Maxcyte Share Discussion Threads

[someuwin] 29/12/2020 08:54

Bought a few more here. Hoping for 100% or more in 2021.

[nimbo1] 24/12/2020 09:28

maxcyte tweeted yesterday congratulating allogene (who they have a commercial agreement with) for this milestone.

[someuwin] 24/12/2020 09:06

Still very strong here. Can't buy many at all.

[nimbo1] 23/12/2020 19:09

Many thanks for that very informative post. The only other business I know with the royalty potential as you describe is clearpoint neuro (CLPT) listed in the US. Its a really interesting business with 30 partners using their platform to investigate gene therapies for the brain. I've been invested since about $10. CLPT corse business is used in real procedures in US clinics and generates about $15 mil of income per annum.

Out of interest the 'royalty' for them isnt a set drug % fee but will be a fee on the consumables used in the brain procedures that use their patented equipment.

[gsbmba99] 23/12/2020 18:57

There are two businesses in one here which is exceptionally important from a valuation perspective - a fully owned clinical pipeline of unknown depth and a life sciences tools business that is so integral to the non-viral gene therapy process that it attracts exceptional gross margins, ~$15m in pre-commercial milestone payments per product and a very small royalty share. If anyone knows of other life sciences tools businesses that attract royalty shares, I would be very keen to know about them because I think they are exceedingly rare. The CARMA business has to date had a value of £100-150m attributed to it in analyst reports. CARMA has one target/indication with two forms of delivery and has been in the clinic for about 15 months. MXCT has not disclosed any part of the pre-clinical pipeline so it's very hard to value CARMA on the basis of the numbers of products it has at various stages of development by comparing it to other listed companies. However, there is reason to believe that a positive outcome for MCY-M11 could lead to multiple IND ready targets being added to the CARMA pipeline in short order. It has been hinted that there is no shortage of potential targets for CARMA. It is worth checking to see how a US gene therapy company with 1 intermediate clinical and 2-4 (or more) clinic ready products might be valued. I can think of one company that, until very recently, had no clinical products and two products 1-3 years away from the clinic with an EV >$1.7bn. Obviously, there are a whole host of caveats and we don't know if MCY-M11 has value applicable to other products or not and CARMA is not subject to the same relentless scrutiny by a community of exceptionally well informed US analysts. There is, however, a not unrealistic prospect that a CARMA valuation of £100-150m is too low by rather a lot. Hopefully there will be some third party validation attaching to the CARMA independent funding transaction and more on the pipeline. Who knows, we might even be getting the royalty attracting, recurring revenue, mission critical, high margin life sciences tools business for free!

[trident5] 23/12/2020 18:49

Well bad workmen always blame the tools.

[nimbo1] 23/12/2020 18:14

Trident5 filtered - you are a tool.

[trident5] 23/12/2020 17:50

AO sell fridges too - apply their market cap/revenue rating and Biolife would be valued at about 45mil.

[nimbo1] 23/12/2020 17:39

Biolife solutions valued at 1.5 bil on Nasdaq for 30 mil revenue. They make fridges for gene players like crispr among other things. Maxcyte is a much better proposition to play the space (given the geared upside to successful drugs) and this provides some sort of comparable imo due to picks and shovels nature.

[trickydicky1] 23/12/2020 13:19

Is this the next TSMC? Am skulking here very quietly looking for 100 bags from 2Q20 entry.

Think carefully.

[bamboo2] 23/12/2020 12:33

trident, I know you are not keen on charting, so apols in advance!

This mornings gap up measures 460-462
This is a Breakaway gap, the same as that dated 7/10/2020

They are often caused by news/rns events and typically remain unfilled.
There are some good examples, unfilled, lower down the KWS and FEVR charts.

The minimum price target for this move is 536

[bamboo2] 23/12/2020 12:00

trident, thanks for the reply. No offence intended!

[trident5] 23/12/2020 11:35

The RNS just said they were "ahead of expectations" which was good news, but it didn't say materially ahead. And again - no notifiable progress on CARMA.

I'm not down about this, but nor am I shouting about FTSE 100 promotion and multi- billion valuations.

