Biocartis forum geopend

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DeZwarteRidder
0
quote:

Hopende schreef op 22 mei 2021 16:41:


[quote alias=DeZwarteRidder id=13456494 date=202105221520]
[...]Toen ik deze uitspraak deed stond de koers van Biocartis ruim boven de 10 euro.
[/quot
Waar denk jij dat we gaan uitkomen ?

Ik kan de toekomst niet voorspellen, maar volgens mij is de enige hoop een bod op de aandelen.

Als er nu een bod gedaan wordt van 6 euro is de zaak snel bekeken.
Hopende
0
quote:

DeZwarteRidder schreef op 22 mei 2021 17:09:


[...]
Ik kan de toekomst niet voorspellen, maar volgens mij is de enige hoop een bod op de aandelen.

Als er nu een bod gedaan wordt van 6 euro is de zaak snel bekeken.

Ook goed dan beperk ik mijn verlies , is de laatste keer dat ik iets koop in biotech alles een ramp ,
En wat zou hun diepste punt zijn denk je ? Ik denk dat ze nu redelijk op hun bodem zijn
DeZwarteRidder
0
quote:

Hopende schreef op 22 mei 2021 17:15:


[...]
Ook goed dan beperk ik mijn verlies , is de laatste keer dat ik iets koop in biotech alles een ramp ,
En wat zou hun diepste punt zijn denk je ? Ik denk dat ze nu redelijk op hun bodem zijn

De koers voorspellen mag je zelf doen.
CGCDLR
0
Vacature voor een Executive Assistant & Office Manager op 20 mei.Waarschijnlijk om de overname aan 6€ te beklinken.??
Flatlander
0
quote:

OzDx schreef op 21 mei 2021 08:20:


Has anyone read this article published in March this year?

"Rapid EGFR Mutation Detection Using the Idylla Platform: Single-Institution Experience of 1200 Cases Analyzed by an In-House Developed Pipeline and Comparison with Concurrent Next-Generation Sequencing Results"

I've just copied important bits from the article for my note... if anyone's interested

? Incorporation of the Idylla assay did not adversely affect subsequent NGS testing.
? In concordance with our experience, other studies have also shown the suitability of samples other than FFPE tissue for testing by the Idylla system, including cytology samples, decalcified tissue, and extracted DNA
? Although the Idylla EGFR assay is marketed specifically for FFPE tissue, a variety of input materials and samples can be used with the assay, with acceptable performance parameters. This versatility of the assay has been demonstrated in small studies and case reports for even stained cytologic material.
? Comparison of the Idylla results with the concurrent NGS data highlighted several important points. Overall, the automated mutation calls by the Idylla software alone demonstrated high concordance [98.75% (789/799)] with NGS results for the mutations included in the Idylla assay design. The rate of success of the Idylla assay and the concordance rate in this report are in keeping with prior studies, despite the use of more limited tissue and input material other than FFPE. Previous studies report overall concordance rates of 90% to 98% between Idylla and other orthogonal assays.9,24,26,33, 34, 35, 36 As in our experience, most studies have attributed the false-negative results to low tumor content in the sample.
? More importantly, neither the Idylla software nor the in-house automated analysis generated false-positive results. This high specificity means that positive calls do not require confirmation by an alternate test, enabling clinicians to initiate treatment in a timely manner. False-negative calls, however, are more concerning as, even in the context of minimal tissue loading, the Idylla system rarely generates a failure result. Therefore, in the context of limited tissue, any negative result should be interpreted with caution and must be carefully correlated with the total EGFR CQ and the tumor content before issuing a negative report.
? In conclusion, we find that the incorporation of the Idylla system enables streamlined rapid assessment of the most common mutations in non–small-cell lung cancer while still allowing comprehensive NGS assessment for the vast majority of samples with high success. The average turnaround time for this assay from receipt of material to report sign out is under 3 days, even accounting for extra steps of extraction and library preparation in small samples. The development of an in-house analysis pipeline can streamline additional processes in the laboratory, particularly when it incorporates flagging capabilities for borderline cases to prompt additional testing before final reporting. A manual review process, such as the one described herein, may also be easily incorporated in conjunction with the proprietary Idylla software analysis.



