Diaceutics Share Discussion Threads

[sphere25] 11/12/2024 15:18

I spy with my little eye...

[chrisdgb] 11/12/2024 11:06

big trade just printed at mid.......also Gresham have been topping up

[chrisdgb] 19/9/2024 09:58

Who is likely to take this over..?

[mginvestor] 06/9/2024 07:44

melody, no reduction, have a listen to this interview with Peter, who was the previous CEO and still a significant holder.

A friend and fellow investor reminded me of this recently and said "Just listened to this again from March 2023 so nearly 18 months ago. Peter Keeling talks of 180 lab network, now around 1000 and really pleased that Signal was as good as 3 or 4 days, now daily in the US. Incredible progress in a short period of time."

[melody9999] 05/9/2024 15:41

Thanks MG ...reduction in labs then from 2.5 to 1K?

Obviously the platform is the key attribute - I'd like to gain some more insight into the revenue modeland the moat....what is it that is most attractive to customers.

I'll look in at Investor Meet.

[mginvestor] 05/9/2024 12:51

melody, they have around 1000 labs now. I would suggest you look at the latest IMC presentation they did after the results. That should put you up to speed with where they are now. Their offering 'Signal' has been better received than I expected and the contracts coming in now (like the latest one) also suggest that they may be developing further revenue streams.

ATB
@MGinvestor

[putinaire] 05/9/2024 10:07

Certainly at a point of at least a 75-80% holdings reduction ought to be completed anyway

[putinaire] 05/9/2024 10:05

It may tank after this week. Would take a big rise today to stop it

[putinaire] 05/9/2024 10:04

Some serious reductions and distribution

[putinaire] 05/9/2024 10:02

Triple Top

[melody9999] 05/9/2024 10:01

Smithie - I've just done a little digging here too.

DXRX is providing a precision medicine platform - The Diagnostics Network (TDN). It gathers info from over 2500 labs - allowing access to pharma / biotech to obtain data and to collaborate.

What is precision medicine? Looked up and defined as treatment using information about a person's genes, proteins, environment, and lifestyle. I doubt TDN is patient based - from the schematic it looks disease / research based

Scroll down this page for a useful schematic:

Have a look at this video

Any current investors ... please correct me if my understanding is wrong.

[chrisdgb] 28/6/2024 10:42

Buyers back here after the slight pullback.......

[c3479z] 29/5/2024 20:59

Smithie

they source actionable data from a wide network of labs and inform pharma companies and physicians when there is an opportunity to deploy some of their expensive and specific drugs, I think

for example for Non small cell lung cancer, NSCLC the therapy depends on the cellular expression of Epidermal growth factor and/or a number of others, some of which are more prevalent in certain ethnic groups.

for breast cancer, ER, PR, Her2 are the common cellular antigens tested for and can be strongly positive, weakly expressed or absent,status of each can change during the course of the disease, new drugs available now for weakly expressing Her2 and ER so much more nuanced than previously,

Neuroendocrine tumours depend on Ki1

Lymphomas -treatment depends on a wide variety of cellular markers some demanding eg no immediate treatment others btk therapy and cytogenetics which are deemed favourable or unfavourable, the latter demanding more intensive therapy or bone marrow transplant

thyroid, NTRK or RET, calcitonin,
renal tumours combinations of Ck7 and others for different types with very variable prognosis and treatment

stomach and increasingly other sites, her2

prostate recurrence reappearance of PSA often first indication

their main market should be US as the health system there is much less integrated than, for instance, the NHS where cancer patients should be put through hospital formal meetings where all this is discussed,

citrullinated antibody positivity might be first indication of rheumatoid etc


I think this is what they do, others correct me if I'm mistaken!

[smithie6] 29/5/2024 13:03

is anyone willing to explain in a short paragraph what this company actually does ?!!

something to do with handling data for big pharma companies.....but I have no idea what the co. does with said data....or how that is of any use to anyone ? & why said pharma companies dont handle their data themselves ?

[chrisdgb] 29/5/2024 08:33

Nice to see this still getting some attention......

[pmeldrum] 21/5/2024 09:57

YesLooking goodNice quiet board so under the radar but hopefully someone with deep pockets notices it

[chrisdgb] 21/5/2024 07:31

very bullish, as mentioned before I have always thought a 200p+ takeover offer is inevitable here......

[chrisdgb] 16/5/2024 07:11

Interesting announcement this morning.......

[chrisdgb] 04/4/2024 14:46

Like a coiled spring.........

[hastings] 15/3/2024 07:26

Actually, not one of those is available on Research Tree which I also use. This is my point, the notes have been made available only to corporate clients and that is down to the broker as opposed to DXRX.That said, I agree with your point, it's a crying shame that they aren't more readily accessible, but ultimately in this case with many others it's down to the brokers.

[hastings] 15/3/2024 06:47

Wisecat2, it is wrong to say you can't look at the research unless you pay.Like many other quoted companies the brokers covering DXRX just don't make the info readily available to private investors.It isn't something I agree with as I believe in a level playing field, but it is unfortunately still quite common. I'm fortunate enough to have seen three of the notes including the most recent initiation from Panmure, all of which make for good reading.

[wisecat2] 15/3/2024 06:38

Martin follows Filtronic. Have a look at the quality website and then look at DXRX and how cheap and out of date it is. Not good. Look at research no you cant unless you pay
not a great way to attract new shareholders. Saying that it is an interesting company but needs to help potential investors, there a lot of cheap quality companies out there

[hastings] 14/3/2024 12:55

Write up for interest, after catching up with the CEO last week.

[chrisdgb] 14/2/2024 13:11

Interesting RNS.......