Gentian Diagnostics - 2020 and beyond
Mens 2020 nærmer seg slutten, og med en aksjekurs som nærmer seg Desember 2019-nivåer, er det på tide med en oppsummering av året.
GCAL: Calprotectin Immunoassay
Mars 2020: To studieresultat som beviser calprotectin sin rolle for deteksjon av både sepsis og inflammasjon
August - Desember:
- Flere studieresultat som beviser calprotetin sin rolle for deteksjon av alvorlighetsgrad av sykdomsforløp for COVID-pasienter, og mulig organsvikt.
- AACC med pressemelding som omhandler to posters med ovennevnte tema:
https://www.aacc.org/media/press-release-archive/2020/12-dec/two-new-tests-could-improve-treatment-for-severely-ill-covid19-patients
- CEO bekrefter stort momentum for markedsutviklingen av GCAL
- CEO har bekreftet pågående partnerforhandlinger
- Blockbusterkandidat
https://f.hubspotusercontent40.net/hubfs/6752890/calprotectin%201%20page%20flyer_2020_7666v01.pdf?hsCtaTracking=7021a08c-8309-4797-adb9-02374bff0d7c%7Ca819c037-5f1e-4fdd-9102-6a3b025ebfc9
https://www.gentian.com/news/calprotectin-sepsis-diagnostic-monitoring
Cystatin C: Cystatin C is a superior GFR marker for the diagnosis and therapeutic control of renal function for patients of all ages
Markant salgsøkning i 2020
Anbefaling om å inkludere Cystatin C i KDIGO guidelines for Shrunken Pore Syndrome
https://www.gentian.com/news/webinar-cystatin-c-immunoasay
Bühlmann fCal / fPELA
Juni 2020: Vellykket launch av fPELA
Bühlmann og Roche initierer samarbeid om distribusjon globalt, og pusher på for salg
Selges inn som kombinasjon (1 prøve, 2 resultat)
Salg påvirkes negativt av COVID-restriksjoner
SARS-Cov-2-AB: High throughput turbidimetric antibody test
Juli 2020: Innvilget 8 mil fra Norges Forskningsråd for å utvikle og lansere en antistofftest
Sikter på lansering i Skandinavia andre halvdel av 2021
https://uit.no/nyheter/artikkel?p_document_id=686565
NT-proBNP: The Gentian NT-proBNP assay is an in vitro diagnostic assay for the quantitative measurement of N-terminal pro-brain natriuretic peptide
Gode resultater så langt
- Løpende oppdateringer på milestones fremover (kliniske studier, IP beskyttelse, partneravtaler, etc)
- Scientific Advisory Board styrker utviklingen av markøren, og kan i tillegg føre til utvidelse av bruken til nye områder.
- Blockbuster-kandidat
https://f.hubspotusercontent40.net/hubfs/6752890/NT-proBNP%207671v01.pdf?hsCtaTracking=e7a2308b-50a1-47fa-9dc4-8699922ba8cf%7C768fb161-3446-41d8-abe8-440c6296336a
Canine CRP: In vitro diagnostic test for quantitative determination of canine CRP in dog serum and plasma
- Markant salgsvekst
https://www.gentian.com/news/canine-crp-inflammation-serum-plasma
Analysedekning:
"DNB Markets har tatt opp dekning av Gentian Diagnostics med kursmål på 81 kr/aksjen."
"Ifølge Bloomberg ligger gjennomsnittlig kursmål for Gentian-aksjen imidlertid på 161 kroner"
https://finansavisen.no/nyheter/helse/2020/12/01/7593792/dnb-markets-tar-opp-dekning-av-gentian-diagnostics-med-kjopsanbefaling
Rekruttert topp ledelse fra TF, BC og GE:
VP QA/RA: Anne-Mette Horsrud Akre
Director of Manufacturing: Janne Veggeland
VP Business Development: Jack Andreassen
VP Global Sales: Markus Jaquemar
Hva kan en så forvente av 2021 og videre?
Proof of concept på SARS-CoV-2 antistofftest bør ikke være langt unna. Fast-track utvikling med lansering andre halvdel av 2021, og tiltenkt som overvåking av immunitetsstatus etter vaksinasjon. Markedspotensial er noe usikkert, men Gentian kan bli eneste produsent av "High throughput turbidimetric antibody test."
Tas testen i bruk på global skala er potensialet stort. Sammarbeid med salgspartner forventes også.
