BIO |
Biocartis forum geopend
@CGCDLR ik weet niet van wanneer mn laatste tabel dateert - ik post maar heel af en toe. in bijlage zit de meest recente tabel. ik had enkele maanden terug nog Q3 cijfers gereviseerd. Ook al wo...
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JotieP |
BIO |
Biocartis forum geopend
Attached an overview of the financials 2017 - 2021 + forecast 2022. Im extremely worried about the SGA that keeps increasing and increasing, even at a higher pace than the sales. consi...
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JotieP |
BIO |
Biocartis forum geopend
food for thought:generating backlog / maintaining backlog of delivery on orders, sacrificing a good Q3 ... ensuring these delayed orders are delivered in Q4, together with normal Q4. Thi...
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JotieP |
BIO |
Biocartis forum geopend
[quote alias=CGCDLR id=13798983 date=202111100725]Niets nieuws, hoe ze de gaan groeien de komende jaren is me een raadsel.Ze hebben nu al problemen om voldoende reagentia te vinden, verwacht volume...
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JotieP |
BIO |
Biocartis forum geopend
The slowdown of cartridges, mentioned in Q3, is wrong.It didnt start in Q3, but in Q1. They just had the luck to compare Q1/2021 with Q1/2020 with the start of Corona. Q1/2020 was t...
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JotieP |
BIO |
Biocartis forum geopend
Im curious as well.Howmuch was the impact of the fire and how transparant will that be represented in their figures?Im really looking forward to a Half year figure without a except...
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JotieP |
GAL |
Galapagos september 2021
[quote alias=The Saint id=13709493 date=202109291516](ABM FN-Dow Jones) Galapagos heeft van de Commissie voor geneesmiddelen voor menselijk gebruik, het CHMP, van het Europees Geneesmiddelenagentsch...
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JotieP |
BIO |
Biocartis forum geopend
@21nov: as long as they are selling the cartridges only slightly above COGS, they will never be profitable. unfortunately, due to the fire, H2 2021 figures will be polluted again. COGS will be higher ...
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JotieP |
BIO |
Biocartis forum geopend
@21nov: restart ML2 was planned end of september (PR 17 aug). This was later rescheduled to second half of september (PR 02 sept).I dont mind that we did not get an update yet. I pr...
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JotieP |
BIO |
Biocartis forum geopend
I keep getting the same tweets from Biocartis. every tweet is relaunched a couple of days later. Since 2 sept, i got 4 times the same tweet about the very good figures of H1 2021 (which were actually ...
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JotieP |
BIO |
Biocartis forum geopend
@Bonsjoer, i dont see why the figures of H1 are excellent.they have sold 156K cartridges. in H2 2020 they sold 147K. That is only an increase of 5.8%.the figures of H1 were realized before th...
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JotieP |
BIO |
Biocartis forum geopend
Dont look too much at the share price.The only thing that really matters is fundamentals (sales, cogs, production capacity, approvals, partnerships, ...)In the end, share price will always ...
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JotieP |
BIO |
Biocartis forum geopend
I have not received any notification about when ML2 would be up and running again. Anyone has some more intel about this?Regarding the loss of raw materials and finished products... Anyone that ha...
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JotieP |
BIO |
Biocartis forum geopend
i was hoping to see the cogs per cartridge go down, which is not the case yet.ref periods: 2018 and 2020 as they have the same number of idylla.the increase in cogs can be explained by the increas...
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JotieP |
BIO |
Biocartis forum geopend
@FLthere is a difference between being negative about BCART in a way that i would no longer invest in it, and expecting the share price will be trippled in 3 years. Its a combination of both....
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JotieP |
BIO |
Biocartis forum geopend
@tomtesteron its a pure guess for these cartridges and idylla increase. im bad at betting, but for the sake of sports: +35% cartridges and +350 idylla. and then lets hope they outperf...
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JotieP |
BIO |
Biocartis forum geopend
Hi Flatlander,That means Cepheid can deploy 160 cartridges per 90 minutes, while biocartis could do only 6. Howmuch does it cost for a cartridge op Cepheid?If they are more or less in the same...
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JotieP |
BIO |
Biocartis forum geopend
sigh... al these quarters ... so i will correct myself now:now i also notice an error in your Q3 2020.the cartridges have increased in Q3 2020 with 61% Year on Year. the year to date growt...
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JotieP |
BIO |
Biocartis forum geopend
Phoenesorry for the late reply.I used figures of Brightlight (23/09/2020) and added the growth rate communicated by biocartis.I now compared with yours and i notice indeed differences. there...
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JotieP |
BIO |
Biocartis forum geopend
Ik lees dit als gematigd goed nieuws. downsides: - onduidelijkheid over aantal idylla systemen (ref post tomtesteron: 1581 vs 1645). Onduidelijke communicatie hou ik niet van... dergelijke persb...
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JotieP |
BIO |
Biocartis forum geopend
FL,As a Belgian investor (not a company, but just a private person), i can confirm this is not the case for us.We dont pay taxes based on a year Profit.We pay a small tax at pur...
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JotieP |
BIO |
Biocartis forum geopend
Hi,i used the figures of BrightLight (23/09/2020) and calculated what the cartridge sales have been for this quarter. According to a growth of 61% vs previous quarter, we end up with 71.565 cartr...
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JotieP |
BIO |
Biocartis forum geopend
12Mio USD (ca 10Mio EUR, wat ca 2-3 maand cashburn is) extra in kassa, voor een onderzoek die nog geen sales had gegenereerd. Is een mooie toekomstige marge die nu al verzilverd wordt. Dit persbericht...
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JotieP |
BIO |
Biocartis forum geopend
Verklaart waarom we gisteren -10pct gingen op een volume van 4x hoger ... Blijkbaar is biocartis toch goed in communiceren met aandeelhouders ... Alleen is het een select groepje ????.Enfin, nu is...
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JotieP |
BIO |
Biocartis forum geopend
Hi FL,i guess you only get in the list mentioned on the link, from the moment you have your product approved in at least 1 of the 3 regions (US / EU / Asia) ? Because I cant find Biocartis in...
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JotieP |
GAL |
Galapagos oktober 2020
In bijlage een overzicht van de koersdoelen voor galapagos van een 12tal beurshuizen / banken, sinds 2014.Meestal lig ik niet zo wakker van koersdoelen van analisten, gezien ik vaak de indruk heb ...
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JotieP |
BIO |
Biocartis forum geopend
Hier zit ik wat verveeld met het uitblijven van goedkeuring van de COVID test.Op 10 augustus werd de filing gedaan, en die duurt normaliter 4 tot 6 weken ... Dat betekent 7 september tot 21 septembe...
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JotieP |
BIO |
Biocartis forum geopend
Flatlander,you mentioned the 25% capacity in a previous post.i knew there was a youtube movie of a guy who calculated the capacity of the 2nd line. I rewatched it, and he mentioned a capacity of...
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JotieP |
BIO |
Biocartis forum geopend
en nu ook de 2e bijlage. JotieP...
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JotieP |
BIO |
Biocartis forum geopend
edit: met deze beperkte tractie raken we volgens mij niet tijdig uit de cashburn. met een cashburn van 50Mio per jaar hebben we nog cash tot eind 2022had hier foutief 2020 geschreven -...
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JotieP |
BIO |
Biocartis forum geopend
Hi,ik zit al even in biocartis en lees zo goed als alle forumberichten mee. Bedankt aan een aantal mensen met een mooie bijdrage hier. Ik heb even wat cijfers bij elkaar geplaatst voor de period...
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JotieP |