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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.
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