Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
Biocartis forum geopend
Volgen
Ze hebben mij precies gehoord
Oh ja, toch nog een keer over het ontbreken van transparantie. In mijn ogen is dat pas in de tweede plaats vanwege de concurrentie en in de eerste plaats vanwege de beursnotering: Het verdienmodel van BCART is volledig lucide. In de kern gaat het om machines waar cassettes in passen die verkocht worden in diverse regio’s in de wereld. Als shorters precies weten waar die verkocht worden, tegen welke prijs en met welke marge, dan kunnen dit soort beleggers de klok gelijk zetten met hun shorts – en tamelijk accurate voorspellingen doen. Het aandeel is by nature erg gevoelig voor poliepen. Ik verwacht dus niet dat het op dit specifieke gebied veel beter gaat worden. Maar goed: wie ben ik? Een kleine belegger… Misschien hebben jullie wel een punt als het gaat om transparantie t.a.v. algemene bedrijfsvoering… Ik wil echter niet meer in discussies belanden op dit forum. Ik ben van de LT en af en toe een vinger aan de pols van het zorgenkindje. :)
MisterBlues schreef op 26 juni 2020 08:49 :
[...]
Dit is verheugende berichtgeving. Hier zat ik op te wachten. Dit soort uitkomsten maken het dossier compleet en een FDA goedkeuring voor de collectorale darmkankermutatie testen nabij. Ik wijs er nog even op hoe belangrijk het is om er snel bij te zijn met darmkankers omdat er altijd in een rap tempo metastasen verschijnen. (Zie ook eerdere posts van mijn hand inclusief literatuurverwijzingen.)
Ik heb nog steeds hoop dat die noodzakelijke goedkeuringen komen begin 2021.
Jullie?
MB I woke up and saw the news and thought the same about the about the study being directed toward the FDA registration dossier. It appears aimed at the broadest approval possible. The common complaint about MDx in the U.S is that the physician has to wait for a genetics expert to interpret the report. The broad testing environment suggests that immediately actionable results were available much quicker. I'm sure BMS and Amgen helped design the study such that the results played directly into their CDx requirements. One last thought, Did any portion of the study occur at the same time as Covid ? If so, that certainly would have added to the overall average TAT of results. Good Morning FL
I also had the same thought that they may be a couple months ahead of the schedule they provided for the FDA PMA registration filing. This may have a broader impact such that the FDA gains appreciation for the robustness of the platform so that similar wide scale studies are not required for each future assay. I suspect the lung panel and ctEFGR will require an extensive study since there is considerable variability in the quality of the cytology/lung aspirate samples. That concern is in the future, I'll savor this mornings news. Finally, Joe I agree that the absence of a US listing is the primary reason why BCART lacks visibility in the US. This is also true of giant European companies that have no U.S. listing, or are OTC pink sheet issue. I guess listing in the U.S. before having won FDA registration approvals would have been putting the cart before the horse. Not that I want any more dilution, I think there would be visibility advantages to a US offering on the Nasdaq after receipt of FDA registration approval. I think the increased visibility and analyst coverage would drive up the S.P. more than making up for the additional shares. FL
Got my answer, the study ran from Nov 2017 to Dec 2018. Should have gotten into the paper before jumping on the board. FL
Need to retract a lot of the content of my prior posts this morning. Given the timing, it appears as is the paper was compiled from two year old data. As such I doubt that BMS and Amgen had any input into the study. I do believe it was put together in support of the filing dossier but it is likely something they simply paid Dartmouth to mine the earlier data to compile the statistics. Perhaps that is why it is having limited effect on the S.P. This statement in the PR misled me to believe this was a new study rather than a re-evaluation of existing data: "The new multicentre study included 20 laboratories of varying nature and size in the US and Puerto Rico, and data from nearly 800 colorectal (colon) cancer samples. It is therefore one of the largest studies in which Idylla (TM) is involved. In contrast to other studies, often examining the turnaround time of the test , this study focused on the full trajectory of the sample, that is, the turnaround time between ordering the test and receiving the results, including steps such as sample transport to the laboratory or time taken for the pathologist to sign off." FL
Voor mij is het nieuws een bevestiging van de suprematie van de technologie van Biocartis. Of die studie recent of minder recent is doet er m.i. minder toe.
