Biocartis forum geopend

2.747 Posts, Pagina: « 1 2 3 4 5 6 ... 133 134 135 136 137 138 | Laatste
Aantal posts per pagina:  20 50 100 | Omlaag ↓
joe123
0
[quote alias=Flatlander id=12291349 date=202004041904]
[...]

I tend to agree. At one point I think the assay development turnaround time may have been shorter at BCART, based on the Emergency Use Ebola cartridge released in 2016. However, this may have provided BCART a valuable lesson that it wasn't worth chasing infectious disease outbreaks. I doubt that they ever recouped the investment or got that much name recognition from the effort.

That said, I suspect that ImmunExpress is pressing the FDA for expedited approval of Septicyte Rapid for use in Triaging patients. Based on news flow it seems like the FDA is approving several COVID 19 related tests per week.

FL
[/qu
ote]
Een versnelde goedkeuring van de FDA zou natuurlijk ook zeer mooi en relevant zijn.Het zou ook een enorme trigger zijn om de koers van Biocartis een opstoot te geven,en zodoende die shorters voorgoed het zwijgen op te leggen.
Laup 4
0

Het coronavirus brengt de ziekenhuizen in grote financiële problemen, zonder dat er buffers zijn om de schok op te vangen.

www.tijd.be/politiek-economie/belgie/...
Flatlander
0
Insider Buying?
Section 4 of the Annual Report identifies the number of shares held by various executive team members. It appears that many of the shares (for instance granted to Board members) were acquired via options from BCART as part of the remuneration program that have vested. Verrelst has 1.2 million shares. Were any of these shares purchased recently on the open market? Does anyone have a link to a site (similar to the SEC.gov) that tracks insider activity on the Brussels listed equities? It seems at the present SP, insider buying would help portray that management is confident in the magnitude of the 2021 acceleration.

Thanks
FL
CGCDLR
0
Verrelst verkreeg 2x670000 0pties/warrants in het kader van verloningsbeleid Biocartis.Melding fsma 16/10/2017
Laup 4
0
quote:

Flatlander schreef op 6 april 2020 14:50:


Insider Buying?
Section 4 of the Annual Report identifies the number of shares held by various executive team members. It appears that many of the shares (for instance granted to Board members) were acquired via options from BCART as part of the remuneration program that have vested. Verrelst has 1.2 million shares. Were any of these shares purchased recently on the open market? Does anyone have a link to a site (similar to the SEC.gov) that tracks insider activity on the Brussels listed equities? It seems at the present SP, insider buying would help portray that management is confident in the magnitude of the 2021 acceleration.

Thanks


https://www.fsma.be/nl/transaction-search?field_issuer_tid=6974&submit=Zoeken

stori.fsma.be/Pages/Search.aspx?PageI...







brightlight
0
quote:

Flatlander schreef op 6 april 2020 14:50:


... insider buying would help portray that management is confident in the magnitude of the 2021 acceleration.

Thanks
FL

FL
what order of magnitude would a 2021 acceleration look like, in your opinion? 400,000 cartridges sold, or more? or less?
BL
M ///
0
Personally I think Biocartis should invest in its infectious disease pipeline. However it should be part of a solid marketing strategy and not based on opportunities. The Ebola test was driven by Rudi Pauwels who has written history before Tibotec was bought by JNJ. It did generate sales but the critical mass in assays was to small. But where do you start. BCART doesn’t have unlimited resources.

But think about what Idylla can offer if you would decentralize the triage and create an international diagnostic grid. Anonymus for all I care, but real-time. I can assure you with the precision PCR can offer, the ease of use of Idylla and the idea of creating a 2.0 GP ... you would solve a lot of challenges we are facing today. And although Covid-19 already is a dangerous virus due to various reasons, it can be worse.

I think this event should make policy makers and health care professionals re-think about the value of testing.

Everybody is focusing on oncology because that sounds sexy to a lot of institutional investors, but please do not forget infectious diseases. I think the latest developments & partnerships are promising for a bright future for Biocartis! They should pick a fight with the big suppliers of central labs, but re-invent the model of diagnostic testing and monitoring. And a well trained GP can do so much more than just ‘guessing’ with the right tools.

Keep safe!
2.747 Posts, Pagina: « 1 2 3 4 5 6 ... 133 134 135 136 137 138 | Laatste
Aantal posts per pagina:  20 50 100 | Omhoog ↑

Plaats een reactie

Meedoen aan de discussie?

Word nu gratis lid of log in met uw e-mailadres en wachtwoord.

Direct naar Forum

Detail

Vertraagd 6 apr 2020 17:35
Koers 3,610
Verschil +0,090 (+2,56%)
Hoog 3,650
Laag 3,555
Volume 224.700
Volume gemiddeld 281.769
Volume gisteren 88.410

Brussel real time stocks quotedata by Euronext. Other real time EU stocks, by Cboe Europe Ltd.; US stocks by NYSE & Cboe BZX Exchange, 15 min. delayed
#/^ Index indications calculated real time, zie disclaimer, streaming powered by: VWD Group