Maxcyte Share Discussion Threads

[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."

[nimbo1] 22/12/2020 08:30

Thats only part right in my experience. The truth is if there is excitement there are buyers and its buyers that drive the shareprice. Excitement and anticipation of the future matters a great deal alongside cashflow projections - they are both as important as each other. I wouldn't mind some Crispr / Editas style price action myself whatever my DCF calculations show.

Out of interest what do your projections show?

[trident5] 22/12/2020 08:16

The excitement s/be worth Diddley squat - it's cash generation that is worth something.

[nimbo1] 21/12/2020 22:13

It deserves to go bonkers but im not sure if it will..its on aim! The crispr drug causing excitement could be worth c.60/70 million dollars per annum to maxcyte at peak sales... that’s one of 60(?, of course only a percentage make it to market)...but that 1 alone underpins the price imo. I think this should be nearer 10 pounds sometime next year on Nasdaq float.

[assagai] 21/12/2020 18:16

And Crispy also having a good day.
Certainly clues emerging with this one (although misleading when it comes to open price next day) a UT trade of 16k shares and a late reported 2.5k both at full ask. Wonder if we will actually get the Carma news this year but anyway the NASDAQ listing should light the blue touchpaper. Roll on 2021 ,for a host of reasons !

[davemac3] 21/12/2020 17:43

is this about to break out? Similar stocks (BEAM and EDITAS) going bonkers today in the USA.

[nimbo1] 16/12/2020 15:42

For those wondering there will be a general update 'early jan'.

[nimbo1] 10/12/2020 13:28

hxxps://ir.editasmedicine.com/news-releases/news-release-details/editas-medicine-announces-submission-ind-application-edit-301

This sounds like more good news for us

[nimbo1] 10/12/2020 06:50

You clearly know your scientific stuff. Im just a simple market participant who can tell when a price move is significant (doesn't really matter why from my perspective).

In the Editas announcement they mention the manufacturing process... their partner in this is maxcyte....that to me is very significant to us as maxcyte shareholders - I would have liked Maxcyte to issue an RNS (even rns reach) rather than tweet about it. Many investors over the pond like the editas news and Im sure some investors over here would like the maxcyte link to this. But only a few people like us know about maxcyte's endeavours in this space.

[gsbmba99] 09/12/2020 20:28

You are attributing the movement in the share price to the EDIT-301 presentation. I would argue share price movement is more likely to do with EDIT-201 (healthy donor NK cells) developments which was the subject of two presentations at ASH. See also recent performance of NKTX and FATE. I hope EDIT-301 does well but it's 2+ years behind CTX-001 and not obviously differentiated/better. Or it could be a relief rally of sorts following a flat performance YTD in a sector that's been performing very well. The good news is we'll never know.

The use of MXCT technology in EDIT-301 was announced (via RNS) on 7 October 2019.
"We look forward to working with MaxCyte and using its leading technology to develop EDIT-301 as a best-in-class medicine for the treatment of sickle cell disease and beta-thalassemia, and for up to four engineered cell medicines to treat cancer," said Charles Albright, Ph.D., Executive Vice President and Chief Scientific Officer, Editas Medicine.