Bioventix Share Discussion Threads

[stepone68] 18/10/2021 13:36

It's fine to talk about yield on your purchase price but you should also value your holding at that price. Otherwise you are trying to have your cake and eat it.

[wildshot] 18/10/2021 10:16

Thank you trident5

[igbertsponk] 18/10/2021 09:51

Yields 18% for me, superb company!

[trident5] 18/10/2021 09:38

Fx hedging?

It's just a mechanism for banks extracting execution and spread fees from customers.

Last year it made £0.2m on fx - this year it lost a similar amount.

It's just swings and roundabouts without any frictional costs

[apad] 18/10/2021 09:28

My average buying price yield.

Bought some more this morning.

apad

[alter ego] 18/10/2021 08:59

7% yield? Total dividends for year ended 30 June are 143p so I make that around 3.7%

[melody9999] 18/10/2021 08:57

Trident - to validate your thinking, Finncap report shows an improvement in revenue growth in H2 over H1 (+11% vs +1%) which I did not pick up from the company RNS. Also H2 troponin sales up 43% on H1.

For me that paints a more positive picture of the prospects going forward.

[apad] 18/10/2021 08:50

BVXP troponin sales doubled. Maybe this is a significant increase given the state of hospitals.

No comment on the Point of Care tests as a competitor.

Easy to hold on a 7% yield.

"Over the next few years, the commercial development of the new troponin assays will have the most significant influence on Bioventix sales. There are currently no antibodies in the future pipeline that are comparable to our troponin products in potential value and the ability to influence revenues in the next few years."

apad

[wildshot] 18/10/2021 08:46

Can anyone remind me why they choose not to hedge their currency exposure? It had an impact on profit this year and is a risk that could be managed, if chosen to do so.

[trident5] 18/10/2021 08:45

Or, COVID has had a big impact on diagnostic demand. Troponin growth about to properly kick in?
In the circumstances the figures reassured me.

[suetballs] 18/10/2021 08:13

Numbers ok but due to length of approval process looks like no real growth in sales until 2025. Shame.
Suet

[suetballs] 07/10/2021 14:25

Monday 18th October - release of audited accounts to 30th June 2021.
Not long to wait and hopefully good numbers.
Suet

[apad] 30/7/2021 20:45

acutecaretesting.org/en/articles/troponin-testing-at-the-point-of-care-what-is-needed-and-when

Worth reading for the tension between time and POC testing vs laboratory testing.

apad

[johnveals] 29/7/2021 09:16

Yes, thanks. A closer look at the cash flow statement shows that is the case.

[johnveals] 29/7/2021 08:07

Interesting metrics. Steadily increasing revenue and profit, great ROCE and cash conversion, but this is not reflected in the balance sheet, where is this cash going?

[doctor888] 26/7/2021 14:22

Check out all the fractional trades at 1458h to push the price up artificially . This is to let Cannacord offload - don't fall for it by buying this rally. It is a fake.

[stepone68] 23/7/2021 15:30

I don't think it will make much progress until we see significant sales from Troponin.

[suetballs] 23/7/2021 13:09

If Cannaccord have stopped selling do we expect the share price to make progress?
Suet

[doctor888] 21/7/2021 19:50

Now it makes sense - Canaccord sold their holding down from 10% to 5% - wonder if they will keep selling?

SP has kept looking at the support level of 3800/3850 - dodgy fractional share trading to inflate the close price for the past week or so, hiding the large sales during the day. That's my interpretation anyway - any differences of opinion?

[edpick] 19/7/2021 09:16

Does anyone know if Bioventix are involved with D Dimer tests? Or if not, which companies are?

If this guy is right about about micro-clots in the capillaries, everyone who's had a vaccine is going to want a D-Dimer test

[tomps2] 16/7/2021 10:58

John Rosier mentions Bioventix (BVXP) in the latest PIWORLD interview at 12m14s

Watch the video here:

Or listen to the podcast here:

[alter ego] 15/7/2021 08:40

that works fine Piedro. Worryingly, I am being treated for acute back pain by my Chiropractor - lord knows how old I'm becoming 'cos of all the inflamation :)

[piedro] 15/7/2021 07:39

Sorry ae, that was an oversight.
Try this one ....

NEWS
13 July 2021
‘Inflammation clock’ can reveal body’s biological age
Using machine learning, researchers created a tool that might help doctors improve people’s healthy lifespan.
... evaluating a person’s biological age by measuring epigenetic changes to their DNA can be complicated. Measuring inflammation with a blood test would be easier ...

[alter ego] 15/7/2021 06:46

Interesting Piedro. By the way, you can prevent ADVFN corrupting the start of your link with xx in place of tt by using caps i.e. hTTps.