Quest Diagnostics one of the two largest lab testing companies in the U.S is reporting that their testing capacity is under siege due to an increase of 50% in COVID tests in the past 3 weeks. Wish Idylla was approved to help minimize the PCR manpower needs for other Oncology MDx. Scott Gotlieb (former director of the FDA) was on CNBC yesterday urging people in the NE and Midwest US (areas where Covid peaked and declined weeks ago), to schedule any health procedures (biopsies etc) that might have been delayed during the initial wave of the pandemic. FL
Ongelooflijk,schitterend nieuws,maar ik zie de koers de dag nog onder 0 eindigen!
CGCDLR schreef op 26 juni 2020 16:36 :
Ongelooflijk,schitterend nieuws,maar ik zie de koers de dag nog onder 0 eindigen!
Sarcastisch? Jij gelooft er niet meer in?
Ruf The PR was obviously in response to Gijpie's request for more news! I'm fine with mining previous studies for news releases while pulling the information together for the FDA registration filing. It makes the value point that BCART is likely making to the FDA. However, there is a tremendous range in the Idylla TAT range 0.5 to 15 days with a mean of 5 days. It would be helpful if they underscored that these TAT times are largely a function of each institutions work flow and not Idylla technical constraints. If they chose to configure work flow around Idylla, the TATs would routinely be less than a day. FL
@MisterBlues,toch wel,ik geloof er nog in.Positie is net dezelfde als op 01/012020.Met onder 0 bedoelde ik wel "in het rood"Dit hebben we kunnen vermijden,weliswaar een schrale troost.Met zo'n nieuws denk ik eerder aan bijkopen.Blijkbaar gunnen ze ons voorlopig een(m.i.)te lage koers.
I've previously expressed some of my conflicting views on whether Septicyte Rapid was going to be valuable in the triaging of Covid patients. The concerns arise from the early MARS study work done primarily in Amsterdam. They found that Septicyte Lab was least accurate when the sepsis arose from ARDS (Acute Respiratory Distress Syndrome). Since most of this MARS study was conducted prior to 2014 it predated COVID. Presumably the source of the pre-2014 respiratory distress was either pneumonia or flu. While COVID-19 has origins as a respiratory infection it is most problematic when it cascades into the circulatory system which starts with the response by the endothelial cells in the lungs. In these cases an aggressive host response is triggered by the damage and death of the endothelial cells. This response can lead to the cytokine storm that has been fatal for so many. This response is described in the paragraph below: www.sciencemag.org/news/2020/06/blood... "In healthy individuals, endothelial cells help regulate blood pressure, prevent inflammation, and inhibit clotting, in part through the continual production of nitric oxide (NO); they also serve as gatekeepers for molecules passing in and out of the bloodstream. When injured, they send out a complex array of signals to immune cells and clotting factors, which rush to repair the site. And they warn their fellow endothelial cells to be on alert for invaders." This response sequence triggered by COVID is not like other typical respiratory infections. Long story short, because in the worst cases that are likely to develop sepsis, the virus triggers a host response circulatory system inflammation/clotting mechanism, I'm more optimistic of Septicyte Rapids ability to detect biomarkers that will be of use in triaging COVID patients. However, I'm not a physician, microbiologist or a health care professional. I would welcome opinions from those with a more appropriate background. Specifically, whether the four biomarkers tracked by Septicyte are likely to be of value in triaging COVID patients likely to develop sepsis. I don't believe the market is currently factoring in much if any valuation upside associated with Septicyte Rapid. If in the next few weeks we get any positive news from the ongoing validation study that provides an answer to this question, we will likely off to the races. I'm hopeful that in the next few weeks we learn that Septicyte Rapid is a valuable tool in the fight against this pandemic. FL
FL, A few days ago you wrote rather skeptical about the Exas Oncotype DX (Breast & Prostate) partnership. What is it exactly that makes you question the partnership, I assume there are multiple factors like delays on the timeline, the changes due to Exas merging with GHDX and limited news on the progress? In December 2018 it was announced that Genomic Health and Biocartis Expanded their Collaboration to Urology with the Development of an Idylla™ Oncotype DX Genomic Prostate Score® Test. Now, I find a recent article (16 June) where Exas published a PR in which they discuss the results of the performance of the Oncotype DX Genomic Prostate Score® (GPS™). However in this press release dated June 2020, there is no reference to Idylla or Biocartis whatsoever. I'm not a medical expert but as I read into the paperit seems like the GPS test shows strong results. I'm not sure why there is no reference to Biocartis or Idylla in the Exas PR so either something is going on, or Biocartis/Exas are playing this low key to stay in an underdog position. www.goldjournal.net/article/S0090-429... investor.exactsciences.com/investor-r...
