Bioventix Share Discussion Threads

[sharesoc] 17/11/2020 12:17

The presentation packs and recording from our webinar with Bioventix can be found here for full members to view:

To access the presentation, you'll need to be a full member of ShareSoc, which is a not-for-profit organisation that supports individual shareholders and campaigns for shareholder rights. If you're not already a member you can join here:

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[luderitz] 01/11/2020 18:44

Well here's one I shall be watching this week for obvious reasons given some of the comments made above.

[luderitz] 31/10/2020 21:54

I wasn’t thanking you but just acknowledging that you were/are right.

[onjohn] 31/10/2020 21:48

No need to thank me
Hospital sales stall during lockdown which hits sales

[onjohn] 31/10/2020 21:48

No need to thank me

[luderitz] 31/10/2020 21:11

So it did.

[onjohn] 31/10/2020 20:36

fell under 30 quid last lockdown

[mw8156] 27/10/2020 19:45

interesting article on CAP website concerning hs troponin testing study done at Johns Hopkins public health department into stratifying risk in diabetes for MACE- seems can also be used to select for SGLT2 therapy...would greatly expand the market for hs troponin.

[sharw] 27/10/2020 18:02

lomax99 - what on earth is the point of pasting that article which was published 12 months ago on 21st Oct. 2019 after last year's results before anyone had heard of Covid?

[trident5] 26/10/2020 22:15

? EPS for June 2020 was 138p.

[lomax99] 26/10/2020 21:43

IC:Bioventix looks to next growth phaseUsing its sheep monoclonal antibody technology, Bioventix (BVXP) creates and supplies antibodies that can locate specific cells within human blood to make clinical diagnoses. More than two-thirds of revenue is derived from royalty and licensing fees when customers employ the group's antibodies in their diagnostic products – these payments jumped by 14 per cent to £6.3m in FY2019.Used to test for vitamin D deficiency, sales of its most popular 'vitD3.5H10' antibody increased by 27 per cent to £4.3m. Whilst pricing pressures are offseting volume growth in the more mature European and US markets, the group is benefitting from customers like South Korean Boditech tapping the burgeoning Asian market. Expecting more modest Vitamin D revenue growth moving forward, the group believes its troponin assays will become the stand-out driver of sales momentum. Still in the early roll-out stage, troponin sales only amounted to £120,000 but finnCap forecasts they could reach up to £3.5m by 2025.With a typical 4 to 10-year gap between the research phase and royalty revenue coming through, the current development pipeline aims to sustain growth beyond 2025. But expansion comes at a cost; a near-30 per cent surge in research and development costs during the period served to limit operating profit growth to just 1 per cent to £7m.finnCap anticipates adjusted pre-tax profit of £7.8m and EPS of 124.8p for the June 2020 year-end, rising to £8.6m and 136.8p in FY2021.There's a lot to like about Bioventix – high operating margins, positive free cash flow and an increasing return on capital employed. But with the shares trading at a lofty 25 times forecast 2020 earnings, we'd like to see a little more evidence that troponin can drive growth before diving in. Hold.

[sharesoc] 25/10/2020 11:39

Current shareholders and potential investors may be interested in our webinar with Bioventix. More information and registration here:

[luderitz] 21/10/2020 19:59

Thanks trident I’m aware of the spread as I sold out last week but managed to get the spread at a reasonable level.

Food for thought.

[trident5] 21/10/2020 17:47

It will drop by the value of the dividend, subject to unknowable short term investor sentiment and you'll get hammered on the spread.

[luderitz] 21/10/2020 17:38

I’m thinking of doing a divi play around ex-divi day and looking at their chart it seems to suggest a reduction after it which we know is usual.

Anyone else doing similar or have any relevant advice on the subject ?

[nigeldoug1] 20/10/2020 08:17

Thanks Spann. Difficult to get ones head around the monetisation of pollution testing . Any thoughts anybody?

[spann_703] 19/10/2020 22:17

Nothing too much new. Growth in the next 5 year time-frame expected to come from the troponin test, as previously well-known. A few interesting side-projects such as the pollution test, but no specifics on how much revenue any would generate.

Oh, and that Punk IPA AF [alcohol free] isn't too bad - insofar as alcohol-free goes, I can attest it is pretty decent.

[nigeldoug1] 19/10/2020 20:38

Any comments on the Perer Harrison presentation?

[energeticbacker] 19/10/2020 17:30

Covered by Investor's Champion today... .."...it might be hard for some to rationalise the £220m+ valuation for a business generating revenues of only £10m, employing only 12 full time people. Conversely, some might consider this to be the perfect business!"

[davidosh] 19/10/2020 15:52

Just to remind everyone that Peter Harrison will be doing a 30 minute presentation with Q&A at the MelloMonday tonight

The Mello Monday event starts at 6pm and lasts until 9.30pm. There are nine sessions and the events are attended by 400 plus investors.

The full programme to include this Bioventix presentation is available on the website and Peter is expected to start at 6.30pm.

A very popular final session of each event is the MelloBASH... The analysts, fund manager and well known investors on the panel will give their honest verdicts on whether four companies are a Buy Avoid Sell or Hold at this current juncture in the markets.

[igbertsponk] 19/10/2020 13:14

What an amazing company. Stellar results again and strong cash. And only 12 staff! I hope they're sharing the spoils.

[trident5] 19/10/2020 08:37

ONJ's shorts are down - stop whining and pull 'em up mate - it's not a good look.

[alter ego] 19/10/2020 08:02

I've had him filtered for yonks - waste of space

[stepone68] 19/10/2020 07:38

Not as lacklustre as your price prediction performance John, ho ho.

[stepone68] 19/10/2020 07:37

"Most of the growth was due to fx".

PBT is up 1.3 million, of which 0.2 million was due to fx.