Bioventix Share Discussion Threads

[s_a_b] 03/12/2018 10:40

Fantastic business and I am a very happy long term holder but anyone else think the valuation is starting to look stretched?

[spann_703] 03/12/2018 10:25

Buoyancy over last week the result of Mello presentation?

[igbertsponk] 03/12/2018 09:47

Unstoppable share!

[advfn_sales] 22/11/2018 11:12

Here is your chance to meet with Bioventix:

Using this unique discount code, ADVFN25, you will be able to get £25 off at Mello London 2018, a 2 day investor conference from the 26th – 27th November 2018 at the Clayton Hotel, Chiswick, London.



Tickets are normally priced at £99 for two days and £79 for one.

Type in ADVFN25 as the discount code.

Many Thanks and take advantage of this premium offer.

See you there.

[davidosh] 18/11/2018 22:34

Here is the full two day programme schedule for MelloLondon including Bioventix



It is jam packed full of about 75 company presentations, lots of top quality speakers and panel sessions plus workshops to help with investment style and techniques etc.

The pre event fun starts on the Sunday evening with a dinner and investor quiz hosted by John Lee but the main conference begins on Monday 26th November at 9am through to Tuesday 27th in the evening so do come and join us as there are still 97 tickets left...



See you there.

[s_a_b] 12/11/2018 11:40

Found a mention in this Telegraph interview with Keith Ashworth-Lord who holds a lot in his Buffettology fund:https://www.telegraph.co.uk/investing/funds/buffett-copycat-investor-buy-retro-company-immune-tech-revolution/amp/

[valustar1] 12/11/2018 10:33

Maybe reinvestment of dividends

[s_a_b] 12/11/2018 09:35

That's quite a jump this morning! Has the share been tipped somewhere?

[davidosh] 11/11/2018 20:54

Just to mention that Peter Harrison of Bioventix will be presenting at our MelloLondon investor event in Chiswick W4 next month. MelloLondon is a two day event and starts on Monday 26th November through to Tuesday 27th November and BVXP will be on the first day.... You can find out more here...



There will be 60 quality companies exhibiting and presenting plus some very well known investors, entrepreneurs, fund managers and market commentators providing excellent keynote talks on a range of investment subjects. A number of investment workshops will be available each day and a ShareSoc MasterClass on the final day.

Peter will also feature in a session on successful CEO's and what investors should be looking for in a CEO that will help deliver outperformance.

[gsbmba99] 18/10/2018 13:20

Well, it would appear that Abbott have been developing a PoC test for troponin. The Abbott press release: The published research: Research conclusion: "The I-Stat TnI-Nx assay represents an advance in point-of-care troponin technology. This preliminary study suggests its performance could enable it to be used to rapidly and safely to rule out myocardial infarction in a large proportion of patients with symptoms suggestive of acute coronary syndrome."

[rzbrdbe] 18/10/2018 09:47

Thanks gsbmba99 for the reference to the future medicine review.

Clearly, for rule-out of AMI, there is an urgent need for point-of-care testing of cardiac biomarkers, and to date, there is no POCT device that can achieve the levels of sensitivity required to provide accurate measurement of troponin or cMyC .

Several things arise from this:

1) Peter Harrison is ahead of the curve (with his work on cMyC), further evidence that he's a great CEO.
2) POCT is the way forward. The high sensitivity Troponin assays on a large analyser can only be a stop gap solution. A stop gap, however, that may be here for 5-10 years.
4) To quote the article,"Emergency physicians are caught up in a sensitivity/specificity quagmire", more sensitive assays like cMyC are required

Rationale: no A&E doc wants to be sending samples off to the lab in such an urgent situation, they need a machine/assay system right in the A&E dept close to where the blood sample is taken, giving a result in minutes.

So what's the impact for BVXP?

Well the troponin revenue stream may not be as permanent as presently envisaged, mind you 5-10 years is pretty good.
There maybe a few POCT manufacturers beating a path to BVXP's door

[gsbmba99] 17/10/2018 13:49

This is a good overview: I imagine the trick will be finding a PoC device that has the required level of sensitivity. I didn't see any PoC makers associated with the project. There appear to be a handful of UK organisations contributing to the effort (see disclosures in futuremedicine article). Patent held by KCL. If you ski, maybe you can take part in their fundraiser next year ( )

[gsbmba99] 17/10/2018 13:40

According to research revealed in June ( ): "In patients who did suffer heart attacks, the protein was present in high enough concentrations 95 per cent of the time for an on-the spot diagnosis.
Importantly, the cMyC test outperformed the existing troponin test, which was only capable of diagnosing around 40 per cent of patients in this way."

