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Home  /  Forum  /  Biocartis  /  Biocartis forum geopend

Aandeel Biocartis BRU:BCART.BL, BE0974281132

Laatste koers (eur) Verschil Volume
0,290   0,000   (0,00%) Dagrange 0,000 - 0,000 0  
Pharming Investor Tour 2024. Investor Tour op vijf locaties in Nederland (Rotterdam, Eindhoven, Utrecht, Leiden, Zwolle). Presentatie en Q&A sessie met CEO Sijmen de Vries. Pharming Investor Tour 2024. Investor Tour op vijf locaties in Nederland (Rotterdam, Eindhoven, Utrecht, Leiden, Zwolle). Presentatie en Q&A sessie met CEO Sijmen de Vries.

Biocartis forum geopend

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6.495 Posts
Pagina: «« 1 ... 137 138 139 140 141 ... 325 »» | Laatste | Omlaag ↓
  1. [verwijderd] 8 april 2020 11:54
    quote:

    joe123 schreef op 8 april 2020 11:27:

    Hiermee is mijn mening dat het verloop wel zal meevallen.Wat Rarezot hierbij schrijft geeft mij veel vertrouwen.
    x3 zou voor mij ook mooi zijn. Ik heb nu een GAK van 4,96. Dieper durfde ik niet te gaan om het evenwicht te bewaren. Opvallend dat we vandaag tegen de stroom inzwemmen tov de indexen. Het mag eens andersom zijn.

    groeten
  3. Flatlander 8 april 2020 17:56
    www.genomeweb.com/business-news/covid...

    80% of MDx Growth currently being driven by COVID 19 testing
    The big question for BCART is to what extent are Oncology MDx tests being delayed during the pandemic. Such testing cannot be delayed indefinitely, so as Verrelst suggested I'd anticipate that labs running labor intensive methods might increase Idylla cartridge consumption as a means of managing the workflow.

    The Genmark POC sample to answer test mentioned is another example of how crowded the infectious disease market is. It is a huge market so several companies will probably be successful, but unless BCART could demonstrate that they could quickly get content developed and approved, I think it is better to conserve resources for oncology.

    FL
  4. Flatlander 8 april 2020 18:15
    I'm getting more optimistic on the role that Septicyte may play in the treatment of COVID 19 patients.
    The following articles indicate that the current treatment of intubating and putting patients on respirators is not working in 50 to 66% of the cases that go critical. Drs. are looking at early treatment with steroids to head off the cytokine storm that leads to sepsis. Septicyte may have a role in identifying the development of such conditions when they are starting to develop. I'm not a Dr but it is apparent that if the current standard of care is only 33% effective, there is a lot of room to find a more effective strategy.

    FL

    www.yahoo.com/news/rethinking-coronav...

    Sepsis occurs when the immune system overreacts to an infection or injury, producing excessive levels of cytokines, signaling molecules that attract immune cells. Elevated levels of those cells secrete more cytokines, and this cytokine “storm” recruits even more immune cells, fueling a vicious cycle.

    www.google.com/search?q=cytokine+stor...
  8. Flatlander 9 april 2020 15:32
    Thanks BL

    The site does not jump out when you search "Wondfo Idylla or Wondfo Biocartis" A link on the Wondfo site would also ease friction and improve traffic. But I'm glad that there are signs things are moving forward.

    The decision to locate in Hong Kong over mainland has some implications (see below), I would have thought that they would locate in Mainland since the Wondfo partnership was the only way to unlock this market. I doubt that BCART wants the Korean and Japanese markets to be served by the Wondfo partnership. However, the international trade aspect would seem to be a major advantage of Hong Kong.

    www.neatcommerce.com/blog/mainland-ch...

    FL

    Should I open a company in Mainland China or Hong Kong?
    In general, we would recommend you to open a Mainland Chinese company if your operations and scope of business are all focussed on Mainland China. For example:

    Your customer base is primarily in Mainland China.
    You plan to hire Mainland Chinese employees locally, set up local manufacturing operations, or have Mainland Chinese investors.
    You operate in a sensitive sector as stipulated in the Negative List (where starting a JV is your only option).
    You run a high-tech startup or business and want benefit from Mainland China’s rich tech ecosystem
    On the other hand, a Hong Kong company would make more sense for your business if you plan to operate a more global business. For example:

    You have customers all over the world (or plan to grow a global customer base)
    You engage in cross-border trade (e.g. eCommerce) and regularly transact with businesses in various jurisdictions globally
    Your main business language is English
    You want to get get started and set up quickly
    In general, for the most part, entrepreneurs do tend to gravitate towards opening a Hong Kong company, for its ease of doing business and familiar business practices.

