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DeZwarteRidder
0
quote:

casusanima schreef op 12 jul 2019 om 14:47:


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

Probeer het maar eens en vertel me dan of het gelukt is.
Flatlander
1
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

DeZwarteRidder
0
quote:

Flatlander schreef op 15 jul 2019 om 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

Je denkt toch hopelijk niet dat Biocartis geld gaat verdienen in China....???
Flatlander
0
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.

FL

www.youtube.com/watch?v=hKfsueeSy_w
DeZwarteRidder
0
quote:

Flatlander schreef op 16 jul 2019 om 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

Chinese patiënten mogen niks kosten.

Ik ken ook geen enkele grote farmaceut die geld verdient in China.
Bio-belegger
0
quote:

DeZwarteRidder schreef op 16 jul 2019 om 17:28:


[...]
Chinese patiënten mogen niks kosten.

Ik ken ook geen enkele grote farmaceut die geld verdient in China.
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!
Flatlander
0
Bio-belegger
I really don't mind opposing opinions as long as they are supported with good logic. In order to survive shorts often have to have done extensive research.

Biocartis' chart is boring and suggests further near term weakness. That said, I cannot find any investments in the U.S. with as many positive catalysts. So I definitely can make a case for it doubling overnight. Ok maybe over a month. The recent convertible cash raise on top of the January equity offering seems to suggest a urgent opportunity that was not apparent a few months earlier. Hopefully we get more color on that during the September conf call

With the Gilead Galapagos news it appears that companies founded by Rudi Pauwels have a good track record of succeeding. Hopefully, Biocartis is next!

FL
DeZwarteRidder
0
quote:

Bio-belegger schreef op 16 jul 2019 om 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!

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

Biocartis zal nog minstens 5 jaar lang verliezen lijden.
Flatlander
0
GHDX receives upgrade on Reimbursement in Germany.

www.genomeweb.com/business-news/genom...

www.prnewswire.com/news-releases/geno...

I keep saying that I like BCART as a better way to play this news. Assuming validation goes well The Oncotype Dx Breast test should launch in 2020! I think they are citing 40,000 tests per year and 120-160$M. Besides the milestone payments Biocartis will receive an undisclosed royalty on the cartriges. They will also see the ramp in additional placement of consoles, which I don't believe they split with GHDX. My guess is that the royalty should provide an ongoing $8-$15M/year in Onco Dx cartridge sales in Germany. They look to be the first in the EU with France and Spain to follow.

FL

Flatlander
0
I'm not huge into technical analysis. But the link you posted confirms my short term negative belief. I think BCART could revisit the 10.0 area. However, I can also come up with a scenario where it goes up 40 or 50% in a day. Presently news is getting discounted until it shows up in the financials. I think we are a year away from starting to see a lot of traction in the financials.

FL
Flatlander
0
Exact Sciences in advanced talks to purchase GHDX. Don't think it would affect the relationship with Biocartis.

finance.yahoo.com/news/exact-sciences...
For a fistful of dollars
0
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.
wuiten001
0
quote:

For a fistful of dollars schreef op 31 jul 2019 om 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.


In ieder geval weinig nieuws over gevonden, zoals gewoonlijk altijd een communicatieprobleem bij Biocartis.
Flatlander
0
Conroy the CEO of Exact Sciences (EXAS) indicated on Bloomberg that they were largely acquiring GHDX because it strengthened their position to roll out their product Cologard and OncoDx throughout the world. A large part of GHDX strategy for worldwide roll-out is thru Idylla! The market is starting to put 2+2 together to see that BCART is an integral team member for this roll-out.

It will likely be the Sept 4 call before we get details from BCART so their is time to add shares. I'm looking for more color on BCARTs roll in the combination. Also, looking for info on the China relationship.

