Bioquell Share Discussion Threads

[bountyhunter] 18/8/2018 16:22

It wouldn't be in a hospital as it's a very specialised area with dedicated CAR-T production facilities. CAR-T therapy is a significant growth area in the treatment of certain cancers and other conditions.

See



Oxford Biomedica is the only UK company with a licenced CAR-T therapy, which is for the treatment of leukemia. The approval in the US was last year with EU approval is currently pending anticipated 4/9/18

[countless] 18/8/2018 15:24

I do not think global sales for NHS is high - found this though 'The company generated 29.2 million in 2017, up from $26.5 million in 2016; 19.8% of that was generated in the UK, 30.1% in the rest of Europe and 50.1% in the rest of the world. Gross margin 52%.'


I found one acute trust using Bioquell's services but expect there may be a few more. From my time in the NHS infection control is dependent on deep cleaning and good hand hygiene etc.

The qube aseptic work station is interesting but limited market. Never seen something similar in a NHS hospital.

[bountyhunter] 18/8/2018 13:47

Having just fixed the header link to the BQE website I've just noticed this which is a new higly significant and growing market (re CAR-T)

[bountyhunter] 18/8/2018 13:41

I'm not sure offhand what % of global sales the NHS represents but I don't think it is all that high?

[countless] 18/8/2018 13:36

Valid point bountyhunter and indeed a few acute trusts are using Bioquell in the UK. The NHS purchasing structure leaves each trust to purchase but with each trust struggling to balance the books I cannot see this product taking off. It is cheaper to use their contracted cleaners to get to work with Mr Muscle etc.

I mentioned cleanroomcleaning as it occurs to me that Bioquell may want to expand by spending some of their £15m.

[bountyhunter] 18/8/2018 11:18

Competition from California, the NHS may be more inclined to stick with a UK supplier such as Bioquell.

[countless] 17/8/2018 20:58

This is top heavy now. Above link represents good competition. Hospitals will always be dirty places in terms of germs etc but not sure if the NHS needs this product when elbow grease will do.

[mfhmfh] 17/8/2018 14:16

Top up opportunity IMHO

[bountyhunter] 17/8/2018 14:09

bit of a pull back today - just market volatility?

[bbluesky] 14/8/2018 12:31

Well 550p was Simon T's new target.

[mirabeau] 14/8/2018 11:40

modform

I lost money on COMS fella. Indeed I have lost money on many stocks and should have made thousands on stocks that should I have bought and never did - ala PRSM or BUR - If I start to think about the ones that got away then my mood starts to falter!

Objectivity is all in this game

I don't have many here - it's way too illiquid - but it's another one of Thompson's top picks so I would expect more updates from him - whether those updates are recs to buy more or profit-take is a matter of conjecture

gl

[bountyhunter] 14/8/2018 11:40

quite amazing, took some profit a while ago but should have held!
...anyone think a predator could be interested given recent the price action?

[malcolmmm] 14/8/2018 11:28

I am up 116.67% wish I bought more, they just keep rising

[pireric] 13/8/2018 11:20

My honest opinion is that this is now overvalued. Not sure how sustainable their revenue streams are year over year, but fundamentally the rating here is now a premium one when I think they need to demonstrate this sort of performance over 3-4 years to justify it.

Still, what a great stock this has been! GL all holders

[qs99] 13/8/2018 09:49

Off we go again through a fiver!

[bountyhunter] 08/8/2018 12:47

found the headline...

"Bioquell (BQE:440p), a provider of specialist microbiological control technologies to the international healthcare and life science markets, has produced a mightily impressive set of results for the six months to the end of June 2018."

[bountyhunter] 08/8/2018 12:45

can anyone post a brief summary of the IC article please?

[modform] 08/8/2018 12:35

Nice to see you here mirabeau, the last stock we sharesd was COMS during the ramping period, it was a quick multi bagger, but we have quality here.

[mirabeau] 08/8/2018 12:07

ST update in the IC

[qs99] 08/8/2018 11:26

Nice moves again...

[mfhmfh] 27/7/2018 10:55

nice rise today. hopefully can be maintained.

[bountyhunter] 24/7/2018 18:24

Second year in a row where full year profit is expected to exceed expectations at the interims stage (see header).

[bountyhunter] 24/7/2018 18:19

Glad to see plenty of interest today with none of the advfn riffraff joining us.

I've updated the header reflecting today's good news as summarised by the Executive Chairman.

[bbluesky] 24/7/2018 17:50

Quite a way to go imv. Soundbites: Gold standard, broadening Qube range, increasing salesforce, with the regulatory tide...