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
  +5.00p +0.16% 3,155.00p 3,110.00p 3,200.00p 3,155.00p 3,150.00p 3,150.00p 871 14:53:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Pharmaceuticals & Biotechnology 7.2 5.8 96.4 32.7 160.86

Bioventix Share Discussion Threads

Showing 826 to 850 of 850 messages
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
DateSubjectAuthorDiscuss
18/7/2018
08:40
Note from finnCap: Siemens Healthineers received 510(k) clearance from the FDA on 12 July for its high sensitivity troponin I test. The approval is significant for Bioventix as the test uses antibodies created by the company, for which it receives royalties based on sales of the test to Siemens’ customers. It is not clear currently when Siemens intends to launch this test. We are not changing forecasts for troponin, which are currently for £0.1m and £0.5m in FY 18 and FY 19, respectively. We expect the company to provide a trading update in late August when it has greater visibility of royalty payments. We will review forecasts then, at which point we should have greater clarity also over the US launch timetable. We are placing our target price under review until then.
robinnicolson
16/7/2018
17:27
Interesting Step - if one assumes that Troponin revenue at forecast levels is 'in the bag', then it would be disappointing if nothing else came to fruition in the 4 years until 2022. So I guess your projections might be 'base case' with likelihood to the upside.
melody9999
16/7/2018
15:03
That 2022 forecast of 2.2m would put EPS around 135p (assuming flat performance from other product lines, but also assuming flat admin costs), so still on a PE in the mid 20s. When I first bought this in Nov 2014 it was £7 with EPS of 45p, so the EPS has doubled but the price has quadrupled. How much higher can it go? Cheers, StepOne
stepone68
16/7/2018
14:37
finnCap troponin revenue forecast (covering Eur and US) as at Oct 17: £0.3m (18E); £0.7m (19E); £1.4m (20E); £1.8m (21E) and £2.2m (22E). Following 1H18 results, finnCap troponin estimate was amended to £0.1m (18E) and £0.5m (19E).
gsbmba99
16/7/2018
13:57
Yup, forecasts have been beaten every year recently, but it's not going to sit on a PE of 30 forever, so share price increases are going to be harder to come by, although fingers crossed that Finncap note turns out to be correct!
stepone68
16/7/2018
13:25
I recall a Finncapp note from 2015 saying Tropinin will 'dwarf' current business...
carcosa
16/7/2018
13:03
If you believe the forecasts to be accurate!
crazycoops
16/7/2018
12:45
Agreed, but it does now sit on 32 times forecasts, so not exactly cheap.
stepone68
16/7/2018
12:05
Topped up. Be rude not to. Almost operates at fixed cost and has an expanding royalty stream.
steptoes yard
16/7/2018
11:40
Indeed. What a super well-run company this is.
igbertsponk
16/7/2018
11:34
Thanks Leon, explains the nice bump today
nfs
16/7/2018
10:40
Siemens appear to have gained FDA approval for its high sensitivity Troponin I (TNIH) assay on its ADVIA Centaur blood machine. This assay contains Bioventix's monoclonal sheep antibody and it should mean a significant increase in earnings once fully embedded across Siemen's estate of blood machines. https://www.accessdata.fda.gov/scripts/cdrh/cfdocs/cfpmn/pmn.cfm?ID=K171274
boros10
10/7/2018
08:48
Ta - looks a good website and good prospects.
igbertsponk
10/7/2018
08:44
Cardinor, in which BVXP has an equity stake and with whom they are collaborating on the experimental biomarker secretoneurin, finally has a website up and running. cardinor.com An affiliated researcher will be presenting at the European Society of Cardiology gathering in Munich in August on "Low concentrations of circulating secretoneurin predict a favorable prognosis after cardiac surgery". Sounds interesting. Beckman Coulter received FDA 510(k) clearance for their hs Troponin test a couple of weeks ago.
gsbmba99
05/7/2018
14:08
Up another 3%+ today and heading for £31. Still awaiting news on the Siemens tie-up. With a staff of only 13 any new business falls straight to the bottom line and into the special dividend pot, as they have no need for a large amount of working capital, according to their report. P/E of 28 looks okay to me.
scillyfool
04/7/2018
15:02
Popped through £30 again, hope will establish this as a new level.
igbertsponk
20/6/2018
17:21
Trade today 4K at. £30.10
valustar1
17/6/2018
08:14
Agree Lauders....a brief write up from anybody who was there would be very welcome.
tadders2
17/6/2018
04:22
Anyone heard or seen anything in writing about the recent Mello presentation? Been very quiet unless I missed some reports somewhere.
lauders
14/6/2018
10:58
All those trades - 200 shares so far!
igbertsponk
14/6/2018
10:35
Post Mello buying? The presentation was scheduled to finish at 10 this morning.
robinnicolson
11/6/2018
20:19
Company presenting to one of those Mello does imminently so will be more interest generated. Not a good time to sell I suggest.
igbertsponk
11/6/2018
14:35
I'm in the middle. Having 4 bagged now, I am going to reduce around the £30 mark, but look to retain half my holding. If it comes back I'll buy back, but if it keeps going, I still have a decent position.
ilovefrogs
11/6/2018
14:01
Absolutely, this is a smashing company which has done me very well. I just wonder whether it's getting a bit ahead of itself at the mo. Good luck to all anyway.
fredfishcake
11/6/2018
12:20
Well you said you were nervous about the price in 2015 when it was about a tenner. Bet you're glad you held on! Not sure what has changed other than the price in the meantime - the company always delivers more than expected.
igbertsponk
Chat Pages: 34  33  32  31  30  29  28  27  26  25  24  23  Older
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