Carclo Share Discussion Threads

[rivaldo] 24/9/2020 13:42

Nice move back up - 21.4p mid-price now. Probably due to renewed excitement at ODX and AVCT over imminent news flow.

Also worth noting that VEC have stated they now expect FDA approval for VR315 early next year.

[fillipe] 21/9/2020 10:27

Moving back up after the dip.

f

[rivaldo] 15/9/2020 09:43

Thanks Garth. Also of note in VEC's results is this - CAR were (and presumably still are) VEC's partner in the development of VR315 and the Gyrohaler platform/device from which it's delivered:

"VR315 (US) remains under review by the FDA with potential approval and launch in the second half of the year."

[garth] 15/9/2020 07:23

More from Vectura this morning - this time Interims.

This caught my eye as, perhaps, some guide to direction and speed of travel within one area of the space inhabited by Carclo:

"o 4 New CDMO contracts signed, with a further 8 signed since the period end; GBP3m-GBP5m revenue impact, expected in H2 2020"

So Vectura signing twice as many CDMOs after period end as they had done in the preceding six months...

G.

[husbod] 14/9/2020 16:31

Took advantage of the fall for a modest top up LLB. More to go here imo.

[laurence llewelyn binliner] 14/9/2020 16:26

What happened there is the gap up from this morning got closed which was expected, a quick MM shake of the tree shortly after and some were relieved (aka mugged) of their shares which are now being sold back to others for more..

All square at the close and ready for the next leg up.. :o)

[ali47fish] 14/9/2020 15:20

in the meantime the share price is all over the place 12pc down -what's up?

[wigwammer] 14/9/2020 10:42

All4 - the big dogs in disposable diagnostics like cytiva are realising they don't have enough manufacturing capacity. Carclo immediately fill that void. If you want to produce a high volume precision product to relevant manufacturing standards, and pass that design quickly into other geographies for manufacture in the USA, Europe, China, India - Carclo have capacity, meet the standards, and have experience of how you pass designs across geographies. Volume and pricing will spike simply because capacity cannot be built quickly enough.

[reddevil28] 14/9/2020 10:30

Isn't it that they are partnered with Avacta, home in Wetherby, and on the verge of delivering a game-changing 10-minute CV-19 test?

[ali47fish] 14/9/2020 10:19

wigwammere please explain relation of cytiva to car

[rivaldo] 14/9/2020 08:35

Busy start to the week - buying at 26.5p now :o))

[garth] 14/9/2020 08:16

Thanks Wigwammer.

G.

[wigwammer] 14/9/2020 08:15

Another story doing the rounds is Cytiva (formerly GE) are materially expanding manufacturing capacity. Carclo are clearly in the right place with an ability to produce precision products at scale across multiple markets - UK, US, Europe, India, China... re Cytiva - Total planned investment is around 500 million USD over five years to raise manufacturing capacityContinues long-term strategy of increasing capacity to respond to growing industry demand and new market opportunitiesCytiva hiring nearly 1,000 personnel in Austria, China, Singapore, Sweden, Switzerland, and the United StatesNew manufacturing lines, 24/7 shift patterns, and increased automation will deliver additional manufacturing capacityAMERSHAM, United Kingdom, Sept. 13, 2020 /PRNewswire/ -- Cytiva, a global life sciences leader, is expanding its manufacturing capacity and hiring personnel in key areas to support the long-term growth of the biotechnology industry

[2magpies] 14/9/2020 08:12

"easwarareddy
14 Sep '20 - 04:52 - 1836 of 1837
0 0 0
Have a look at icon... huge upside and multi bagger imminently.. next week should see us multiples of where we are now imo."


yeah, it's that good... in desperation you have to post on the CAR thread!

lordeee

[garth] 14/9/2020 07:51

My memory tells me that Carclo have done work in the past for Vectura. Am I remembering correctly?

And if so does anyone know whether they still do?

New Vectura inhaler venture announced this morning.

G.

[easwarareddy] 14/9/2020 04:52

Have a look at icon... huge upside and multi bagger imminently.. next week should see us multiples of where we are now imo.

[beeezzz] 11/9/2020 20:57

Market has woken up to the fact Carclo is undervalued..Still

[1gw] 11/9/2020 16:37

Nice UT to finish the week strong.

[robow] 11/9/2020 16:27

Good indeed to see this rise

[garth] 11/9/2020 16:17

My second largest holding now and knocking on first place. The crazy thing is that I still believe they have miles left to go - aka 2003 to 2007 when I first held.

Just a view. Not advice. And, as I have said before, not without risks - although much diminished risks.

G.

[escapetohome] 11/9/2020 15:10

Are they making items for the harrier jump jet?

[gordongekko4] 11/9/2020 14:30

this is going to the moon