Bioventix Share Discussion Threads

[stepone68] 30/10/2024 14:34

Well, looks like Indiestu was at least partly right - up £1.50 post budget :-)

[alter ego] 30/10/2024 10:35

Employers NI would be trivial, they only have 14 staff (12FTE). IHT exemption removal could be more significant.

[stepone68] 30/10/2024 10:29

What difference will the budget make to Bioventix? UK customers are about 3% of turnover. Employers NI increase might affect them a bit but not significant.

StepOne

P.S. I don't think it will be a damp squib, it's going to a complete nightmare, but that's off topic :-)

[indiestu] 29/10/2024 16:49

A lovely little wash out today on just 17,320 shares traded. Laughable in all honesty. Once tomorrows budget turns out to be a damp squib lets hope it's onwards and upwards.

[alter ego] 29/10/2024 07:59

I second that

[suetballs] 29/10/2024 07:02

Well done multi.
Suet

[multibagger] 29/10/2024 06:48

Good morning all :)

My post has landed badly - unfortunate. I understand the science and can see where tech in this area is heading and invest with 5-10 year timeframes at a minimum unless the story changes. Though antibodies will have their niche role they will diminish in importance, there is a potential Eastman Kodak v digital, video cassette v digital streaming moment here. Some may prefer not to see what is coming and what was a cash cow could stagnate or diminish - investing is about looking forwards.

I am not here to try and persuade you to invest anywhere :) I have got into APTA fairly recently, so looking at their historical share price at 117p is immaterial to my investment decision. Good luck and we can take stock in about 3-5 years time as to the relative share prices of BVXP and APTA if the AIM market still exists and we are all around.

I wish you well - investing is not a zero sum game but an infinite one. We make our choices and decide what to buy and when to exit.

A note from a very successful, happy and cheerful dimwit :)

For the record: Share prices on the day of the post, 28 Oct 2024

APTA: 0.225p
BVXP : £ 32.50

[suetballs] 28/10/2024 13:22

apta hasn't done too well!!!!
Suet

[multibagger] 28/10/2024 13:06

In terms of diagnostic applications, antibodies have a role but I suspect more rapid forms of diagnostics are coming to the forefront and in due course will supersede antibodies as a class (in general).

Aptamers which are synthetic oligonucleotides with a wider range of applications with regards to proteins, chemical molecules and tissues are specific, tuneable and can be titrated for binding capabilities and are gaining ground not only in diagnostics but also in therapeutic applications. Aptamers can be rapidly developed in several weeks (antibody based development often takes 18-24 months) and are not immunogenic. As they are a synthetic product, aptamers can be endlessly manufactured with no batch to batch variability.

There are already a number of companies in this space, Avacta and Aptamer Group being a couple of examples.

DoI: I hold APTA.

[c3479z] 28/10/2024 11:54

possible that anti-tau might take up the slack in years ahead if more widely adopted for monitoring and diagnosis? Seems that Donanemab was rejected by NICE as much for the lack of UK sufficient scanners as the cost, efficacy and side effects of the drug itself.

[big7ime] 28/10/2024 11:04

The huge history pre-amble to try to justify the reduction of profit, initial supply for free and very disappointing troponin results which now don’t look to be such a great replacement for vitd, can’t see the positive in there for now

[indiestu] 28/10/2024 09:32

The price action this morning screams positive to me, lots of buyers coming in when the price was taken down first thing. Quite a pleasing reversal so far. This could have been a final wash out before the next big rally. I liked this section of the results. Revenues are peanuts at present but the growth could be significant. It must be very difficult to shake people out of their shares in Bioventix.

'Our research into Tau antibodies and Alzheimer's diagnostics continues to
progress and we are delighted that our early work has now translated into a
modest revenue stream from antibodies now entering commercial manufacture.
Our commercial policy is to supply initial evaluation samples of antibodies
free of charge. If antibodies perform well on prototype assay systems at our
IVD customers and additional supplies are ordered, these are charged at
regular prices and such repeat sales have generated revenues during the
year. These revenues are not only additive but also indicate that our
antibodies could feature in future commercial assays. In addition to our
conventional IVD customers, we have also supplied antibodies to specialist
platform customers, for example Quanterix Corporation who specialise in assays
for the research market. The research market is established earlier than
more regulated tests for routine clinical use and it is pleasing that royalty revenues from such activities have already been established. Total Tau revenues for the year were above our expectation
at £155k'.

[redartbmud] 28/10/2024 08:46

pretax

Do come back when in a more positive mindset towards the company.
Bye bye for now.

red

[pretax2] 28/10/2024 08:10

The chart said bearish breakout over the w/e and it’s happening now.
Just saying.

As an outsider with no interest in buying (not yet anyway), what is off-putting is the expense of the company (p/e) and the potential cancellation of IHT exemptions on AIM shares in the upcoming budget.
The latter is likely and, along with the trailed hike in NI for employers, will create a headwind for many AIM companies.

But I like this company (I like others more at the moment though). Will continue to monitor.

[melody9999] 28/10/2024 07:56

do I detect a shorter?

i think the company sums things up well:

Conclusion and Outlook
We are pleased with our financial results for the year which we believe reflect steady growth in the use of our established products in more mature diagnostic markets. We remain very encouraged by the very early signs of success for our Tau/Alzheimer's antibodies and we look forward to more progress into the future.

So do I!

[onjohn] 28/10/2024 07:40

news on troponin may be viewed as disappointin

Will tank today that’s for sure

[redartbmud] 25/10/2024 11:09

Buy now and 3 dividends in 13 months?

red

[suetballs] 25/10/2024 09:42

Buffetology reduce holding by approx 1% - down to 10.91%.
Reason for the recent weakness?
Suet

[sharesoc] 25/10/2024 08:35

Join ShareSoc for the Growth Company Seminar/Webinar – 27th November 2024 (London)

On 27th November, ShareSoc is hosting a Growth Company Seminar in London featuring presentations from:

Bioventix (BVXP) – Peter Harrison, CEO
Polar Capital Global Financials Trust plc (PCFT) – Tom Dorner, Fund Manager
Altona Rare Earths (REE) – Dr. Cedric Simonet, CEO
Wheaton Precious Metals (WPM) – Randy Smallwood, President & CEO

Schedule:

5:00 pm start
25-minute presentations
15-minute Q&A after each presentation
Networking over drinks and buffet

Attend in-person or watch virtually.



Register Here:

[suetballs] 25/10/2024 08:23

Hopefully some good news on Monday to bolster the share price
Suet

[tmfmayn] 25/10/2024 08:06

StepOne, I am 6 months behind on my blog. Trying to catch up. Sorry for any confusion. FY results out on Monday.

[keyno] 24/10/2024 06:58

Results are on Monday 28 October 2024.

[stepone68] 23/10/2024 13:04

I'm confused - that's dated yesterday, but is talking about the half year results which were announced in March. Full year should be out by the end of this month, unless I've missed them.

Cheers,
StepOne

[carcosa] 23/10/2024 07:26

Well worth a read for any investor that likes detail, the latest from Maynard Payton.