Biocartis « Terug naar discussie overzicht

quote:

Flatlander schreef op 22 oktober 2019 01:02:

I would love it if DRZ would back up his strong anti BCART stance with facts. Lets face it, his negative sentiment has been correct thus far this year. However, I'd like to know why he or anyone else would remain negative after the 40% haircut when the problems in the US (that caused the drop) are by no means permanent.

As I mentioned before, I was blocked from purchasing additional shares on the Schwab Global Platform. I opened a Interactive Brokers account so I could add shares after the midyear report drop in share price. At this point looking forward I can see numerous potential catalysts occurring in the next year including:

Septicyte Registration in EU and US;
Onco DX Breast validation announcement and timing of EU roll out starting in Germany and France;
Wonfu China Registration/Launch information;
Nichirei Bioscience Registration/Launch in Japan;
US FDA MSI 510 Approval;
Update on Onco DX Prostate Urology proof of concept;
New Partnership announcements; and
Demonstration of Sales traction in the US and Rest of World.

Several of these catalysts can be expected to result in significantly increased sales and improved financial metrics. I think 2020 will be a transitional year for BCART. Based on the catalysts I've identified, I believe profitability will be achieved in 2021. Geographical expansion will require significant continued investment but it is important that BCART press their first mover advantage.
FL

quote:

DeZwarteRidder schreef op 22 oktober 2019 08:37:

Ik zal het nog even samenvatten: de omzet is in ca 4 jaar verdubbeld van ca 14 naar ca 28 miljoen.

En het verlies is gestegen van ca 40 miljoen naar ca 48 miljoen.

Fantastische cijfers dus........

Maar niet heus.

quote:

Börs schreef op 22 oktober 2019 09:23:

[...]
Helaas wederom een uitermate kortzichtige blik op de gang van zaken bij BCART. Naarmate er meer toepassingen (aandoeningen) komen waarvoor de apparatuur gebruikt kan worden, zal de verkoop van de cartridges fors toenemen. Er is niet voor niets al een tweede fabricagelijn opgestart. De kost gaat nu eenmaal voor de baat uit.

quote:

DeZwarteRidder schreef op 22 oktober 2019 10:19:

[...]
Is Berre familie van jou??

quote:

Börs schreef op 22 oktober 2019 11:20:

[...]
Niet ineens van onderwerp veranderen als je om inhoudelijke redenen moet toegeven dat een ander wel eens gelijk zou kunnen hebben.

quote:

DeZwarteRidder schreef op 22 oktober 2019 11:27:

[...]
Voorlopig ben ik de enige die hier gelijk heeft.

quote:

Flatlander schreef op 23 oktober 2019 17:21:

Black Knight

Your point is clear. Yes BCART is not profitable yet. But they have launched new products, established a worldwide footprint, and developed partnerships that will be fruitful over many years. You ascribe no value to any of these factors. As I said before, I invested in BCART after learning about GHDXs plans to launch OncoDx Breast on Idylla. GHDX also struggled to become cash flow positive until the release of the TailorX study at ASCO in 2018. Then it became profitable within a quarter or two. Why won't the launch of Onco DX on Idylla have a similar effect?

I'd like to share some of the analogus model showing why I'm optimistic about BCART.

www.rationalinvesting.com/present/cph...

Look at slide 9/15 of the attached CPHD power point. Note that the the growth rate of Cepheids Gene Expert platform was similar to the growth in Idylla consoles at a similar point after launch. the cartridges also tracked similarly. I'll let you do some research of what the share price of Cepheid did from that point until it was acquired by Danaher in November of 2016. When I review the two systems I believe that Cepheid is very much an analog for BCART. Both are cartridge based PCR devices that provide fast TAT sample to answer results. Gene Expert focuses on infectious disease, Idylla on Oncology. I believe much of Idylla was developed using Cepheid as a prototype system.

DZR you can continue to use the rear view mirror to invest. I know it is safer that way. But the share price will have doubled or tripled by the time the metrics become obvious. I'll admit my mistakes, primarily misjudging the inherent risk aversion in the European small cap market. I thought the BCART news flow might light a fire under the share price. It has not, and I acquired too many shares in the $10 -$11 range. I have averaged down by acquiring additional shares in the 5's and I'm hopeful that Nov 14 may be the start of improved news flow. If not, I'm pretty certain early 2020 will bring better news flow.
FL