Ontvang nu dagelijks onze kooptips!
word abonnee
sluiten ✕
Terug naar discussie overzicht
Biocartis forum geopend
Volgen
Koopt iedereen morgen gewoon terug. Er zal wel nieuwe samenwerking komen
ulyss schreef op 29 oktober 2020 19:43 :
Beste,
ik wens een klacht in te dienen tegen Biocartis ten gevolge van achterhouden informatie en lekken van informatie naar beperkt publiek.
Daarom dien ik klacht in tegen achterhouden informatie, lekken van informatie en wens ik xxxx schadevergoeding voor de gelede schade
Dank je wel om mijn klacht in overweging te nemen
Met vriendelijke groeten
Gaan we doen, alvast bedankt.
Klacht verstuurd, heb gewoon mijn aandelen terug gevraagd :)
Je wil geen zaken doen met exact sciences. Vraag dat maar aan MDX health en zijn toenmalige CEO.
I had to leave the office this morning after my earlier posts. I get back and I see BCART has offered some additional information which seemed to obviously be missing this morning (i.e., information on the $12 million in liquidated damages). I suspect the asset returned to BCART was a license to use the idylla platform. The press releases still smack of being very disingenuous! Breast cancer and the need for treatment may be pushed into the future but COVID will definitely not destroy the market. Coming out of the pandemic there will be tremendous pent up demand and more than likely some lab capacity will be tied up with COVID testing. This makes it an ideal time to try to position the POC IVD test like OncoType Dx. I go back to my earlier hypothesis. EXACT is banking on their new precision oncology business and looking to launch labs in foreign markets. The labs are undoubtedly key to their high sensitivity liquid biopsy testing (so they would need the lab regardless of Oncotype DX breast is launched POC or as a conventional lab test). This liquid biopsy test put a huge dent in the Illumina-Grail merger valuation about a month ago. The PR also makes no mention of the OncoType Dx prostate test. The prostate collaboration was announced on Dec 4, 2018 (again without much market reaction). How could a PR be released about the termination of the partnership collaboration without mentioning the other product line for which milestone payments have already been paid out? The volume today was 10X higher so it shook out a lot of shareholders with really sketchy misleading information. In the U.S., the class action lawyers would be circling. That doesn't happen in Belgium? Someone asked a few pages ago whether I viewed the sell off as a buying opportunity? I sold about a quarter of my position a week or so ago to balance Novacyt gains, but I'm still long a sizeable position. As I posted in early September, I thought the COVID excuse for shelving OncoType DX Breast collaboration was likely misleading. I held onto shares since I believe that POC Oncology MDx and Septicyte should find healthy markets when the products are fully registered. I'm not currently buying more shares for two reasons 1) the US tax loss rules require a 30 day waiting period between selling for a tax loss and buying new shares; and 2) the company needs to restore creditability. They should start by disclosing the status of Oncocyte DX prostate. Todays disclosure states that the collaboration termination will have no impact on potential growth in the US. The OncotypeDx prostate test was targeted at US Urology practices. Does that part of the collaboration survive? Worst PR imaginable! FL
Beside the great technology Biocartis has... Can I agree with you Flatlander that knowned inside information on 28/10 was not shared to public, but only some inside partners? Causing a big drop of 10% on 28/10 That press release on 29/10 before opening markets was with hidden information, while US was sleeping, as you. Biocartis knew about the deal of 12M€. Understanding better the drop of 28/10 And when FSMA blocked the stock, waiting for a press release, suddenly the full information was shared So , it"s not a question of good product, its a question of cheating to small share holders What is your opinion please? Some of us take action based on that information shared by the company, like me
Ulyss Not sure I totally agree. I'm in Chicago area but I got up early enough to see the 1st PR and down nearly 20%. To late to sell in my mind since it was already at the March lows. The PR statement struck me as extremely poorly thought out and conveyed to the public. My 1st post of the day was that surely their was some type of liquidated damages clause that would provide BCART with compensation for the agreement cancellation. Yes, I think that was negligent not to mention that consideration in the 1st PR. Whether, anyone can document that BCART provided a inside information to a "select few investors" on Oct 28 is a tough thing to prove. The bar for litigation is much lower in the States, I think they would have drawn droves of attorneys with the poorly worded PR and the down 20%. I'm wondering who was buying today? One of the things I originally liked about BCART was that the shareholder base was widely disseminated (no one entity or even small group of investors could control outcomes). Since less than 800,000 shares changed hands, it can't have change much. Regards FL
Ulyss I think you may need to tone down the allegation that BCART shared inside information on 10/28. EXACT earnings on 10/27 included an impairment charge for the termination of the Idylla IVD. Here is the footnote: "(4) During the third quarter of 2020, the Company began discussions with Biocartis regarding the termination of its agreements related to the development of an in vitro diagnostic version of the Oncotype DX Breast Recurrence Score test. As a result, and in connection with the preparation of the financial statements, the Company recorded a non-cash, pre-tax impairment loss of $200.0 million related to the in-process research and development intangible asset that was initially recorded as part of the combination with Genomic Health." The bullet points also read: "Intangible asset impairment of $209.7 million was primarily related to a one-time impairment of certain in-process research and development assets related to an in vitro diagnostic version of Oncotype DX" investor.exactsciences.com/investor-r... FL
I don't see anything on the EXAS PR that says the prostate relationship has been cancelled. FL
Flatlander schreef op 30 oktober 2020 04:56 :
Ulyss
I think you may need to tone down the allegation that BCART shared inside information on 10/28. EXACT earnings on 10/27 included an impairment charge for the termination of the Idylla IVD. Here is the footnote:
"(4) During the third quarter of 2020, the Company began discussions with Biocartis regarding the termination of its agreements related to the development of an in vitro diagnostic version of the Oncotype DX Breast Recurrence Score test. As a result, and in connection with the preparation of the financial statements, the Company recorded a non-cash, pre-tax impairment loss of $200.0 million related to the in-process research and development intangible asset that was initially recorded as part of the combination with Genomic Health."