OZDx

I've skimmed it. Sometimes it is surprising that the BCART does not emphasize these technical articles more than they do. I had a few observations summarized below:

Lung samples from cytology and fine needle aspiration generally produce small samples with limited useable genetic material. It is much less common when FFPE samples are available for early or mid stage disease. A couple years ago a paper was run on the use of Idylla for cytology smear samples. The take away was that the ink used in the smear for microscopic evaluation interfered with Idylla. But they got good results when they put the samples thru a deinking process. This made it possible to use the same sample for both analyses. This double use of the same samples was stated to be very attractive for labs performing both cytology and MDx.

From what I've read the Idylla EGFR tests have yielded reliable, quick results for samples containing neoplastic cell content of at least 10%. However, several articles suggest that the sensitivity for the T790M resistance mutation is lower than desired. Renate indicated that they are working on improving the amplification curve for this mutation and a suspect the improved version will be available for the China launch in 2022.

The Memorial Sloan Kettering webinar last fall discussed the incorporation of Idylla into their work flow. They emphasized the low false positive rate allowed Idylla to be 'run in a front line setting to save money by targeting which samples that would require NGS testing, This also allowed positive patients to initiate treatment much quicker.

I'm totally with you about watching the US adoption rates after the MSI 510K approval. From what I understand from Univ of Wisconsin comments, MSI is a pretty labor intensive assay and they really appreciated the simplified workflow. So maybe this one assay will help adoption. More likely it will take more than one assay to convince many labs to adopt the Idylla platform. So I hope they have a quick follow up registration application for EGFR, I've thought that once gene fusion gains full IVD approval in the EU that it would provide enough biomarker coverage to make the platform pretty attractive for Lung and CRC, I'm hoping that we start getting enough geographic breakdown so that these trends can be recognized.

Thanks for digging into this an providing the synopsis of the pertinent findings.
I've been busy so I'll have to follow up on your Novacyt comments in a separate thread.

FL
Flatlander
0
quote:

OzDx schreef op 21 mei 2021 05:32:


Actually SNPsig products look very appealing. Is that where the investors in Novacyt see growth will come from? Or potential acquisition offer?


Actually my thesis is that when the late June conference call occurs, that if you subtract off the cash that the valuation grossly underestimated the product development prowess of the company. I realize that the cash situation is murky with the DHSC payments under dispute Since the start of the pandemic Novacyt has generally secured EU approval and has been 1st or very early to market with a variety of products. They were very quick to mobilize testing options (versalab, q16 and q32 instruments) and now an LFT to expedite turnaround of test results for businesses, the travel industry ,etc. Winterplex hit the market when most MDx companies were just wondering about how seasonal flu would be differentiated on top of Covid. If you look at the acquisition valuation premium that Roche placed on Genmark, Fisher placed on Qiagen in the failed attempt, and Hologics acquisition of Mobidiag’, I believe that Novacyt is very undervalued. They have paid off all debt, acquired IT-IS and expanded its footprint so that the can meet demand for their PCR instruments. I'm expecting an announcement of a suit of sepsis tests to launch on this platform.

The SNPsig tests now include 12 variants of concern. The WHO has stated that continued testing will be critical to identifying and tracing clusters and for identifying evidence of viral escape. This will be key in the design of subsequent vaccine booster shots. It is anticipated that Covid will not be eradicated but will be dealt with in an endemic manner as we now handle the flu, This will probably result in a relatively reduced but stable demand for future testing. Primer design has a number of collaborations, beyond the 5 yr sepsis product relationship with Immunexpress, They have promised to unveil the plan to pivot to new growth engines at the late June meeting. Right now, it appears that the market is pricing in that the plan is non-existent or very underwhelming.

