Share Name Share Symbol Market Type Share ISIN Share Description
Bioventix LSE:BVXP London Ordinary Share GB00B4QVDF07 ORD 5P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -12.50p -0.69% 1,800.00p 1,750.00p 1,850.00p 1,800.00p 1,800.00p 1,800.00p 3,742.00 07:36:22
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 5.5 4.2 69.2 26.0 91.78

Bioventix Share Discussion Threads

Showing 476 to 497 of 500 messages
Chat Pages: 20  19  18  17  16  15  14  13  12  11  10  9  Older
DateSubjectAuthorDiscuss
30/3/2017
09:23
Thanks for the update. With regards to the two Norway projects, did Peter indicate whether they had a working antibody in place? The CardiNor announcement said: "Under the terms of the agreement Bioventix will develop and provide antibodies for CardiNor’s new Secretoneurin (SN) IVD test. Aimed at the estimated USD 4 billion cardiovascular risk assessment market, the assay is intended for launch in early 2017." The Pre Diagnostics announcement said: "According to Sæterøy, the company is now on track for launching a research only test in 2017" Collaborating with early stage research scientists on novel tests is a good strategy, I think. The timeframe for commercialisation may be further in the future but it should mean that even if the antibody is particularly difficult to develop they don't have to rely on a diagnostic company (who would demand exclusivity) for scientific insight. It should mean a larger market opportunity (100% available) as opposed to limiting it to the diagnostic company's market share (anywhere up to 20%).
gsbmba99
30/3/2017
09:05
Thanks Leon, much appreciated.
crazycoops
30/3/2017
08:50
Nothing much to report from the meeting with Peter.He seemed very confident of an ex-US Troponin launch by Siemens in 2017 and in the US in 2018. Siemens has drawn comfort from the FDA clearance of the Roche test. He believes 2020-2025 will see these tests also being increasingly used in POC early stage detection of heart problems. He also mentioned in passing that some of his team are working on the development of synthetic antibodies. In typical Peter style he underplayed this so I've no idea on the scale of any commercial opportunities which may result. He talked positively of the two projects in Norway. These address two very large markets and could be significant revenue generators in time but stressed that success is by no means guaranteed. The secretoneurin (heart disease) project with CardiNor has been running for almost two and a half years and has made significant technical progress. It's collaboration with Pre Diagnostics in the field of beta amyloid and Alzheimers diagnostics is at a much earlier stage. Bioventix is actively looking for similar opportunities and would like to have as many as ten. Vitamin D continues to surprise to the upside with annualised sales heading to £2.5m with some of its partners enjoying strong organic growth . Siemen's has recently launched its Vitamin D test on its Discovery platform using a Bioventix antibody although this is less widely used than its Centaur platform which includes a Vit D test based around a mouse antibody.
boros10
29/3/2017
20:00
Sorry, that should of course read "just below mid price"
crazycoops
29/3/2017
18:31
Interesting trades today. A flurry of "sells" in the last 15 minutes, all just below bid price. Wasn't there an insti briefing day today? Would be interested to hear any tidbits (Leon?) that might flesh out the interim report.
crazycoops
27/3/2017
23:02
FWIW - the BVXP staircase ... where H2 represents the 2nd half of the year to December.
piedro
27/3/2017
18:36
For those who haven't read it, here is a nice bit of analysis by Maynard Paton on the interim results: hxxp://maynardpaton.com/2017/03/27/bioventix-h1-results-showcase-48-profit-surge-as-i-keep-my-fingers-crossed-for-new-product-launch/
robinnicolson
27/3/2017
17:21
Plenty of room for upgrades with those forecasts IMHO (just the way I like it).
crazycoops
27/3/2017
17:16
finnCap forecast changes as requested: 2017 rev: GBP6.3m (+5%); eps: 78.7p (+5%); dps: 51.0p (0%); net cash: GBP5.8m (0%) 2018 rev: GBP6.3m (+5%); eps: 77.7p (+7%); dps: 61.0p (0%); net cash: GBP7.0m (+5%)
robinnicolson
27/3/2017
15:52
Some recent research using the high sensitivity Roche Troponin T test following non-cardiac surgery. Https://www.dicardiology.com/content/highly-sensitive-troponin-test-can-detect-myocardial-injury-after-non-cardiac-surgery “We found that approximately 18 percent of patients will sustain a heart injury after non-cardiac surgery, but without monitoring troponins, 93 percent of these will be missed,” said P.J. Devereaux, M.D., Ph.D., director of cardiology at McMaster University in Hamilton, Canada, and lead author of the study. “Our data show that unrecognized heart injuries may account for about 1 in 4 of the deaths that happen in the first 30 days after surgery.”
gsbmba99
27/3/2017
15:34
They've cash of over £5m, and only managed to invest £152k in their new company in the period. As long as it continues to throw off cash they'll be paying special divis.
igbertsponk
27/3/2017
15:31
Thanks for that. Are you assuming Troponin sales of £800k next year to cover lost revenue, then rising by 12% annually?
stepone68
27/3/2017
14:42
For the last few years turnover in H2 has been 25-30% more than H1. The currency boost in the H1 just reported means that probably won't happen this year, but even a flat H2 would put annual revenue at 6.2m which is above current forecasts of 6.1. A bit of H2 growth might put it up to 6.4 or even 6.5m. With admin costs flat that could be eps of 77p, which is still a P/E of 24. High, but not ridiculous. As long as the Troponin sales come through I'd expect this to go higher. Hopefully the next interims in 12 months time will confirm this. StepOne
stepone68
27/3/2017
09:36
finnCap raised their PT to 1750p
robinnicolson
27/3/2017
09:30
Cash balance up again - I expect another Special Divi with the final results.
igbertsponk
27/3/2017
08:49
They remain confident that the Troponin royalties will replace the expiring ones. So date can't have slipped. I've added.
igbertsponk
27/3/2017
08:38
Indeed Igbert - everything except a date for Troponin. Another excellent set of results from BVXP (my largest holding by some distance).
crazycoops
27/3/2017
08:01
Chinese buying product for R&D purposes. Trying to see how they can copy the technology I guess. Even with the resources that they can bring to bear, it will take them a little while I would have thought.
housemartin2
27/3/2017
07:50
Igbert - and the cost of sales fell!
trident5
27/3/2017
07:36
On Peter Harrison's commentary, "never has so little been said about so much".
boros10
27/3/2017
07:26
Well. There's your news on Vitamin D and a progressive dividend!Admin expenses went up by over £1000!!!Superbly run company: £20 soon.Thanks to the board and employees.
igbertsponk
23/3/2017
14:14
But only 14 employees I believe. Incredible business model.
crazycoops
Chat Pages: 20  19  18  17  16  15  14  13  12  11  10  9  Older
Your Recent History
LSE
GKP
Gulf Keyst..
LSE
QPP
Quindell
FTSE
UKX
FTSE 100
LSE
IOF
Iofina
FX
GBPUSD
UK Sterlin..
Stocks you've viewed will appear in this box, letting you easily return to quotes you've seen previously.

Register now to create your own custom streaming stock watchlist.

By accessing the services available at ADVFN you are agreeing to be bound by ADVFN's Terms & Conditions

P:35 V: D:20170330 16:40:11