It's possible to be long and realistic Bamboo, you don't have to be just long and full of BS.

[assagai] 23/12/2020 11:26

Hi nimbo yes I was in originally at £1.39 and it was influenced by your research before I did my own. Been adding a few k a week ever since, never sold one. Put a couple of mates into it as well all sitting on a tidy sum now..

By shear luck managed to pick up another 5k yesterday

[bamboo2] 23/12/2020 11:19

nimbo, trident is consistently down about a lot of stocks and posters, has been the same for years! Would guess could be short?

[nimbo1] 23/12/2020 11:00

Well I’ve been in since 1.15 and alerted people to this who’ve made money. Done over 100 hours of research and put my money where my mouth is.

Care to offer an example where you’ve ever added value? Your posts certainly don’t...

As ever the price action does the talking...Im sure they'll be ups and downs along the way but I will be holding tight.

[trident5] 23/12/2020 10:53

Oooh - FTSE 100 or Nasdaq? $1bn in 18 months, $10bn in 10 years - rampers out this morning.

[nimbo1] 23/12/2020 10:39

The thing about maxcyte not many understand yet (not being condescending but its a hard business to get under the bonnet of) is the crispr drug which has recently been causing so much excitement could be worth $50-80 million per annum to maxcyte at peak sales (that is a single digit royalty they have on that drug). Then you consider there are currently c.60 drugs being targeted under maxcyte's c.10 commercial agreements to date and it doesn't require a lot of maths to see where the share price could go if multiple drugs are successful. Bear in mind all royalties are over and above the $800 million of agreed milestone payments.

So if the sector works Maxcyte could be a $10 billion company and a really good compounding story over the next 10 years.

On nasdaq I make a prediction Ark will buy it, it will get get quite a lot of attention and the company will be valued north of $1 billion within 12-18 months.

[assagai] 23/12/2020 09:30

50k.....now that's what I call grown up investing. Unlike a rollercoaster, time to sit back and enjoy the ride🥱

[someuwin] 23/12/2020 09:24

"...Investors who feel that too much future growth is already priced in to MaxCyte to make it an interesting investment proposition might want to look deeper into the wider ecosystem of licencing deals for cell and DNA engineering, which is booming. The cell and DNA engineering revolution is only just beginning, and I feel MaxCyte is well position to directly correlate its prosperity with the exponential growth of these new technologies.

Investors who are prepared to play the long game may well get to enjoy the ride from obscure AIM company to FTSE 100 blue chip in less than 10 years. You heard it here first."

[someuwin] 23/12/2020 09:02

Difficult to buy.

[adamb1978] 23/12/2020 08:03

Very good! TU during dead xmas days is usually bad news...very pleasing to see trading still very strong!

Continue think this can 10-bag

[multibagger] 23/12/2020 07:09

Wed, 23rd Dec 2020 07:00

RNS Number : 6024J
MaxCyte, Inc.
23 December 2020

TRADING UPDATE

MaxCyte to exceed 2020 Full Year market expectations



Gaithersburg, Maryland - 23 December 2020: MaxCyte (LSE: MXCT, MXCL), a global cell-based therapies and life sciences company, today announces an update on trading for the full year 2020 and progress of the CARMA programme.



Based on ongoing momentum in transformational cell therapies and milestone payments from growth in clinical and commercial license partnerships, MaxCyte expects financial results to be ahead of market expectations for the full-year in the core life sciences business (before CARMA costs). A more detailed trading update will be announced the week of 18 January 2021.



MaxCyte continues to work with Locust Walk on the strategy and future funding of the Group's CARMA business, and enrolment and dosing in the existing CARMA no-preconditioning MCY-M11 clinical study is continuing well. The Company will provide a further update in January.



MaxCyte President & CEO, Doug Doerfler, said: "We have seen sustained strong growth in our core life sciences business as demand for our next generation gene and cell therapy enabling products continues to expand internationally, despite the issues that COVID-19 has placed around the globe. MaxCyte continues to be uniquely positioned to capitalise on the rapidly growing cell therapy market."