brightlight 28 juli 2020 13:21 auteur info brightlight Lid sinds: 13 jun 2019 Laatste bezoek: 10 aug 2022 Aanbevelingen Ontvangen: 50 Gegeven: 0 Aantal posts: 391 quote:Flatlander schreef op 23 juli 2020 18:34:Yeah, the news flow is pretty slow. I found this Danaher earnings release indicating that the Cepheid unit grew more than 100%. Most importantly to BCART, Cepheid placed a lot of consoles (more than 4 times a typical quarter) during the quarter. With the EU marking of Septicyte about 4 months ago, I would hope they had ramped up already and were selling hard.www.genomeweb.com/business-news/danah...FLFL,I am curious to know where you got that info. The latest quarterly report of Danaher shows virtually no growth in diagnostics in the 2nd quarter compared to last year's 2nd quarter. Please explain. Thx.BL Aanbevelingen 0 ” Quote Reageren Niet oké
Flatlander 28 juli 2020 16:22 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 quote:brightlight schreef op 28 juli 2020 13:21:[...]FL,I am curious to know where you got that info. The latest quarterly report of Danaher shows virtually no growth in diagnostics in the 2nd quarter compared to last year's 2nd quarter. Please explain. Thx.BLBL I provided the link to GenomeWeb. I'd encourage signing up at the free level if you intend to invest in MDx. They provide about 3 emails a day with updates about the industry. About 60% of their content is free. Although, all the emails clog up the inbox. Given that there are hundreds of MDx companies, it is almost impossible to keep up with industry developments. They provide one means of tracking the moves of competitors.With regards to the Danaher earnings, they are a health care conglomerate. In their diagnostics division, Cepheid was up huge and Beckman Coulter and Leica Biosystems were down.Here is the discussion of Cepheid and the diagnostics Group. The point I was emphasizing is that accurate POC based COVID testing has exploding demand. One of my other MDx investments is Novacyt. Their earnings from Q1 COVID product sales were sufficient to pay off all debt and partially fund future growth projects. In contrast to BCART they are pretty dynamic and have tremendous capability to quickly move products from R&D to the market. In all fairness to BCART the bar is lower when the product is not a medical device. Danaher Q2 Revenues Spike 19 PercentJul 23, 2020 | staff reporter NEW YORK – Danaher reported on Thursday morning that its sales grew more than 19 percent year over year during the second quarter of 2020, including a 54 percent jump in its Life Sciences segment.For the three months ended July 3, the Washington DC-based conglomerate recorded $5.30 billion in total sales compared to $4.44 billion in the year-ago period. It beat the consensus Wall Street estimate of $4.95 billion......................Meanwhile, sales in the Diagnostics segment grew 2.5 percent to $1.66 billion from $1.62 billion a year ago, and Environmental and Applied Solutions segment sales decreased 10 percent to $994.8 million from $1.11 billion.Diagnostics core revenue growth was 5 percent. On the call, Joyce highlighted the Cepheid business, which he said shipped more than 6 million cartridges for SARS-CoV-2 testing in Q2 2020. The firm's Xpert Xpress SARS-CoV-2 test received Emergency Use Authorization from the US Food and Drug Administration in March.Cepheid's core revenues grew more than 100 percent year over year on demand for COVID-19 testing, he noted.He also said that Cepheid has developed a rapid 4-in-1 test for detection of the coronavirus, flu A, flu B, and respiratory syncytial virus from a single patient sample, which can provide results within 35 minutes. Cepheid anticipates launching the test in Q3.Cepheid also delivered a record number of instruments in Q2, with the installed base growing in the double digits and the number of new instrument placements "more than four times that of a typical quarter," Joyce added.Cepheid's instrument installed base is now more than 26,000 globally, he said.Within Diagnostics, Beckman Coulter's diagnostics and Leica Biosystems revenues declined during Q2, the result of decreases in patient testing volumes as elective patient surgeries and wellness procedures took a hit..........................Regards FL Aanbevelingen 0 ” Quote Reageren Niet oké