I'm attaching a link to a dropbox prepared by one of the posters on the LSE board, He lays out the case for the valuation and supports it where possible with documentation. His valuation is very conservative (25% undervalued). It very easily could be several times that based on the acquisition take out valuation comparisons I referenced. Also, provided is a link to Novacyt Insider (somewhat of a propaganda piece but nevertheless informative. I'd be interested in your thoughts on the POC Wars article.

www.dropbox.com/sh/jtgl2ffh6lv34ww/AA...

novacytinsider.com/
novacytinsider.com/poc-wars-part-i/

To BCART investors, I apologize for dragging this discussion onto this board. I think it does show the state to which this sector has fallen out of favor in that even small caps with tremendous cash flow, earnings and margins are valued at basement prices by the market but not necessarily acquires. Given the sectors projected growth over the next decade it is a good place to find long term values but definitely not the place to turn a quick buck.

FL
Hopende
0
quote:

Flatlander schreef op 23 mei 2021 18:55:


[...]

Actually my thesis is that when the late June conference call occurs, that if you subtract off the cash that the valuation grossly underestimated the product development prowess of the company. I realize that the cash situation is murky with the DHSC payments under dispute Since the start of the pandemic Novacyt has generally secured EU approval and has been 1st or very early to market with a variety of products. They were very quick to mobilize testing options (versalab, q16 and q32 instruments) and now an LFT to expedite turnaround of test results for businesses, the travel industry ,etc. Winterplex hit the market when most MDx companies were just wondering about how seasonal flu would be differentiated on top of Covid. If you look at the acquisition valuation premium that Roche placed on Genmark, Fisher placed on Qiagen in the failed attempt, and Hologics acquisition of Mobidiag’, I believe that Novacyt is very undervalued. They have paid off all debt, acquired IT-IS and expanded its footprint so that the can meet demand for their PCR instruments. I'm expecting an announcement of a suit of sepsis tests to launch on this platform.

The SNPsig tests now include 12 variants of concern. The WHO has stated that continued testing will be critical to identifying and tracing clusters and for identifying evidence of viral escape. This will be key in the design of subsequent vaccine booster shots. It is anticipated that Covid will not be eradicated but will be dealt with in an endemic manner as we now handle the flu, This will probably result in a relatively reduced but stable demand for future testing. Primer design has a number of collaborations, beyond the 5 yr sepsis product relationship with Immunexpress, They have promised to unveil the plan to pivot to new growth engines at the late June meeting. Right now, it appears that the market is pricing in that the plan is non-existent or very underwhelming.

I'm attaching a link to a dropbox prepared by one of the posters on the LSE board, He lays out the case for the valuation and supports it where possible with documentation. His valuation is very conservative (25% undervalued). It very easily could be several times that based on the acquisition take out valuation comparisons I referenced. Also, provided is a link to Novacyt Insider (somewhat of a propaganda piece but nevertheless informative. I'd be interested in your thoughts on the POC Wars article.

www.dropbox.com/sh/jtgl2ffh6lv34ww/AA...

novacytinsider.com/
novacytinsider.com/poc-wars-part-i/

To BCART investors, I apologize for dragging this discussion onto this board. I think it does show the state to which this sector has fallen out of favor in that even small caps with tremendous cash flow, earnings and margins are valued at basement prices by the market but not necessarily acquires. Given the sectors projected growth over the next decade it is a good place to find long term values but definitely not the place to turn a quick buck.

FL



Thanks for the info, we won,t have to hope thats the stock will rise in the near future if i undestand , very sorry to hear this.
Kojo2
1
De koersevolutie is één grote dalende lijn. Als het zo doorgaat gaan we naar een slotveiling tegen € 3,90, mogelijk nog lager. en dat voor een bedrijf met waardevolle technologie. Commercieel blijft het jammer genoeg aanmodderen.
Hopende
1
quote:

Kojo2 schreef op 24 mei 2021 14:24:


De koersevolutie is één grote dalende lijn. Als het zo doorgaat gaan we naar een slotveiling tegen € 3,90, mogelijk nog lager. en dat voor een bedrijf met waardevolle technologie. Commercieel blijft het jammer genoeg aanmodderen.