Fremgang i markedsutviklingen av GCAL forventes neste år. Prosessen går tregt, men har overraskende fått en liten boost av epidemien da Calprotectin kan spille en rolle i diagnostisering av pasienter, og en har derfor fått initiert en rekke studier på dette. En konklusjon på forhandlnger med salgspartner bør ikke være langt unna.
Løpende meldinger om utviklingen av NT-proBNP ventes ila hele neste år. Kliniske studier skal initieres, salgspartner-avtaler skal inngås, Scientific Advisory Board, etc. Launch mot slutten av 2021!
Generell, tosifret, salgsvekst forventes også neste år og årene etter.
Aksjene flyttes på et regulert marked er en uttalt strategi for neste år.
Flere analyser?
Positiv EBITDA?
Annonsering av nytt produkt?
Utfordringer: COVID, Shareholder value, illikvid aksje, utgifter, manglende innsidekjøp.
GCAL: Calprotectin Immunoassay
Mars 2020: To studieresultat som beviser calprotectin sin rolle for deteksjon av både sepsis og inflammasjon
August - Desember:
- Flere studieresultat som beviser calprotetin sin rolle for deteksjon av alvorlighetsgrad av sykdomsforløp for COVID-pasienter, og mulig organsvikt.
- AACC med pressemelding som omhandler to posters med ovennevnte tema:
https://www.aacc.org/media/press-release-archive/2020/12-dec/two-new-tests-could-improve-treatment-for-severely-ill-covid19-patients
- CEO bekrefter stort momentum for markedsutviklingen av GCAL
- CEO har bekreftet pågående partnerforhandlinger
- Blockbusterkandidat
https://f.hubspotusercontent40.net/hubfs/6752890/calprotectin%201%20page%20flyer_2020_7666v01.pdf?hsCtaTracking=7021a08c-8309-4797-adb9-02374bff0d7c%7Ca819c037-5f1e-4fdd-9102-6a3b025ebfc9
https://www.gentian.com/news/calprotectin-sepsis-diagnostic-monitoring
Cystatin C: Cystatin C is a superior GFR marker for the diagnosis and therapeutic control of renal function for patients of all ages
Markant salgsøkning i 2020
Anbefaling om å inkludere Cystatin C i KDIGO guidelines for Shrunken Pore Syndrome
https://www.gentian.com/news/webinar-cystatin-c-immunoasay
Bühlmann fCal / fPELA
Juni 2020: Vellykket launch av fPELA
Bühlmann og Roche initierer samarbeid om distribusjon globalt, og pusher på for salg
Selges inn som kombinasjon (1 prøve, 2 resultat)
Salg påvirkes negativt av COVID-restriksjoner
SARS-Cov-2-AB: High throughput turbidimetric antibody test
Juli 2020: Innvilget 8 mil fra Norges Forskningsråd for å utvikle og lansere en antistofftest
Sikter på lansering i Skandinavia andre halvdel av 2021
https://uit.no/nyheter/artikkel?p_document_id=686565
NT-proBNP: The Gentian NT-proBNP assay is an in vitro diagnostic assay for the quantitative measurement of N-terminal pro-brain natriuretic peptide
Gode resultater så langt
- Løpende oppdateringer på milestones fremover (kliniske studier, IP beskyttelse, partneravtaler, etc)
- Scientific Advisory Board styrker utviklingen av markøren, og kan i tillegg føre til utvidelse av bruken til nye områder.
- Blockbuster-kandidat
https://f.hubspotusercontent40.net/hubfs/6752890/NT-proBNP%207671v01.pdf?hsCtaTracking=e7a2308b-50a1-47fa-9dc4-8699922ba8cf%7C768fb161-3446-41d8-abe8-440c6296336a
Canine CRP: In vitro diagnostic test for quantitative determination of canine CRP in dog serum and plasma
- Markant salgsvekst
https://www.gentian.com/news/canine-crp-inflammation-serum-plasma
Analysedekning:
"DNB Markets har tatt opp dekning av Gentian Diagnostics med kursmål på 81 kr/aksjen."
"Ifølge Bloomberg ligger gjennomsnittlig kursmål for Gentian-aksjen imidlertid på 161 kroner"
https://finansavisen.no/nyheter/helse/2020/12/01/7593792/dnb-markets-tar-opp-dekning-av-gentian-diagnostics-med-kjopsanbefaling
Rekruttert topp ledelse fra TF, BC og GE:
VP QA/RA: Anne-Mette Horsrud Akre
Director of Manufacturing: Janne Veggeland
VP Business Development: Jack Andreassen
VP Global Sales: Markus Jaquemar
Hva kan en så forvente av 2021 og videre?
