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Is Biosensors a good buy?
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jackjames
Elite |
01-Mar-2007 15:59
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shit , STI drops again, biosensors, huge sell down now as well, jia lat... 0.775 buy price now.... oh dear.. anyway, hold tight baby. |
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huatchai
Member |
01-Mar-2007 15:48
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can TA experts advice? I am a FA person. I tried analysing the charts but am lost. |
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huatchai
Member |
01-Mar-2007 15:47
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chances of them getting CE mark looks good. Think they r one of the best cos for heart stent now. small or medium but growing well. hope they get acquired in M&A deal in 2007. think at present price of 78.5c is a steal. |
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jackjames
Elite |
01-Mar-2007 14:46
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err... price now can buy up at 0.80, sien.. no worries la.. this guy is active one..... |
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wittlewabbit
Member |
01-Mar-2007 14:28
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hiya i am still stuck at the high......0.95 :( big frown. |
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jackjames
Elite |
01-Mar-2007 09:33
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vested 10 lots @ 0.815, cheers. |
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huatchai
Member |
22-Feb-2007 17:02
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read an article on potential M&A activities in Asia and Biosensors appears to be a target. Co fundamentals appears good and all is now set upon obtaining the CE mark. Getting a bit tired of waiting but I guess no harm putting it in for long term appreciation. wats yr view? |
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novena_33
Veteran |
14-Feb-2007 17:34
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some thing b4 CE? Announcement at SGX-Net:
Biosensors announces positive results in on-going clinical trials for their BIOMATRIX stents including in Singapore. The Registry results were presented by none other than Prof Koh Tian Hai, Director of Singapore National Heart Centre. haha, what better "endorsement" than that!!!...guess any doubting local cardiologists will keep quiet now.  let see whether this will add weight for CEMark approval. |
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investor
Senior |
22-Jan-2007 21:39
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It is interesting to note that Biosensors has once again attempted to rally, with its 19 jan 07 high of 0.98 cents once again breaching above its 200 day mva. The last time it did this was in 06 dec 06, and that attempt did not succeed, resulting in a drop to a low of 0.845. Nevertheless, the support around the 0.83-0.85 managed to hold, the last time. Baring any bad news, it seems unlikely for Biosensors to drop below 0.83- 0.85 level, having held this support for quite sometime now (approx 6 nths). I always like to see a stock attempting to break above its 200 day mva and stay ABOVE there. As at today, its intr-day low of 0.925 touches the 200 mva and bounces off it. Ideally, for a real trend reversal, Biosensors need to clear its resistance at the 0.98-1.01 level. If not, we are back to square one - with support at 0.82-0.85 level and resistance at 0.98-1.01 level. |
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swissvic
Member |
19-Jan-2007 21:33
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http://remisiers.org/research/biosensors-070119-oir.pdf read the lastest research which will cause price to rise. |
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brook72
Member |
08-Jan-2007 05:05
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Quoted from Shareinvestor ::: Singapore, 5 January 2007 ? Biosensors International Group, Ltd. (?Biosensors? or the ?Company?,
Bloomberg BIG SP) announced today that it has completed its convertible note financing, previously announced on 23 November 2006, with the closing of the third and final tranche in the amount of US$15 million and the issuance of convertible and unsubordinated 3.95% three-year notes. The closing of this final tranche, placed with Silicon Valley-based Three Arch Partners, increases the total raised in the financing to US$45 million. Three Arch Partners, based in Portola Valley, California, is one of the pre-eminent healthcare investment companies in the United States having made more than US$1 billion in venture, development and growth stage investments in more than eighty medical technology companies since its inception in 1993. Mr. Yoh-Chie Lu, Chairman and CEO of Biosensors commented: ?This successful financing is an important milestone for Biosensors as we prepare for the launch of our flagship BioMatrix ® drugeluting stent as well as accelerate our other ongoing research and development programs. Participants in the financing include Granite Global, Evolution Capital and now Three Arch Partners which specialize in investments in healthcare and medical technology in the US. Three Arch Partners is a premier name in the private equity business with a strong track record of providing healthcare companies with access to relevant clinical, business and capital resources?. Mr. Mark Wan of Three Arch Partners commented: "Biosensors has the technology and the opportunity to become a technology leader in the drug-eluting stent market, as its technologies continue to receive strong validation by leading cardiologists. The Company?s technological achievements in developing polymer-free and biodegradable stent platforms underlies its prospects to emerge as a key player in this US$6 billion drug-eluting stent market. Three Arch Partners is very pleased to be a part of this exciting company and I look forward to be able to lend my expertise and the resources of our organization where possible.? Even Genting's price can more than double despite the fact that earnings will only kick in about seven years later. The bottom line is that the mrk is flushed with all sort of funds; be it long term, short term, speculative and private equity etc. If indeed the CE mark is expected in this quarter, shouldn't one be accumulating this stock for its accent to heaven? Think the risk reward ratio is good enough to garner some punts on this counter. |
