Bioventix Share Discussion Threads

[carcosa] 18/12/2019 05:40

hxxps://maynardpaton.com/2019/12/17/bioventix-satisfactory-2019-results-reveal-yet-another-special-dividend-and-indicate-growth-during-2020-2025-depends-entirely-on-troponin/

[trident5] 16/12/2019 10:48

Wrong board Sunningdale. Or are you posting that everywhere?

[sunningdale1] 16/12/2019 10:39

Following on from my previous Open Orphans (ORPH) posts, Cathal Friel has delivered as promised with the all share merger with hVIVO (HVO). Seeing as HVO was trading at 30p at the start of the year, 2.47 ORPH shares for for each HVO share at 15.6p is great value. This follows partnerships with biopharma giant Ipsen Group and Venn’s deal with Carna Bioscience, and will leverage up and commercialise HVO’s sb through the Open Orphan health data platform. At 5.6p this still values ORPH at just £14m - combine in HVO at £11m plus the preferred partnership agreements and ORPH is set for a big 2020

[gsbmba99] 28/11/2019 12:45

It's a couple months old but gives a useful overview of progress in beta amyloid blood tests: Https://www.alzforum.org/news/conference-coverage/are-av-blood-tests-ready-prime-time No mention of PRE Diagnostics. Assay precision will be important as, apparently, the difference between a positive and negative determination is as little as 10-15%. Some very high costs/test being achieved. "When pressed, Shimadzu representatives allowed that they were currently selling their service in Japan at a list price of about $1,000 per test and an actual negotiated rate of between $500 and $900." "C2N representatives told Alzforum that the current price for pharma and research use comes to roughly $700 per sample." Trials to assess clinical utility for the PRE/Bvxp test should be underway/starting shortly.

[sunningdale1] 26/11/2019 11:01

For those interested in other Pharma/bio stocks, Maurice Treacy, CCO of Open Orphan #ORPH reveals they have signed five pharmaceutical and biotechnology companies as early adopters of its Genomic Health DataBANK platform on the Vox Podcast. The interview starts at 10 minutes. hxxps://audioboom.com/posts/7433540-nuformix-open-orphan-zoetic-international-and-live-company-group

[gsbmba99] 22/11/2019 11:07

An interesting response to yesterday's research from a professor of interventional cardiology. Https://twitter.com/NickCurzen/status/1197546513221718019 "Fascinating result.... a much better use for troponin than diagnosing acute mi.... biomarker for lifespan?" Judging by the "likes", he isn't the only academic who thinks this. Applications for troponin beyond A&E could lead to a larger market opportunity for the Siemens test.

[gsbmba99] 21/11/2019 12:08

New research from ICL in BMJ on troponin - Https://www.bmj.com/content/367/bmj.l6055 with ICL article Https://www.imperial.ac.uk/news/194029/small-rise-heart-attack-protein-linked/ "A positive troponin result is therefore highly clinically meaningful, regardless of age, with the excess mortality associated with a raised troponin level being heavily concentrated in the first few weeks." "They also found that even when doctors do not think the primary problem is a heart attack, the presence of a raised troponin in the blood signifies an increased risk of death. Therefore, the troponin result provides meaningful information in all age groups, regardless of the underlying problem."

[11_percent] 20/11/2019 08:20

Liontrust increased from 7.68% to 10.16% Makes a change.

[spann_703] 09/11/2019 15:00

That's a fair point gnnmartin. I could extend that logic further though - assume the test shows a lack of vitamin D, and it is fixable by sunlight exposure rather than supplementation. Unfortunately, fixing with sunlight exposure is not always so easy - or even possible [he says, gazing out of the window onto a particularly gloomy UK scene]. So why even bother doing the test, if what it shows can't be easily remedied with a handful of pills? Cheers.

[gnnmartin] 09/11/2019 13:09

I read the article. It postulates that what is bad for health is not lack of vitamin D, but lack of sunlight. My first reaction was that this would be bad news for BVXP, but on reflection I am less concerned. Lack of vitamin D may not be an indicator for vitamin D supplements, but it remains an excellent indicator of insufficient exposure to sunlight.

[piedro] 09/11/2019 11:46

spann_703, thank you. I enjoyed reading the article

[spann_703] 09/11/2019 10:27

Piedro, I posted this article on the issue a short while back which you may find interesting: https://bit.ly/2RJnDzP IMO the evidence that supplementing with Vitamin D is beneficial is sketchy at best. You will have to form your own judgement as to the potential impact to Bioventix - given the revenue split my opinion is that it has to be a concern. Boros10 earlier made the point that a change in thinking on Vitamin D is unlikely to happen quickly, but given the information age we live in it's a view I don't share.

[trident5] 09/11/2019 10:00

Seems to be saying that our assumptions that bad stuff happens if you're vitamin D deficient was wrong. After bad things happen you can become vitamin D deficient. Not the first time this idea has been aired.

[piedro] 09/11/2019 09:22

Could someone knowledgeable comment on this article and if it has any relevance to BVXP November 8, 2019 Vitamin D and Health Outcomes Then Came the Randomized Clinical Trials Anika Lucas, MD1; Myles Wolf, MD, MMSc1,2 https://tinyurl.com/yxpac8xu - TIA

[stepone68] 29/10/2019 21:28

Your IQ test?

[albanyvillas] 29/10/2019 21:13

Awful results recently

[sunningdale1] 29/10/2019 12:55

For those that were interested in Open Orph (no worries if you're not, this is a shameless plug) the companies CCO Maurice Treacy is holding a live webinar on tomorrow 30th at 19:00 (UK time) hxxps://vtm.clickmeeting.com/orph The company has a four pronged strategy including a European health data collection platform - with patient clinical and genomic data. For measure GSK recently valued an Alzheimers neurologival disorder database for £300m so big money business. CCO Maurice Treacy explains on proactive https://www.youtube.com/watch?v=eFvPcwjL-m4 ORPH recently signed an agreement with Empiric Logic, a leading managed software service company. The Collaboration is the final stage in the completion of their Genomic Health Data platform and will speed up its launch.

[stepone68] 24/10/2019 12:16

18 quid John? You were saying 10 a couple of days ago. That's quite a turnaround. Are you a politician?

[stepone68] 24/10/2019 12:15

Span - I already did buy back in, unfortunately before the current price drop :-(

[onjohn] 24/10/2019 11:39

dead cat bounce the cat is dead long live the cat heading tio 18 quid

[trident5] 24/10/2019 11:38

"An expert in chart analysis" Love it, they're like experts in astrology.