Tryck There is no statement from EXAS indicating anything about the BCART partnership since last fall. I think there has been a change of heart from the top of EXAS management.since shortly after the merger. Genomic Health touted the BCART partnership during each conference call. I do hear a lot of discussion on the calls about how the acquisition of Paradigm will work to speed precision oncology TAT. Here is a section from the PR about the Acquisition of Paradigm. "Paradigm currently offers a comprehensive genomic profiling test for patients with advanced, refractory, or recurrent cancer, allowing physicians to better understand a patient's tumor profile and more effectively recommend targeted therapies or clinical trials. Palmetto GBA, a Medicare Administrative Contractor that assesses molecular diagnostic technologies under its MolDx program, recently covered the test under its existing local coverage determination for Next-Generation Sequencing for Solid Tumors. Differentiated from other tests by a design that requires smaller sample requirements and delivers faster results, the test is critical in supporting treatment decisions and builds upon the successful foundation of the Exact Sciences' Precision Oncology team." investor.exactsciences.com/investor-r... There are a few recent interviews with Kevin Conroy on the EXAS website. Listen to the parts where he discusses the ability of Paradigm to speed precision oncology. reporting. My take was that this was the primary means by which they intend to speed TAT. However, speed was not the only reason GHDX teamed with BCART. GHDX often discussed the Idylla platform as the means for addressing logistical issues associated with shipping tissue samples between countries, From what I can see this issue would still have to be worked out if EXAS choose to put all of their eggs in the NGS Paradigm platform. I could be wrong, this EU tissue shipping issue may well drive a different solution in the EU vs the U.S. Or they may be lobbying to try to get exemptions from the tissue shipping restrictions. I think they might be in the process of evaluating how paradigm might be used in the EU and ROW. They very well could still come to the decision that building out several Paradigm/EXAS lab facilities is not as cost effective as an Idylla platform. Quite possibly they are doing research discussing these issues with oncologists to determine which solution best meets their needs. The only certainty is that they have delayed the start of the Idylla validation study. FL These are all just my opinions based on the tone of conference calls and interviews.
hey FL, Thanks for clarifying . I was not aware of this Paradigm acquisition and it indeed raises some question marks about where Exas puts its priorities (NGS / IVD) and the silence around Idylla implies this might be going into a direction which is not favorable for Biocartis . There are plenty of potential upside catalysts on the short term horizon but this one seems less positive. Kr Thomas
Thomas There is no direct evidence, just some reading between the lines. Perhaps an uptick in console sales due to a good Septicyte launch would make the whole platform more attractive to EXAS. I've always thought that Idylla suffered from a chicken and the egg syndrome. A Killer Ap that increases the number of consoles makes the whole platform that much more attractive to subsequent partner content launch. I thought both Oncotype DX or Septicyte has that potential. EGFR/fusion panel may also have that potential. A successful launch in China could get it done. You're correct that there are many ways to get there! FL
Biocartis krijgt fanmail van Berenberg. De Tijd.