Flatlander 28 juli 2020 16:48 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 Here is another poster presentation demonstrating Septicyte Lab performance. I''m hopeful that validation of its performance on Idylla will provide similar AUC performance. These results should be released in the next few weeks.septicyte.com/wp-content/uploads/2020...A key point that I made a few months ago is that the test run on Idylla requires only 0.9 ml of blood (less than half that of Septicyte Lab). This means that the test (if validated) will be appropriate for pediatrics and neonatal units. Sepsis is the cause of death in approximately 6% of childhood mortality.FLwww.google.com/imgres?imgurl=https%3A...i Aanbevelingen 1 ” Quote Reageren Niet oké
Flatlander 29 juli 2020 01:30 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 US looking to deploy rapid POC COVID testing into nursing homes. BCART should have filed for an EUA from the FDA already. Perhaps we get an announcement of this approval any day now. The simplicity of Idylla operation would make nursing home use a pretty good fit with or without the Septicyte validation.FLwww.hhs.gov/about/news/2020/07/14/tru... Aanbevelingen 0 ” Quote Reageren Niet oké
CGCDLR 29 juli 2020 08:47 auteur info CGCDLR Lid sinds: 04 feb 2014 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 128 Gegeven: 6 Aantal posts: 428 FL,Dit gaat over Sofia & Sofia2 instrumenten van Quidel en het Veristor systeem,echt positief is dit toch niet voor Biocartis!Hopelijk zit er iets in voor Biocartis,de koersontwikkeling is momenteel slaapverwekkend. Aanbevelingen 0 ” Quote Reageren Niet oké
joe123 29 juli 2020 09:11 auteur info joe123 Lid sinds: 02 okt 2006 Laatste bezoek: 27 jul 2022 Aanbevelingen Ontvangen: 52 Gegeven: 2 Aantal posts: 510 quote:CGCDLR schreef op 29 juli 2020 08:47:FL,Dit gaat over Sofia & Sofia2 instrumenten van Quidel en het Veristor systeem,echt positief is dit toch niet voor Biocartis!Hopelijk zit er iets in voor Biocartis,de koersontwikkeling is momenteel slaapverwekkend.Slaapverwekkend is wel het minste wat men kan zeggen.Zijn ze bij Biocartis met zen allen naar een onbekend eiland vakantie gaan vieren of wat? Aanbevelingen 0 ” Quote Reageren Niet oké
Flatlander 29 juli 2020 14:48 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 quote:CGCDLR schreef op 29 juli 2020 08:47:FL,Dit gaat over Sofia & Sofia2 instrumenten van Quidel en het Veristor systeem,echt positief is dit toch niet voor Biocartis!Hopelijk zit er iets in voor Biocartis,de koersontwikkeling is momenteel slaapverwekkend.CGCDLRI agree that based on the article, these existing approved systems are in the process of being rolled out by FDA. BCART likely has missed this initial window. However there is considerable opinion in the scientific community that the rapid protein antigen tests are prone to higher false negative rates, So maybe they provide a cheap screening but 20% of the results are still in question or uncertain. PCR is still the gold standard for reliable results. Idylla can be used to resolve these inconsistencies. So, there could still be a window for Idylla. This is the testing model being employed by India in a manner that is reducing overall costs.I look at my investment in Novacyt as a MDx counterbalance to BCART. They are small, innovative and very quick to market with new products. BCART has a chance to introduce interesting, simplifying MDx technology to the world wide market. However the rollout and the introduction of new products is painfully slow. FL Aanbevelingen 0 ” Quote Reageren Niet oké
Flatlander 30 juli 2020 05:35 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 I've been thinking of the string of bad luck that seems to have befallen BCART. The list includes the following:1) Partnering with Genomic Health on two major projects (OncoType Dx breast and prostate) in the year before they are acquired by a firm that appears to be inclined to possibly go a different direction or at least delay the projects;2) Locating their Asian office in Hong Kong in the year before mainland China decides to crack down;3) Pandemic during a pivotal year. Wait that one has befallen us all so don't count it. Besides it could yet turn out to be an accelerator of Idylla usage;3) Teaming with Fisher at a time when they are rolling out their own MDx POC platform;4) Having a young CFO decide to leave opening up significant speculation; and5) Having Scott Gotlieb resign as FDA director before initiating his long touted streamlining of the IVD medical device registration process;Can anyone think of any others? Most of these were associated with factors beyond BCART's control. Some occurred before current management took control. Some they probably should have seen coming. A change in luck is due!FL Aanbevelingen 0 ” Quote Reageren Niet oké
