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Biocartis forum geopend

6.548 Posts
Pagina: «« 1 ... 89 90 91 92 93 ... 328 »» | Laatste | Omlaag ↓
  1. forum rang 4 MisterBlues 30 januari 2020 12:48
    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...
    FL, Nice lead & link. Back in march 5, 2020 MB
  2. [verwijderd] 30 januari 2020 12:55
    het mooie is er helemaal vanaf ,bijna geen handel meer en morgen nog veel minder handel en de dagen daar op ook
    men kan niet blijven kopen om te kopen
  3. forum rang 4 MisterBlues 30 januari 2020 12:58
    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

    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.)
  4. [verwijderd] 30 januari 2020 13:04
    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.)
    Hi MB,

    Any idea when we can expect a filing? Or did this already happen? What dates do we need to look upon?

    Many thanks
  5. euroke 30 januari 2020 13:11
    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
    Tegen paniekaanvallen bestaat al medicatie hoor! :-)

    Er gebeurt niks extra negatief bij Biocartis dan normaal mee zakken met de "Corona-paniek".
  6. [verwijderd] 30 januari 2020 13:45
    van de kiadis kenner hier onder

    Enig idee wanneer we een bestand kunnen verwachten? Of heeft dit al gebeuren? Welke data hebben we nodig om naar te kijken?
    jaja zal voor iedereen een beetje warmpjes beginnen worden als het keer op keer zakt
  7. [verwijderd] 30 januari 2020 13:48
    ja voor alles een uitleg maar niet de juiste we gaan wel zien wie dat er gelijk krijgt in maart
    slechte cijfers geen goede vooruitzichten heel wa kosten zonder opbrengst jaja
  8. StiMO 30 januari 2020 13:53
    Nat heb je de koers al gezien is weer 0,02 gadaald ow neen, is net weer 0,01 gestegen.

    Wacht ik kijk nog eens. Ja toch 0,02.

    Ik heb het gezegd hee... loool ga es wat fietsen man. De frisse lucht zal je goed doen!
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Accentis 2 267
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Agfa-Gevaert 14 2.062
Ahold 3.538 74.345
Air France - KLM 1.025 35.259
AIRBUS 1 12
Airspray 511 1.258
Akka Technologies 1 18
AkzoNobel 467 13.049
Alfen 16 25.141
Allfunds Group 4 1.516
Almunda Professionals (vh Novisource) 651 4.251
Alpha Pro Tech 1 17
Alphabet Inc. 1 417
Altice 106 51.198
Alumexx ((Voorheen Phelix (voorheen Inverko)) 8.486 114.826
AM 228 684
Amarin Corporation 1 133
Amerikaanse aandelen 3.837 243.700
AMG 971 134.186
AMS 3 73
Amsterdam Commodities 305 6.743
AMT Holding 199 7.047
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Arcadis 252 8.789
Arcelor Mittal 2.034 320.926
Archos 1 1
Arcona Property Fund 1 286
arGEN-X 17 10.349
Aroundtown SA 1 221
Arrowhead Research 5 9.750
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ASMI 4.108 39.580
ASML 1.766 109.708
ASR Nederland 21 4.507
ATAI Life Sciences 1 7
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Athlon Group 121 176
Atrium European Real Estate 2 199
Auplata 1 55
Avantium 32 13.813
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