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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  

Biocartis forum geopend

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6.527 Posts
Pagina: «« 1 ... 165 166 167 168 169 ... 327 »» | Laatste | Omlaag ↓
  2. [verwijderd] 29 augustus 2020 14:29
    Vandaag weer nieuwe vacature nl. Planning team leader.
    Er zitten blijkbaar velen onder ons op hun puntje van hun stoel te wachten op donderdag om bij geruststellend nieuws en goede outlook biocartis aandelen te kopen en bij te kopen.Stel je maar eens voor dat ze in de buurt van break even zouden uitkomen,dan zijn de koers onder die 5 euro wel echt om te lachen.
  3. Flatlander 29 augustus 2020 16:10
    quote:

    Reply schreef op 29 augustus 2020 13:39:

    @Flatlander
    I see your point but it will not be before 3 September that we will know for sure that the fog really is lifting.
    Reply
    I have been burned by my optimism in BCART in the past. But connecting the dots tells me the China Drug trial market is about to explode for them. I don't believe there is much downside at the current price. Most companies are getting a COVID pass on their sales and earnings misses. If I'm right, it gaps up and you will have to be very nimble to to wait for the call for confirmation.

    FL
  4. Flatlander 29 augustus 2020 16:19
    quote:

    Carter schreef op 29 augustus 2020 13:53:

    Herman verrelst kocht er ook 100.000 stuks in mei...(4,96)

    Citadel europe heeft nog 2,39% te gaan...

    Continue aanwervingen de voorbije periode

    Spannend!
    Carter

    I suspect that Citidel is long the convertible. Anyone going to participate in the Sept 2 meeting. I'd like to confirm their position in the convertible and verify that this is a arbitrage short position.

    FL
  6. [verwijderd] 29 augustus 2020 19:42
    quote:

    Flatlander schreef op 29 augustus 2020 16:10:

    [...]

    Reply
    I have been burned by my optimism in BCART in the past. But connecting the dots tells me the China Drug trial market is about to explode for them. I don't believe there is much downside at the current price. Most companies are getting a COVID pass on their sales and earnings misses. If I'm right, it gaps up and you will have to be very nimble to to wait for the call for confirmation.

    FL
    Also for your latest investments in Biocartis, I hope you are right!

    Although I do not believe many potentional new investors dare to invest in Biocartis before 3 September. Why should they take the risk?!
  7. Stockbrood 29 augustus 2020 20:20
    quote:

    Reply schreef op 29 augustus 2020 19:42:

    [...]

    Also for your latest investments in Biocartis, I hope you are right!

    Although I do not believe many potentional new investors dare to invest in Biocartis before 3 September. Why should they take the risk?!
    I think Flatlander means the risk is not that high at current stock price. Maybe rumours will already move SP up before the Third. Also, buying after good news always comes at a cost.

    So why take the risk? As always... Potential higher gains. As small as they may be.

    Stock
  8. [verwijderd] 29 augustus 2020 20:37
    quote:

    Stockbrood schreef op 29 augustus 2020 20:20:

    [...]

    I think Flatlander means the risk is not that high at current stock price. Maybe rumours will already move SP up before the Third. Also, buying after good news always comes at a cost.

    So why take the risk? As always... Potential higher gains. As small as they may be.

    Stock
    Everything is possible but I did not forget underneath mentioned statement from CEO Herman Verrelst after Q1 2020.

    Commenting on the Q1 2020 Business Update, Herman Verrelst, Chief Executive Officer of Biocartis, reacted:

    "The global pandemic however considerably affects our installed base growth, as our commercial teams had to cease all hospital and lab prospective visits. Furthermore, we expect that in Q2 and likely as well in H2 2020 we will see a slow-down in commercial cartridge volume growth from the 68% we achieved in Q1 2020"

    Translated to Dutch:

    "De wereldwijde pandemie heeft echter een aanzienlijke invloed op de groei van onze installed base, aangezien onze commerciële teams alle toekomstige bezoeken aan ziekenhuizen en laboratoria moesten staken. Bovendien verwachten we dat we in het tweede kwartaal en waarschijnlijk ook in de tweede helft van 2020 een vertraging zullen zien in de groei van het commerciële cartridge-volume ten opzichte van de 68% die we in Q1 2020 hebben behaald."
  9. Stockbrood 29 augustus 2020 20:51
    quote:

    Reply schreef op 29 augustus 2020 20:37:

    [...]

    Everything is possible but I did not forget underneath mentioned statement from CEO Herman Verrelst after Q1 2020.

    Commenting on the Q1 2020 Business Update, Herman Verrelst, Chief Executive Officer of Biocartis, reacted:

    "The global pandemic however considerably affects our installed base growth, as our commercial teams had to cease all hospital and lab prospective visits. Furthermore, we expect that in Q2 and likely as well in H2 2020 we will see a slow-down in commercial cartridge volume growth from the 68% we achieved in Q1 2020"

    Translated to Dutch:

    "De wereldwijde pandemie heeft echter een aanzienlijke invloed op de groei van onze installed base, aangezien onze commerciële teams alle toekomstige bezoeken aan ziekenhuizen en laboratoria moesten staken. Bovendien verwachten we dat we in het tweede kwartaal en waarschijnlijk ook in de tweede helft van 2020 een vertraging zullen zien in de groei van het commerciële cartridge-volume ten opzichte van de 68% die we in Q1 2020 hebben behaald."
    Voor alle duidelijkheid, ik verwacht ook geen positief nieuws, net zoals de markt blijkbaar, aan het prijsniveau gezien. Het was een antwoord op jouw vraag, waarom het risico lopen, simpel... Risk=reward.

