Bioventix Share Discussion Threads

[melton john] 08/9/2023 10:22

without the paywall

[hydrus] 07/9/2023 23:14

UK scientists develop 10-minute blood test to diagnose diseases https://on.ft.com/3EvjMwY

[apad] 06/9/2023 11:39

Secretoneurin

www.sciencedirect.com/science/article/pii/S0009912023001145

apad

[piedro] 03/8/2023 23:14

As usual with Alzheimer's disease it is not all black and white

NEWS
02 August 2023
Alzheimer’s drug trials plagued by lack of racial diversity
Under-representation of people of colour sparks concerns over the safety and efficacy of drugs in diverse populations. ...

[melloteam] 25/5/2023 12:52

Just to let shareholders and prospective investors know that the CEO of Bioventix will be interviewed on our Mello2023 webinar, which begins at 1pm today.

The programme for the evening is as follows:
1.00 pm A nostalgic interview with David Hornsby, ex Ideagen
1.30 pm Company presentation by Wise Alpha
2.00 pm Company presentation by Belvoir Group PLC
2.30 pm David Stredder interviews another Mello hero, Peter Harrison, CEO Bioventix
3.00 pm Company presentation by Frenkel Topping Group
3.30 pm Company presentation by Fintel plc
4.00 pm Gervais Williams presents ‘How can it be that UK-quoted microcaps might be one of the prime beneficiaries of the retreat of globalisation?’

There will be over 500 investors attending and these are very popular shows with company presentations, fund manager and investor interviews, and panel sessions.

Tickets are £25 and still available. Use code ME23Virtual for 70% off!

[davidosh] 25/5/2023 12:31

A nostalgic interview with David Hornsby, ex Ideagen
1.30 pm Company presentation by Wise Alpha
2.00 pm Company presentation by Belvoir Group PLC
2.30 pm David Stredder interviews another Mello hero, Peter Harrison, CEO Bioventix
3.00 pm Company presentation by Frenkel Topping Group
3.30 pm Company presentation by Fintel plc
4.00 pm Gervais Williams


Peter is on the show at 2.30pm

Join us at 1pm today watching some excellent keynote speakers & insightful company presentations at our bonus virtual day for #Mello2023!

Use code ME23Virtual for 70% OFF!!

[piedro] 16/5/2023 22:52

OOPS!

ArticeResilience to autosomal dominantAlzheimer’s disease in a Reelin-COLBOSheterozygous man

[apad] 08/5/2023 16:53

"Scientists have long pointed to the importance of tau in AD because of evidence linking the spread of tau with disease progression.

The accumulation of beta amyloid in the brain of a person with AD is largely completed at an earlier clinical stage known as mild neurocognitive disorder.

However, tau accumulation continues throughout the course of the disease. Beginning in the parts of the brain called the entorhinal cortex and hippocampus, brain tau continues to accumulate as AD progresses. Recent evidence suggests that tau spreads through the brain by means of oligomer “seeds” that travel across a structure, called a synapse, which allows a nerve cell to pass an electrical or chemical signal to another nerve cell. The total amount of abnormal tau in the AD brain is linked to disease stage and severity."

apad

[tmfmayn] 08/5/2023 16:46

Build up of amyloid beta, which then interferes with tau, are the hallmarks of Alzheimer's as I understand. The Norwegian associate is looking at amyloid beta, with bvxp looking at tau. Comments at the agm suggested the tau data was more promising right now.

[apad] 07/5/2023 19:05

Interesting comment.
As I understand it the tau protein is the fundamental destroyer of the brain function.
apad

[1c3479z] 07/5/2023 18:52

concerned that their ab is directed against Tau protein rather than amyloid beta and may not be sufficiently positive predictive value to be of much use in diagnosis and monitoring?

[maddox] 06/5/2023 18:46

Not that much older apad; we now have a second promising drug treatment:

'Lilly's Donanemab Significantly Slowed Cognitive and Functional Decline in Phase 3 Study of Early Alzheimer's Disease'



Game on!

Again, a drug with significant side-effects (a couple of patients died!) so there will need to be a lot of monitoring and testing of what will be very expensive treatments.

[apad] 04/5/2023 14:35

BVXP has been working on this since 2016
"We continue to await news and critical data from both of our partners in Oslo; on our secretoneurin project with CardiNor for enhancing cardiac diagnostics and on our amyloid beta project with Pre-Diagnostics in Alzheimer's diagnostics. We hope to have more news on these two projects during 2023."