Berenberg verlaagt koersdoel van biocartis van 16,5 € naar 6,60 €.... maar.... verhoogt aanbeveling van "under review" naar "kopen"... belangrijke voortuigang de laatste jaren in moleculaire diagnose betreffende kanker + verschillende partenariaten voor samenwerking Blijkbaar geen reactie op de beurs
Grobert schreef op 30 juni 2020 10:23 :
Berenberg verlaagt koersdoel van biocartis van 16,5 € naar 6,60 €.... maar.... verhoogt aanbeveling van "under review" naar "kopen"... belangrijke voortuigang de laatste jaren in moleculaire diagnose betreffende kanker + verschillende partenariaten voor samenwerking
Blijkbaar geen reactie op de beurs
Is natuurlijk geen goed signaal als je het koersdoel zo drastisch verlaagt. Ben er zelf ook niet tevreden mee vermits mijn gemiddelde aankoopprijs rond 10 € zit, wat op zich onder hun koersdoel zat dus vermits zij de specialisten zijn zou je dan in principe op LT safe zitten. Met dit nieuwe koersdoel zeggen ze eigenlijk dat deze investering niet gaat renderen op een termijn van pakweg 1 jaar. Zeer teleurstellend dus en heermee ga je zeker geen kopers aantrekken.
Aantal posts per pagina:
20
50
100
Direct naar Forum
-- Selecteer een forum --
Koffiekamer
Belastingzaken
Beleggingsfondsen
Beursspel
BioPharma
Daytraders
Garantieproducten
Opties
Technische Analyse
Technische Analyse Software
Vastgoed
Warrants
10 van Tak
4Energy Invest
Aalberts
AB InBev
Abionyx Pharma
Ablynx
ABN AMRO
ABO-Group
Acacia Pharma
Accell Group
Accentis
Accsys Technologies
ACCSYS TECHNOLOGIES PLC
Ackermans & van Haaren
ADMA Biologics
Adomos
AdUX
Adyen
Aedifica
Aegon
AFC Ajax
Affimed NV
ageas
Agfa-Gevaert
Ahold
Air France - KLM
Airspray
Akka Technologies
AkzoNobel
Alfen
Allfunds Group
Allfunds Group
Almunda Professionals (vh Novisource)
Alpha Pro Tech
Alphabet Inc.
Altice
Alumexx ((Voorheen Phelix (voorheen Inverko))
AM
Amarin Corporation
Amerikaanse aandelen
AMG
AMS
Amsterdam Commodities
AMT Holding
Anavex Life Sciences Corp
Antonov
Aperam
Apollo Alternative Assets
Apple
Arcadis
Arcelor Mittal
Archos
Arcona Property Fund
arGEN-X
Aroundtown SA
Arrowhead Research
Ascencio
ASIT biotech
ASMI
ASML
ASR Nederland
ATAI Life Sciences
Atenor Group
Athlon Group
Atrium European Real Estate
Auplata
Avantium
Axsome Therapeutics
Azelis Group
Azerion
B&S Group
Baan
Ballast Nedam
BALTA GROUP N.V.
BAM Groep
Banco de Sabadell
Banimmo A
Barco
Barrick Gold
BASF SE
Basic-Fit
Basilix
Batenburg Beheer
BE Semiconductor
Beaulieulaan
Befimmo
Bekaert
Belgische aandelen
Beluga
Beter Bed
Bever
Binck
Biocartis
Biophytis
Biosynex
Biotalys
Bitcoin en andere cryptocurrencies
bluebird bio
Blydenstijn-Willink
BMW
BNP Paribas S.A.
Boeing Company
Bols (Lucas Bols N.V.)
Bone Therapeutics
Borr Drilling
Boskalis
BP PLC
bpost
Brand Funding
Brederode
Brill
Bristol-Myers Squibb
Brunel
C/Tac
Campine
Canadese aandelen
Care Property Invest
Carmila
Carrefour
Cate, ten
CECONOMY
Celyad
CFD's
CFE
CGG
Chinese aandelen
Cibox Interactive
Citygroup
Claranova
CM.com
Co.Br.Ha.
