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  1. CGCDLR 13 augustus 2020 15:41

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    Bod van Thermo Fischer op Qiagen mislukt!Wie wordt de volgende prooi,zowel voor thermo als Qiagen.
  2. Lucid 13 augustus 2020 16:35

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    Voor dergelijke testcapaciteit zit je toch beter bij Hologic, BD of Abbott lijkt me.
  3. Flatlander 14 augustus 2020 15:00

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    Short interest looks like Convertible Arbitrage

    shortsell.nl/short/Biocartis/all/arch...

    Most of the short positions were opened in May 2019 when the convertible offering was announced. There is a sharp decrease in late November when the offering went to market and maybe there was uncertainty on the subscription level. Some of the short positions have been closed out but Citidel maintains a relatively stable position, I still maintain that their short position is a hedge for their long exposure via the convertible.

    FL
  4. gildong 15 augustus 2020 07:04

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    Relevant to Biocartis' plans for point of care testing for COVID-19:

    www.theatlantic.com/health/archive/20...

    At the same time that Ginkgo and other next-gen sequencing tests should come online, antigen tests will be scaling up. Unlike a PCR or a Ginkgo-style test, an antigen test does not identify any of the virus’s genetic material. Instead, it looks for an antigen, a slightly redundant name for any chemical that’s recognized by the test. Antigen tests aren’t as sensitive as genetic tests, but what they sacrifice in accuracy, they make up in speed, cost, and convenience. Most important, an antigen test can be conducted quickly at a “point of care” location, such as a doctor’s office, nursing home, or hospital.

    Two of the most anticipated such tests are already on the market. Manufactured by two companies, Quidel and Becton, Dickinson and Company, they look for an antigen called “nucleocapsid,” which is plentiful in the SARS-CoV-2 virus. The companies say they will be making a combined 14 million tests a month by the end of September; for comparison, the U.S. completed 23 million total tests in July. This scale alone will make this type of test an important factor in fall testing. Hospitals and doctors told us they are eager to get their hands on antigen tests, in part because they’re worried about dealing with COVID-19 during the coming flu season. In years past, if a patient had a cough and a runny nose in December, she would likely be diagnosed with the flu, even if she tested negative on a rapid flu test. “But now we can’t presume [patients] have the flu,” because they might have COVID-19, says Natasha Bhuyan, the West Coast medical director for One Medical, a chain of primary-care clinics. An antigen test seems to offer a way out of this dilemma.

    The tests cost less than half as much as standard PCR tests, and they don’t need to be sent away to a lab. They can deliver a result in 15 minutes. But this approach has downsides. While the tests work well enough, successfully identifying most people with high viral loads, they have sometimes delivered false positives. Last week, Ohio Governor Mike DeWine tested positive on the Quidel test, leading him to cancel a meeting with President Trump. But later that day, he tested negative, three times, when analyzed by PCR.
  5. [verwijderd] 15 augustus 2020 11:12

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    [quote alias=gildong id=12655384 date=202008150704]
    Relevant to Biocartis' plans for point of care testing for COVID-19:

    www.theatlantic.com/health/archive/20...

    At the same time that Ginkgo and other next-gen sequencing tests should come online, antigen tests will be scaling up. Unlike a PCR or a Ginkgo-style test, an antigen test does not identify any of the virus’s genetic material. Instead, it looks for an antigen, a slightly redundant name for any chemical that’s recognized by the test. Antigen tests aren’t as sensitive as genetic tests, but what they sacrifice in accuracy, they make up in speed, cost, and convenience. Most important, an antigen test can be conducted quickly at a “point of care” location, such as a doctor’s office, nursing home, or hospital.

    Two of the most anticipated such tests are already on the market. Manufactured by two companies, Quidel and Becton, Dickinson and Company, they look for an antigen called “nucleocapsid,” which is plentiful in the SARS-CoV-2 virus. The companies say they will be making a combined 14 million tests a month by the end of September; for comparison, the U.S. completed 23 million total tests in July. This scale alone will make this type of test an important factor in fall testing. Hospitals and doctors told us they are eager to get their hands on antigen tests, in part because they’re worried about dealing with COVID-19 during the coming flu season. In years past, if a patient had a cough and a runny nose in December, she would likely be diagnosed with the flu, even if she tested negative on a rapid flu test. “But now we can’t presume [patients] have the flu,” because they might have COVID-19, says Natasha Bhuyan, the West Coast medical director for One Medical, a chain of primary-care clinics. An antigen test seems to offer a way out of this dilemma.

    The tests cost less than half as much as standard PCR tests, and they don’t need to be sent away to a lab. They can deliver a result in 15 minutes. But this approach has downsides. While the tests work well enough, successfully identifying most people with high viral loads, they have sometimes delivered false positives. Last week, Ohio Governor Mike DeWine tested positive on the Quidel test, leading him to cancel a meeting with President Trump. But later that day, he tested negative, three times, when analyzed by PCR.
    [/quote
    Beste Gildong,
    Ikzelf en vele kleine particuliere beleggers van Biocartis zullen zich dan afvragen Of Biocartis dan van enige betekenis kan zijn voor al die testen die u opnoemt.Al de kenners onder ons moegen hier op reageren aub.Van het managment van Biocartis horen we toch niets.Wordt daar toch nog gewerkt vraag ik me soms af.
  6. forum rang 10 DeZwarteRidder 15 augustus 2020 18:22

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    quote:

    Flatlander schreef op 14 augustus 2020 15:00:

    Short interest looks like Convertible Arbitrage

    shortsell.nl/short/Biocartis/all/arch...

