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Merlin Assay Validation results should bode well for government and insurance reimbursements. Hopefully, BCART can get the Idylla IVD version to to the validation stage much quicker than the 3 years that OncotypeDx required.www.prnewswire.com/news-releases/perf...
PERSBERICHT: Persbericht Biocartis Group NV: Biocartis kondigt nieuwe samenwerking aan met AstraZeneca om beschikbaarheid van Idylla(TM) EGFR biomarker testing bij longkankerpatiënten uit te breidenwww.globenewswire.com/Tracker?data=0X... www.globenewswire.com/Tracker?data=9P... www.globenewswire.com/Tracker?data=BT... rdegrave@biocartis.comhttps ://www.globenewswire.com/Tracker?data=7Pr5QJU1P0WZxs72pvtSuz0BQNpyTtqBhGJ65qALJevjzhfWRc_PdtPzsLtommE1JrDU3vp80-FL7H1eJsB9TFIPNVhWbt6kqpBUDHhXjAY=
Iemand die zijn licht wilt schijnen hierop? Wie heeft welk voordeel bij deze samenwerking?
luftbe0 schreef op 4 mei 2021 08:36 :
Iemand die zijn licht wilt schijnen hierop? Wie heeft welk voordeel bij deze samenwerking?
Alvast bedankt.
De 30 à 40% van de NSCLC patiënten in Azië hinken misschien naar een deur die men wil openen.
tijd om biocartis te kopen....een effe meer geduld hebben
Luft
I reread my last post. So as not to seem too optimistic or like a company shill, the potential value of this newest AZN agreement really depends on the financial terms which are not disclosed. BCART is looking to make headway into lung cancer practices, if AZN funds this sufficiently, it could certainly help. My guess is that only larger practices that can generate a considerable number of scripts will be funded.
One last point on todays AZN PR. It could be one of the more bullish partnership announcements we have seen since the payoff could be immediate rather than 3-5 years down the road. AZN likely knows that many Dr. visits have been deferred during the pandemic. I suspect they want to deploy the Idylla consoles in a timely manner so as to be in position to reap the script benefit as the oncology MDx backlog will be the greatest in history.
If that is true, then this could be a huge step towards profitability?
Flatlander schreef op 4 mei 2021 22:01 :
One last point on todays AZN PR. It could be one of the more bullish partnership announcements we have seen since the payoff could be immediate rather than 3-5 years down the road. AZN likely knows that many Dr. visits have been deferred during the pandemic. I suspect they want to deploy the Idylla consoles in a timely manner so as to be in position to reap the script benefit as the oncology MDx backlog will be the greatest in history.
FL
Flatlander schreef op 5 mei 2021 15:12 :
"When do you think we w'll see something in the course that climbs"
I follow a number of MDx companies, all are trading well off of the 52 week high. Many of these companies are perceived to be associated with the shutdown. Wall St appears to be emphasizing re-opening plays right now. So MDx is out of the momentum crowds favor right now. Believe it or not, BCART is fairing better than most MDx sector stocks right now. I know BCART is not currently on the NYSE or NASDAQ but the US seems to set perceptions on which sectors are hot. My thesis in BCART is that they offer a means to automate MDx resulting in secular growth, so I'm less concerned with short term momentum flows.
AZN may start assisting with the placement of Idylla consoles during the 2nd half of this year but I suspect that two milestones will be necessary before this program can really ramp up, 1) the Tagrisso CDx will need EU approval. As I previously mentioned Idylla has an amplification curve issue with the EGFR T790 mutation which is important to the molecular pathway that Tagrisso utilizes.. BCART is working to improve the sensitivity for this mutation. I think we will see the improved combination assay next year. 2) the 2nd milestone is the gene fusion receiving IVD rather than RUO approval. Again I hope to see this play out within the next year.
So most of this in terms of increased cartridge sales is probably a 2022 and beyond story but BCART may start to see a benefit in terms of console placements at the end of this year.
FL
Flatlander schreef op 5 mei 2021 15:12 :
"When do you think we w'll see something in the course that climbs"
I follow a number of MDx companies, all are trading well off of the 52 week high. Many of these companies are perceived to be associated with the shutdown. Wall St appears to be emphasizing re-opening plays right now. So MDx is out of the momentum crowds favor right now. Believe it or not, BCART is fairing better than most MDx sector stocks right now. I know BCART is not currently on the NYSE or NASDAQ but the US seems to set perceptions on which sectors are hot. My thesis in BCART is that they offer a means to automate MDx resulting in secular growth, so I'm less concerned with short term momentum flows.
AZN may start assisting with the placement of Idylla consoles during the 2nd half of this year but I suspect that two milestones will be necessary before this program can really ramp up, 1) the Tagrisso CDx will need EU approval. As I previously mentioned Idylla has an amplification curve issue with the EGFR T790 mutation which is important to the molecular pathway that Tagrisso utilizes.. BCART is working to improve the sensitivity for this mutation. I think we will see the improved combination assay next year. 2) the 2nd milestone is the gene fusion receiving IVD rather than RUO approval. Again I hope to see this play out within the next year.
So most of this in terms of increased cartridge sales is probably a 2022 and beyond story but BCART may start to see a benefit in terms of console placements at the end of this year.
FL
Hopende schreef op 6 mei 2021 07:06 :
[...]
When do you estimate i can reach my GAK of 8,65 in one year ?
Als ze nog eens onder de 4 euro zakken, stap ik terug in.
tomtesteron schreef op 6 mei 2021 12:03 :
[...]
Ik vrees dat we daar nog wel even op moeten wachten. Je weet natuurlijk nooit he (vb wat doet een FDA goedkeuring met de koers ?), maar dat zou meer dan een verdubbeling van de huidige beurskoers zijn. Dit in combinatie met een nakende geldronde, shorters, enz ... ik vrees dat 8.65 er niet inzit het volgende jaar.
Hopende schreef op 6 mei 2021 12:26 :
[...]
Maar waarom blíjven ze toch zakken hebben toch goede vooruitzichten
Joshua41 schreef op 6 mei 2021 13:07 :
[...]Ja, ze gaan eerst nog even naar beneden om jullie op stang te jagen. Kan nog paar jaar duren vooraleer de koers herstelt.
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