Biocartis « Terug naar discussie overzicht

quote:

Flatlander schreef op 26 februari 2020 14:24:

Joe
Don't count on much relief from the US open. The news here is focusing on Trump sending out his Economic Adviser Kudlow to say that Coronavirus was contained . At nearly the same time the head of the CDC came out and said it was a matter of when (and not if) the pandemic spreads to America. There is no trust in the information being provided!

This is one of the few disadvantages of BCART expanding into the worldwide market. While the sales from Asia are not in the projections, yet, people are acting like BCART employees are highly exposed to to the virus hot spots.

Other than BCART, anyone have any other European Stocks(preferably non-healthcare) they believe are a good value?

FL

quote:

voda schreef op 27 februari 2020 07:06:

PERSBERICHT: Persbericht Biocartis Group NV: Biocartis kondigt 2019 financiële resultaten aan via webcast op 5 maart 2020

FONDS KOERS VERSCHIL VERSCHIL % BEURS
Biocartis NV
5,29 0,00 0,00 % Euronext Brussel
PERSBERICHT: GEREGLEMENTEERDE INFORMATIE

27 februari 2020, 07:00 CET

Biocartis kondigt 2019 financiële resultaten aan via webcast op 5
maart 2020

Mechelen, België, 27 februari 2020 -- Biocartis Group NV (de
'Vennootschap' of 'Biocartis'), een innovatief bedrijf in de moleculaire
diagnostiek (Euronext Brussels: BCART), kondigt vandaag aan dat ze een
live webcastconferentie zal opzetten op donderdag 5 maart 2020 om 14:00
CET / 13:00 BST (VK) / 08:00 EDT (VS) om zijn 2019 resultaten en 2020
vooruitzichten aan te kondigen.

De live webcast zal toegankelijk zijn via de
www.globenewswire.com/Tracker?data=lh...
Biocartis website of door
www.globenewswire.com/Tracker?data=al...
hier te klikken. Wie aan de vraag- en antwoordsessie wil deelnemen,
gelieve 5-10 minuten voor starttijd in te bellen via onderstaande
inbelnummers, gevolgd door de bevestigingscode 6194332. De webcast en
telefoonconferentie zullen in het Engels gevoerd worden. Een herhaling
van de webcast zal kort nadien ter beschikking zijn op de
www.globenewswire.com/Tracker?data=lh...
Biocartis
www.globenewswire.com/Tracker?data=Tc...
investeerderswebsite.

Inbelnummers:


-- VK, Londen (standaard internationaal):
+44 (0)8445718892

-- België, Brussel:

+32 (0)24009874

-- Frankrijk, Parijs:
+33 (0)176700794

-- Nederland, Amsterdam:
+31
(0)207143545

-- Verenigde Staten, New York:
+1 6315107495


Bevestigingscode: 6194332

----- EINDE ----

Meer informatie:

Renate Degrave

Head of Corporate Communications & Investor Relations Biocartis

e-mail
www.globenewswire.com/Tracker?data=KR...
rdegrave@biocartis.com

tel +32 15 631 729

gsm +32 471 53 60 64

quote:

Flatlander schreef op 25 februari 2020 21:31:

As much as anything, what stands out to me is what is not mentioned. BCART has a lot of shots on goal coming in the next year. For instance, the article does not mention:

OncoTypeDx Breast launch in the EU in the next year and the ROW thereafter;
Japan registration of Assays and beginning of console sales;
China Registration and launch;
Septicyte EU approval and US approval;
Oncotype Prostate status (schedule for roll out to urology labs);
Other CDx relationships not mentioned.

I know the article was focused more on the US market but BCART's worldwide opportunities in the point of care marketplace has the potential to be transformational. The initial approvals will pave the way for subsequent assay approvals. The regulators will gain familiarity and confidence in the system with each subsequent submittal.

I'm surprised that BCART sits a all time lows given the size of the opportunity. BCART got whacked hard even though it does not have the global supply chain risks of a lot of the US Tech sector. From what I can tell, the consoles are manufactured in Boston and the cartridges in Mechelen
Belgium with no exposure to China. The likely China approval delays have not been built into any estimates so they are not a consideration.

FL

quote:

brightlight schreef op 27 februari 2020 21:42:

[...]
FL
Although I am utterly convinced about the product and market opportunities of Bcart, my biggest concern with them is that they are not open (at all!) about their future projections concerning peak sales, ramp-up towards peak sales, gross, operational, pre-tax and net margin evolution projections, and even in more detail projections about their r&d, s&m, cost of sales, g&a expense evolution, etc., etc.. I really would like to get a proper idea about when they will break-even. I thought I had a pretty good idea, but every time I look at my numbers I notice there are just too much unknowns. Other Biotechs that I examined in detail are either very transparent about their projections or at least much more open. In other words, it is utterly undo-able to construct a good financial model of Bcart. I wonder if those other biotechs overstep their right to disclose information of if on the other hand Bcart is just way too careful. Anyway, this line of conduct annoys me a lot. If they do not become more open in the not too distant future, I may consider eliminating my considerable position, despite all the hard work I put into trying to understand this company. I wonder if that is not also a concern of yours, and if you yourself ever tried to construct a financial model of Bcart?
BL
P.S. my stock pick for you is Nokia.