DeZwarteRidder 30 juli 2020 08:34 auteur info DeZwarteRidder Lid sinds: 29 jun 2012 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 20753 Gegeven: 9427 Aantal posts: 96.613 Tja en ik had jullie nog zo gewaarschuwd......... Aanbevelingen 0 ” Quote Reageren Niet oké
CGCDLR 30 juli 2020 13:07 auteur info CGCDLR Lid sinds: 04 feb 2014 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 128 Gegeven: 6 Aantal posts: 428 Yep he's back! Terug uit de kerkers,na z'n Nyrstar debacle,is z'n enige doel des levens,andere, positieve, aandeelhouders onderuit halen.DZR is z'n naam. Aanbevelingen 0 ” Quote Reageren Niet oké
DeZwarteRidder 30 juli 2020 13:09 auteur info DeZwarteRidder Lid sinds: 29 jun 2012 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 20753 Gegeven: 9427 Aantal posts: 96.613 quote:CGCDLR schreef op 30 juli 2020 13:07:Yep he's back! Terug uit de kerkers,na z'n Nyrstar debacle,is z'n enige doel des levens,andere, positieve, aandeelhouders onderuit halen.DZR is z'n naam.Gelukkig heb ik iedereen op tijd gewaarschuwd voor het Nyrstar-debacle, helaas wilde bijna niemand mij geloven. Aanbevelingen 0 ” Quote Reageren Niet oké
Flatlander 30 juli 2020 13:17 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 My only point in the post was to show some outside factors beyond BCART's control have affected the share price in the past. Personally, I believe a change in luck is due. A very effective validation study for Septicyte Rapid will change BCARTs trajectory overnight.FL Aanbevelingen 0 ” Quote Reageren Niet oké
CGCDLR 30 juli 2020 13:18 auteur info CGCDLR Lid sinds: 04 feb 2014 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 128 Gegeven: 6 Aantal posts: 428 Oeps ,hopelijk was jezelf gewaarschuwd,(op het bittere einde zat jij & alleen jij er te jammeren)! Aanbevelingen 0 ” Quote Reageren Niet oké
DeZwarteRidder 30 juli 2020 13:20 auteur info DeZwarteRidder Lid sinds: 29 jun 2012 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 20753 Gegeven: 9427 Aantal posts: 96.613 quote:CGCDLR schreef op 30 juli 2020 13:18:Oeps ,hopelijk was jezelf gewaarschuwd,(op het bittere einde zat jij & alleen jij er te jammeren)!Je zit uit je nek te kletsen; ik heb nooit Nyrstar gehad. Aanbevelingen 0 ” Quote Reageren Niet oké
CGCDLR 30 juli 2020 13:40 auteur info CGCDLR Lid sinds: 04 feb 2014 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 128 Gegeven: 6 Aantal posts: 428 DZR! Net zoals jij geen Biocartis bezit,en hier ook uit je nek zit te kletsen. (1/zeker dat je nooit geen Nyrstar bezat?Ver moet je niet op het forum terug zoeken om je te betrappen op de leugen),(2/Ik bezat Nyrstar en heb het geluk gehad dat ze buiten waren met winst maar dit is nu eenmaal zo dat je geluk moet hebben wanneer de Bedrijfsleiding fraudeert).Ik heb m'n laatste aandelen laten schrappen bij de bank.Zo zie je maar,ik ben je veel(te veel voor u) tegen gekomen op de Nyrstar forums. Aanbevelingen 0 ” Quote Reageren Niet oké
MisterBlues 30 juli 2020 19:10 auteur info MisterBlues Lid sinds: 09 jan 2020 Laatste bezoek: 15 apr 2024 Aanbevelingen Ontvangen: 825 Gegeven: 621 Aantal posts: 3.315 Biocartis will publish half-year figures on September 3. I am curious about the impact of Covid-19. It is undoubtedly large. Fewer Idyllas & cartridges will have been sold than in Q1 2020.The price of the stock will then drop. I congratulate everyone who can get on a low 4. I myself am very underwater so that I have a gloomy perspective on this stock.The Covid tests will hopefully make up for a large portion of the loss. For example, Immunexpress developed the SeptiCyte RAPID blood test, which detects the response of the immune system to infections. Via Idylla the result can be obtained in barely an hour. Immunexpress expects FDA approval this quarter. The company already has approval in Europe. In addition, this quarter is looking forward to the possible launch of the SARS-COV-2 test, which is being developed together with several partners. The test can be found especially in intensive care units. Both tests will mainly be carried out together, so that an impact on the figures of Biocartis can only be expected in the fourth quarter. The demand for Covid tests will also remain high in 