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ElTorro 9 december 2021 20:05

Ik ben vrij zeker dat we zonder de brand in augustus hoger hadden gestaan, omdat we nog niet weten wat de impact gaat zijn op de jaarprestaties. Voor het zelfde geld pakken die veel beter uit dan ze nu laten uitschijnen.

Maar dan is er natuurlijk 2022, wat zijn de vooruitzichten voor volgend jaar om eindelijk naar winstgevendheid te gaan.. met of zonder extra financiering, that is the question.

Thole 9 december 2021 21:17

Klopt als een bus ElTorro. Voor het eerst (hopelijk/normaal) meer dan 100k cartridges op een kwartaal (hopelijk al een stukje er boven). Zouden er al cartridges met ImmunExpress verkocht worden dit kwartaal? Hoeveel zouden er daarvan op jaarbasis realistisch gezien verkocht kunnen worden?

CGCDLR 9 december 2021 22:25

Thole, altijd wordt er nog gepraat over de brand,waar ze hun"voorraad"? hebben zien fikken! Ergens moeten er toch maandelijkse leveringen zijn? Hoe kan je spreken over groei wanneer je niet aan je basis producten geraakt?Nog zo iets wat op de koers weegt.

Thole 9 december 2021 22:58

Klopt dat ze deel van hun basisproducten verloren zijn, maar in veel industrieën (of toch deze die mij bekend zijn) zijn de spanningen omtrend leveringen en dergelijke de laatste maand toch ferm gestabiliseerd en al stuk afgenomen. Bovendien als je groei inplant, plan je ook je toekomstige aankopen al stuk op voorhand een stuk hoger in. Dat wil zeggen grotere leveringen in oktober-november-december. 100k cartridges is niet zoveel meer vergeleken met q3 van dit jaar he. Dat is maar 10% +-.

ElTorro 9 december 2021 23:06

CGCDLR, Kun je die KO nog eens toelichten waar je het over had. Gaat dit over de converteerbare schulden in de balans?

CGCDLR 10 december 2021 07:33

ElTorro, volgens mij gaan ze nog een nieuwe kapitaal operatie nodig hebben.Eind 2021 zou hun cashpositie nog 50 milj € bedragen.2022 gaat er groei zijn,of die groot genoeg is om zwarte cijfers te schrijven is maar de vraag.Wanneer er forse groei is zal er ook aan een derde lijn moeten komen.

ThePyroDaan 10 december 2021 08:10

flanders.bio/en/news/biocartis-idylla...

Flatlander 10 december 2021 15:24

finance.yahoo.com/news/exact-sciences...

So Exas is touting the use of Ocotype Dx radiation benefit score in a new study/presentation. My question is what is their European plan now that they ended the Idylla IVD version of the test. Do they have a European lab or a partnership to provide the testing services? Years ago GHDX said European laws would not allow sending biopsy samples back to the USA. Anyone have insights to how they are rolling out in the EU?

FL

ElTorro 10 december 2021 17:17

Other reads on your subject via (see link next post). Couldn't find anything on European partnerships however.

ElTorro 10 december 2021 17:21

(https://investor.exactsciences.com/investor-relations/press-releases/default.aspx)

Flatlander 10 december 2021 19:10

A few months ago, I indicated that the best option for raising cash was an offering on the Nasdaq. Well the valuations of MDx companies has come way down, so it is not as attractive as when I first mentioned the idea early in the year. Perhaps they can offer shares of Wondfocartis on the China exchanges. Just joking.
FL

CGCDLR 10 december 2021 20:15

FL, ergens gaan ze wel geld vinden,liever vroeg dan laat!

Flatlander 13 december 2021 00:02

A suggestion for BCART Management.

beursig.com/forum/viewtopic.php?f=6&a...

The current PCR reagents used in Idylla are generated through a Freeze Dry operation so that they meet shelf stable storage requirements. There are very limited number of suppliers for the dried PCR reagents.

Merk is evaluating Enwave's Drying technology for use in drying vaccines so that they might have greater stability and potential for usage throughout the world. BCART should evaluate the use of Enwave's REV technology for its PCR reagents. If a bench scale test shows that PCR reagents can be successfully dried using this process it would accomplish two goals:

1) it would give BCART negotiating clout with existing suppliers by demonstrating that they have alternatives available;

2) It might help shore up the supply chain for their product since their are many more suppliers of wet PCR reagents.

Just a thought. Considerable analysis would be required to verify that the enzymes maintain potency through the drying process and that they are a suitable replacement.
FL

tomtesteron 15 december 2021 14:37

Hiring seems to continue and even accelerate: 7 new vacancies in the last 2 days
Indication of activities speeding up again ?

Flatlander 15 december 2021 16:39

Tomtesteron

Omicron should set a fantastic environment for Idylla since it has a long shelf life and requires little lab hands on time. However, as we have discussed, the availability of dried PCR reagents may limit the supply that can be turned out.

Question for those in Belgium familiar with the transparency disclosure notification requirements. If reagent availability becomes limited such that BCART cannot meet demand despite plenty of orders, are they required to provide transparency notification to investors if they will fall short or miss their guidance numbers? I think in the U.S. this would be a material event that would require notification.

FL

Flatlander 16 december 2021 05:19

A little more color on my concerns over BCARTs Supply lines.
twitter.com/jcbarret/status/147113691...

FL

luftbe0 16 december 2021 13:35

New hiring not always means an increase in the workforce, it might simply be a high turnover, which would be a bad sign.

Flatlander 16 december 2021 15:40

Enwave has a pharma and food drying or "lyophilization" partnership agreement with GEA in Germany. If initial testing in vaccines and monoclonal antibodies has been encouraging, I think it is worth evaluating for PCR reagents. The current Omicron wave of Covid is going to place a strain on reagent availability. If they can make the supply chain more flexible it will have been worth the effort. The following statement is from today's earnings enouncement.
FL

"Advanced the development of using REV™ in the pharmaceutical sector through a material transfer agreement with AstraZeneca AB (NASDAQ:AZN) to dry monoclonal antibodies and completed the installation of a pilot-scale pharmaceutical REV™ machine with GEA Lyophil GmbH (“GEA”). EnWave has a joint development agreement with GEA in place to advance the design and application of microwave-assisted lyophilization for pharmaceutical applications, and the pilot-scale machine will be used to conduct demonstrations for interested pharmaceutical companies. GEA has several leading global pharmaceutical companies confirmed to trial REV™ in 2022."

Flatlander 18 december 2021 00:23

COVID-19: Doubling time of Omicron could make PCR testing 'meaningless' - is it time for a rethink?

news.sky.com/story/covid-19-doubling-...

This is probably old news for Europeans but a trypical 48 hr TAT on PCR results is not going to cut it for Omicron. Idylla, Cepheid and other fast tests are well positioned since they provide accurate results quickly.

Hopefully this is the final wave of this virus. I'm also hopefull that while Omnicron is the most transmissive virus I could have imagined, so far it looks like it primarily results in a more mild case. It makes you wonder whether the common cold coronavirus emerged eons ago in the same way and then mutated to less deadly forms over time.

Have a good weekend.
FL

Stockbrood 20 december 2021 19:31

Evaluation of Sample Pooling for SARS-CoV-2 Detection in Nasopharyngeal Swab and Saliva Samples with the Idylla SARS-CoV-2 Test

journals.asm.org/doi/10.1128/Spectrum...

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