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Biocartis forum geopend

6.548 Posts
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  1. [verwijderd] 13 maart 2020 11:26

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    De beurzen gaan herstellen voordat de viruscrisis voorbij is, ook de Amerikaanse futures noteren positief, wat straks tot een positieve opening van Wall Street zou moeten leiden.

  3. Flatlander 13 maart 2020 13:38

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    quote:

    Flatlander schreef op 12 maart 2020 16:27:

    www.genomeweb.com/molecular-diagnosti...

    Ok, today JnJ has announced a CDx agreement with Fisher. Again, like NEO, this is not an exclusive agreement. Someone out there want to opine, why the lab CDx agreements seem to be non exclusive whereas the BCART POC system seems to focus on exclusive agreements. Seems like BCART ought to be receiving a hefty up front premium for going exclusive when they are providing the fastest TAT system on the market. This enables the pharma company to capture more scripts than their competitors. Granted we do not know the terms of the CDx agreements and the milestones. Perhaps it is not an up front payment but rather a CDx approval milestone that is heavily rewarded.

    FL

    Ok, since no one took the bait to opine, why the lab CDx agreements of our competitors seem to be non-exclusive whereas the BCART POC system seems to focus on exclusive agreements. I'll offer my hypothesis.

    Part of the value of Idylla is the "ecosystem" that BCART often mentions (but never fully explains what is meant). I think that part of the future intent for the "the ecosystem" is to deliver targeted educational materials and ads that are sponsored by our partners. This would occur when the equipment has traction in the POC market. So targeted ads (and ad revenue at least in the US) are years away, but it goes a long ways toward explaining why exclusive agreements seem to be the norm for BCART but not necessarily its partners. I think BCART made a decision to license CDx to one drug at a time so as not to have the potential of conflicting information for the same indication. I know this is pretty speculative, but if I'm right there are probably some nice milestone payments in the future!

    FL

  4. [verwijderd] 13 maart 2020 14:01

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    De Amerikaanse futures staan stevig in de plus na de tuimeling van donderdag. De future op de Dow Jones staat 5,3 procent hoger, die op de S&P500 5,1 procent en die op de Nasdaq Composite 5,7 procent.
  5. Flatlander 13 maart 2020 14:37

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    Laup

    Don't be deceived by the relief rally. The natural reaction after the type of decline we had yesterday is a strong up day. I don't think the market has found a bottom yet. It will be interesting going forward whether BCART trades below the cash on the balance sheet.

    FL
  6. Flatlander 13 maart 2020 14:42

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    The more I look at the JnJ and AZN -EGFR CDx issue, the more I believe it could explain a lot. For instance, I can easily see a scenario where the CFO and the CEO might differ on the issue. The CEO should be influenced by the decision most likely to be in the best long term interest of the company. The CFO might well place an emphasis on appeasing one of the company's largest shareholders so as not to cause capital flight. Not to mention, BCART shares space with JnJ in New Jersey and has numerous JnJ employees now working for BCART in the U.S. The CFO might well view the AZN CDx as a unnecessary complication . From the CEO standpoint, it would be foolish to sign a CDx with a JnJ drug that shows promise after Phase I testing vs. a AZN drug already on the market. There simply is too much risk in an early stage drug (no matter how bright the prospects) for any other action to have been taken.

    I doubt that Renate or BCART would offer comment on this issue since it is likely a sore spot with differing opinions. It would also highlight a division with a major shareholder. From my standpoint, prioritizing solid long term decisions over short term ones that reduce friction is what I want the CEO to do. Unfortunately, it may well be adding to the rough patch that the share price is currently going through.

    I know this is a lot of conjecture developed around a couple circumstantial facts.
    FL
  7. [verwijderd] 13 maart 2020 15:35

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    quote:

    Flatlander schreef op 13 maart 2020 14:42:

    The more I look at the JnJ and AZN -EGFR CDx issue, the more I believe it could explain a lot. For instance, I can easily see a scenario where the CFO and the CEO might differ on the issue. The CEO should be influenced by the decision most likely to be in the best long term interest of the company. The CFO might well place an emphasis on appeasing one of the company's largest shareholders so as not to cause capital flight. Not to mention, BCART shares space with JnJ in New Jersey and has numerous JnJ employees now working for BCART in the U.S. The CFO might well view the AZN CDx as a unnecessary complication . From the CEO standpoint, it would be foolish to sign a CDx with a JnJ drug that shows promise after Phase I testing vs. a AZN drug already on the market. There simply is too much risk in an early stage drug (no matter how bright the prospects) for any other action to have been taken.