2021 and Biocartis, even though it mainly focuses on cancer tests, can benefit from this.Moreover, it does not need money in the short term. Biocartis expects to have 110 million EUR in the bank account at the end of this year, so that it will certainly be safe until 2022. This is not a net cash position. After all, Biocartis issued a convertible bond (150 million) last year and with a conversion price of EUR 12.89 there is a good chance that it will have to be repaid in cash. That will only be in 2024, so that the company still has time.FDA approvals of the different kind of mutation cancer tests will also be late(r) in 2021.My advise: keep this stock until december 2021. Aanbevelingen 0 ” Quote Reageren Niet oké
DeZwarteRidder 30 juli 2020 19:23 auteur info DeZwarteRidder Lid sinds: 29 jun 2012 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 20753 Gegeven: 9427 Aantal posts: 96.613 quote:CGCDLR schreef op 30 juli 2020 13:40:DZR! Net zoals jij geen Biocartis bezit,en hier ook uit je nek zit te kletsen. (1/zeker dat je nooit geen Nyrstar bezat?Ver moet je niet op het forum terug zoeken om je te betrappen op de leugen),(2/Ik bezat Nyrstar en heb het geluk gehad dat ze buiten waren met winst maar dit is nu eenmaal zo dat je geluk moet hebben wanneer de Bedrijfsleiding fraudeert).Ik heb m'n laatste aandelen laten schrappen bij de bank.Zo zie je maar,ik ben je veel(te veel voor u) tegen gekomen op de Nyrstar forums.Blijkbaar heb je goed naar mij geluisterd, anders zat je er nu nog mee. Aanbevelingen 0 ” Quote Reageren Niet oké
CGCDLR 30 juli 2020 20:48 auteur info CGCDLR Lid sinds: 04 feb 2014 Laatste bezoek: 19 apr 2024 Aanbevelingen Ontvangen: 128 Gegeven: 6 Aantal posts: 428 MB, misschien eens tijd om prognoses te maken voor september 3,Laag starten?de ontgoocheling zal minder groot zijn . Aanbevelingen 0 ” Quote Reageren Niet oké
Flatlander 30 juli 2020 21:43 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 MBWelcome out of retirement. Even if only briefly. Thanks for the re-cap. I'm still unsure of the COVID impact. Obviously during the 1st quarter and thru most of the 2nd quarter many health procedures (including biopsies) were delayed. This is a huge negative for BCART. However, in the States, large labs like Quest and Lab Corp have indicated that COVID demand was slowing MDx, such that turnaround times were lengthening. This improved midway thru the 2nd Qtr. Much of the same PCR sequencing equipment used for tumor analysis might also be used for infectious disease. Toward the end of the LabCorp conf call there was a little discussion of how LAbCorp is trying to ramp up PCR testing equipment since "it is the gold standard". Especially interesting was the discussion of hospital covid testing. Labcorp's CEO expects most of the hospital volume to go to cartridge based POC systems. Obviously there are other providers, but it is apparent that the need for these accurate PCR POC systems will be great. See discussion below:extracted from July 28 Labcorp Call (near the end)Ricky Goldwasser -- Morgan Stanley -- AnalystAnd just one follow-up, when you think about the volumes, what percent of the volumes are hospitals versus the rest? On the COVID side.Adam H. Schechter -- Chairman, President and CEOYeah. The hospital is small volume and over time it will get smaller as there's more point-of-care tests available as is more cartridges for a point-of-care test available. I think the hospitals will try to use those as much as possible. So and we do some point-of-care tests in our TSAs, which are the hospital labs that we manage. So for me hospital inpatient point-of-care is critical. Right now, we have a great turnaround. We're doing that as fast as we can, but if I was running a hospital and I could get an answer even faster. I'd want it even faster. So it will be a smaller percent as we go toward the future........But as I sit here today, I think PCR testing as we go into the fall is going to be critical. And that's why we are so focused on trying to build capacity.FL Aanbevelingen 0 ” Quote Reageren Niet oké
Flatlander 30 juli 2020 21:52 auteur info Flatlander Lid sinds: 23 feb 2019 Laatste bezoek: 16 apr 2024 Aanbevelingen Ontvangen: 392 Gegeven: 0 Aantal posts: 988 Keep in mind that small volume for LabCorp who is doing 180,000 COVID PCR tests a day could be an enormous volume for BCART.FL Aanbevelingen 0 ” Quote Reageren Niet oké
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