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lg_6273
Elite |
21-Dec-2006 12:58
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CIMB Biosensors International (S$0.88) - Not Conor's twin Recent speculative interest in Biosensors following Johnson & Johnson's (J&J) acquisition of Conor is unjustified. We argue that J&J's acquisition of Conor had little to do with biodegradable polymer and was actually driven by Conor's strong product pipeline and unique controlled drug delivery technology. Biosensors now faces a stronger competitor. We also find that recent 2-day USFDA panel meeting results appear to favor incumbent DES players (J&J and Boston Scientific). Our probability-based DCF valuation (excludes buyout scenario) suggests that current valuation implies a premature certainty of Biosensors capturing a 10% global market share. Maintain Underperform with unchanged target price of S$0.76. |
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Livermore
Master |
19-Dec-2006 22:36
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Thanks. Hope you had a good holiday. Merry X'mas and Happy New Year! |
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singaporegal
Supreme |
19-Dec-2006 22:01
Yells: "Female TA nut" |
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Hi Livermore, Looks to be on a downtrend now |
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Livermore
Master |
19-Dec-2006 16:36
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Hi Singaporegal and other TA gurus, Any comments on Biosensors? |
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lg_6273
Elite |
11-Dec-2006 16:13
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good analysis |
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investor
Senior |
10-Dec-2006 21:51
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Whether Biosensors will become a take-over target really depends on whether its technology can add-value to these companies. I dont really know whether its technology is superior to other companies or not. However, I can try to summarise, what I think is good about its technology, and what is not so good, and for you guys to draw your own conclusion. Stent Design - in my mind, so so only - nothing spectacular Biolimus Drug - created by Biosensors - supposed to be as good as Sirolimus. Can be potentially a winner, once there is acceptance - one by the CE mark approval, 2nd, and more importantly by the FDA, as under the FDA, stringent tests on the safety needs to be carried out on healthy patients, involving single dose and mulitple doses. Biodegradable polymer - potentially a winner, used in combination with the biolimus drug. Having multiple partners, like Terumo, Xtent, Devax - potentially a good move, as it will widen their attractiveness, with the proviso that their drug has been approved for use by FDA (everything hinges on that) I believe that the single drug dosage on patients has been carried out and it seems to be successful (my impression from the conf call). Lack of large scale clinical trials - this is their main weakness - so far only a 120 clinical patient trial -Stealth I, and the 240 patient Nobori trial (phase I completed). All the major players have clinical trials numbering into thousands of patients, even Conors have 500 or more patients, collectively. Time is of the essence - Biosensors is going to conduct 2 major trials involving 1500 or more patients soon. IF newer and better technology comes along, in the distant future, then the value of Biosensros may deteriorate. Biosensor is also going to conduct clinical trials on the 'Freedom stent' - a new design that is 'polymer-free', and uses the Biolimus drug on rough microporous surface to control drug release, instead of a polymer. They also have done some animal testing on bio-degradable stent (ie stent can be degraded away), and have some success with it The good news is that so far, I have not seen any other new companies doing research on bio-degradable polymers, new drugs, etc. Although Abbot lab (I believe) did a first-in man clinical trial on a bio-degradable stent (ie the stent can dissolve), but they are using the Biosensor's biodegradable polymer, in this trial. I believe, that this will be quite some time before it gains momentum. |
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shplayer
Elite |
10-Dec-2006 20:53
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investor, Good and insightful post. You must be medically trained or involved in this industry? Perhap Biosensors may become a takeover target once it receives its CE mark? |
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investor
Senior |
10-Dec-2006 20:39
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My analysis of the FDA panel recommendations are as follows. The only concrete thing that the FDA is doing is that it is advising DES patients to take their plavix pills for up to one yr. or longer. Thus, the fear of the FDA doing away with the DES or severely restricting the sale of the DES has not materalised. THe recommendation of the panel to expand the clinical trials to include stent thrombosis will probably be resisted quite agressively by major industry players, as stent thrombosis is a long term problem, stretching out to 2-5 yrs or even longer, and it is probably impractical to do so. In fact, there is a silver lining for next generation players like Conors, Biosensors, as their technology is supposed to do away with the most likely cause of the stent thrombosis, which is the 'polymer'. That may be one of the reasons, why J & J bought over Conors, as they will have ready technology, with bio-degradable polymer, that has been CE mark approved, and they can built on that, instead of starting the research on biodegradable polymer from scratch. Having said that, the offical anouncement by J & J,on why they bought conors was that they like their stent design, which allows for mulitple drug delivery. |
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hhh2006
Member |
09-Dec-2006 20:08
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no wonder going down hill at the moment |
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