voor mij.
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