    If you’d like to incorporate a Hong Kong company and set up a business account in one step, see Neat’s incorporation package here!
  9. Flatlander 10 april 2020 17:25

    As talk increases of the extensive virus and antibody testing that will be required before businesses can reopen, it is becoming apparent that the MDx testing apparatus of most countries are currently or will shortly be overwhelmed for an extended period. This is a certainty the same way the the hospitals are now being overwhelmed. IVD tests that can be performed on site will be in high demand. The USFDA has approved a an emergency use lab test that can be used to test for antibodies. However, to date, widespread serology testing for these antibodies are not available and no approved fast TAT POC test exists. As such, it is likely that MDx labs will remain under tremendous pressure to complete the volume of infectious disease assays and serology assays that this pandemic will require.

    As I have discussed on several occasions, inertia is likely one of the main impediments (outside of diagnostic regulatory approvals in the US, China and Japan) that BCART is struggling to overcome in ramping the adoption of Idylla. Labs and testing facilities have staff trained and facilities that are set up to perform pyro-sequencing, Sanger Sequencing, etc. or NGS. While they may like the ease of use, the fast TAT, the reduction in manpower, and the ability to resolve failures that are inherent in the Idylla system, they have difficulty overcoming the friction in changing existing oncology MDx processes. I wonder if the recent increased Idylla usage observed in Scandinavia that was mentioned by Verrest might be a precursor of things to come. All countries will be looking for ways to improve work flow in order to deal with the greatly increased volume of infectious disease tests. I suspect that the average 2 to 3 week TAT for cancer MDx testing (referenced in many BCART power points) has now become much longer, maybe months. This may acceptable during the emergency situation created by the initial phase of the pandemic. I doubt that it will be an acceptable as the pandemic continues for many months. As in Scandinavian countries, I can see this dynamic becoming a driving force for overhauling testing procedures to become more efficient and less labor intensive. This may provide a strong incentive to disrupt the inertia through the adoption of Idylla and/or other labor saving MDx systems. In the current environment, this discussion is most pertinent to the EU where Idylla has many assays are approved for diagnostic use. It will also be interesting whether this becomes a force to accelerate diagnostic use approvals (emergency or PMA, 510K) in other geographies.

    I suspect that the 1st Qtr update will include additional discussion of this dynamic.

    Best wishes to all for Happy and Safe Easter and Passover.

    FL
  12. Bio-belegger 11 april 2020 12:26
    quote:

    Flatlander schreef op 10 april 2020 21:43:

    Bio

    Listen to the April 23 call to see if cartridge and console sales appear to be ramping up as a labor saving consequence of COVID-19.

    FL
    yes, that is what I have heard as well; more clinical labs seem to be using the Idella cartridges in order to save time and because it is less labor intensive. Thanks!
  15. Tryck 14 april 2020 09:21
    Reading into the Biocartis prospectus from 2015 I read that Biocartis in the past was focussed on
    1: oncology
    2: infectuous diseases

    I understand that at some point Biocartis shifted strategy and decided to focus on oncology.
    Perhaps because of the competition being too high, or because focussing on both was too broad of a strategy?

    Now, a recent article appeared in Belgian press:
    miDiagnostics, which is using silicon chip technology that will bring miniaturized, rapid, easy-to-use, lab-quality tests with built-in connectivity direct to the patient and clinician regardless of location, today announces the completion of a €14m investment round. The round was supported by existing shareholders as well as leading life science and tech investors Dr. Rudi Pauwels and Dr. Ir. Urbain Vandeurzen.
    The funds will be used to accelerate the development of miDiagnostics’ proprietary nanofluidic processor on a chip, and to prepare it for industrial-scale manufacturing. miDiagnostics’ unique technology will enable fast, comprehensive and cost-effective analysis of a wide range of health conditions.

    You may remember know Rudi Pauwels as the founder of Biocartis. He is now Chairing the Board of Directors of miDiagnostics.

    I see a lot of parallel here, where although MiDiagnostics seems focussed on infectious diseases and taking that to the next level.
    I am scratching my head though, having Rudi on board there, with his prior experience, ... I will keep an eye on that company when they plan to go listed.
  20. Flatlander 14 april 2020 18:37
    If you combine the high rate of EGFR mutations that lead to non Sm Cell Lung cancer in Asian populations (around 50%) with the high rate of smoking, there is a growing need for CDx testing. The big questions for Wondfu Cartis is how quickly they will receive diagnostic registrations and how quickly testing will shift to the POC environment. My belief is that the automation (less labor) and rapid TAT will drive accelerating adoption in these days of Coronavirus.
    FL

    www.ncbi.nlm.nih.gov/pmc/articles/PMC...
6.495 Posts
Pagina: «« 1 ... 137 138 139 140 141 ... 325 »» | Laatste |Omhoog ↑

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