Coca-Cola European Partners
Cofinimmo
Cognosec
Colruyt
Commerzbank
Compagnie des Alpes
Compagnie du Bois Sauvage
Connect Group
Continental AG
Corbion
Core Labs
Corporate Express
Corus
Crescent (voorheen Option)
Crown van Gelder
Crucell
CTP
Curetis
CV-meter
Cyber Security 1 AB
Cybergun
D'Ieteren
D.E Master Blenders 1753
Deceuninck
Delta Lloyd
DEME
Deutsche Cannabis
DEUTSCHE POST AG
Dexia
DGB Group
DIA
Diegem Kennedy
Distri-Land Certificate
DNC
Dockwise
DPA Flex Group
Draka Holding
DSC2
DSM
Duitse aandelen
Dutch Star Companies ONE
Duurzaam Beleggen
DVRG
Ease2pay
Ebusco
Eckert-Ziegler
Econocom Group
Econosto
Edelmetalen
Ekopak
Elastic N.V.
Elia
Endemol
Energie
Energiekontor
Engie
Envipco
Erasmus Beursspel
Eriks
Esperite (voorheen Cryo Save)
EUR/USD
Eurobio
Eurocastle
Eurocommercial Properties
Euronav
Euronext
Euronext
Euronext.liffe Optiecompetitie
Europcar Mobility Group
Europlasma
EVC
EVS Broadcast Equipment
Exact
Exmar
Exor
Facebook
Fagron
Fastned
Fingerprint Cards AB
First Solar Inc
FlatexDeGiro
Floridienne
Flow Traders
Fluxys Belgium D
FNG (voorheen DICO International)
Fondsmanager Gezocht
ForFarmers
Fountain
Frans Maas
Franse aandelen
FuelCell Energy
Fugro
Futures
FX, Forex, foreign exchange market, valutamarkt
Galapagos
Gamma
Gaussin
GBL
Gemalto
General Electric
Genfit
Genmab
GeoJunxion
Getronics
Gilead Sciences
Gimv
Global Graphics
Goud
GrandVision
Great Panther Mining
Greenyard
Grolsch
Grondstoffen
Grontmij
Guru
Hagemeyer
HAL
Hamon Groep
Hedge funds: Haaien of helden?
Heijmans
Heineken
Hello Fresh
HES Beheer
Hitt
Holland Colours
Homburg Invest
Home Invest Belgium
Hoop Effektenbank, v.d.
Hunter Douglas
Hydratec Industries (v/h Nyloplast)
HyGear (NPEX effectenbeurs)
HYLORIS
Hypotheken
IBA
ICT Automatisering
Iep Invest (voorheen Punch International)
Ierse aandelen
IEX Group
IEX.nl Sparen
IMCD
Immo Moury
Immobel
Imtech
ING Groep
Innoconcepts
InPost
Insmed Incorporated (INSM)
IntegraGen
Intel
Intertrust
Intervest Offices & Warehouses
Intrasense
InVivo Therapeutics Holdings Corp (NVIV)
Isotis
JDE PEET'S
Jensen-Group
Jetix Europe
Johnson & Johnson
Just Eat Takeaway
Kardan
Kas Bank
KBC Ancora
KBC Groep
Kendrion
Keyware Technologies
Kiadis Pharma
Kinepolis Group
KKO International
Klépierre
KPN
KPNQwest
KUKA AG
La Jolla Pharmaceutical
Lavide Holding (voorheen Qurius)
LBC
LBI International
Leasinvest
Logica
Lotus Bakeries
Macintosh Retail Group
Majorel
Marel
Mastrad
Materialise NV
McGregor
MDxHealth
Mediq
Melexis
Merus Labs International
Merus NV
Microsoft
Miko
Mithra Pharmaceuticals
Montea
Moolen, van der
Mopoli
Morefield Group
Mota-Engil Africa
MotorK
Moury Construct
MTY Holdings (voorheen Alanheri)
Nationale Bank van België
Nationale Nederlanden
NBZ
Nedap
Nedfield
Nedschroef
Nedsense Enterpr
Nel ASA
Neoen SA
Neopost
Neovacs
NEPI Rockcastle
Netflix
New Sources Energy
Neways Electronics
NewTree
NexTech AR Solutions
NIBC
Nieuwe Steen Investments
Nintendo
Nokia