FL
bogie
0
quote:

DeZwarteRidder schreef op 17 jul 2019 om 10:20:


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

Biocartis zal nog minstens 5 jaar lang verliezen lijden.


ken de gij geen engels ? das triest !
Moreandmore
0
PERSBERICHT

5 augustus 2019, 07:00 CEST

(4 augustus 2019, 22:00 PDT)

Studie met performantiedata over

Idylla (TM) NRAS-BRAF Mutatie Test op

71e AACC Annual Scientific Meeting in Anaheim, CA (VS)

Mechelen, België, 5 augustus 2019 -- Biocartis Group NV (de
'Vennootschap' of 'Biocartis'), een innovatief bedrijf in de moleculaire
diagnostiek (Euronext Brussel: BCART), kondigt vandaag aan dat een
studie poster(1) over de performantie van de Idylla(TM) NRAS-BRAF
Mutatie Test (RUO(2) ) zal worden gepresenteerd door Dr. Gregory
Tsongalis, PhD (directeur van het Laboratorium voor Klinische Genomica
en Geavanceerde Technologie van Dartmouth-Hitchcock Medical Center) op
de 71e AACC ('American Association for Clinical Chemistry') Annual
Scientific Meeting die plaatsvindt tussen 4-8 augustus in Anaheim, CA
(VS). De studie concludeert dat het Idylla(TM) systeem het mogelijk
maakt om snel en nauwkeurig NRAS- en BRAF-mutaties in melanoom te testen,
rechtstreeks vanop FFPE(3) weefsel, en dat de eenvoud en gebruiksgemak
in vergelijking met andere beschikbare moleculaire technieken Idylla(TM)
geschikt maakt voor kleine centra die hiervoor geen specifiek opgeleid
personeel en infrastructuur hebben. Verder concludeert de studie dat het
Idylla(TM) systeem ook complementair kan zijn met NGS (Next-Generation
Sequencing) door zijn veel snellere doorlooptijden.

In de studie werden tweeëntwintig gearchiveerde FFPE-melanoom
weefselstalen getest op het Idylla(TM) systeem met behulp van de
Idylla(TM) NRAS-BRAF Mutatie Test (RUO). Van deze stalen hadden acht een
mutatie in BRAF, zes hadden een mutatie in NRAS en acht hadden geen
mutaties in BRAF of NRAS zoals bepaald door eerdere NGS testing. Het
Idylla(TM) systeem detecteerde met succes mutaties in BRAF en NRAS en de
resultaten waren volledig in overeenstemming met resultaten die eerder
via NGS(4) verkregen werden. Idylla(TM) produceerde de resultaten snel
met een doorlooptijd van ongeveer twee uur.

Dr. Gregory Tsongalis, PhD, directeur van het Laboratorium voor
Klinische Genomica en Geavanceerde Technologie van Dartmouth-Hitchcock
Medical Center, licht toe: "Het Idylla(TM) systeem kan potentieel een
belangrijke rol spelen in snelle screening op actiegerichte mutaties
voorafgaand aan NGS analyse, ook voor kleine laboratoriumcentra die geen
moleculaire diagnostiek infrastructuur of getraind personeel hebben."

De poster zal op 7 augustus 2019 worden gepresenteerd door Dr. Gregory
Tsongalis, PhD, directeur van het Laboratorium voor Klinische Genomica
en Geavanceerde Technologie van Dartmouth-Hitchcock Medical Center op de
71e AACC Annual Scientific Meeting in Anaheim, CA (VS).

--- EINDE ---
Flatlander
1
MoreandMore

Thanks for posting the Biocartis presentation from AACC. The statement that follows:

""The Idylla (TM) system can potentially play an
important role in rapid screening for action-oriented mutations
prior to NGS analysis, also for small laboratory centers that do not have
molecular diagnostics infrastructure or trained have staff. "

makes me certain that much of BCARTs natural market is probably smaller hospitals, clinics,etc. They do not have the same access to NGS. For this reason prioritizing the FDA approval is a paramount goal. Getting this authorization will open the door for these smaller facilities to recover the cost of running the assay. Because the BRAC and NRAS assay costs are based on the characterization and not where it is conducted or how economically it is conducted, Idylla will be a profitable platform for the user and this will accelerate its adoption. The user will be able to bill it out at much higher rates then the cost of a cartridge. BCART has partners with considerable expertise in winning FDA approvals. They have a lot of money to throw at winning the approvals. This effort should be greatly accelerated. I look forward to the midyear update in a month.

FL
Drillbit
0
Een goed produkt is één zaak...
Je moet het nog verkopen...
Zie Thrombo en mdxh...
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