Maxcyte Share Discussion Threads

[junior21] 09/12/2023 22:46

Most of my info is gleaned from Twitter/ X so bear that in mind!

[junior21] 09/12/2023 22:45

The treatment is going to cost $2.2m per patient and maxcyte have a royalty of 3%, so $66k per patient in US money.

[adamb1978] 09/12/2023 20:17

Thanks Junior. That £50k is an interesting data-point. Can I ask where you saw that?

[junior21] 09/12/2023 15:44

Looking at the numbers for every administering of casgevy maxcyte will receive about £50,000. One forecast expects around 1,000 cases per year by 2032,but will be interesting to see how quickly it ramps up

[adamb1978] 08/12/2023 18:32

Very nice. Share price down 4% in NY!!

[lancasterbomber] 08/12/2023 17:36

Surprised share price went down not up

[junior21] 08/12/2023 16:47

Thanks pob. It was widely expected but I'm still relieved to see it has been approved.

Is the next key date in March?

[pob69] 08/12/2023 16:28

Confirmation

U.S. approves first gene-editing treatment, Casgevy, for sickle cell disease

[junior21] 05/12/2023 16:02

I've no idea Adam, though as long as it's positive news I won't mind waiting!

[adamb1978] 04/12/2023 21:01

Thanks Junior21. Was wondering whether the FDA wait the full timetable or can come out with the news before then

Any idea whether it's before markets open in the US on Fri or afternoon or....?

[junior21] 04/12/2023 19:24

Bahrain approval today. Fingers crossed for FDA's on Friday

[adamb1978] 16/11/2023 14:24

Excellent news!

[junior21] 16/11/2023 12:09

Great news. See it earlier on BBC Breakfast

[multibagger] 16/11/2023 11:45

Kind courtesy of and with many thanks to gsbmba99 !

[74tom] 08/11/2023 17:22

As per the last call, the major slowdown was in pre clinical due to the ongoing funding crunch. It would be helpful if we knew the split of customer revenue for pre clinical, clinical & post exa-cel launch, commercial. Then we would be able to estimate upside & downside risk to next years forecasts.

It will be interesting to see whether they guide to 2024, it's currently progged at $47m vs the now heavily downgraded $35m for 2023, seems like a steep jump to me, probably should have kitchen sinked it in the last update...

[adamb1978] 07/11/2023 12:16

Results tomorrow night. The numbers will be less interesting in my view as probably still bouncing along the bottom.

More interesting will be the commentary around the Vertex exa-cel advisory committee meeting and anything in the Q&A about what the approval could mean in terms of milestone payments (will beat, but by how much?) and if they provide some colour around consumables etc spend by Vertex post approval - presumably the taps should turn back on in Q4 and in 2024.

[bamboo2] 07/11/2023 11:47

Hi timbo, any chance of the above charts in the header?

Interesting to see the increase in volume in US, as share price appears to be making a bottom.

[74tom] 01/11/2023 22:02

Yep, almost all of the increase was post 4.30pm, closed at the equivalent of £2.70. With the Crispr approval tailwind + a Q4 earnings beat I think the 2023 year high of £4.40 can be exceeded.

This Bloomberg article is a solid synopsis of where things stand;

[davep4] 01/11/2023 21:13

Pob69

It also occurred to me that if target treatments are 20k - 100k then the potential risk to the general population is minimal.

[adamb1978] 01/11/2023 20:50

Interesting that the US listing increased almost 10% after 1pm ET today.

Hopefully that will be replicated in the UK listing tmrw