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Aandeel Biocartis BRU:BCART.BL, BE0974281132

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Biocartis forum geopend

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  1. Flatlander 3 februari 2020 15:00
    quote:

    brightlight schreef op 3 februari 2020 08:09:

    [...]
    FL,
    Is there a doctor in the house??? :)
    Indeed it would appear the same test could also be used to detect pancreatic cancer and NSCLC. The way I understand it is that AMG 510 could also be used to treat NSCLC. So it is strange indeed that there is no listing of the test in the lung category. Maybe the fact that Bcart is already working with BMS in the NSCLC category is the answer.
    BL
    I'm assuming that the KRAS MDx assay is licensed as a CDx regardless of the indication (CRC, NSCLC, etc.). All Pharma gain FDA approval for one indication and then broaden use to other indications. Some Drs. may use a drug off label for a different cancer if it has the same molecular driver. I think the power point is an over simplification for the investors to group the tests into broad disease panels. It will get more blurred as breast and prostate cancer MDx offerings increase.

    That said AMG-510 looks like an exciting drug. The ASCO article is a little dated in that it reports Phase Ib clinical results. AMG enrolled and began phase II studies in 2018 so that data is probably already digested and the drug could be into the final stages in the next year or two. from what I can tell, AMG has CDx partnerships with multiple MDx providers including BCART and GH,

    FL
  2. [verwijderd] 3 februari 2020 16:13
    quote:

    nat1966 schreef op 3 februari 2020 16:07:

    altijd in da Engels amai vertaal da maar eens
    terug een mooi dagje rood en morgen terug da weet je zo

    Dat is dan ook een Amerikaan eh. Die zit hier op het forum omdat er geen goede forums zijn over Belgische aandelen in het Engels. Je kan natuurlijk ook gewoon Engels leren, want dat is in onze internationale samenleving geen luxe meer... Ik heb nog niemand zien klagen over Engels behalve jij...
    En ga short als je toch zo zeker bent dat het morgen ook rood is ;)
  3. brightlight 3 februari 2020 16:30
    quote:

    Flatlander schreef op 3 februari 2020 15:00:

    [...]

    I'm assuming that the KRAS MDx assay is licensed as a CDx regardless of the indication (CRC, NSCLC, etc.). All Pharma gain FDA approval for one indication and then broaden use to other indications. Some Drs. may use a drug off label for a different cancer if it has the same molecular driver. I think the power point is an over simplification for the investors to group the tests into broad disease panels. It will get more blurred as breast and prostate cancer MDx offerings increase.

    That said AMG-510 looks like an exciting drug. The ASCO article is a little dated in that it reports Phase Ib clinical results. AMG enrolled and began phase II studies in 2018 so that data is probably already digested and the drug could be into the final stages in the next year or two. from what I can tell, AMG has CDx partnerships with multiple MDx providers including BCART and GH,

    FL
    FL
    Of course it slipped my mind, off label use allows application on multiple other cancers than the one the test is intended for. In fact Bcart said so themselves in their latest company presentation (attached). I think the off-label use can be a non negligible contributor to sales-volumes.
    BL
  4. dany 1964 3 februari 2020 16:38
    wie kan dit vertalen aub
    Of course it slipped my mind, off label use allows application on multiple other cancers than the one the test is intended for. In fact Bcart said so themselves in their latest company presentation (attached). I think the off-label use can be a non negligible contributor to sales-volumes
6.527 Posts
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