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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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6.521 Posts
Pagina: «« 1 ... 87 88 89 90 91 ... 327 »» | Laatste | Omlaag ↓
  1. Flatlander 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...
  2. Flatlander 30 januari 2020 00:12
    BL

    I think the RUO sales in the US are probably a slow crawl until Diagnostic approval is achieved. But it is a necessary crawl. Testimonials are the strongest marketing method in the U.S. Is this the case in the EU? Getting high profile users to adopt Idylla and share their experiences is very important. My explanations for improvement in the U.S are two fold:

    1) Fisher is unlikely to have reached out to users to even check if they were ready to reorder cartridges. Having a dedicated sales team making the calls makes sure the low hanging fruit gets picked.

    2) Covance has the potential to have a lumpy buying pattern that can skew numbers. If they are running a large clinical trial at numerous sites they could be a big buyer one quarter with nothing the next quarter. We will have to see how the sales hold up half to half to discount this lumpiness explanation.

    Regards

    FL
  3. Flatlander 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

  5. Stockbrood 30 januari 2020 07:10
    Ik denk dat ik voor iedereen spreek als ik zeg dat we vinden dat je jouw gevoel moet volgen. Vertrouw je het niet? Verkoop dan. Ondertussen ken jij de meningen van de mensen op dit forum en kennen de mensen op het forum jouw mening.

    BCART heeft niks voor hartpatiënten. Beter verkopen in jouw geval lijkt me. Veel succes

    Stock
  8. [verwijderd] 30 januari 2020 08:10
    quote:

    nat1966 schreef op 30 januari 2020 07:14:

    ik zou ook het zinkend schip verlaten als 2019 een ploeterjaar wat zal vertaald worden in maart
    en o ja vandaag rode beurzen, dus nog wat eraf, hadden ze eigenlijk bij het vertrek al -10%kunnen gaan maar ze doen het minder opvallend en zo gaan we stilletjes aan naar de 5
    Gelieve uw mening voor uzelf te houden, er zijn informatieve posts en die van uw passen hier niet op dit forum.

    Bij voorbaat dank,
  11. brightlight 30 januari 2020 08:48
    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

    Agree with the first part of your argument, not necessarily with the second. OncoType Dx got postponed because of the GH ES merger. Nothing to do with the development process. Septicyte on the other hand may well be on track because Immunexpress announced their funding round for 510k approval already back in October, so less then a full two years after the announcement of the partnership.
    BL
  18. StiMO 30 januari 2020 09:48
    quote:

    nat1966 schreef op 30 januari 2020 09:42:

    en voor de mensen dat het nog steeds niet willen zien, nu de feiten
    vanaf de 21ste met vandaag er voorlopig bij -13.53%
    en alles gaat dan goed ,het is gelijk je het wilt bekijken
    TA klopt dot perfect. We moeten nog een gap dichten.. zo moeilijk is dit toch niet. 5,5 ligt die gap...
6.521 Posts
Pagina: «« 1 ... 87 88 89 90 91 ... 327 »» | Laatste |Omhoog ↑

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