Bioventix Share Discussion Threads

[strollingmolby] 02/8/2019 13:06

gnnmartin - I'll have a look at what I can do with the elongated table when I have some time. Either two tables as you suggest or now move to discrete financial years, not half years.

SM

[red5] 02/8/2019 12:33

Nobody is ramping its a discussion on what benefits Brexit may or not bring to the markets and how and how to tie them down to industry sectors. For me I see the low pound being a tempting target for our cousins abroad.

[chippyfriday] 02/8/2019 12:08

I have an investing rule to never buy or hold a share because of takeover hopes alone. Buy or hold for other reasons but not for that (the last refuge of the ramper?). But not suggesting or implying that anyone here is ramping.

[red5] 02/8/2019 10:27

nice move up anybody know why

[red5] 01/8/2019 19:14

So Which sectors might be vulnerable to American companies

[red5] 01/8/2019 18:38

I think that makes for potent mix.

[williamcooper104] 01/8/2019 18:29

Have no idea but would definitely expect M&A activity generally on a hard brexit - perfect storm of easy capital and distressed currency

[red5] 01/8/2019 18:13

Listen moron with the pound being so cheap our stocks look cheaper plus if we come out of the European Union/ market restrictions on European stocks being owned by non European companies are lifted the US I have heard view our stocks cheap at the moment so wanted everyone’s opinion.

[trident5] 01/8/2019 17:44

Are there any boards where you haven't posted that?

[red5] 01/8/2019 17:13

is bioventix ripe for takeover?

[piedro] 30/7/2019 09:54

from W-XP, W-7 to W-10 I have the same problem - Screen 17" x 17"

[alter ego] 30/7/2019 09:21

i have a mac running on v 10.13.6 and dont have that problem. perhaps you could try updating the os.

[gnnmartin] 29/7/2019 12:51

Strolling M. Any chance you could rework the header? The table headed '6 month segments' forces a wide page width, on my machine anyhow (OSX 10.10.5 + Safari). If you broke it into two tables, that would cure the problem.

[gsbmba99] 29/7/2019 09:38

The author of the cMyC research thinks it may best be used in a combo panel with troponin:

[gsbmba99] 29/7/2019 09:29

New cMyC research using the old assay developed for Erenna platform. "In patients undergoing blood draws very early after symptom onset, cMyC demonstrates improved diagnostic discrimination of AMI and could significantly improve the early triage of patients with suspected AMI." Also of note: "We have recently contracted a POCT diagnostics device manufacturer to migrate cMyC onto their platform." BVXP is working to develop a cMyC antibody.

[apad] 17/7/2019 22:52

£35 is the SMA(200) bamboo2 it doesn't seem to want to go much below that.
I'm juggling ABC into BVXP, too.
So, I would be pleased to see some strength in ABC matched to some weakness in BVXP.
apad 😇

[bamboo2] 17/7/2019 22:33

Apad, There is a small H&S that may get a lower entry point. Currently unconfirmed, it needs an eod close below 3650 to confirm a tp of approx 3366

Historical support approx 3550 provides an obstacle to this tp.

[apad] 17/7/2019 21:26

Also, a longer time of observation or more tests uses very expensive beds and physician time.
There is a long history of the uncertainties and variability associated with diagnosis.
There is also a long history of different forms of practice and the variability of decisions by doctors - referred to in the reference by addressing the need for a concerted approach by the different practitioners involved - it was the same issue in the 1950s.

Thanks again for your references gsbmba99.

BVXP seems to be flirting with the £37 level after recent strength. I am rather hoping for weakness to increase.

apad

[spann_703] 17/7/2019 19:32

I appreciate the response. It's a fair point that 50% of something can still be very worthwhile!

[gsbmba99] 17/7/2019 19:04

It depends on the reference population. In this case, being able to send home safely nearly 50% of people presenting at A&E with chest pain and suspicion of a heart attack after a single blood test and an ECG is very good. The other 50% either warrant further observation (~38%) or are having a heart attack (~12%). Also bear in mind that missed heart attack is number one source of medical malpractice claims in US. Other protocols have higher rule out percentages but require another 1-4 hours to run a second blood test. Chest pain is an extremely common (first/second) cause of A&E presentation, is very non-specific but has consequences ranging from trivial to lethal.

[spann_703] 17/7/2019 16:29

Only 46-47%? Doesn't seem like a particularly effective test from a purely statistical point of view.

[gsbmba99] 17/7/2019 10:42

Article summarising the publication of the research Siemens sponsored covering 2,200 US patients and used to support their US FDA approval last summer for hs-troponin. A couple of supportive quotes suggesting the evidence base to support conversion is now there. In contrast to other studies that recommended serial testing at 1, 2, or 4 hours, this study says you can safely rule out 46-47% of patients with a single hs-troponin test and a 12 lead ECG.

[gsbmba99] 11/7/2019 10:27

Quanterix, a single molecule counting diagnostics platform, announced this acquisition recently
( Umandiagnostics ( developed an antibody (mouse monoclonal) for neurofilament light chain (Nf-L) in blood. Nf-L is a biomarker for a range of brain injuries. Quanterix is paying $22.5m (of which $16m cash). I didn't see a reference to any patent protection for Uman on their website. Quanterix says they will receive a 200bps improvement in gross margin. For FY18, QTX had $37m of revenue. If we assume $50m for this year it implies about $1m of expected "savings" from not having to pay the royalty on the antibody for 2019. It also suggests a big revenue multiple for Uman depending on how significant a customer QTX is (not known). Interesting from a general valuation perspective.

[gsbmba99] 27/6/2019 13:19

The JAMA article contains this: "Although these studies are promising and show the potential of plasma Aβ as a true AD biomarker, they are costly and need extensive development before they can be implemented in primary care or in large screenings where cost-effective, fully automated, high-throughput, and highly reliable analysis methods are needed." This is referencing Nakamura and Bateman (mentioned in Bloomberg article) and suggests Roche does not perceive these tests as commercially viable. Suggests potentially reduced competition for access to high-throughput machines if Pre-Diagnostics can successfully develop their test.