    Most of the short positions were opened in May 2019 when the convertible offering was announced. There is a sharp decrease in late November when the offering went to market and maybe there was uncertainty on the subscription level. Some of the short positions have been closed out but Citidel maintains a relatively stable position, I still maintain that their short position is a hedge for their long exposure via the convertible.
    FL
    Dit heb ik al vele malen verteld.
  7. Flatlander 15 augustus 2020 18:44

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    More worrisome than the antigen test high rate of false positive results is the high false negative tests. Telling someone they are negative when they are in fact spreading virus is really problematic. Abbot's (actually acquired from Alere) ID Now is reported to provide results in less than 10 minutes but has a false negative rate of APPROXIMATELY 20%.

    If BCART launches the COVID test in combination with an effective COVID triage validated Septicyte rapid it will be a very important launch and will greatly excel adoption of Idylla. ERs, ICUs and even large nursing homes are looking for this type of an assay.

    I'm anxiously waiting for the Sept Conf call. BCART is attempting to hire an unprecedented number of employees in a short time. I'd like to hear about projected cash burn. If some of the huge catalysts we are all awaiting do not materialize in a timely manner, the company will be crushed by the accelerating cash burn. They really owe the investors a detailed discussion of the market potential they foresee in the next year.

    FL
  8. [verwijderd] 15 augustus 2020 18:49

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    It looks like they are really going to make us wait until September 3rd for any updates...
    It's only 2 weeks away from now, so I guess they are just "holding" all the news for the Q2 update.
    Or I am wrong about them "holding back on the news" and they might be experiencing delays or problems on several fronts.

    The silence since previous announcement is worisome but all we can do is speculate ...
    Fingers crossed for some of those key catalyst moments which we have all been waiting for, for soo long.

    Our patience has been tested for the last couple of quarters and it's coming to a point where Biocartis needs to deliver. (and communicate clearly)
  9. [verwijderd] 15 augustus 2020 21:30

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    @FL it seems like you and I had a simultaneous moment of similar thoughts and worries.
    Cash burn figures and new guidance / projections will be welcomed.
    Time for BCART to step up.
  12. forum rang 10 DeZwarteRidder 16 augustus 2020 12:14

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    quote:

    CGCDLR schreef op 15 augustus 2020 21:48:

    2 vacatures(14/09). Equipment engineer & inkoopspecialist vloeistoffen.
    Die laatste persoon moet dus de drankvoorraad op peil houden.............
  15. Matsversch 19 augustus 2020 09:44

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    quote:

    Stockbrood schreef op 16 augustus 2020 19:35:

    Lijkt mij duidelijk. Ze zijn champagne aan het inslaan :)
    Laten we hopen. Staat al in het rood sinds april bij mij
  16. Gijpie 19 augustus 2020 09:52

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    En zo zie je maar biotech beleggen always tricky . Heb hier nog aangegaald er staan er genoteerd aan waanzinnige waarderingen met nog geen pil in de rekken . Vandaag de ontnuchtering .
  18. Flatlander 19 augustus 2020 14:04

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    Septicyte Rapid

    I doubt that ImmunExpress would roll out such a presentation on Sept 11 if Septicyte Rapid did not present value in triaging Covid patients. I also doubt that such a presentation would be made if FDA was not going to approve the test. Holding the training presentation the week before the Sepsis Alliance Summit Gala looks like great timing.

    FL
    immunexpress.com/covid-19-whats-next/

    www.sepsis.org/the-sepsis-alliance-su...
  20. Flatlander 19 augustus 2020 16:32

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    Thanks Phoene

    I suspected that they had filed with FDA already. I think they will have an EUA by the Sept 3 half yr call if not then by the Sept 11 Immunexpress Webinar. I'm a little disappointed that the run time is 90 min. I was hoping for something closer to the Cepheid time (just under an hour). The Fisher PCR test problems are now well documented, so I would not be surprised if BCART gets additional scrutiny because of the Fisher test false positive problems. Important to note the Fisher test is not a POC cartridge test. Either way, I think we are at the most only a few weeks away from the COVID and Septicyte Rapid announcement.
    FL
    www.fiercebiotech.com/medtech/fda-fla...
  21. Matsversch 19 augustus 2020 16:33

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    quote:

    joe123 schreef op 19 augustus 2020 09:54:

    Voor velen een opdoffer van formaat bij galapagos.Hopelijk komt Biocartis met veel beter nieuws .
    momenteel ook geen leuk dagje bij Biocartis

    Biocartis Group NV
    EBR: BCART
    4,65 EUR -0,28 (5,68%)
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