Axis-shield Share Discussion Threads

[the count] 15/10/2010 19:10

--->ALL

I said at the time of the profit warning , which wasn't quite as bad as the share price reaction to it, that it was important to be able to see the difference between mere slippage and the virtual collapse of the business model itself.

In the former case, a major buying opportunity is created and was created in this instance. The setback (albeit we have probably lost another year) was just another buying opportunity in the long life of most stocks.

I personally bought back stock as low as 240p and steadily all the way up to 294p. As the story unfolds, if positively as I expect, I shall go on adding more at every interval of 10p - 20p.

The additions to the sales force in the USA was also claimed to be earnings enhancing for the new year and as well as recent newsflow, we will soon have a lipid panel of tests to be added to a largely expanded (by the time of the new test launches) user base of Afinions.

The future should be very good. There may well be setbacks along the way still, but hopefully they will be less hurtful than the last one, but overall, it is still a great investment story from here on.

Regards,

THE COUNT!

[brucie5] 15/10/2010 18:52

Made it through the £3 level.

[cumnor] 14/10/2010 23:09

Shroder, name me a share about which you have no concerns at all. I and the rest of the world will buy. ASD imo has much going for it. Would like to see costs being culled but feel they have 4 or 5 choice tests worldwde in the making, in addition to the rest. dyor

[shroder] 14/10/2010 15:47

I bought a few today but still have one or two concerns; overall though does look attractive.

[shroder] 14/10/2010 14:17

You mean there maybe a problem?

[cumnor] 14/10/2010 14:09

It's quiet clear you have no idea what you are talking about.

[shroder] 14/10/2010 14:05

Could there be any fallout from today's Roche warning on Tamiflu?

"Sales of Tamiflu tumbled after the pandemic swine flu that swept the globe last year waned and government orders for stockpiles of the drug were filled. Roche said it expects global health reform to cut revenue growth, stripping about 2 percentage points off sales this year and 2.5 percentage points in 2011. Sales of the Avastin cancer medicine, the company's best-seller, are under threat because of U.S. and European regulatory reviews of the drug's use in breast cancer."

Just cautious given the precipitous fall back in May.

[shroder] 14/10/2010 12:49

Plausible I suppose but you would have thought they would have had a tickle back in May?

I'll give them a call to find out.

[hotfinance14] 14/10/2010 12:13

The directors are not exactly on super salaries.

[shroder] 14/10/2010 10:16

Why the almost non existent director share holdings?

[shroder] 13/10/2010 15:51

Doesn't inspire confidence,

"The shareholdings of the directors represent, in aggregate, 0.35% of the Company's issued ordinary share capital at 31 July 2010 (49,756,632)."

[nobbygnome] 13/10/2010 13:06

I too have just bought in via a spread bet. The chart looks great for a rise to above 325p in the short term.

I actually am involved in the rheumatology field and know how significant the anti-CCP measurements have become!

Nobby

[brucie5] 13/10/2010 12:54

I've just bought in, sensing a recovery in the share price onn the back of good news and an oversold situation. £3 seems to be the level of clearest resistance, as we've already been rebuffed, and today may be a further instance. But once over the line, I'd expect the share to motor. I like the international potential, and the diagnostic story, which seems to be a very sensible direction for healthcare. It may be a bit obvious to say so, but if they can just get the products right.. Today's RNS suggests that they are, though it may be a slow story.

[cumnor] 13/10/2010 08:47

Coiled Spring. More good news. Bio rad very big and important partner. Revenues should really start to flow early next year as this test will probably exceed expectations (not necessarily this year). The focus on early diggnosis of RA, now that there are drugs which modify and limit the damage if given early, will quickly spread to the well off in places like India and China and will impact significantly on ASD's bottom line if it's still independent. imo, dyor.

[nick100] 13/10/2010 07:27

Bio-Rad and Axis-Shield Announce FDA Clearance and U.S. launch of an Anti-CCP
Test for Rheumatoid Arthritis for Bio-Rad's BioPlex 2200 System


Hercules, California, and Dundee, Scotland - October 13, 2010- Bio-Rad
Laboratories, Inc. (NYSE: BIO and BIOb), a multinational manufacturer and
distributor of life science research and clinical diagnostics products, and
Axis-Shield plc (LSE:ASD, OSE:ASD), an international and innovative in-vitro
diagnostics company, today announced the U.S. Food and Drug Administration (FDA)
clearance and U.S. launch of Bio-Rad's BioPlex 2200 Anti-CCP test for the early
detection of rheumatoid arthritis. The assay, which runs on Bio-Rad's BioPlex
2200 system, measures anti-CCP (anti-cyclic citrullinated peptide antibodies), a
novel marker that has been shown to have superior specificity in the diagnosis
of rheumatoid arthritis. The BioPlex 2200 Anti-CCP assay is based on
Axis-Shield's proprietary anti-CCP technology and was launched in territories
outside the U.S. earlier in 2010.

"We are pleased to receive FDA clearance of our BioPlex 2200 anti-CCP assay as
it allows us to expand our presence in the U.S. by offering a more compelling
menu for infectious disease serology and autoimmune testing laboratories," said
John Goetz, Bio-Rad Vice President and Group Manager of Clinical Diagnostics.
"We believe the recent recommendation by the American College of Rheumatology
and the European League Against Rheumatism to include anti-CCP in the definitive
diagnosis of rheumatoid arthritis will further establish the growth of this
important marker in autoimmune diagnostics."

