Aandeel Biocartis BRU:BCART.BL, BE0974281132

quote:

Flatlander schreef op 29 januari 2020 23:52:

MB

Good overview. The areas where timely MDx data may be applied are vary vast indeed. The landscape is evolving quickly. As Hans90 pointed out on 1-27-20, a few of the other companies he follows (i.e., Quanterix, Luminex and Nanostring) are offering products that specifically target pharma companies that are active some of the areas you discuss.

I think you are missing Pharmacogenetic testing (PGx). I'm somewhat optimistic of Idylla's potential in PGx. Essentially this would be a MDx test that looks for a specific gene or lack of a gene that might influence how a specific pharma product is metabolized. Some people have mutations that either make them hyper sensitive or the reverse (they need much higher dosage to get the same effect). Because this type of am assay would most likely be run at the POC with quick results being desirable, it would seem like a Ideal fit (Haha). If the assay can be run at the doctors office with results available by the time the patient sees the pharmacist it could be very valuable.

The attached link discusses this further.

FL

www.ncbi.nlm.nih.gov/pmc/articles/PMC...

quote:

Flatlander schreef op 30 januari 2020 00:41:

MB

Your point about the business model is well taken. Up until this point we have primarily been discussing console sales and proprietary cartridge content. The business model will change when we have to start figuring partner content cartridges (OncoType Dx, Septicyte, etc.) where BCART gets reimbursed for its manufacturing costs and receives a royalty based on the content providers sales, profits etc. The fact of the matter is we do not know the specific terms for any of these partnerships. One thing that usually occurs, is that the early partners get better terms than the later ones once Idylla becomes better established.

My chief concern in these types of partnerships is that the development time seems to be eclipsing my previous estimate of 2 years, where it now appears to be 3 years or more from the time of the announcement of a partnership until the time that EU marking is achieved. Since the systems may be deployed for decades, this is probably tolerable. However, length development time could become an impediment to new partnerships. I realize a lot of technology is necessary for each assay. However, a major focus must remain expediting the R&D product cycle process.

FL

quote:

MisterBlues schreef op 30 januari 2020 12:58:

[...]

It is not that important to know it exactly. I can make calculations taking minimumprofit margins to reach break-even considering cashposition and cashburn. Back in March 2020. (We can talk a lot, most important still is FDA and EMA approvals for assay's of BCART's making.)

quote:

nat1966 schreef op 30 januari 2020 12:58:

zal zeker gelijk krijgen XiXiX , niet aan twijfelen ,de hete soep is helemaal op
tenzij je koude soep lust dan moet je maar kopen en kopen

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nat1966 schreef op 30 januari 2020 14:02:

ik ga eruit

quote:

nat1966 schreef op 30 januari 2020 14:02:

ik ga eruit