Diaceutics Share Discussion Threads

[scepticalinvestor] 12/3/2021 16:29

decided to take a small GBP5k punt for monday...

[energeticbacker] 11/1/2021 13:02

This company’s growing data lake of clinical testing data is helping big pharma improve patient testing, leading to better treatment outcomes. Investor's Champion's updated research covers this fascinating business.

[kevraff] 09/9/2020 15:25

Fantastic buying opportunity here for anyone who missed out before. Could see share price at a multiple of current levels within 2 years.

[energeticbacker] 07/9/2020 16:30

That is not the sort of news one expects from a highly rated business whose valuation has soared in quick time to over £100m, which also raised £20m from shareholders in June. However, net cash of £29.8m at the period end means they have plenty of resources to support growth.

More on the Investor's Champion website.

[74tom] 07/9/2020 15:24

It depends on your definition of 'soon', the price was £1 at the start of the year and they've since added 14m shares @ £1.45.. They had a clean slate from the IPO until today, now sentiment is negative we'll see the low free float work against them, in the same way it drove the price up in January. They IPO'd at 76p and it honestly wouldn't surprise me to see the price back down at those levels before any turnaround, so potentially another 40% downside at least.

[netcurtains] 07/9/2020 08:57

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 08:38

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 08:27

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 12:18

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

[netcurtains] 03/9/2020 11:08

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 09:51

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

[gizmohican] 22/7/2020 07:51

Very nice contract win announced this morning!

[gizmohican] 08/7/2020 07:15

excellent results considering Corvid19 effects

[gizmohican] 06/7/2020 08:22

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

[pugugly] 05/7/2020 08:33

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 17:55

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 08:00

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

[asaiya] 17/4/2020 00:04

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] 17/4/2020 00:02

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