"FDA market clearance for the anti-CCP test on Bio-Rad's novel BioPlex 2200
system represents an important milestone in the commercialization of the
anti-CCP marker for rheumatoid arthritis," said Ian Gilham, Axis-Shield's Chief
Executive Officer. "Test availability on this versatile analyzer represents the
first time that anti-CCP has been offered on a multiplex autoimmune platform,
and we believe this will encourage market expansion as the autoimmune nature of
many conditions becomes increasingly recognized."

The BioPlex 2200 system is the first and only fully-automated, random access
multiplex testing system and provides clinical laboratories with the capability
to rapidly process or "multiplex" multiple individual tests that are
traditionally processed separately. The BioPlex 2200 system conserves patient
sample volume, consolidates workstations, and simplifies workflow.

-Ends-

For more information contact:
Bio-Rad Laboratories, Inc.Axis-Shield plc
Tina Cuccia, Corporate Communications Ian Gilham, Chief
Executive Officer
Tel: [phone] Ronny
Hermansen, Financial Director
[e-mail] Tel: +44 (0)
203 178 7849
+-------------------------------------+-------------------------------------+
| | M:Communications (for Axis-Shield) |
+-------------------------------------+-------------------------------------+
| | Mary-Jane Elliott / Emma Thompson |
+-------------------------------------+-------------------------------------+
| | Tel: [phone] |
+-------------------------------------+-------------------------------------+
| | [e-mail] |
+-------------------------------------+-------------------------------------+


About Axis-Shield
Axis-Shield is an international and innovative in vitro diagnostics company,
headquartered in Dundee with R&D and manufacturing bases in Dundee and Oslo. The
Group specialises in the supply of instruments and tests for the rapidly growing
physician's office testing market and the development, manufacture and marketing
of innovative proprietary diagnostics kits in areas of clinical need, including
cardiovascular and neurological diseases, rheumatoid arthritis, and diabetes.
For more information on Axis-Shield, please refer to www.axis-shield.com.

About Bio-Rad
Bio-Rad Laboratories, Inc. (NYSE: BIO and BIOb) has remained at the center of
scientific discovery for more than 50 years, manufacturing and distributing a
broad range of products for the life science research and clinical diagnostic
markets. The company is renowned worldwide among hospitals, universities, major
research institutions, as well as biotechnology and pharmaceutical companies for
its commitment to quality and customer service. Founded in 1952, Bio-Rad is
headquartered in Hercules, California, and serves more than 85,000 research and
industry customers worldwide through its global network of operations. The
company employs over 6,800 people globally and had revenues of nearly $1.8
billion in 2009. For more information, please visit www.bio-rad.com.

This release contains certain forward-looking statements within the meaning of
the Private Securities Litigation Reform Act of 1995 and Section 21E of the
Securities Exchange Act of 1934. Forward-looking statements generally can be
identified by the use of forward-looking terminology such as, "believe,"
"expect," "may," "will," "intend," "estimate," "continue," or similar
expressions or the negative of those terms or expressions. Such statements
involve risks and uncertainties, which could cause actual results to vary
materially from those expressed in or indicated by the forward-looking
statements. For further information regarding the Company's risks and
uncertainties, please refer to the "Risk Factors" in the Company's public
reports filed with the Securities and Exchange Commission, including the
Company's most recent Annual Report on Form 10-K, Quarterly Reports on Form 10-Q
and Current Reports on Form 8-K. The Company cautions you not to place undue
reliance on forward-looking statements, which reflect an analysis only and speak
only as of the date hereof. Bio-Rad Laboratories, Inc., disclaims any obligation
to update these forward-looking statements.

[cumnor] 12/10/2010 11:34

This will no doubt make a very tasty morsel for one of the big medical device companies, esp Abbott me thinks. At the stroke of a pen they could increase profitability by dispensing with much of the mgmt and sales force, using their own and then integrating and, with their own range growing sales of diagnostic tests, some of which will be the number one choice of physicians worldwide for years to come. The present crew need to get the share price up if they like their jobs, as it's the ip and science that is now very valuable, and the bulk of them are surplus to requirements. Would'nt be surprised to see a cheeky bid ending at 7-8 pounds once a couple of them get interested. Dyor imo

[scobiebreasley] 09/10/2010 12:52

Mike Mitchell, an analyst at Evolution, said: "While the results of the study do not obligate the use of Nycocard CRP (Axis-Shield's product], this is likely to be seen as strongly supportive evidence for this particular test."

[hotfinance14] 05/10/2010 16:30

Thanks Gerd..will look later.

[gerd212] 05/10/2010 16:18

Link to today's Presentation above.

[cumnor] 05/10/2010 16:14

Nice bit of healthy buying going on. I dare say news-and expect it to be good, particularly after directors topping up-soon.

[gerd212] 05/10/2010 16:09

Jefferies Global SpecPharma & European Healthcare Conference

[hotfinance14] 27/9/2010 11:13

He does come across as a muppet as he cant back up what he says.

[argyle underclap] 27/9/2010 10:19

hotfinance - cos muppett brain says so, aint that reason enough?