Bioventix Share Discussion Threads

[valustar1] 29/1/2017 13:10

Just seen BVXP are presenting on Tuesday at the Growth and Innovation show.

[boros10] 28/1/2017 00:23

Roche like many of the large diagnostic companies generally develop their own antibodies (usually mice based). Bioventix (sheep) Abcam (owner of Rabmab - Rabbit) whose antibodies are based on larger mammals only get involved when the diagnostic companies need a particular sensitive test (i.e a high degree of specificity).

[tadders2] 27/1/2017 18:37

Boros10

Do you know who makes the monoclonal antibodies for Roche?

[boros10] 27/1/2017 17:22

Yes - The £1 target is for the EPS. I reckon we'll get there by 2018/19. Next year will all depend on the timing of Siemen's launch in Europe and whether it has secured FDA clearance (should be a formality now) in the U.S. and the timing of the launch.

[boros10] 27/1/2017 17:18

Ilovefrogs : well I have never been accused of being "Boris the Bold".

[ilovefrogs] 27/1/2017 12:50

You're right Tads, he did - my bad.

[tadders2] 27/1/2017 12:06

I think he meant EPS.

[ilovefrogs] 27/1/2017 11:53

Boros10 - Your prediction of the stock topping £1 is not particularly bold given current price of £14......?

We really do need Siemens to get this sorted prior to September or we are going to see a bit of hole in revenues...!

[tadders2] 20/1/2017 18:32

Who produces the monoclonal antibodies for Roche?

[gsbmba99] 20/1/2017 18:27

The test has a very high negative predictive value (absence of troponin means you haven't had a heart attack) but a very low positive predictive value (presence of troponin is only due to a heart attack 5-20% of the time according to Roche press release). Management protocols are needed because the test by itself doesn't tell you much if it's positive. The result needs to be paired with EKG, a second test to determine a trend, patient history etc. to determine how to treat a patient. The FDA has been very concerned about these things and also standardisation of test results. Approval of the Roche test is good news because it means an FDA regime for approval is in place. First step for Bioventix is still Siemens European approval. Siemens investor relations had nothing more interesting to say than they were targeting "CE-marking in 2017".

[piedro] 20/1/2017 15:52

Boros10,

What is so special about the Roche's test that is not in the two have I mentioned earlier?


I also note ...

"Adoption of high-sensitivity troponin testing is likely to require coupling with management protocols that guide interpretation and care if the benefits of greater diagnostic discrimination are to be harnessed," the study researchers had concluded.

... thus, not without problems.

[nfs] 20/1/2017 14:09

Thanks Boros10

[boros10] 20/1/2017 13:46

Great news. The FDA has finally given the green light to the new generation of high sensitivity troponin tests by authorising Roche's Elecsys TnT Gen 5 STAT test. Hopefully others will follow including Bioventix's partner Siemens, who are close to launching its own high sensitivity troponin test in outside of the USA.

Troponin is the biggest diagnostic in the world and Siemens were one of the market leaders with its older generation test(which did not include the Bioventix antibody). This augurs very well for Bioventix's revenues and earnings and underpins the growth story. I expect Bioventix's earnings to top £1 per share over the next couple of years once Siemens launches in the US and globally.

[piedro] 16/1/2017 10:53

Thank you ilovefrogs, I had the same impression but if I remember correctly,
Bioventix has said that their test would be fast whereas all others {the competition} took more than an hour to complete.

[ilovefrogs] 16/1/2017 09:31

The only troponin test relevant for Bioventix is the Siemens product. I'm not sure it's licensed yet, as I think Bioventix would have told us.

[piedro] 16/1/2017 07:07

Something more on Troponin ...

One Step Troponin I test
The One-Step Troponin I test is a fast in vitro immunochromatographic test. It is designed for qualitative determination of cardiac troponin I (cTnI) in human serum or plasma specimens as an aid in the diagnosis of myocardial infarction. Principle: sample mobilizes gold anti-cTnI conjugate that is coated on the conjugate pad. The mixture moves along the membrane by capillary action and reacts with anti-cTnI antibody that is coated on the test region.

- Sensitivity: 1.0ng/ml;
- Assays are easy to perform, qualitative results are read visually without any instrument;
- No other reagent is needed;
- Takes less than 15 minutes to be sure.


... is this anyway related with BVXP or part of the competition?

[igbertsponk] 09/1/2017 17:07

Ta. A clickable version

[martinthebrave] 09/1/2017 16:14

Money Observer Richard Beddards 5 Tips hxxp://www.moneyobserver.com/our-analysis/share-watch-ab-dynamics-bioventix-gattaca-motorpoint-tristel

[piedro] 04/1/2017 16:33

Troponin Blood Testing In Cardiac Care

[a1samu] 22/11/2016 13:36

Still waiting for my dividends. Received a message though from Selftrade to say that;

"Unfortunately we only received the cheque from the company on 16th November and we cannot release the funds until the cheque had cleared. It is expected that the payment will be credited to your dealing account on the 23 November 2016."

The weird thing is that I received the due dividend on the ISA account holding yesterday, which they confirmed in a remittance advice dated today the 22 November 2016.

[lauders] 22/11/2016 01:38

Thank you TMFMayn. They are behind the curve compared to other brokers on dividends it would seem. Now to decide on what to do with the proceeds. I suppose re-investing here is an option but my current holding only generated a relatively small dividend so not sure about it. If BVXP drop a bit more I will probably free-up funds to add as although there were the recent director sales they still have a large holding and we don't know the reason for the sale. Not the highest paid CEO & perhaps some tax issues have arisen etc... If 50% or more were sold I would be a lot more concerned.

[tadders2] 21/11/2016 15:48

Yes.. directors have to live. He still has plenty skin in the game.

[trigger16] 21/11/2016 15:44

Yes you generally can't really read much into director share sales, especially when they continue to own a large proportion of the business. Most of the time they occur because the director has an alternative use for the cash rather than because the prospects have worsened.

[tmfmayn] 21/11/2016 15:42

Lauder, selftrade divvie received today at 13:01

[trident5] 21/11/2016 15:04

It's done quite well these last 2 years ILF. He's got his career and a big slug invested in this company and would be wise perhaps to diversify a bit.