Oncimmune Share Discussion Threads

[banshee] 28/4/2017 11:50

By far the biggest target market for this new low cost kit version of their CDT lung cancer test is China, with a huge unmet need. Must be 30x or more larger than the South Korea market. I imagine there will be a deal there this year.

[ric_ola] 28/4/2017 11:22

Looks like brighter future now.

Start of something big?

[banshee] 04/1/2017 14:10

This relatively unknown stock is potentially interesting because the 12,000 patient NHS Lung Cancer early detection trial in Scotland, which is using its EARLY-CDT test, has allowed it to develop a hugely improved 2nd generation, personalised version of the test, that is claimed to be >99% accurate and should complete validation this year.

Before that (Q1) they are launching a much improved (non personalised) version of the original test still being used in the trial (The original test has been around a few years now and is overdue for replacement), and a kit version aimed at the worlds biggest lung cancer market ie China and the Far East.

With China and the US both adopting a national lung cancer screening program using the very inefficient (ie lots of false positives needing pointless biopsies) LDCT (Low Dose CT Scan) methodology (and many other countries looking at doing the same), a cheap test which cuts out >99% of the CT scans ($1200 a time in the US) and at the same time significantly boosts detection/reduces risky biopsies (lung cancer biospsies are high risk with an 18% chance of complications and expensive as well) might come in handy.

The potential savings are enormous, 90% of the total screening cost or more, running into hundreds of millions.

China has about 350 million smokers, so the high risk group (best screening candidates) will be around a fifth of that, say 70 million, at just £10 a time margin that would obviously be an attractive market, not to mention (more importantly) the number of lives saved or extra years of live obtained. They are a long way from that at the moment though.

The Equivalent figures for the US are 45 million smokers and 9 million in the high risk group, with the UK at 9.6 and 1.8 million. So adoption in just the the UK, as a follow on from the NHS trial, on a £25 margin would bring in £40 million.

They also have Ovarian and Liver cancer tests launching this year, these too should end up as >99% accurate personalised versions (and hence in the case of Ovarian be suitable for general (older women) population screening in the US/Europe), although the 1st gen launch versions will not meet these figures. Oncimmune aim to do the same for Breast, Colon, Prostate etc, but really should just be valued on what will be launched or validated this year imo.

Worth putting on the watch list anyway, to keep track of developments.

[escapetohome] 07/11/2016 21:58

Market cap £55 million , cheap or what? ( ref : header)

[wiseacre] 07/11/2016 21:28

Against IPO price of 130p and ahead of news of NHS lung cancer screening trial next month shares look especially cheap. Could do with more proactive PR.

[ascov] 31/8/2016 11:23

Short write up in current edition of Investors Chronicle page 58

[dice1950] 15/7/2016 07:23

Oncimmune Holdings plc “Securing CE marking” Geoffrey Hamilton-Fairley, CEO
15th July 2016

[dice1950] 12/6/2016 21:10

!YOUTUBEVIDEO:hoA8lIz18N8:
Oncimmune
www.oncimmune.co.uk/
EarlyCDT is a simple, blood test ordered by a physician to aid in risk assessment of lung cancer and risk stratifying indeterminate lung nodules.

So far, the company has sold 145,000 lung cancer tests in the US, and hundreds to private hospitals in the UK since launch in 2012.

[dice1950] 12/6/2016 13:06

!YOUTUBEVIDEO:hoA8lIz18N8:
Oncimmune
www.oncimmune.co.uk/
EarlyCDT is a simple, blood test ordered by a physician to aid in risk assessment of lung cancer and risk stratifying indeterminate lung nodules.

So far, the company has sold 145,000 lung cancer tests in the US, and hundreds to private hospitals in the UK since launch in 2012.

[paul58] 20/2/2001 00:30

other things to buy,satelites go pop?,conjecture?mind you ,r.o.s.did well last week slowly ,but did you personally see the news about being issued the newer higher class cert....?hmmmmmm.

[myrrh] 19/2/2001 11:52

Has anyone cottoned on the the company statement this morning about the agreement to broadcast on the Eutelsat to Sky Digital from May 2001. The company reckons it will be self financing from day one, yet only three trades today and all sells.

Any comments or thoughts?

[pw] 25/4/2000 23:52

According to the Sunday times interview with Greystone it's a buy, knowing Greystone luck it will probably be a bid target now!!!

[investordave] 25/4/2000 22:16

Any views out there on the potential of On-Line Classics? The share price appears to have bottomed out at 73p having declined from a high of around £1.80 and is now slowly ticking up. Understand, also, that ONC made a small profit on their first broadcast in mid-March even though they did not charge those that logged on for the event. Rather unique for a DOT COM?! The signs all look encouraging but there appears to be little news on the company in the media. The share price is also very volatile since only 9% of the shares are freely marketed. One to watch me thinks but not necessary bet your shirt on!

Regards

InvestorDave