The successfull Alzheimers treatment that is hitting all the mainstream news requires an early test.

Iff BVXP announces success this year it will blow the doors off.

Unfortunately one tends to get a lot older waiting for drug news.

apad

[1c3479z] 04/5/2023 14:29

need for better, cheaper tests for the early stage of Alzheimer's ought to be favourable for their antibody development if they can pull it off, though it's still years away...have to hope they can speed up development.

[stepone68] 29/3/2023 11:29

Oh yeah, I remember that, but it looks like I never updated my spreadsheet !! :-(

Thanks,
StepOne

[igbertsponk] 29/3/2023 11:06

From the 2020 final results:
"There have been reports in the market that the routine global IVD market
suffered a 15-20% reduction in activity during the period April to June 2020
(eg Siemens Healthineers Q2.2020 revenues as reported on 2 August). The
six-monthly nature of our customer royalty reporting limits our visibility but
we can see clear evidence from our physical product sales during this Q2.2020
period that corroborate such a pandemic effect."

It was indeed an odd year.

[doctor888] 29/3/2023 11:05

This may be nitpicking but please see here:

hxxps://www.bioventix.com/unaudited-interim-results-for-the-six-months-ended-31-december-2019-correction/

My statement may not have been true pre IPO as I think 2010 was not a good year with revenues down compared to 2009. I can only find 6-month data from Dec 2012 onwards.

[stepone68] 29/3/2023 11:00

Hi,

That's not what I'm seeing. 6 months sales to 31-Dec-19 was £5.3m (

Then, full year to June 20 was reported as £10.3m i.e. 6 months to June 20 was £5.0m.
(

I could easily be wrong somewhere, but anyway, like I said it would have been a lockdown effect, and we seem to be back on track now :-)

Cheers,
StepOne

[doctor888] 29/3/2023 09:50

@stepone68

Year end is June

H1 sales for the 6 months to 31-Dec-19: 5.098588m

H2 sales for the 6 months to 30-Jun-20: 5.214988m

That graph is for PBT

[stepone68] 28/3/2023 17:40

"Since H1 in 2012, H2 revenues have always exceeded H1 of that year"

I don't think that's quite true. 6 months ending June 2020 was £5m, but the half year ending in December 2019 was £5.3m. Shows in the graph above as H1-20 and H2-19. I guess that was the fault of the pandemic, so maybe can be ignored :-)

[maddox] 28/3/2023 17:09

Excellent results - great to see the post-Covid recovery with Troponin's strong growth continuing. The quality metrics of BVXP are exceptional - so always tends to command a high p/e. BVXP's track record of paying additional special dividends is a further attraction but the 20% hike in the interim dividend shows confidence. finnCap are forecasting 9% growth for this year and next - which will be very welcome if it comes through against the worrying economic backdrop.

Whilst, still very early days, their Alzheimer's test is a very exciting prospect. It's still in the development phase, a good few years away from being commercialised and there are competitors on the same pathway - so no guaranteed success. The search for an early stage blood test for Alzheimer's is the holy grail of diagnostic testing - a potential blockbuster - so to have a horse in this race is wonderful.

[piedro] 28/3/2023 15:10

FWIW ...



Note:
I use H-1 and H-2 to represent the calendar year {Jan-Jun and Jul-Dec}
as company years can be confusing

[doctor888] 28/3/2023 14:31

Since H1 in 2012, H2 revenues have always exceeded H1 of that year, and H2 of the prior year. Let's hope this continues.

[stepone68] 28/3/2023 14:17

I struggle a bit to find forecasts these days. I used to use Yahoo Finance then sharecast for a while. There were other options, but they all seem to fall by the wayside. I got some on a website called MarketScreener. Last September they were forecasting sales of 10.4 for the year ended June 22, which turned out to be 11.8m, which is quite an underestimate. At the moment they are showing 12.8 for the current year. If that turns out to be correct then the current six months would have been £6.9m, which is LESS than the same six month last year (£7.0m).

Was the 7.0m (from Jan to June last year) a fluke? It was 48% higher than the previous six months (ending Dec 2021). And it means that the 6 months just reported, was actually 15% DOWN on the previous 6.

I'd not really seen BVXP sales do this before - I mean, it's not a seasonal business, so you would think sales growth would be pretty smooth through the year.

Thinking about it, my own suggestion of 14.5m for the year would need £8.6m in H2, i.e. a near 50% rise from H1. Maybe I am being too optimistic after all.

[igbertsponk] 28/3/2023 14:15

Quite a lot of trades today, hope we're not on the radar!