Echt triestig om te zien mijn centen vliegen de deur uit pfff
Wanneer gaat dit eens stoppen ik wordt er gek van
DeZwarteRidder
0
quote:

Hopende schreef op 24 mei 2021 14:25:


[...]
Echt triestig om te zien mijn centen vliegen de deur uit pfff
Wanneer gaat dit eens stoppen ik wordt er gek van

Beschouw het maar als een dure beleggingscursus voor newbies.
Hopende
0
quote:

DeZwarteRidder schreef op 24 mei 2021 15:00:


[...]
Beschouw het maar als een dure beleggingscursus voor newbies.

Na een paar jaar is dit aandeel en celyad mijn stomste aankopen ooit
DeZwarteRidder
0
quote:

Hopende schreef op 24 mei 2021 15:05:


[...]
Na een paar jaar is dit aandeel en celyad mijn stomste aankopen ooit


En wat heb je nu geleerd....???
Hopende
0
quote:

DeZwarteRidder schreef op 24 mei 2021 15:08:


[...]

En wat heb je nu geleerd....???


Dat de beurs niets voor mij is .
Maar kan niet anders dan blijven zitten met zo grote verliezen
Hopende
0
quote:

DeZwarteRidder schreef op 24 mei 2021 15:08:


[...]

En wat heb je nu geleerd....???


Nog raad voor mij ?
Stefzele1
0
Hopende
0
quote:

Stefzele1 schreef op 24 mei 2021 15:59:


Met de winst van Solutions 30 één pakketje bijgekocht aan €3,92...eens zien...

Zo je gak weer wat verlaagd?
Ik had gehoopt dat de beurs vandaag dicht was, nu weer heel de dag zakken
Geen tips waar ik ook iets kan verdienen?
Stefzele1
0
@Hopende, deze morgen met Solutions 30, koers -77%(€2,40) dan terug naar €4,02 en erna terug naar €2,53 en dan terug naar €2,88...wel speculatief hé...voor daytraders...
Joshua41
0
quote:

Hopende schreef op 24 mei 2021 15:13:


[...]
Dat de beurs niets voor mij is .
Maar kan niet anders dan blijven zitten met zo grote verliezen


Je kan wel degelijk verlies nemen
Het is een dure les, maar je hebt er dan wel veel uit geleerd (hoop ik).
Het grootste verlies dat ik ooit heb geleden en genomen was bij mij ook met Biocartis.
Zelf mocht Biocartis ooit terug hoger komen, ik had nooit de rendementen gehaald die ik nu heb gehaald elders.
Als ik de koers nu zie, was het een goede zet ze van de hand te doen

Het voordeel als je uw aandelen van hand doet, is dat je blij bent dat de koers zakt.

Ikzelf denk dat het op de LT (10 jaar) wel goed komt met Biocartis, maar dat dit niet op KT (3 jaar) zichtbaar zal zijn aan de koers.

MT-007
0
@Stefzele1, dat heet gokken, en heeft niets met beleggen te maken.

@Hopende, gelooft u nog in Biocartis en hebt u het geïnvesteerde bedrag niet meteen nodig, dan zou ik u 'aanraden' om rustig te blijven zitten, en er niet (te veel) van wakker te liggen. Beleggen is (vaak) langetermijndenken, u goed informeren en uw (volledig begrijpbare) emoties niet in de weg laten staan. Verkopen, en verlies nemen is de andere kant van de medaille. Misschien hebt u daarna wel gemoedsrust.

Zelf heb ik vrij fors geïnvesteerd in Biocartis en zit momenteel met een verlies van zo'n 16%. Ik heb het geïnvesteerde bedrag niet meteen nodig, en blijf dus rustig wachten op betere tijden. Een strategie die mij in het verleden geen windeieren heeft gelegd. Zelfs al zakt het aandeel naar 2 EUR, dan panikeer ik nog niet ... op voorwaarde dat de fundamentials van het bedrijf niet wijzigen natuurlijk.

Mijn tips: weet waarin je investeert, maak grondig je huiswerk, beleg (lees: investeer) rationeel in plaats van emotioneel. Succes.
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