Bioventix Share Discussion Threads

[maddox] 12/2/2024 12:16

A Director's sale, if well handled, can work to enhance the share price - you sell sufficient shares to entice in a new Financial Investor - but not sell them as big a holding as they which to have. They then need to buy in the open market, creating demand and supporting the share price whilst they accumulate their desired holding.

Can't say whether this is the case here but looks likely.

[stepone68] 05/2/2024 09:37

Looks like we are now back at an all time high - around the 4450 achieved 3 years ago, and there's been over £4 of divis since then as well.

[jurgenklopp] 29/1/2024 15:58

Peter Harrison has sold £2.6 million worth of shares to a new institutional investor.

[alter ego] 24/1/2024 09:15

well researched 1c3479z. You're correct. I had conformation from Peter Harrison this morning. It does however, show the potential of the work being done by BVXP in this field.

[1c3479z] 23/1/2024 16:42

not convinced- the journal article refers to an ALZpath validated immunoassay, did ALZpath also provide the antibody?
in any case, should this be validated, one expects the BVXP pTau 217 might have advantages over mouse monoclonals and be commercially in high demand from various diagnostics companies eg Roche etc with a long life cycle.

[alter ego] 23/1/2024 10:08

Can't be certain but it sounds like a BVXP SMA.

Sky news report today mentions " Measuring levels of a protein called p-tau217 in the blood...." "The study from Dr Nicholas Ashton at the University of Gothenburg, and colleagues, is published in the Jama Neurology journal."


From BVXP Annual Report for year ended 30/6/23

"A leading blood biomarker for “A” is a phosphorylated form of tau called pTau217. A prototype assay from Gothenburg using an SMA has now been established which has performed well with frozen patient samples from a number of different cohorts." and
"A novel blood-based prototype assay for neurodegeneration (N) using another Tau SMA has also been developed in Gothenburg. This work clearly supports the potential utility of this blood test and further work is ongoing in Gothenburg with further publications planned."

[zebediah] 23/1/2024 07:42

Is it definitely Bioventix's study being referred to? https://www.ft.com/content/92e081d0-d47b-4036-aac5-20b103b4729a

[stepone68] 13/12/2023 15:20

Actually, maybe not an all-time high - was just over £44 back in early 2021 - my mistake, sorry.

[stepone68] 13/12/2023 15:19

Now at an all time high just under £44. Good stuff.

[stepone68] 12/12/2023 10:28

Certainly seem to be popular at the moment. Just got a quote to sell at £42. Will be hanging on for the time being though.

[strollingmolby] 12/12/2023 08:29

I missed this at the time, and can't see it was posted previously - BVXP was featured in the IC the day after the results, noting it as a buy at £34:

[strollingmolby] 08/12/2023 18:05

There is a brief mention of BVXP in The Motley Fool today - may have created some buying volume.

[strollingmolby] 08/12/2023 17:55

Ah, £40 - hello old friend!

[suetballs] 20/11/2023 08:43

With a positive effect on the share price Makes a change atm.
Suet

[melody9999] 19/11/2023 23:33

nice piece in the Times

[toptrump1] 19/11/2023 23:17

Where’s this business heading? Troponin was supposed to be the one to replace vitd

[stepone68] 09/11/2023 09:53

Ex-div for 90p this morning hence the drop.

[levr] 09/11/2023 08:40

This story is being reported by the mainstream press to-day:

www.alzheimersresearchuk.org/a-five-year-project-to-bring-alzheimers-blood-tests-to-the-nhs/

"A range of blood tests for Alzheimer’s are currently in the research stages, including those looking for specific proteins, such as amyloid and tau, that occur before dementia symptoms appear. But no test is currently clinically validated in the UK, or available to patients in the NHS."

[melody9999] 02/11/2023 08:05

forced redemption eeza....no reflection on BVXP

[eeza] 01/11/2023 16:57

Nortrust reduced 0.5%

[stepone68] 01/11/2023 11:02

I got a response from Peter, which basically just confirmed that payments will end in 2032 but he did also mention that this was a historic contract and that they have newer contracts which are perpetual, which relates to another point someone raised above.

Cheers,
StepOne

[gnnmartin] 31/10/2023 12:15

I assume Siemens will (and perhaps already does) make the antibody themselves. BVXP are paid a royalty, not a 'cost of antibody', IYSWIM.

[levr] 31/10/2023 12:07

My assumption is payments will cease under the terms of the contract, viz. Bioventix were paid to do part of the development work for limited reward. Development is a one-off activity, so what is there to renew/extend?

[stepone68] 31/10/2023 12:03

Well, I knew I had emailed the company before, and had a reply from Peter Harrison, so I searched my emails, and it turns out that 2 years ago I had sent him an almost identical question after having read about the contract end date in Maynard Payton's blog. At the time all he did was confirm that payments would cease in 2032, so I have gone back to ask him again whether there would be any possibility of a contract extension.

Will let you know if he says anything more.

Cheers,
StepOne