Maxcyte Share Discussion Threads

[trident5] 08/2/2021 16:34

Bloody hell - we pay them to do the research and then they come up with a valuation "leaving ample room for upside".

[acuere] 08/2/2021 16:19

“Our valuation approach leaves ample room for upside as MaxCyte continues to execute on its strategy. Pipeline progress at existing partners should translate into continued growth in instrument and consumable revenues. MaxCyte has begun to benefit from milestone receipts from these deals but is still to receive the more substantial payments associated with later-stages of development, as well as the commercial phase revenues as discussed earlier. As these partnerships mature, we expect further step-changes in MaxCyte’s revenue potential”

[al101uk] 08/2/2021 15:54

"Research on its client companies produced by TDRL is normally commissioned and paid for by those companies themselves (‘issuer financed research’) and as such is not deemed to be independent, as defined by the FCA, but is ‘objectiveR17; in that the authors are stating their own opinions. The report should be considered a marketing communication for purposes of the FCA rules. It has not been prepared in accordance with legal requirements designed to promote the independence of investment research and it is not subject to any prohibition on dealing ahead of the dissemination of investment research."

[trident5] 08/2/2021 15:48

Is that research paid for by MAxcyte?

[pob69] 08/2/2021 15:37

Following on from the flash note last week, here is more comprehensive coverage, with

Our £1bn ($1.3bn) valuation (1217p/share) better captures potential value from the partner pipeline.

[nimbo1] 08/2/2021 15:18

D1 capital partners above 3%, good news

[donald pond] 08/2/2021 09:21

Added back the traders I sold on Friday

[someuwin] 08/2/2021 09:06

Bought a few more on the dip.

[someuwin] 07/2/2021 20:25

MaxCyte (and a few of their partners ?) attending this...

[nimbo1] 07/2/2021 16:38

Yep thanks sorry writing and checking from a phone sometimes = errors. Will correct :)

[mginvestor] 07/2/2021 16:06

Thanks nimbo1,

just one issue though, I'm sure you mean Cellectis, the France based company right? Its valued at ~£800m not $10b.

GLA

[2theduke] 07/2/2021 15:58

Yep 😂 I thought they would change that old valuation. Thanks for the update

[nimbo1] 07/2/2021 14:38

Listen from 35 mins where Cathy Wood talks about the future for Allogenic treatments being a $250 bil opportunity in the next 5-10 years. This is Maxcyte’s stomping ground… what could it mean if maxcyte maintained their 3-5% tax on the industry once commercial revenues flow, through the royalties and consumables?




Allogene have a deal in place with Maxcyte. And out of interest Allogene licence the technology from Collectis ($1bil Market cap) - Collectis have their own in house electroporation tech but allogene chose to go with Maxcyte.



“MaxCyte’s ExPERT platform has become the industry standard in electroporation technology and allows us to increase efficiency and improve yield, which is a critical component to the value proposition of our AlloCAR T™ therapies,” said Alison Moore, Ph.D., Chief Technical Officer of Allogene.

[pob69] 06/2/2021 13:00

Interesting research note by Trinity Delta who specialise in equity research in healthcare and life sciences sectors

They are suspending valuation and forecasts with the aim to re-introduce updated values as soon as practicable.(Sept was 402p)

",,,,The success of even a small portion of programmes under licence would be transformative for MaxCyte."

[2theduke] 05/2/2021 17:58

Some major volume here today. 2 x 2m share buy at 9.85 first thing. Have a good weekend all.

[someuwin] 05/2/2021 15:42

Highly likely we'll break through £10 next week imo.

[adamb1978] 05/2/2021 12:23

Agreed Acuere. I guess if you're a trader rather than investor though, you might congratulate yourself on what you say above. Personally, I'm here for the long-haul

[acuere] 05/2/2021 11:30

Yes for a while now a UT trade at the end of the day has consistently been higher than any other trade during the day, and it then seems to set the trend for the following day. There is big demand out there.
I feel long term holders will be amply rewarded but for those not wanting to stay the trip, I still don’t see the point of selling before Nasdaq listing.

There was a poster on Twitter yesterday, who sold early doors, then reported he’d bought back in, at higher price, about an hour later and then sold again before the end of the day and was patting himself on the back for the profit he made. Had he done nothing and sold today he would probably have made twice as much.

It just seems obvious, sit tight and let the US institutions try and outbid themselves because they know how much more these will cost once Nasdaq offering happens.

[2theduke] 05/2/2021 09:04

Adam , I agree but also add that whilst low volume - look at the order book, someone has consistently been buying whatever they can from sellers. Albeit to avoid a rns auction it appears.

[someuwin] 05/2/2021 08:58

For those new to the story here, look at all these diseases that MXCT's tech is currently being used with in ongoing clinical trials. Each of these are being developed by, and funded by some of the biggest and best biotech companies in the world. MXCT calls them partners not customers.

MXCT is getting revenues now for licenses, milestones, tech rental, sales etc. But as and when any of these drugs come to market MXCT will get significant royalties on sales. That's the BIG driver here - where else can you get exposure to that sort of upside at such a low price?

And that's just the trials being done currently. We know that as they enter 2021 their pipeline of new partnerships is the largest they've ever seen!

[adamb1978] 05/2/2021 08:46

TheTrotsky

Agree that with these sort of rises you need to be braced for sharp pullbacks too. However the one thing whic might support it here is the roadshow which supported the recetn placing. That will ahve put MSCT on the radar on a range of US investors, particularly as the company moves to Nasdaq. A bunch of those will realise the revaluation which will occur and will therefore be picking up shares now, partly for arbitrage and partly as a long-term holding in a company which the were previously unaware of.

Its crazy when a share price goes up almost the same as your entire in-price in 1 day!

Adam

[thetrotsky] 05/2/2021 08:41

One has to hope that there's a number, as yet, unreported trades this morning because the share price has gone up 125p thus far on very thin reported volumes. Not complaining, wish all my shares did this, but, being pragmatic, rises on such thin volumes rarely hold. Defeinitely one to hold, at least to the NASDAQ listing, but could get bumpy between now and then (hope not; not good for the nerves).

[2theduke] 05/2/2021 08:36

Not sure how I misplaced my post from yesterday but clearly this is significantly undervalued following the December cx0001 trial outcomes. Even at current value , the royalties due from just the one partner trial would be £40m a year ? In other words it would make sense for the drug producer to buy mxct at current mcap just to not to have to pay royalities. So you have a current valuation supported almost by one good outcome, then you can add in the 140 other programmes running and the core revenue stream. There is a lot of research out there for those interested, fascinating. Imo etc . Good luck all. I see the us ipo at $1-$1.5 if no further good news arises personally.

[nimbo1] 05/2/2021 08:31

Completely agree Edward - doing nothing is a positive action - I’ll definitely be taking it until nasdaq listing. When you see what’s out there in US they could take this to a 3-5 bil valuation. That’s not a ramp, based on comps and is out of our hands now. Price action to date proves it.