Proof of concept på SARS-CoV-2 antistofftest bør ikke være langt unna. Fast-track utvikling med lansering andre halvdel av 2021, og tiltenkt som overvåking av immunitetsstatus etter vaksinasjon. Markedspotensial er noe usikkert, men Gentian kan bli eneste produsent av "High throughput turbidimetric antibody test."
Tas testen i bruk på global skala er potensialet stort. Sammarbeid med salgspartner forventes også.
Fremgang i markedsutviklingen av GCAL forventes neste år. Prosessen går tregt, men har overraskende fått en liten boost av epidemien da Calprotectin kan spille en rolle i diagnostisering av pasienter, og en har derfor fått initiert en rekke studier på dette. En konklusjon på forhandlnger med salgspartner bør ikke være langt unna.
Løpende meldinger om utviklingen av NT-proBNP ventes ila hele neste år. Kliniske studier skal initieres, salgspartner-avtaler skal inngås, Scientific Advisory Board, etc. Launch mot slutten av 2021!
Generell, tosifret, salgsvekst forventes også neste år og årene etter.
Aksjene flyttes på et regulert marked er en uttalt strategi for neste år.
Flere analyser?
Positiv EBITDA?
Annonsering av nytt produkt?
Utfordringer: COVID, Shareholder value, illikvid aksje, utgifter, manglende innsidekjøp.
Redigert 25.08.2021 kl 20:32
Du må logge inn for å svare
Haltopen
09.03.2022 kl 07:29
4170
OM Holding solgte 70.5 k
Totakter AS solgte 10k
J.P. MORGAN BANK LUXEMBOURG S.A. kjøpte 83k
Totakter AS solgte 10k
J.P. MORGAN BANK LUXEMBOURG S.A. kjøpte 83k
Value Investor
04.03.2022 kl 21:14
4227
Ser det var omsatt litt i dag, en post på 70,5k en på 10k og 15,5k over børs, til sammen 96k, og altså en omstening på ca 5 mill. Noen som vet hvem som kjøpte/solgte de 70?
Haltopen
28.02.2022 kl 12:31
4380
Mandatory notification of trade
Moss, 28 February 2022
Gentian Diagnostics ASA has today been notified that the following transaction has been completed by a primary insider in Gentian Diagnostics ASA: Tomas Kramar, board member and primary insider in Gentian Diagnostics ASA, has today bought 3,636 shares at an average price of NOK 55.94 per share. After the transaction, Tomas Kramar holds 3,636 shares in Gentian Diagnostics ASA.
Moss, 28 February 2022
Gentian Diagnostics ASA has today been notified that the following transaction has been completed by a primary insider in Gentian Diagnostics ASA: Tomas Kramar, board member and primary insider in Gentian Diagnostics ASA, has today bought 3,636 shares at an average price of NOK 55.94 per share. After the transaction, Tomas Kramar holds 3,636 shares in Gentian Diagnostics ASA.
Haltopen
25.02.2022 kl 08:58
4383
Arctic Securities nedjusterer kursmål på Gentian Diagnostics fra 99 til 87 kroner, men gjentar kjøpsanbefalingen, går det frem av en oppdatering fra meglerhuset torsdag.
«Selskapet fortsetter å vise tosifret salgsvekst. Fremover forventer vi at GCAL vil drive salget i økende grad og distribusjonsavtalen med Siemens Healthliners gir oss trygghet på dets potensial», heter det i analysen.
«Imidlertid har vi justert vårt kursmål på grunn av forsinkelsen rundt NT-proBNP den siste tiden, mens vi gjentar vår kjøpsanbefaling og finner verdsettelsen attraktiv på nåværende prisnivåer», skriver meglerhuset videre.
Gentian Diagnostics faller torsdag formiddag rundt 2 prosent til 52,40 kroner. Arctic øyner dermed 66 prosent oppside i aksjen fra dagens nivåer.
https://finansavisen.no/nyheter/helse/2022/02/24/7825696/kutter-gentian-kursmal-ser-bare-66-prosent-oppside
GENTIAN: DNB kutter kursmålet til NOK 92 (96), gjentar kjøp
«Selskapet fortsetter å vise tosifret salgsvekst. Fremover forventer vi at GCAL vil drive salget i økende grad og distribusjonsavtalen med Siemens Healthliners gir oss trygghet på dets potensial», heter det i analysen.
