Inloggen

Login
 
Wachtwoord vergeten?

Biocartis forum geopend

Volgen
 
Klik hier om dit forumtopic te volgen en automatisch op de hoogte gehouden te worden bij nieuwe berichten.
3.170 Posts
Pagina: «« 1 ... 142 143 144 145 146 ... 159 »» | Laatste | Omlaag ↓
  1. Stockbrood 23 april 2020 14:09
    quote:

    Dizer schreef op 23 april 2020 13:40:


    Flinke stijging, ik durf helaas niet meer op +35% stijging in te stappen.


    Stom om te zeggen, maar toch is de koers vandaag nog laag, gewoon niet meer belachelijk laag: Op een bepaald moment stond de koers op het cashniveau...

    Dit is een aandeel om long te gaan. Dalingen zullen er dus nog zeker zijn. Maar nog enkele triggers en de koers staat op zijn rechtmatige plaats. Koersdoelen worden herbevestigd rond 13€.
  2. Flatlander 23 april 2020 14:42
    quote:

    Stockbrood schreef op 23 april 2020 08:30:


    [...]

    Ik ben wel tevreden gesteld moet ik zeggen. Toch een opmerkelijke stijging van de cartridgeverkoop in Q1. Dat wil toch iets zeggen.

    Over de CFO kan ik niks zeggen.

    Ivm toekomstige testen: na de golf van besmettingen moet het leven terug op gang komen. Dit houdt inherent in dat er eborm veel zal moeten getest worden. We zullen nog een tijd moeten leven met de aanwezigheid van huidige, maar waarschijnlijk ook nieuwe coronavirussen. Daarbij is het devies beter nu dan later. Dat heeft de Pandemie ons nu wel geleerd. De ommezwaai naar automatisch testen kan een gamechanger zijn. Wie wil nu bij de volgende opleving geen idylla lab in zijn ziekenhuis ...


    Its's good to wake up to a big up day. Some of it is people following the flashy object. In this case another fast TAT COVID 19 test. As far as I'm aware, Idylla would be one of three fast TAT systems (joining Cepheid GenExpert, and Abbot ID Now). While I took them at there word that BCART was not going to develop infectious disease content, this test makes sense since will be marketed in combination with the rapid sepsis test and thus will be useful in triage of patients. Also, the development of this content appears to be sponsored by "several partners". It seems that one of them is likely to be JnJ since the test is based on the previously approved RSV test.

    I really would have liked more discussion if how the cartridge volumes were ramped up despite the pandemic. They did not make it sound like it was a long term increase, however from what I can see about MDx lab capacity and reagent availability during the pandemic, I think it might be a trend that follows into future quarters. I think BCART is being conservative by not calling a trend based on this quarter. Obviously it is a negative if they are not placing many new consoles. this will affect future cartridge growth. But in the short term, it is good to see existing unit utilization increase. More importantly, the the increased use may establish usage patterns that do not change back after the pandemic is over.

    FL
  3. forum rang 10 DeZwarteRidder 23 april 2020 15:14
    quote:

    CGCDLR schreef op 23 april 2020 14:56:


    Haha DZR,zei jij een tijdje terug niet dat Biocartis niets te zoeken had bij het oplossen van het Coronavirus? Weer zit je er naast!Net zoals met Tigenix ,Ablynx, Euronav,.... .

    Too little, too late......

    Ieder biotech bedrijf wil iets met corona doen omdat dat tijdelijk in de mode is en geld oplevert.
  4. Flatlander 23 april 2020 15:26
    quote:

    MisterBlues schreef op 23 april 2020 09:14:


    Als de (CDx) test in uitgezaaide colorectale (darm)kanker in China, Eur, Jap, en de USA (FDA) goedgekeurd is hebben ze een hit. Want:
    - meest geavanceerde eerste lijnstest (technologische voorsprong).
    - een van wereld meest voorkomende kankers. Reden alleen op basis van deze test console en cartridges aan te schaffen.

    Dit speelt ook nog steeds. Helaas nu wat op de achtergrond door Covid-19. Komt over een jaar volledig binnen in alle markten.


    MB good post.

    The rapid sepsis test has drawn the attention of alot of new eyes. If they dig just a little deeper they will realize that BCART is well into a worldwide launch of a product that could grow at a 20% clip for a decade or more. CRC is important as you mention. However, China has alot of smokers and a much higher percentage of the poulation with EGFR mutations. So the NSCLC assay should be a natural market once the diagnostic use approvals are received.

    FL
  5. Flatlander 23 april 2020 16:18
    quote:

    Stockbrood schreef op 23 april 2020 12:10:


    Alle vorige resultaten en updates: hoge verwachtingen en matige ontvangst.
    vandaag was het precies omgekeerd. Iedereen had wat schrik en twijfels, maar de resultaten worden door de markt op handen gedragen.

