Diaceutics Share Discussion Threads

[netcurtains] 07/9/2020 07:57

74tom: well no great harm done only put a small amount in - I got something from Toffeeman's post that made me weary to put more in - so thankyou to Toffeeman. punt has now become an "investment". Hopefully it will bounce back soon - most of these type of shares do.

[wjccghcc] 07/9/2020 07:38

It looks more like a 6-12 month COVID hiatus in pharma new drug launches/spending rather than a fundamental change. Precision medicine is the future for most cancer drugs and Diaceutics are at the forefront of enabling that.

[74tom] 07/9/2020 07:27

Always a dangerous game to buy ahead of interims and trying to second guess the outlook statement. Hopefully nobody followed the punt by netcurtains, or they'll be nursing a 20% loss in a mega illiquid share. They did very well to get £30m away at £1.45 over the summer, but their market cap is very heavy if existing revenues are now in decline & it's unclear when their unproven platform will start generating revenue...

[toffeeman] 03/9/2020 11:18

DK what net has posted as I filtered her/him a long time ago because posts were useless

[netcurtains] 03/9/2020 10:08

For those that missed JULY contract win and trading update:
Contract win:

Trading update:


Interim results sort of due (I think) on Monday.... .So should make interesting reading.

[netcurtains] 03/9/2020 08:51

I guess with results due on monday this might be worth a punt.
Do they do any covid related stuff?

[gizmohican] 22/7/2020 06:51

Very nice contract win announced this morning!

[gizmohican] 08/7/2020 06:15

excellent results considering Corvid19 effects

[gizmohican] 06/7/2020 07:22

Share price shooting up must be a trading update coming soon, looking at when last years was released!

[pugugly] 05/7/2020 07:33

cyberhub - Just had a look at coy as tipped by MIDAS today - Agree with your owrries - Cannot see much of a MOAT to protect them so (imo) only gamble with what you can afford to lose - but to watch list.

[cyberbub] 15/6/2020 16:55

Not only should that new money see them through till the end of 2021, but it appears that people have invested heavily, at a very small discount, in a company on a forward p/e of probably about 50.The only way I can explain it is if investors believe that the new 'Nexus' platform will really deliver a major step change in revenue... leading to a leveraged rocket in net profit, due to large central costs which may not increase that much. With a very high 77% gross profit margin, it does seem credible??If you consider Slater's PEG ratio, it's on a p/e of 50 now, but if profits were to grow at a (say) 100% rate for the next few years, it would be considered very good value on a PEG of 0.5.If DXRX capture say 25% of the medium-term $2bn global testing market = $500m, at say 70% margin = $350m = say conservatively £150m after tax. Nice recurring revenues usually get a p/e of 15 so the company could be on a £2.5bn market cap, or a 25-bagger from today.So... Can anyone who knows the market better then me explain why DXRX's offering is so good that (a) they can make 77% gross margin, and (b) they don't need to worry too much about competition and can capture a big chunk of the market?Thanks!NAI

[gizmohican] 11/6/2020 07:00

Well Diaceutics have a bigger war chest now to fund their new platform going forwards looks very promising.

[asaiya] 16/4/2020 23:04

Covid Impact tracker

Diaceutics helps Pharma understand and leverage the diagnostic landscape through initiatives that improve patient testing, leading to better treatment outcomes. The Company works with more than 30 global pharmaceutical companies across hundreds of precision medicine projects. The Company employs a leading global group of experts from the laboratory, diagnostic and pharmaceutical industries.

www.diaceutics.com/covid19-oncology-impact-tracker/

www.independent.ie/business/irish/diaceutics-data-could-aid-efforts-to-treat-covid-19-39050525.html

[asaiya] 16/4/2020 23:02

Nice

hxxps://www.independent.ie/business/irish/diaceutics-data-could-aid-efforts-to-treat-covid-19-39050525.html

[tomps2] 27/2/2020 13:08

DXRX presentation at ShareSoc London, February 20202
by CEO, Peter Keeling

[woodcutter] 18/5/2019 14:29

The reason why there's probaly so little interest is it looks like another massively over priced ipo from what i can see in the admission document.

Revenue for 2018 was £10.4. a 40% increase on 2017.
operating profit was £1.2m
operating margin 11.5% decent but nothing special.

If they grow sales next year at 40% again then revenue is £14.6m
assuming a similar margin then operating profit will be around 1.7m

again assuming no debt after the ipo and ignoring tax and D&A
£1.7m equates to around 2.5p/share at an operation level (67m shares)

my best guess would be it will deliver eps less than 2p all told.

If it gets to half the current share price it may attract my attention.

woody

[mw8156] 28/3/2019 15:18

but hasn't Roche bought up its own lab testing company so it will have access to results on their patients: if other large pharma did the same would that undermine diaceutics?

[gersemi] 28/3/2019 13:31

Surprised there's not more interest in this great little company

[aim_trader] 27/3/2019 10:29

Diaceutics sets out stall to dominate precision medicine test market

Sales growth has been 40-50% a year over the past five years and the company hopes that the investments made with the placing money will continue that trend.

Revenues last year (2018) jumped to £10.4mln from £7.4mln, with profits rising 82% on an underlying basis to £1.9mln.

The business has been profitable from the first day it was established.

hxxps://tiny.cc/090h4y

[aim_trader] 27/3/2019 10:27

!YOUTUBEVIDEO:01a2yFBGZko:
www.diaceutics.com

Diaceutics has built a global data lake of diagnostic testing information, curating data from over 2500 labs around the globe. Our data analytics services, including Landscape, Tracking and Primary Market Research, leverage the diagnostic testing information to provide data-driven insights to drive seamless integration of diagnostic tests into treatment pathways.

Diaceutics Investor Centre