[gsbmba99] 17/10/2018 13:34

Found a few articles relating to cardiac MyC which BVXP recently revealed is an experimental antibody they are working on. It caused a bit of a stir on the board about a year ago. As I understand it, a number of biomarkers "spike" and then decline in the immediate aftermath of a heart attack. MyC appears to be the first to "spike". The literature seems to suggest that it has similar rule in characteristics (presence of the biomarker indicates a heart attack) to troponin but better rule out (absence of the biomarker indicates no heart attack).

[valuehustle] 16/10/2018 10:59

Job done with BUR so moving on to BVXP?

[opodio] 16/10/2018 10:50

very expensive in present conditions

£15 target

[apad] 16/10/2018 10:46

Nice find, gsbmba, keep it up!
Article didn't seem to identify a mechanism for other forms of organ failure.

Harrison, bless him, did respond with a link to the talk.

apad😎

[gsbmba99] 16/10/2018 10:39

"High relative troponin I concentrations in the blood of patients with chronic obstructive pulmonary disease (COPD) has been found to be a remarkably powerful predictor of all-cause mortality" ( ) and ( hxxp://www.chestnet.org/~/media/chesnetorg/Publications/Documents/CHEST%20Physician/Vol%2013%202018/102018.ashx ) Supportive for developing troponin market beyond just presentation at A&E for chest pain.

[apad] 15/10/2018 11:54

Indeed, gsbmba99, I now feel embarrassed at sending the email.

As a friend emailed me:
"Would be nice if all CEOs were like Harrison."

apad

[gsbmba99] 15/10/2018 11:32

Apad - as luck would have it, Peter addresses your comment directly at 30:15 of the recently posted video.

[tomps2] 15/10/2018 08:33

Bioventix ShareSoc presentation: October 2018
By Peter Harrison, CEO

Includes FY results for ye 30.6.18.



Overview - 00:29
Location and skills - 00:54
Automated blood testing - 01:26
Creating antibodies - 05:35
Why SMA’s? (Testosterone) - 07:49
Why SMA’s? (Troponin) - 10:04
Financial highlights 17/18 - 12:00
BVXP sales 17/18 product mix - 12:58
Key financials - 14:50
New Troponin assays - 15:46
Pipeline Development 2018 - 16:18
Business dynamics - 18:40
Selected shareholder base - 22:05
Bioventix Directors - 22:42
Conclusion and outlook – 23:19
Q&A - 24:39

[apad] 13/10/2018 07:54

gnnmatin, your post 897 seems to imply that Roche is a competitor, in the sense that BVXP's chemical has to compete with other folks, chemicals.

I don't understand the market like that. As I understand it, the diagnostic equipment in a hospital is used for a whole range of different tests and is very expensive. So, a hospital that has Roche kit will not switch to Siemens kit because of marginal differences in one test - and vice versa.

Iff this is correct then BVXP's chemical has a fixed market to grow into - i.e. the number of hospitals that has Siemens kit - and no competitors.

Is this correct, or am I missing something?

Thanks for your note,

apad

[tadders2] 12/10/2018 21:38

Thanks for that gnnmartin.

[gnnmartin] 12/10/2018 19:12

I was at the presentation. As impressive as always. Peter still confident that Troponin will be a big earner. I had been nervous that Biotin interference might affect the success of Troponin, but Peter said that the existing Roche test is more vulnerable to Biotin interference, so the BVXP test should hopefully be accepted.

BVXP are working on a test for Biotin, and the foils say it has a medium chance of success and should be very valuable if it is a success. So all in all, I was encouraged.

As an aside, Biotin (vitamin B7) has become a problem because it is being pushed as a beauty aid (for glossy hair). The presence of Biotin in the blood can render certain diagnostic results unreliable. There are (IIRC) two instances of people being dying after being sent home having had a test which failed to detect Troponin because (it is believed) of the presence of Biotin in their blood.

Caution: I am not a chemist, so I may get these things garbled.