    I doubt that Renate or BCART would offer comment on this issue since it is likely a sore spot with differing opinions. It would also highlight a division with a major shareholder. From my standpoint, prioritizing solid long term decisions over short term ones that reduce friction is what I want the CEO to do. Unfortunately, it may well be adding to the rough patch that the share price is currently going through.

    I know this is a lot of conjecture developed around a couple circumstantial facts.
    FL
    FL, it's a long time before there is a new chief financial officer. Ewoud Welten stays only until the end of March. Don't you think so?
  8. Flatlander 13 maart 2020 16:16

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    If my explanation is correct, this may have come on in mid January. 60 days would not be unusual to get a new CFO. I think we are close to an announcement. The question is whether it delays the Annual Report. Sufficient time needs to be left for the auditors to certify. I don't think this is a big issue since BCARTs finances seem pretty straight forward.

    FL
  12. [verwijderd] 15 maart 2020 09:53

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    Ik denk dat het nog een aantal weken zal duren voor we de bodem van deze crisis bereikt hebben, nu veel landen elk op hun beurt beschermende maatregelen treffen.
  15. Chiclana 16 maart 2020 10:33

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    Curetis heeft een detectiekit voor coronavirus weet iemand of biocartis daar ook mee bezig is?of is dat een heel ander terrein?
  16. Wilfro 16 maart 2020 10:36

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    Biocartis had al aangegeven dat ze zich daar niet op zullen toeleggen. Dat lijkt mij overigens een zeer goede keuze. Laat hen maar de focus behouden op de core business, zijnde oncologie. Als ze nu extra cash gaan verbranden om uit te wijken naar Corona testen zal dat op de lange termijn wellicht voor meer problemen dan winst zorgen.
  19. Flatlander 16 maart 2020 15:25

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    Hedge funds rolling up the shorts as BCART trades below cash. Doing anything else would be piggish behavior.

    As I said a couple of weeks ago, I'm certain we will go into a worldwide recession. Looking out into the 4th quarter, I think there will be a strong rebound. The good news from BCART's perspective is that they have the cash to weather thru this period. They need to focus on the parts of the business that are still achievable while practicing social distancing. Hiring of new sales staff will be delayed.

    This is an unprecedented event for this generation. We have not seen something like this during the past 100 years. Hopefully it brings out the better side of human nature, rather than the worse. One bright side in the U.S. is that there is a wide realization that Trump is detrimental to the country's future. His own Pandemic adviser Dr. Fauci contradicts him on a daily basis. This is a good thing because the American people are taking the right actions when they are given the facts, even as the government tries to sugar coat it.

    Best wishes to all!

    FL
  20. [verwijderd] 16 maart 2020 15:39

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    quote:

    joe123 schreef op 10 maart 2020 09:09:

    [...]
    Rerezot dan heb ik een interessante suggestie voor jou,nl AUMANN AG
    ,een bedrijf die zelfs met uw professioneel werk te maken heeft.
    Aumann AG is een toonaangevende wereldwijde leverancier van innovatieve speciale machines en geautomatiseerde productielijnen met een focus op E-mobiliteit.
    Op 24 maart 2017kwamen ze op de beurs met een uitgifteprijs van 42 euro en is genoteerd op de Duitse beurs.Het aandeel heeft ondertussen een brokkenpakoer afgelegd.Hoogtepunt in 2018 met een koers van maar liefst 90 euro.Ondertussen is de koers gezakt vanaag tot een dieptepunt van 9,40 euro
    Ik kijk met veel belangstelling uit naar uw mening over dit aandeel.
    Alvast bedankt..

    Joe,

    Ik ga deze week beginnen aan de analyse voor Aumann :)

    Rarezot
  21. [verwijderd] 16 maart 2020 16:50

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    quote:

    Rarezot schreef op 16 maart 2020 15:39:

    [...]

    Joe,

    Ik ga deze week beginnen aan de analyse voor Aumann :)

    Rarezot
    Ik kijk er naar uit Rarezot.Koers is ondertussen zoals alle nog lager gezakt.
    Alvast bedankt !!!
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