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Flatlander 19 juni 2021 00:12

For those of you that read further into the linked article, there is a comparison of NGS v Idylla costs that I think is very unfair. It compares the "reagent costs" of Idylla vs NGS and finds them roughly comparable. However, when they looked at running multiple assays for NSCLC that may have several molecular drivers they found Idylla to be more expensive.

I think this is unfair since it assumes the use of an onsite ThermoFisher NGS system and does not account for the labor necessary to run the analyses. NGS requires many steps so the labor costs are not negligible, Secondly, the initial costs of placement of the NGS equipment has associated costs that are often an order of magnitude higher. The NGS costs of analysis at an offsite contracted lab would undoubtedly be much higher.

FL

Hopende 19 juni 2021 10:41

quote:
Flatlander schreef op 19 juni 2021 00:12:
For those of you that read further into the linked article, there is a comparison of NGS v Idylla costs that I think is very unfair. It compares the "reagent costs" of Idylla vs NGS and finds them roughly comparable. However, when they looked at running multiple assays for NSCLC that may have several molecular drivers they found Idylla to be more expensive.

I think this is unfair since it assumes the use of an onsite ThermoFisher NGS system and does not account for the labor necessary to run the analyses. NGS requires many steps so the labor costs are not negligible, Secondly, the initial costs of placement of the NGS equipment has associated costs that are often an order of magnitude higher. The NGS costs of analysis at an offsite contracted lab would undoubtedly be much higher.

FL

Why don,t biocartis counter-attack to defend their product?

Hopende 19 juni 2021 10:44

quote:
Kojo2 schreef op 18 juni 2021 15:01:
@ Stefzele,
@ Hopende,

Nu bevestigd wordt dat het koersherstel van de laatste dagen zich niet kan doorzetten hou ik me klaar om terug in Biocartis te stappen. Liefst onder de € 3,90, voor een kort ritje van 4 à 5%.

Niet haalbaar voor mij want zou er op neerkomen om een extra 10000€ te investeren in biocartis om 300€ over te houden en ik ben niet zeker hoe diep ze nog zullen gaan

Flatlander 19 juni 2021 15:59

quote:
Hopende schreef op 19 juni 2021 10:41:
[...]

Why don,t biocartis counter-attack to defend their product?

Hopende

I'm not aware of BCART's IR Dept ever going on the offensive like that. The article was a huge positive on whole, by confirming that Idylla was being implemented during the pandemic to keep labs operating in a socially distanced manner and I don't believe IR ever mentioned it. The cost issues are pretty transparent by the wording of comparison of only the "reagent" costs.

It has been said numerous time that the pandemic was accelerating changes that were already underway. If this is true then it should benefit adoption rates,

FL

Flatlander 19 juni 2021 16:21

www.ncbi.nlm.nih.gov/pmc/articles/PMC...

from the UK

"The Idylla™ EGFR Mutation Test compared with cobas and therascreen PCR assays alone (34 cases) showed 100% concordance. Thus, if NGS cases were excluded from the analysis, this gives an estimated technical sensitivity and specificity of 100%. The main aim of this study was to compare the Idylla with routine PCR because this is probably still the most widely used methodology in Europe (NGS panels are rarely CE approved). The results demonstrate that Idylla is at least as good as the standard care CE–marked testing that is in common use. In light of the fact that the majority of centres are probably still using PCR-based tests, it can be said that the Idylla™ EGFR Mutation Test performs equally well as standard care tests for the majority of common and well-characterised lung cancer EGFR mutations. The system also offers significant advantages in terms of turn-around times. With the future shift to NGS being extremely likely, some centres may opt for a rapid PCR-based EGFR screening test initially in urgent cases and follow this up with NGS later. In this scenario, the Idylla™ would be best suited.

NICE primarily recommends using FFPE tumour biopsy tissue for EGFR testing, but acknowledges that often these samples are very small and that testing cytological material may be useful where no tissue is available after the histological assessment has been carried out [5]. A larger study that includes cytological and fresh tissue samples with Idylla™ may therefore be warranted. NICE does not specifically comment on the financial implications of different testing modalities. The Idylla™ EGFR Mutation Test costs around £170 per test (Europe-wide average, depending on pricing structure) and is therefore comparable with most conventional EGFR PCR assays. In comparison, the cost of NGS gene panels is currently around £300. Therefore, depending on the local arrangements, Idylla™ could potentially reduce costs for some institutions, but for others, this might not be cost effective and the additional financial commitment would need to be balanced against the clinical benefits of reduced turn-around time (which may also be cost saving). A full health economics evaluation of molecular testing in lung cancer could be very helpful."