    Maar aan de andere kant moet ik toegeven dat ik de kennis/feeling van FL hoger inschat dan mezelf als het gaat om BCART. De recente opleving op het forum heeft me dan ook nieuwsgierig gemaakt. Ik ben echter niet van plan om mijn positie uit te breiden.
  10. [verwijderd] 29 augustus 2020 21:08
    [quote alias=Stockbrood id=12693292 date=202008292051]
    [...]

    Voor alle duidelijkheid, ik verwacht ook geen positief nieuws, net zoals de markt blijkbaar, aan het prijsniveau gezien. Het was een antwoord op jouw vraag, waarom het risico lopen, simpel... Risk=reward.

    Maar aan de andere kant moet ik toegeven dat ik de kennis/feeling van FL hoger inschat dan mezelf als het gaat om BCART. De recente opleving op het forum heeft me dan ook nieuwsgierig gemaakt. Ik ben echter niet van plan om mijn positie uit te breiden.
    [/quote

    De kennis van FL schat ik ook veel hoger in dan die van mijzelf als het gaat om BCART.

    Wat FL zijn "feeling" betreft zal dit echter nog moeten gaan blijken met de Q2 cijfers op 3 September.

    Ondertussen hebben we wel als vertrekpunt bovenstaande uitspraken van de CEO met de Q1 cijfers en deze waren weinig optimistisch wat de korte termijn betreft.
  11. Flatlander 29 augustus 2020 23:40
    I think the likelihood of the China drug trials using Idylla is high. But we know absolutely nothing about the economics of the AZN and the Covance partnerships. So there is a chance they made the deal at terms that do not carry to the bottom line. In my mind this is the biggest risk.

    You may ask why would they make a deal at terms that do not lead to near term profitability? Well, it is to build out the ecosystem (i.e., deploy consoles that make the Idylla system more attractive to content developers). The more I think about this, and my history with BCART, the more I become convinced that this may be yet one more opportunity to entice investors but kick the profitability can down the road.

    With regard to the pandemic affect. No doubt it had a profound impact on the 2nd quarter. However, it may act to accelerate cartridge sales in the 3rd and 4th quarters. If hospitals feel that lab PCR capacity is constrained by COVID testing, I doubt that they would send samples for Pyrosequencing or Sanger sequencing. Avoidance of COVID related delays could be a driver for EU front line use of Idylla. Not to mention we should hear that Septicyte Rapid is being approved.

    Given what we know, there is no shame in either buying now or waiting for confirmation during the call or the PR release. I'm betting that there has been considerable sentiment wash out by the number of past missfires. I think this likely creates a positive potential gain to loss at the current price.

    Have a good weekend.
    FL

  12. Flatlander 30 augustus 2020 16:58
    Reply

    The statements in March were made during the midst of the onset of the pandemic. Virtually every company was pulling guidance at the time. Some level of reopening has occurred since then (especially in Asia), You are trained on the 1st half earnings number as the only potential share price mover. As long as Belgium and BCART work like other stocks, the forward guidance and events affecting this guidance have an even greater influence. Everyone knows there were pandemic related sales limitations at the end of the first quarter. So, presumably this expectation is priced in.at the current share price. However, very little is known about the extent to which the China launch is bearing fruit. If they present minimal cartridge sales growth in the 1st half but announce that they placed 400 consoles in China and a couple hundred in Japan and announce expected full IVD registration in China by year end, then I think the market overlooks any current reporting period setback in favor of the future expectation. This is especially true if there is color provided as to how Idylla is being used in Tagrisso trials. Not to mention Emergency Room roll out of Septicyte Rapid/Covid (i.e., positive COVID Triage validation results) are in my mind very likely to be announced between now and Sept 11.

    I see the 12 month Risk as a worse case fall of 1.5 (i.e.,back to the low 3 range) the gain could be 5 or 6 if it fills the gap back to the pre-Sept 2019 levels. If the share price collapsed in September 2019 do to a slower than expected rollout in the US and the problems with the Fisher performance, why can't positive news out of Asia result in an opposite move. The average BCART investor has not formulated a China expectation since the company has offered no guidance for that market. I think this could prime the pump for an upside surprise out of Asia. I follow several MDx companies and believe that the BCART market cap and valuation P/S is not reflecting the catalysts and the market opportunity they are pursuing.

    FL
  15. [verwijderd] 31 augustus 2020 08:51
    quote:

    Flatlander schreef op 31 augustus 2020 02:41:

    Joe

    Sales in the US are still constrained by the RUO designation. The best we can hope for his that they are ready to file for registration after good FDA negotiations. After that, I've read that a 3 to 6 month review is normal.

    FL
    Thanks FL.
  16. [verwijderd] 31 augustus 2020 08:51
    quote:

    Flatlander schreef op 31 augustus 2020 02:41:

    Joe

    Sales in the US are still constrained by the RUO designation. The best we can hope for his that they are ready to file for registration after good FDA negotiations. After that, I've read that a 3 to 6 month review is normal.

    FL
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