«Imidlertid har vi justert vårt kursmål på grunn av forsinkelsen rundt NT-proBNP den siste tiden, mens vi gjentar vår kjøpsanbefaling og finner verdsettelsen attraktiv på nåværende prisnivåer», skriver meglerhuset videre.
Gentian Diagnostics faller torsdag formiddag rundt 2 prosent til 52,40 kroner. Arctic øyner dermed 66 prosent oppside i aksjen fra dagens nivåer.
https://finansavisen.no/nyheter/helse/2022/02/24/7825696/kutter-gentian-kursmal-ser-bare-66-prosent-oppside
GENTIAN: DNB kutter kursmålet til NOK 92 (96), gjentar kjøp
Haltopen
22.02.2022 kl 09:21
4548
nordnes skrev Vet hvem som solgte den dagen q4 ble publisert ?
Største selger var DNB MARKETS - KONTO #163 som solgte 8 600 aksjer. Største kjøper Six-Seven (Håkon Sæter) med rundt 6000 aksjer.
Haltopen
21.02.2022 kl 09:56
4623
nordnes skrev Har det vært bevegelser blant aksjonærene, på topp 50 ?
Nei, det er lite med bevegelser der. Fra og med i morgen får vi se hvem som solgte dagen Q4 ble publisert.
Haltopen
17.02.2022 kl 08:26
4814
Total operating revenue of NOK 26.2 million in Q4 2021, up 10% from Q4 2020. EBITDA of NOK -8.5 million, of which NOK -4.4 million related to implementation of new ERP system.
Sales revenue of NOK 21.7 million, +26% from Q4 2020, with organic growth at 33%.
Gentian achieved 31% sales growth to NOK 83.1 million for the full year 2021, with organic sales growth at 43%.
“We see continued strong growth for our established portfolio, particularly for Cystatin C and fCAL®turbo. Sales are being driven by increased adoption of Cystatin C as a routine marker for chronic kidney disease, and by strong demand in China and South Korea. We are also expanding our commercial footprint including third party sales in Norway, Finland and Iceland,” says CEO Hilja Ibert of Gentian Diagnostics.
The company sees continued double-digit sales growth for the established product portfolio also going forward and expects to see significant sales growth for GCAL®.
“The global distribution agreement signed with Siemens Healthineers earlier this year will make our innovative GCAL® assay readily available for a larger patient group,” adds Ibert. Launch of GCAL® on Simens Healthineers platforms is scheduled for the first half 2022.
The company also plans for a launch of its SARS Cov-2 assay during the first quarter of 2022, following completion of development late in 2021.
Med samme vekst som tidligere år vil trolig selskapet gå i break-Even i år. De forventer tosifret vekst fra etablerte produkter fremover, samtidig som man vil se signifikant salgsvekst for GCAL!
Skuffende dog med hjertemarkør som ikke får sin launch før neste år. Men siden de har re-allokert personell fra andre prosjekter over til dette viser det hvor viktig denne markøren er for selskapet.
Da blir det antistofftest i år, hjertemarkør i 2023, og ny markør i 2024?
Gentian has made significant progress with one of the projects that are in the exploration phase. From a technical point of view this initiative is now ready to be moved into the proof-of- concept phase. In addition, and given the significance of this project the company will engage external experts to assess the market positioning before announcing the details to the capital markets.
Sales revenue of NOK 21.7 million, +26% from Q4 2020, with organic growth at 33%.
Gentian achieved 31% sales growth to NOK 83.1 million for the full year 2021, with organic sales growth at 43%.
“We see continued strong growth for our established portfolio, particularly for Cystatin C and fCAL®turbo. Sales are being driven by increased adoption of Cystatin C as a routine marker for chronic kidney disease, and by strong demand in China and South Korea. We are also expanding our commercial footprint including third party sales in Norway, Finland and Iceland,” says CEO Hilja Ibert of Gentian Diagnostics.
The company sees continued double-digit sales growth for the established product portfolio also going forward and expects to see significant sales growth for GCAL®.
“The global distribution agreement signed with Siemens Healthineers earlier this year will make our innovative GCAL® assay readily available for a larger patient group,” adds Ibert. Launch of GCAL® on Simens Healthineers platforms is scheduled for the first half 2022.
