Bioventix Share Discussion Threads

[johnsmith321] 30/9/2018 21:27

Bioventix also seem to have developed a antibody (anti-EN2) for prostate cancer diagnostics in a collaboration with the university of Surrey (Prof Hardev Pandha and Prof Richard Morgan). The ELISA test is being made by Randox. Bioventix make the antibody used in it. If the anti-EN2 testing replaces the PSA test this could also be a big money spinner for Bioventix. As the market for PSA testing is huge.

Here a PhD student gives away the association with Bioventix (page 96):
hxxp://epubs.surrey.ac.uk/844671/1/NPUNIA_Final%20corrected%20thesis.pdf

There is even a telegraph article about Prof Morgan's work on EN2:


and here is some info on Prof Hardev Pandha:
hxxps://www.surrey.ac.uk/mediacentre/press/2015/licence-deal-signals-major-breakthrough-battle-against-prostate-and-bladder

[johnsmith321] 30/9/2018 21:02

I have just noticed that Bioventix have developed a anti-solitomab antibody for analysis of the patients blood concentrations for Amgen. However, it looks like Amgen are not taking their solitomab drug further than phase I. Which is a pity. Hopefully, there will be other collaborations like this.

hxxps://www.tandfonline.com/doi/full/10.1080/2162402X.2018.1450710

[scillyfool] 15/9/2018 10:47

Story on iNews today about an injection to protect against heart attacks using antibodies. I guess this is not related to Siemens Healthineers or Bioventix at present, but I'm sure there will be some spin-off for both companies if this is proved to work. Anyone know anything else?

[johnsmith321] 11/9/2018 23:52

Bioventix owns 10% of CardiNor. They have granted patents in US and Europe covering the use of secretoneurin in CVD using a antibody that Bioventix have developed. It looks from the studies that have been published this year that its use is expanding. This antibody may turn out to be more valuable than the troponin antibody for Siemens.

Torbjørn Omland who invented this and started Cardinor has been busy of late:
hxxps://cardinor.com/about-us/





hxxps://esc365.escardio.org/Congress/ESC-Congress-2018/Poster-Session-7-Secondary-prevention/178233-low-concentrations-of-circulating-secretoneurin-predict-a-favorable-prognosis-after-cardiac-surgery#abstract

[ilovefrogs] 10/9/2018 09:22

Not much growth for a stock on 32x earnings though is it? Fantastic cash generative company, but definite downside risk at this level of share price IMO. I'm still in but I'm selling a few here - be happy to buy them back at £25! We'll see.

[a1samu] 10/9/2018 08:53

I hope that an ABC is not going to happen here!

[steptoes yard] 04/9/2018 12:55

Depends what they find down the back of the internal audit sofa :-)

[igbertsponk] 04/9/2018 12:37

I expect they'll overshoot those, but not by much.

[carcosa] 04/9/2018 12:33

Forecasts as given on Sharepad:

[stepone68] 04/9/2018 11:53

So we are expecting revenues around 8m and EPS around £1 ? Hopefully we can also get an increased dividend.

[11_percent] 03/9/2018 11:54

Bought a few to trade in the run up to results and rise after results.

[carcosa] 03/9/2018 09:35

With Troponin having being launched by Siemens in late July I guess it will still be a tad early for BVXP to predict initial volume demand?

[steptoes yard] 03/9/2018 09:14

It was certainly an opportunity to advise if anything was wrong not that I was expecting it.

[igbertsponk] 03/9/2018 09:01

So no need to issue any updated guidance one assumes. So all on track and another new high!

[steptoes yard] 03/9/2018 08:57

8 October it is then

[stepone68] 24/8/2018 10:40

I read it as more like "we are asking Finncap's guidance on whether we should issue an update anyway, even if results are within expectations". Don't think it's always possible to second guess meanings behind sentences, so I think it is just a case of wait and see.

[tadders2] 23/8/2018 16:17

Perhaps that would indicate that results are slightly ahead?

[stepone68] 23/8/2018 16:13

They did say they were taking advice from Finncap on whether to issue one or not. I don't think a decision has been made yet, so we just need to wait and see I guess.

[trident5] 23/8/2018 15:50

SaB - I think Stephone's update is more authoritative and up to date.

[s_a_b] 23/8/2018 15:29

Robinnicolson posted some commentary from Finncap on here a few weeks ago stating that they expected the company to provide a trading update late August. Hope that helps, and fingers crossed! SAB

[stepone68] 23/8/2018 14:09

I queried the company on whether to expect an update, but they basically came back with 'maybe' :-)

They did say that in the past they issued updates when trading was above market expectations. So I guess if we don't hear anything in the next couple of weeks we'll be looking at meeting expectations, but no more. The most interesting part of the results should be any Troponin update anyway.

Cheers,
StepOne

[soundbuy] 22/8/2018 10:21

Update any day I'd guess...............

[stepone68] 14/8/2018 13:48

Anyone know when can we expect a trading update? One liners from 2016 and 2017 to whet your appetites...

22 Aug 16

The Board is pleased to report that revenues for the financial year ended 30 June 2016 are expected to be in excess of £5.3M (2015: £4.33M). A strong performance during the financial year has been supplemented by a positive exchange rate effect. Since the cost base of the Company follows the same trajectory as in previous years, both revenues and profits before tax are expected to be ahead of market expectations for the year ended 30 June 2016.

04 Sep 17

The Board is pleased to report that revenues for the financial year ended 30 June 2017 are expected to be marginally in excess of £7M (2015/16: £5.5M). Since the cost-base of the Company continues to follow a similar shallow trajectory as in previous years, both revenues and profits before tax are expected to be ahead of market expectations for the year ended 30 June 2017.

[soundbuy] 13/8/2018 14:50

FAB - I did wonder........

[trident5] 13/8/2018 14:48

FAB - it boasts of operating in a $85bn market, and has a turnover of £2m. And today blames slowing trade on increased competition impacting prices.
I don't think that's their problem.