Bioventix Share Discussion Threads

[nfs] 12/8/2016 10:45

Surely it's minor movements in a tightly held stock?

[apad] 12/8/2016 10:42

Quoting 992p to buy, which is up on my recent purchases.

Anybody with more experience than I understand the patterns?

I'd expected a price decline because of the imminent loss of an important income stream.

1.5% of portfolio at the moment.

apad

[johnsmith321] 01/8/2016 08:12

I have just noticed Everest biotech (a small antibody company like abcam) have published their small company accounts. They are now profitable 2016:£230,372 and have £483,416 of cash. One idea for Bioventix's cash pile would be to acquire Everest biotech. It would help diversify their income streams which are quite concentrated on a small no. of products. It seems about the right size and they have a good selection of products.

hxxp://everestbiotech.com/

[melody9999] 27/7/2016 12:46

Topped up today. Looks a good place to add for a long term hold.

[igbertsponk] 14/7/2016 15:49

Options exercised today I see. Good news usually as income tax payable on the gain so people normally try to exercise at a low price. Then they hope to hold and ride the rise.

[bamboo2] 10/7/2016 22:09

The H&S looks confirmed now. Min Target around 860...

[lauders] 25/6/2016 04:41

I see Bioventix were the recent winner of the "company of the year" here:



Watching to see if any further weakness here as worth investing in the company of the year although I see Trakm8 were also nominated in the same category and I know there are some "fans" (sarcastic) here.

[apad] 10/6/2016 12:00

MAYBE THIS IS THEIR CUSTOMER for Cardiac Troponin.
www.healthcare.siemens.com/clinical-specialities/cardiovascular/laboratory-expert/cvd-diagnostics-portfolio/portfolio-products/cardiac-troponin

apad

[housemartin2] 10/6/2016 11:46

Excellent presentation by Mr Harrison at Richmond. Very informative including BVXP science for the non-scientist as well as finance points. I would recommend this to all here

[gnnmartin] 07/6/2016 16:59

brackendale: the royalty that BVXP charge is only 2%, so the drug company that uses the BVXP antibody will only save at most 2% by swapping to another provider. Since the drug company have to put in a lot of work in order to verify the BVXP antibody performs as required, and a lot more to get the use licensed, the drug company would not switch from a working antibody even if the replacement was free.

As Mr Harrison said, the BVXP antibody would only be displaced if it was found to have limitations or flaws which could be addressed by an alternative.

[a1samu] 07/6/2016 16:15

Boros the millionaire ISA man brought this share to my attention and I believe that he purchased this share in a good quantity in the early years, which would have made him a millionaire as is Peter Harrison, just from the residue of his original holding, some of which he sold off to buy himself a country pad in Surrey!

[apad] 07/6/2016 14:22

Be good to hear from someone with specialist knowledge of antibodies.
apad

[nfs] 07/6/2016 13:54

I think the size of the company also a factor
It's a lot of work to get relatively low levels of revenue

[a1samu] 07/6/2016 13:25

It is only a question of time before Peter Harrison will be bought up at a massive premium by someone like ABC!

Only a question of time!

Need not fret about this at all!

MC £100M+ is waiting for those with patience and in the meantime there is a very juicy dividend coming regularly.

[rcturner2] 07/6/2016 13:15

In general setting up from scratch to compete with an established business in a technically very complex sector is extremely risky and resource intensive. Someone has to create a business case that includes the necessary funds and the necessary people, neither of which are easy to find. The barrier to entry is simply far too high for the risk to be worth taking.

[apad] 07/6/2016 12:25

Hi b,
I learned, when looking at Abcam (largest holding), that provenance and quality control are paramount. So, just as you wouldn't use a cheap copy of a pump on an oil rig, you would want your antibody to come from a trusted source.
I also learned that the more work that is done on an antibody the more knowledge is created, so the more valuable it becomes (if successful of course).
I know that these points don't address your question directly but they may be relevant.
apad

[brackendale] 07/6/2016 11:51

I was at the Sharesoc presentation yesterday and was impressed. Only one thing is stopping me from getting involved.
Mr Harrison seemed very confident that no one is going to come an compete, including the Chinese. I still don't really understand why that would be - I think his point was that it takes a long time to get to market. Does anyone have views on what the big threats to this business are? Why couldn't a competitor come along and do exactly the same thing? And isn't it at least possible that someone will come up with something better?
Thanks

[apad] 06/6/2016 10:44

FWIW I bought a few more at 1026 out of income.
I'd like to see some weakness over the summer so that I can build a halfway decent stake.
Interestingly the buys all show as sells on ADVFN as it is trading well within the range.
apad

[apad] 05/6/2016 09:25

Brilliant post Pasty..

I posted it elsewhere - hope this is OK.
It echoes my own prejudice that money should be a byproduct and is one of the reasons I like Renishaw.

When I worked for BMC we were told that the company was in the business of making money. If it had concentrated on making cars we might still have a motor industry.

apad

[luckymouse] 05/6/2016 09:21

yes possibly - prior dip neckline and prior rst is fairly standard zone - recently ive also been watching micro body language ie wick directions in consolidation - here and in the previous cons the wicks are mostly pointing upward

[bamboo2] 04/6/2016 21:40

Hi LM, I have found your charts elsewhere with the Williams%R interesting. It's not an indicator I have ever used before. I should gen up.

If this is another H&S in the making, I think it looks like bvxp has further to fall.

[luckymouse] 03/6/2016 23:19

free stock charts from uk.advfn.com

[pastybap] 03/6/2016 20:43

I worked in a financial capacity from approx 2009-2014 for a business that collaborates with BVXP. I have spoken to Peter Harrison on a number of occasions, and he seems a very affable chap, and clearly an expert in his field. The financial side of his business certainly wasn't his forte, and he didn't even have an executive FD or take much interest in it (I had to chase him to pay HIM!). I'm not sure if that is still the case or not. The fact that this company is doing so well, whereby profit/cash seems a secondary objective at best, shows how good the man/business/products are. As long as Mr Harrison retains a significant interest, then so will I (relatively speaking of course!).

[apad] 03/6/2016 18:19

Having been spitting bricks because of a decision not to buy at less than £8 I have finally found sufficient stoicism to purchase a first, small holding.
The next purchase might be psychologically easier :-)
apad