FL

CGCDLR 20 juni 2021 16:02

Dank u wel,FL!2 positieve artikels over Biocartis,dit kunnen we als aandeelhouders gebruiken.Om de koers positief te ondersteunen is er m.i meer nodig Opening markt Japan, Doorbraak in China of een FDA approval,al dan niet gevolgd door een kapitaal operatie of notering op Nasdaq.De koersontwikkeling van de laatste maanden geeft m.i. ook aan dat we daar op zitten te wachten! Een Ko of Nasdaq notering zou positief uitdraaien voor het aandeel, aangezien er onzekerheid inzake de financiering van de komende jaren zou verdwijnen.Nogmaals dank voor uw steeds positieve bijdrage, hopelijk komt er gauw een doorbraak

Flatlander 20 juni 2021 21:37

CGCDLR
The MDx investing environment is difficult right now. The next couple earnings reports for BCART are important since they presumably have a bit of a tailwind coming out of the pandemic (if the 1st article summarized is to be believed and can be extrapolated to other MDx labs). There are a number of catalysts expected in the next year. If the market believes that the road to profitability is accelerating from the 2024 analyst consensus then the SP will follow.

FL

Hopende 22 juni 2021 10:35

Verwacht iemand iets van de kepler belgian science day deze namiddag

Amsi 24 juni 2021 07:49

Hopende,blijkbaar verwacht men hier niet veel meer van, de ballonnetjes die men opgelaten heeft hebben ons gebracht waar we nu staan 25% dieper.
Iedereen een beetje depri net als het weer.
De aandeelhouders vergadering was ook al geen succes.
We kunnen enkel hopen dat men profijt heeft kunnen maken van de sterke vraag naar de covid testen en dat de vraag naar hun nieuwe producten de verkoop van hun consoles een boost gekregen heeft.
Zodoende de cashburn een halt toegeroepen wordt.
Zit hier nu ook al een poosje in maar mijn geduld heeft ook zijn grenzen.
Hopende op betere tijden.

CGCDLR 24 juni 2021 11:46

Na bijna 3 uur handel,maar 5000 aandelen verhandeld! Koers al weken dood, handel op een dieptepunt,rijp om van de beurs te halen.

Hopende 24 juni 2021 12:33

quote:
CGCDLR schreef op 24 juni 2021 11:46:
Na bijna 3 uur handel,maar 5000 aandelen verhandeld! Koers al weken dood, handel op een dieptepunt,rijp om van de beurs te halen.

Zouden ze eind juli niet eens de stand van zaken doorgeven hoe hun bestellingen zitten van de verkoop

CGCDLR 1 juli 2021 12:26

Nieuws op komst? Vacature voor Manager regulatory affairs , Europa,VS.

Hopende 1 juli 2021 12:34

quote:
CGCDLR schreef op 1 juli 2021 12:26:
Nieuws op komst? Vacature voor Manager regulatory affairs , Europa,VS.

Is de een extra functie of is het een vervanger

CGCDLR 1 juli 2021 12:55

Waarschijnlijk een nieuwe functie.

CGCDLR 1 juli 2021 18:14

Qiagen forms strategic alliance with Sysmex for cancer compagnon blijkbaar beweegt er toch iets in de sector.Hopelijk valt Biocartis (weer) niet uit de boot!??

Flatlander 3 juli 2021 17:47

twitter.com/Immunexpress?ref_src=twsr...

Immunexpress is presenting clinical data in a late-breaking abstract, demonstrating the performance of SeptiCyte® RAPID in #COVID19 positive patients, at the 31st European Congress of Clinical Microbiology & Infectious Diseases- #ECCMID2021 July 9-12

This might be interesting. The previous presentations have been far from inspiring largely because while Septicyte Rapid appeared to identify many that would suffer respiratory distress requiring intubation, there were a few false positives and negatives. From my perspective, part of the problem may have been that respiratory failure and low oxygen levels was not necessarily the same as sepsis. If they have collected data to relate Septicyte Rapid results to the cytokine cascade that causes the immune system to way overreact causing sepsis it could demonstrate much greater test utility.

FL

CGCDLR 4 juli 2021 15:42

Thanks FL,do you still believe in a stand alone future for Biocartis?Qaigen forms alliance with Sysmex(cancer diagnostics).Quidel is also looking for purchasing a "competitor". There is a lot of movement in the sector,my opinion, sorry for my bad English.

OzDx 5 juli 2021 02:27

www.businesswire.com/news/home/202107...

It's obvious more investment will flow into companion diagnostic market. Biocartis already has partnership with Covance (CRO for Labcorp) and demand for efficient screening method for bio marker will increase. Watch this space

Hopende 5 juli 2021 14:55

Man man wat is dat terug vandaag pff

Dr Zoot 5 juli 2021 15:36

Alle winst van meer dan een maand weggeveegd in 4 uur tijd.
Je zou er moedeloos van worden.
Aanleiding? Dumping door shorters? bij deze volumes lijkt dat niet onmogelijk.
Of is er meer aan de hand ?

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