The bullet points also read:
"Intangible asset impairment of $209.7 million was primarily related to a one-time impairment of certain in-process research and development assets related to an in vitro diagnostic version of Oncotype DX"
investor.exactsciences.com/investor-r... FL
on 26 and 27/10 nothing special on 28/10 big decrease on 29/10 before opening, PR So some had already the information on 28/10
Ik heb er nog vertrouwen in, ga der terug in.
@DRTVR: meteen instappen of even de eerste piek en mogelijk verdere drop afwachten?
Floris de boskaboter schreef op 30 oktober 2020 08:15 :
@DRTVR: meteen instappen of even de eerste piek en mogelijk verdere drop afwachten?
Hey, ben zeker niet zo thuis in de materie als sommigen hier, maar is er een reden dat het verder naar beneden zou tuimelen, zoals hier beweerd wordt was dat er de laatste 2 dagen gehandeld is met voorkennis, dus als dat de reden was is er verder geen nieuws geweest dat een verdere daling zou rechtvaardigen, maar nog es, laat u niet alleen leiden door mij.
Floris de boskaboter schreef op 30 oktober 2020 08:15 :
@DRTVR: meteen instappen of even de eerste piek en mogelijk verdere drop afwachten?
Het lijkt me dat je jezelf die vraag vanochtend niet meteen zult moeten stellen. Als ik het goed zie, dan is het aandeel 'suspended' op Euronext. Maw: de handel is stilgezet, meer dan waarschijnlijk met het oogpunt op meer broodnodige duiding bij de communicaties van gisteren en de gevolgen voor de koers en het bedrijf. Ik verwacht maw dat de handel pas hernomen zal worden na een uitvoerig persbericht van/over Biocartis ... hopelijk niet over het feit dat er met voorkennis gecommuniceerd en gehandeld is geweest de laatste twee dagen. Dat zou mogelijk het bedrijf en de koers meer schaden en daar zit ikzelf persoonlijk niet op te wachten. Voor zij die hun stukken in paniek verkocht hebben, begrijp ik uiteraard dat zij het anders zien en verwachten ... time will tell :-)
Misschien hebben ze nog iets"vergeten" te communiceren.
Mocht de verduidelijking een verlengde worden van de boodschap van de CEO gisteren (het PB in de late namiddag), dan verwacht ik alvast dat de koers bij hervatting stevig de hoogte zal ingaan ....
Ik zag in het nieuws op Binck net passeren dat de FSMA de handel in Biocartis terug heeft vrijgegeven, die zal dus hervatten om 9u bij het openen van euronext Brussel. Over voorkennis gesproken, op de website van de FSMA vinden ze het niet nodig om dat ook daar even gelijktijdig te delen.
Klopt, handel gaat gewoon door ... des te beter, wat mij betreft. Ik onthoud het positieve uit de rechtzetting van de CEO gisteren (beperkte invloed op onze activiteiten en op onze vooruitzichten voor het komende jaar).
Toch een klein pakketje bijgekocht aan 3,50. Na alle hektiek van gisteren denk/hoop ik toch de bodem voor even gezien te hebben? Kijk alvast uit naar verdere verduidelijking vanuit Biocartis vandaag.
Zullen met serieuze adelbrieven mogen komen om mijn vertrouwen te herwinnen. Zal zeker niet de enigste zijn , succes allen.
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
AIRBUS
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
CVC Capital Partners
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
Nextensa
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