Maxcyte Share Discussion Threads

[adamb1978] 20/4/2021 06:49

Results look fine, and as expected. Continued growth, continued progress - this is a long term hold for me so I dont need to see rocket fuel in every set of figures!

The one element was missing was the mention of the Nasdaq dual-listing! My guess is therefore that its imminent, potentially even today and announced before US markets open? I struggle to see why there wouldnt be a mention of it. They wont have killed it given the new investors are expecting it and you'd still expect them to mention it if they had done so

[nimbo1] 16/4/2021 09:41

Thanks to Sahara for sending me this - very interesting (short podcast). What it underlines is maxcyte's importance in the gene editing space when it comes to the practical side of mass delivery (assuming we get there)...because the manufacturing of the allogeneic treatments is as important as the science of crispr itself in terms of the commercial reality of it all.

[cooltools] 15/4/2021 22:29

Couple of chunky late reported trades worth £357k means things may be stirring...

[pob69] 15/4/2021 15:14

Interesting to see that all the old corporate material (ending 2016) on the Nasdaq site has been removed in the past few hours.

We could hope it may be in preparation for a new listing!?!

EDIT - old documents have re-appeared.

[nimbo1] 15/4/2021 13:22

not surprising it is taking Time to digest the large move up imo...always happens

[assagai] 15/4/2021 12:44

There mustbe a bit of an overhang looking at today's trades, hopefully swallowed whole next week.

[assagai] 15/4/2021 06:33

Yes, I would be surprised if we don't get an update on NAS listing. With results seems an obvious opportunity.
Fingers xxxd

[nimbo1] 15/4/2021 06:19

Results on the 20th April - we know what they are give or take due to detailed trading update. Interesting for me will be what 'acceleration of growth' actually means if any hints given for the coming year. I assume we'll also get a timetable for US listing plans.

[pob69] 14/4/2021 12:16

Reference to Maxcyte in this article

"...Kohli says that a lot of the opportunities for licencing the CRISPR-Cas9 technologies are already priced into companies like CRISPR Therapeutics and MaxCyte. “There is probably still a lot of long-term upside to be gained by investing in the platforms, and I suspect that these types of companies will stay high return on invested capital companies rather than fading out as that time progresses. But just as exciting is the opportunity to invest in some of the companies that are looking to use the ‘genetic scissors’ to create new products.”"

[assagai] 14/4/2021 08:33

Could well be but last year 21st, a Tuesday. 2019 24th , a Wednesday.

[bamboo2] 14/4/2021 08:20

Assagai, Based on last year I thought Tuesday 20/4/2021.

CNBC saying,

Elsewhere, Wood said the genomics space is also set to hit escape velocity.

“DNA sequencing is going to introduce science into healthcare decision making for the first time,” said Wood. “We can honestly say that until now more than half of all healthcare decisions were in some part made through guesses or experiences. Now we’re going to have the data.”

ARK’s Genomics ETF has big bets on Exact Sciences, which makes up nearly 5% of the ETF, and Invitae. CRISPR Therapeutics is another major holding in the ETF.

“We’re going to be able to cure diseases that we never thought it would be possible to cure, including cancer,” said Wood.

[assagai] 14/4/2021 08:18

Results within 2 weeks?
Optimistic..

[bamboo2] 14/4/2021 08:06

Added a few more.

Spread just 1p at present, 844-845

Odd, just noticed I can buy at 844 and sell at 845!

[montynj] 14/4/2021 07:47

Last trade of 591 was a buy

[bamboo2] 07/4/2021 14:05

Bought back a few yesterday and today at 869 and 869.9

[homebrewruss] 23/3/2021 18:56

Nice find by Sahara

'Interesting study by Glaxo comparing Maxcyte $MXCT to the distant #2 in electroporation Lonza

First time I've seen the difference quantified in a head-to-head comparison.'

[donald pond] 23/3/2021 09:08

That could be material to MXCT. Don't they get a revenue share from that?

[someuwin] 22/3/2021 17:07

MaxCyte, Inc. @MaxCyte_info

Congratulations to our partner, @SangamoTx, on the Orphan Designation for BIVV003 for the treatment of #sicklecelldisease: via @GENbio.

@sanofi @EMA_News #celltherapy #SCD

[owenski] 15/3/2021 10:05

This is a 'picks and shovels' business to a high risk high reward industry, as such it benefits either way and doesn't carry the risk.

It also benefits if someone strikes gold, in that in addition, it earns royalties from successful outcomes.

One other positive is - it earns very high margin on equipment sales as well as the consumables. Usually, consumable businesses earn low margin on equipment sales and make their money on the consumable, this outfit is attractive.

[nimbo1] 15/3/2021 10:00

Valuation is impossible at the moment - could argue its worth billions or £7 a share depending on the view one wants to take or market conditions perhaps.

Some of the best investors in America wanted to got involved at £7 (this counts as the most recent independent valuation by professionals) and 2 brokers think it's worth £12 +. (But broker targets don't mean a lot to me other than perhaps potential direction of travel).

It'll be worth billions if a drug makes it to market and so far most advanced is Crispr Sickle Cell at 70% COS. But as ever nothing is certain until it happens.

One pays up, holds or sells accordingly. Under researched / unbalanced posting is just trolling and deserves to be ignored.

[hj996] 15/3/2021 07:58

Don't forget pre commercial milestones so it makes money as the drugs pass through clinical trials. Repeat sales of consumables and cell therapy drugs have already been approved it's not like this is a completely new area awaiting the first approval. Expecting more partnerships as well:-

As of February 2020, there are nine cell or gene therapy products approved in the U.S. – treating cancer, eye diseases and rare hereditary diseases. Biopharmaceutical researchers are using these new technologies and pursuing innovative treatments in clinical trials today.

"CELL AND GENE THERAPY - PhRMA Org". You can Google it to see the pdf document.

[trickydicky1] 15/3/2021 07:48

The business model has parallels with that of ARM back in the mid-1990s. But of course the underlying therapeutics may not work in which case it is worth zero.

[hj996] 14/3/2021 23:37

How much should the world leader in it chosen cell therapy field be worth? Not a leader but the leader. Why are US specialist funds rushing to buy up as much of the sells as they can? There were trades in the millions snapped up over £10. The question is not if they will struggle to sell but where will those companies in need of these products go? They will come knocking on MaxCyte's door. Why would they want to use an inferior competitors product when they are spending hundreds of millions on research and trials and MaxCyte's products will add extra value and efficiency to their drugs etc.? Only facts and solid opinions presented in the YouTube video.

It's actually a derisked way into the cell therapy field. Others take the risk and pay you for it as well. MaxCyte is therefore like a fund - stakes through the licensing, royalty agreements etc. in pretty much all the leading cell therapy companies and others. If one fails to succeed one or more of the others most likely will.

A unique business model where else will you find this? I recall the CEO saying as much in his latest talk that there is no other such business model.

[stockready] 14/3/2021 23:31

Zub

Everything is good for me at the right value and right price

[zubes] 14/3/2021 21:11

Thanks stockready. Sounds like its not for you this one, plenty more to chose from. GL