    1) 68% cartridgevolume groei --> onverwacht positief
    2) lager aantal installaties --> verwacht negatief
    3) potentiële gamechanging Covid19 test --> onverwacht positief
    4) zeer lage cashburn <9M... hoe? --> onverwacht positief
    5) nieuwe CFO --> toch wel wat verwacht positief

    De verwachte en onverwachte positieve punten kleineren de verwachte tegenvaller in veelvoud.
    Covid19 test zorgt voor bekendheid in US. Dit heeft zeker het potentieel om als katalysator te dienen.

    Net als iedereen ben ik benieuwd naar de mening van FL, MB, Rarezot, BL...


    A while back BL posted a list of catalysts that could be expected to hit in the next year or so. In my opinion, this move on extremely high volume is primarily a function of the COVID test news and the stronger than expected cartridge sales. I do not see the CFO as a big factor. As new investors dig into the number of significant catalysts that will evolve over the next year or so, I think a relatively large percentage of the new investors will stick around longer than just today's momentum trade. As I have posted, during the pandemic users may be using more Idylla cartidges to conserve resources. Sometimes these types of things can create lasting behaviors. Will labs want to go back to a 4 or 5 step standard procedures (i.e., Sanger or Promega sequencing) after getting use to the ease of Idylla? Also, the POC Oncology MDx market is wide open and BCART is quietly (at least before today) positioning itself to launch worldwide. I'd encourage new investors to dig into the market opportunity that BCART is on the cusp of developing.

    I'm not much of a technical analysis investor, but it looks like today's move sets up a pretty good reverse head and shoulders chart.

    Regards FL

    Nowhere on it was a rapid
  6. Flatlander 23 april 2020 16:44
    A lot of reading this morning. It is natural for momentum traders to harvest some gains after the move. Fundamental investors should focus on the relative value when they compare market cap to the size of the market opportunity. They need to focus on how far along the launch BCART has taken Idylla (i.e. the number of EU approved point of care MDx assays, the number of countries that Idylla is now offered as a RUO test, and the fact that they have expanded the manufacturing operations to be able to meet demand). Most of all new investors need to review BCART'S product cost vs other methods (NGS ex.). BCART has significant potential to raise the prices of its products before reaching the price point of its competitors. I agree with the philosophy of keeping the prices lower now to spur adoption. However at some point when they are ingrained in the workflow of hospitals and clinics, they will be able to raise prices and still be more cost effective than their chief competitors.

    FL
  7. Gijpie 23 april 2020 18:41
    Ik wil vandaag iedereen feliciteren die het geduld en moed gehad heeft om te blijven zitten in dit aandeel . Er is heel wat positief verteld deze morgen en ik had dit eerlijk gezegd niet meer verwacht dus wie nu ferm groen staat het weze je van harte gegund . De technologie is er , laat ons hopen dat de positieve toon gezet is . Voor wie zoekt achter een reactie van NAT die was er al hè hij heeft ditmaal gereageerd als DZR
  8. brightlight 23 april 2020 20:31
    quote:

    Flatlander schreef op 23 april 2020 16:44:


    A lot of reading this morning. It is natural for momentum traders to harvest some gains after the move. Fundamental investors should focus on the relative value when they compare market cap to the size of the market opportunity. They need to focus on how far along the launch BCART has taken Idylla (i.e. the number of EU approved point of care MDx assays, the number of countries that Idylla is now offered as a RUO test, and the fact that they have expanded the manufacturing operations to be able to meet demand). Most of all new investors need to review BCART'S product cost vs other methods (NGS ex.). BCART has significant potential to raise the prices of its products before reaching the price point of its competitors. I agree with the philosophy of keeping the prices lower now to spur adoption. However at some point when they are ingrained in the workflow of hospitals and clinics, they will be able to raise prices and still be more cost effective than their chief competitors.

    FL

    FL

    A well deserved day for Biocartis shareholders which was long overdue. Fundamentally nothing has changed. We still need the long awaited ramp up of sales in 2021. Nevertheless, today was mainly good news. Without the pandemic, the shift in product mix (mainly Septicyte, I suspect) would have resulted in a higher than forecasted cartridge sale for this year. The good news is that this also means a higher number of cartridges sold per console going forward.

    BL
3.170 Posts
Pagina: «« 1 ... 142 143 144 145 146 ... 159 »» | Laatste |Omhoog ↑

Plaats een reactie

Meedoen aan de discussie?

Word nu gratis lid of log in met je emailadres en wachtwoord

Direct naar Forum

Biocartis Meer »

Koers 4,420   Verschil -0,03 (-0,67%)
Laag 4,400   Volume 77.864
Hoog 4,495   Gem. Volume 209.873
3 jul 2020 17:35
label premium

Biocartis herpakt zich

Het laatste advies leest u als IEX Premium-lid

Inloggen Ontdek Premium
 
Quotedata: Amsterdam realtime by Euronext, other realtime by Cboe Europe Ltd.   US stocks: by NYSE & Cboe BZX Exchange, 15min delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by VWD Group Crypto data by Crypto Compare