Maxcyte Share Discussion Threads

[trident5] 29/9/2021 08:09

Well, that US placing worked out just fine.

[trident5] 17/9/2021 16:45

I much prefer CEOs who ignore the share price/action and focus on running the business.
I can't see how being included in a stock index marks a milestone in platform technology - that's BS.

[pob69] 17/9/2021 12:39

MaxCyte Set to Join Russell 2000® Index (the Russell small cap index)

“The addition of MaxCyte to the Russell indices highlights our strong financial profile and marks a milestone in our progress towards being the premier cell engineering platform technology,” said Doug Doerfler, President and Chief Executive Officer of MaxCyte. “Our inclusion follows the successful closing of our Nasdaq IPO in August and elevates the overall awareness of our stock amongst the investment community.”

[pogue] 14/9/2021 18:32

I read most of the notes from the call I believe 2 companies maybe hitting significant milestones later this year or next, but what if they fail the clinical trials? They will not pass on a milestone payment. There is a downside risk as I say the price seems to put in a lot of upside already.
Its a great business model that will succeed but for just now I feel its ahead of itself and could suffer in any market dash for safety.

[adamb1978] 14/9/2021 10:41

Hi Pogue

There was a comment from the CEO on the call last night about milestone payments accelerating next year I think - I didnt hear it clearly but its worth having a listen for that comment on the call if you listen back to it.

Agreed that the multiple looks lofty at the moment for UK markets...however this goes to why they've listed on Nasdaq. UK markets just dont value this sort of business well, which is why its pleasing to me that volumes seem to be moving state-side.

Whether that was meant to cause a re-rating as you say, or just support the valuation....or just a recognition that if they want to be a major player in this area then they need to be US listed to have credibility (otherwise they're invisible in the sector)....plus perhaps that if they need to raise more capital in future, they're better off in the US. Or a combination of each of those

I dont really have a near-term view on the price. It definitely has had a good run but equally I'm always wary about taking money off the table on companies where the story hasnt changed as its harder to get back in (plus if you sell company A, then there's a risk that that sale is wrong and also a risk that the decision to buy company B in its place is wrong)

I'm personally planning to hold these until the story changes

Adam

[pogue] 14/9/2021 10:33

I think the problem is that the market cap of £1 billion has a lot of milestone payments baked in but the amount rolling in is not that much. If there is a change in market sentiment then this could look a little speculative and be sold down. Its move to the NASDAQ was supposed to rerate it as the Yanks are more able to see potential but even they are not piling in at these levels.
I am pretty sure it will be big at some point but I feel the same as DP and think the risks are to the downside short term and I am wary of the market caps at the moment for many companies.

[adamb1978] 14/9/2021 10:05

Interesting that the US volumes are 3x the UK volumes (at least based on last 3m trading averages). I think that helps from a valuation perspective given US holders will be move used to higher valuations

[donald pond] 14/9/2021 10:02

I've got no doubt I'll be back, it's a great company.

[mysteronz] 14/9/2021 09:31

All the best Donald, glad you have done well, they beat considerably on revenue so not sure what you were expecting. It’s the milestone revenue which is what will make this company at 100% flow through to the bottom line.

All the best with whatever you put your profits into.

[donald pond] 14/9/2021 08:45

Tbh I was a bit underwhelmed by the results. I think the company will be a success but the valuation is very rich atm and if there's any wobble in the markets it feels vulnerable so I took profits today but will keep a close eye on

[trident5] 14/9/2021 08:36

Just quoting the figures from the accounts mysteronz. Perhaps you have better figures.

[mysteronz] 14/9/2021 08:25

Trident hasn’t got a clue basically.

[wjccghcc] 14/9/2021 08:21

I think that was stock option revaluation due to the increase in the share price

[trident5] 14/9/2021 07:58

In the accounts: revenue grew by $2.3m and compensation by $5.8m!!

[adamb1978] 14/9/2021 07:37

Trident5 - where are compensation increases disclosed?

[trident5] 14/9/2021 07:04

Placing cash funding big compensation increases.

[homebrewruss] 14/9/2021 06:44

Transcript of last night's call

[adamb1978] 13/9/2021 20:49

Just listening to the conference call. Not sure that I've heard much to move things in either direction at the moment, or much different, though I guess its a long-term story stock to that shouldnt be a surprise

[assagai] 09/9/2021 17:14

All grist to the mill!.
I wonder what this particular approval will be worth to Maxcyte.

[acuere] 09/9/2021 15:49

Fast track approval for Maxcyte partner drug.

[acuere] 09/9/2021 09:05

Strange number of zero trades going thru. Including one at 20:20 last night shown at a price of 1234.9845p
Any thoughts what these mean?

[big7ime] 09/9/2021 07:48

Sorry wrong thread

[homebrewruss] 07/9/2021 18:38

Another blog/note on MXCT
'MaxCyte's snowball effect: Riding on the shoulders of top CRISPR companies'

[pob69] 06/9/2021 17:30

Interesting blog posting on Maxcyte

MaxCyte: Enabling Next-Generation Cell Based Therapies, Attractive Risk-Return Profile.