Nokia OYJ
Nokia Oyj
Novacyt
NOVO-NORDISK AS
NPEX
NR21
Numico
Nutreco
Nvidia
NWE Nederlandse AM Hypotheek Bank
NX Filtration
NXP Semiconductors NV
Nyrstar
Nyxoah
Océ
OCI
Octoplus
Oil States International
Onconova Therapeutics
Ontex
Onward Medical
Onxeo SA
OpenTV
OpGen
Opinies - Tilburg Trading Club
Opportunty Investment Management
Orange Belgium
Oranjewoud
Ordina Beheer
Oud ForFarmers
Oxurion (vh ThromboGenics)
P&O Nedlloyd
PAVmed
Payton Planar Magnetics
Perpetuals, Steepeners
Pershing Square Holdings Ltd
Personalized Nursing Services
Pfizer
Pharco
Pharming
Pharnext
Philips
Picanol
Pieris Pharmaceuticals
Plug Power
Politiek
Porceleyne Fles
Portugese aandelen
PostNL
Priority Telecom
Prologis Euro Prop
ProQR Therapeutics
PROSIEBENSAT.1 MEDIA SE
Prosus
Proximus
Qrf
Qualcomm
Quest For Growth
Rabobank Certificaat
Randstad
Range Beleggen
Recticel
Reed Elsevier
Reesink
Refresco Gerber
Reibel
Relief therapeutics
Renewi
Rente en valuta
Resilux
Retail Estates
RoodMicrotec
Roularta Media
Royal Bank Of Scotland
Royal Dutch Shell
RTL Group
RTL Group
S&P 500
Samas Groep
Sapec
SBM Offshore
Scandinavische (Noorse, Zweedse, Deense, Finse) aandelen
Schuitema
Seagull
Sequana Medical
Shurgard
Siemens Gamesa
Sif Holding
Signify
Simac
Sioen Industries
Sipef
Sligro Food Group
SMA Solar technology
Smartphoto Group
Smit Internationale
Snowworld
SNS Fundcoach Beleggingsfondsen Competitie
SNS Reaal
SNS Small & Midcap Competitie
Sofina
Softimat
Solocal Group
Solvac
Solvay
Sopheon
Spadel
Sparen voor later
Spectra7 Microsystems
Spotify
Spyker N.V.
Stellantis
Stellantis
Stern
Stork
Sucraf A en B
Sunrun
Super de Boer
SVK (Scheerders van Kerchove)
Syensqo
Systeem Trading
Taiwan Semiconductor Manufacturing Company (TSMC)
Technicolor
Tele Atlas
Telegraaf Media
Telenet Groep Holding
Tencent Holdings Ltd
Tesla Motors Inc.
Tessenderlo Group
Tetragon Financial Group
Teva Pharmaceutical Industries
Texaf
Theon International
TherapeuticsMD
Thunderbird Resorts
TIE
Tigenix
Tikkurila
TINC
TITAN CEMENT INTERNATIONAL
TKH Group
TMC
TNT Express
TomTom
Transocean
Trigano
Tubize
Turbo's
Twilio
UCB
Umicore
Unibail-Rodamco
Unifiedpost
Unilever
Unilever
uniQure
Unit 4 Agresso
Univar
Universal Music Group
USG People
Vallourec
Value8
Value8 Cum Pref
Van de Velde
Van Lanschot
Vastned
Vastned Retail Belgium
Vedior
VendexKBB
VEON
Vermogensbeheer
Versatel
VESTAS WIND SYSTEMS
VGP
Via Net.Works
Viohalco
Vivendi
Vivoryon Therapeutics
VNU
VolkerWessels
Volkswagen
Volta Finance
Vonovia
Vopak
Warehouses
Wave Life Sciences Ltd
Wavin
WDP
Wegener
Weibo Corp
Wereldhave
Wereldhave Belgium
Wessanen
What's Cooking
Wolters Kluwer
X-FAB
Xebec
Xeikon
Xior
Yatra Capital Limited
Zalando
Zenitel
Zénobe Gramme
Ziggo
Zilver - Silver World Spot (USD)
Premium
Word nu abonnee van IEX en krijg onbeperkt toegang tot onze (koop)tips en succesvolle modelportefeuilles. Nu 3 maanden voor slechts €19,95! Profiteer van 58% korting!
Word abonnee