The company also plans for a launch of its SARS Cov-2 assay during the first quarter of 2022, following completion of development late in 2021.
Med samme vekst som tidligere år vil trolig selskapet gå i break-Even i år. De forventer tosifret vekst fra etablerte produkter fremover, samtidig som man vil se signifikant salgsvekst for GCAL!
Skuffende dog med hjertemarkør som ikke får sin launch før neste år. Men siden de har re-allokert personell fra andre prosjekter over til dette viser det hvor viktig denne markøren er for selskapet.
Da blir det antistofftest i år, hjertemarkør i 2023, og ny markør i 2024?
Gentian has made significant progress with one of the projects that are in the exploration phase. From a technical point of view this initiative is now ready to be moved into the proof-of- concept phase. In addition, and given the significance of this project the company will engage external experts to assess the market positioning before announcing the details to the capital markets.
Redigert 17.02.2022 kl 08:44
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Haltopen
08.02.2022 kl 13:10
5095
Siste runde med spam angående calprotectin her. Det publiseres så mye for tiden at det meste taler for seg selv.
Analytical and clinical evaluation of DiaSorin Liaison® Calprotectin fecal assay adapted for serum samples
05.02.2022
Calprotectin is a calcium-binding protein that can be measured in serum, plasma, and feces. Increased serum and plasma calprotectin concentrations have been found in chronic inflammatory rheumatic disorders such as juvenile chronic arthritis, rheumatoid arthritis (RA), Behcet disease, and ANCA-associated vasculitis.
Focusing on RA, it has been demonstrated that the existence of a strong correlation between serum calprotectin and composite disease activity indices and calprotectin has been proposed as a potential inflammatory biomarker for assessing disease activity in RA patients even better than acute-phase reactants (C-reactive protein (CRP) or erythrocyte sedimentation rate (ESR).
https://onlinelibrary.wiley.com/doi/10.1002/jcla.24258
Novel COVID-19 biomarkers: The importance of the complement system
Dr. Marie-Agnès Dragon-Durey highlights the role of complement C4d and calprotectin in the detection, diagnosis, and treatment of viral infectious diseases
08 Feb 2022
The complement system is an important part of the innate immune response and plays a key role in the defence against invading pathogens, including viruses, bacteria, fungi, and parasites. Recent studies have shown that complement overactivation plays a critical role in the pathogenesis of COVID-19 and other viral diseases, suggesting its huge potential as a biomarker for infectious diseases.
Another promising component is calprotectin, a heterodimeric complex formed by S100A8 and S100A9 proteins that is mainly expressed and secreted by neutrophils, monocytes, and activated macrophages. It is a well-established protein biomarker that has long been used in the diagnosis and treatment of patients with inflammatory bowel disease (IBD) and as a screening tool prior to endoscopies. Recent studies have shown that an increased calprotectin expression by peripheral blood mononuclear cells and secretion in the blood is associated with severe forms of COVID-19.
https://www.selectscience.net/editorial-articles/novel-covid-19-biomarkers-the-importance-of-the-complement-system/?&artID=56687
Analytical and clinical evaluation of DiaSorin Liaison® Calprotectin fecal assay adapted for serum samples
05.02.2022
Calprotectin is a calcium-binding protein that can be measured in serum, plasma, and feces. Increased serum and plasma calprotectin concentrations have been found in chronic inflammatory rheumatic disorders such as juvenile chronic arthritis, rheumatoid arthritis (RA), Behcet disease, and ANCA-associated vasculitis.
Focusing on RA, it has been demonstrated that the existence of a strong correlation between serum calprotectin and composite disease activity indices and calprotectin has been proposed as a potential inflammatory biomarker for assessing disease activity in RA patients even better than acute-phase reactants (C-reactive protein (CRP) or erythrocyte sedimentation rate (ESR).
https://onlinelibrary.wiley.com/doi/10.1002/jcla.24258
Novel COVID-19 biomarkers: The importance of the complement system
Dr. Marie-Agnès Dragon-Durey highlights the role of complement C4d and calprotectin in the detection, diagnosis, and treatment of viral infectious diseases
08 Feb 2022
The complement system is an important part of the innate immune response and plays a key role in the defence against invading pathogens, including viruses, bacteria, fungi, and parasites. Recent studies have shown that complement overactivation plays a critical role in the pathogenesis of COVID-19 and other viral diseases, suggesting its huge potential as a biomarker for infectious diseases.
