Aandeel Biocartis BRU:BCART.BL, BE0974281132

quote:

casusanima schreef op 12 juli 2019 14:47:

? Waarom zou u niet kunnen short gaan in een aandeel ? U werkt bij Biocartis (of een stakeholder) ?
[...]

quote:

Flatlander schreef op 15 juli 2019 22:55:

I never heard back from anyone as to what Biocartis was going to do with the $125 million Euro proceeds from the early May convertible offering. The press release was not very specific and pretty much covered all of their operations, so I'll launch my hypothesis. My guess is that Biocartis has ponied up for their half of a cartridge manufacturing plant in SE China. With the US trade sanctions against China, they are looking for ways to keep the growth engine humming. This dropped into their lap as a shovel ready project at a very opportune time. They can make a deal with an emerging EU company and respond to a growing need for cancer diagnostic products. China has fast increasing lung and breast cancer rates. A cost effective IVD product to assist in CDx prescriptions appears much more beneficial than building any more ghost cities! I expect a big announcement at a point in time when China can use it to their benefit to show that business is proceeding just fine despite the US tariffs and to demonstrate that the US is in effect locking their companies out of the fastest growing market in the world.

This is just a hunch, but it explains why BCART needed to raise so much in funding in May on top of the $E 55M raised in January.

Any Thoughts?
FL

quote:

Flatlander schreef op 16 juli 2019 17:01:

Are you suggesting that all companies that market products in China are doing it for reasons other than a profit incentive? Apple is citing the China tariff problem as a major reason why they will miss estimates.

I see the IVD market opportunities being a good fit in China. 1.4 billion people and an aging populace with an increasing cancer rate. Widely dispersed hospitals and clinics that could benefit from a fast TAT molecular pathway diagnosis. My only concerns are whether the Chinese will respect the intellectual property. Given the current focus on this issue, I don't think they would risk alienating the EU trading partner given the current state of the US relationships.
www.youtube.com/watch?v=hKfsueeSy_w

quote:

DeZwarteRidder schreef op 16 juli 2019 17:28:

[...]
Chinese patiënten mogen niks kosten.

Ik ken ook geen enkele grote farmaceut die geld verdient in China.

quote:

Bio-belegger schreef op 16 juli 2019 19:28:

[...] don’t mind ‘De Zwarte Ridder’; he has never anything useful to say, in fact just think of the opposite and then you may take his ‘advice’. I know the company Biocartic quite well and believe me that they are investing their money very wisely, I am a LT investor and support the average price target of approx € 18. This may very well going to happen within a few months or at least before the end of this year!

quote:

For a fistful of dollars schreef op 31 juli 2019 16:31:

Mooi volume vandaag. Bijna driemaal zoveel als het gemiddelde. En een aangename koersstijging. Hopelijk gebaseerd op iets fundamenteel waardoor de stijgende trend kan verder gezet worden.

quote:

DeZwarteRidder schreef op 17 juli 2019 10:20:

[...]
Oooja, vertel eens waar Biocartis die 125 miljoen voor gaat gebruiken; voor bonussen...???

Biocartis zal nog minstens 5 jaar lang verliezen lijden.