Another promising component is calprotectin, a heterodimeric complex formed by S100A8 and S100A9 proteins that is mainly expressed and secreted by neutrophils, monocytes, and activated macrophages. It is a well-established protein biomarker that has long been used in the diagnosis and treatment of patients with inflammatory bowel disease (IBD) and as a screening tool prior to endoscopies. Recent studies have shown that an increased calprotectin expression by peripheral blood mononuclear cells and secretion in the blood is associated with severe forms of COVID-19.
https://www.selectscience.net/editorial-articles/novel-covid-19-biomarkers-the-importance-of-the-complement-system/?&artID=56687
Haltopen
07.02.2022 kl 11:10
5201
Early kinetics of calprotectin in plasma following inguinal hernia surgery
First Published February 1, 2022
Medforfatter, Kristina Havelka, VP Clinical Affairs, Gentian
Calprotectin is one of the most abundant proteins of neutrophil granulocytes. It is released upon neutrophil activation and is considered a sensitive and clinically useful marker for neutrophil-mediated inflammation, including bacterial infections. However, early kinetics of calprotectin activation following inflammatory activation has hitherto been unknown. The aim of the present study was to determine the early phase of the kinetics of calprotectin, in comparison with the inflammatory markers CRP, IL-6, TNF-α, and procalcitonin, in plasma following a standardized temporary mild inflammatory response, using uncomplicated inguinal hernia surgery as a model. The study cohort consisted of 17 adult patients (15 male and 2 female) undergoing elective surgery for hernia
In conclusion, calprotectin levels in plasma were rapidly elevated (within 2 h following mild inflammatory response associated with inguinal hernia surgery and continued to increase at later time points (24–36 h)). Increase of calprotectin was observed several hours prior to increase in IL-6 or CRP. However, during the first 24 h the levels induced by the mild inflammatory response caused by inguinal hernia surgery were not significantly exceeding the normal reference range, suggesting that calprotectin can be useful for early detection of postsurgical infections.
https://journals.sagepub.com/doi/10.1177/17534259211069635
First Published February 1, 2022
Medforfatter, Kristina Havelka, VP Clinical Affairs, Gentian
Calprotectin is one of the most abundant proteins of neutrophil granulocytes. It is released upon neutrophil activation and is considered a sensitive and clinically useful marker for neutrophil-mediated inflammation, including bacterial infections. However, early kinetics of calprotectin activation following inflammatory activation has hitherto been unknown. The aim of the present study was to determine the early phase of the kinetics of calprotectin, in comparison with the inflammatory markers CRP, IL-6, TNF-α, and procalcitonin, in plasma following a standardized temporary mild inflammatory response, using uncomplicated inguinal hernia surgery as a model. The study cohort consisted of 17 adult patients (15 male and 2 female) undergoing elective surgery for hernia
In conclusion, calprotectin levels in plasma were rapidly elevated (within 2 h following mild inflammatory response associated with inguinal hernia surgery and continued to increase at later time points (24–36 h)). Increase of calprotectin was observed several hours prior to increase in IL-6 or CRP. However, during the first 24 h the levels induced by the mild inflammatory response caused by inguinal hernia surgery were not significantly exceeding the normal reference range, suggesting that calprotectin can be useful for early detection of postsurgical infections.
https://journals.sagepub.com/doi/10.1177/17534259211069635
Haltopen
05.02.2022 kl 18:43
5329
Det må trolig studier til, og støtte fra Key Opinion Leaders. Det er en inflammajonsmarkør og det er flere sykdommer og betennelsesreaksjoner i kroppen som fører til inflammasjon.
Her for eksempel, hvor en ser på 3 revmatiske sykdommer og calprotectin får treff på 2/3:
Serum calprotectin: a promising biomarker in rheumatoid arthritis and axial spondyloarthritis
Calprotectin (S100A8/S100A9 protein) is known as a damage-associated molecular pattern (DAMP) protein and reflects mainly neutrophil activation. Serum calprotectin levels might be a good alternative to acute-phase protein as a biomarker in inflammatory rheumatic diseases. The aim of this study is to investigate the association of serum calprotectin with disease activity and severity in rheumatoid arthritis (RA), axial spondyloarthritis (axSpA), and psoriatic arthritis (PsA).
Conclusions
This large study supports the association of serum calprotectin levels with disease activity in both RA and axSpA, but not in PsA.
https://arthritis-research.biomedcentral.com/articles/10.1186/s13075-020-02190-3
Her for eksempel, hvor en ser på 3 revmatiske sykdommer og calprotectin får treff på 2/3:
Serum calprotectin: a promising biomarker in rheumatoid arthritis and axial spondyloarthritis
Calprotectin (S100A8/S100A9 protein) is known as a damage-associated molecular pattern (DAMP) protein and reflects mainly neutrophil activation. Serum calprotectin levels might be a good alternative to acute-phase protein as a biomarker in inflammatory rheumatic diseases. The aim of this study is to investigate the association of serum calprotectin with disease activity and severity in rheumatoid arthritis (RA), axial spondyloarthritis (axSpA), and psoriatic arthritis (PsA).
Conclusions
This large study supports the association of serum calprotectin levels with disease activity in both RA and axSpA, but not in PsA.
https://arthritis-research.biomedcentral.com/articles/10.1186/s13075-020-02190-3
Redigert 07.02.2022 kl 08:26
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nordnes
05.02.2022 kl 17:50
5337
«Kanskje det er skuffelse over at det i starten kun gjelder for leddgikt.»
Leddgikt er vel en form for reumatisme ?
så hvor lang er er veien til diagnostisering av andre former for reumatisme ?
Leddgikt er vel en form for reumatisme ?
så hvor lang er er veien til diagnostisering av andre former for reumatisme ?
Haltopen
05.02.2022 kl 17:37
5303
Ja, det er smått utrolig at en avtale med en helsegigant fører til nedgang. Lavt volum heldigvis - som du fikk erfare 😄
Kanskje det er skuffelse over at det i starten kun gjelder for leddgikt. Med et serviceable market på ~ 45 mUSD (gj.snitt 30-60) og en markedsandel på 25% så dobler det dagens omsetning i Gentian.
Men så må man ba i bakhodet at dette trolig bare gjelder i EU. Hvis Siemens går for markedstilgang i USA og/eller Kina så vil serviceable makert øke markant!
Hvis man i tillegg legger til de etterhvert flere potensielle bruksområdene til Calprotectin snakker man om et marked på over 300 mUSD. Og nå med en etablert avtale med Siemens kan dette gå hurtig når det først løsner.
Så må man heller ikke glemme at dette kan få andre store selskaper på banen til å lage avtaler for sine analysers. GCAL, en novel biomarkør, er nå tross alt validert av Siemens!
Kanskje det er skuffelse over at det i starten kun gjelder for leddgikt. Med et serviceable market på ~ 45 mUSD (gj.snitt 30-60) og en markedsandel på 25% så dobler det dagens omsetning i Gentian.
Men så må man ba i bakhodet at dette trolig bare gjelder i EU. Hvis Siemens går for markedstilgang i USA og/eller Kina så vil serviceable makert øke markant!
Hvis man i tillegg legger til de etterhvert flere potensielle bruksområdene til Calprotectin snakker man om et marked på over 300 mUSD. Og nå med en etablert avtale med Siemens kan dette gå hurtig når det først løsner.
Så må man heller ikke glemme at dette kan få andre store selskaper på banen til å lage avtaler for sine analysers. GCAL, en novel biomarkør, er nå tross alt validert av Siemens!
Fevang
04.02.2022 kl 19:14
5370
Etter den nye avtalen har aksjen falt et par kroner; så markedet vurderer avtalen til å ha null verdi... Jaja - litt merkelig. Jeg fikk morsomme 53 aksjer til kr 67,00.
Haltopen
03.02.2022 kl 10:29
5453
Webinar with Dr Camille Chenevier-Gobeaux from Assistance publique - Hôpitaux de Paris
Time : February 8th at 12:00-13:00 (CET)
Calprotectin is a novel inflammation biomarker with diagnostic value in various infectious and inflammatory conditions. Calprotectin for plasma and serum is gaining more interest and is today also in routine use at various hospitals and laboratories across Europe. Speaker Dr Camille Chenevier-Gobeaux from Assistance publique - Hôpitaux de Paris, will in this webinar highlight the distinctive clinical value of calprotectin whilst sharing her experience from implementing the marker into clinical routine at the APHP hospitals.
This webinar is especially noteworthy for laboratory professionals and clinicians who are already familiar with plasma and serum calprotectin, and that are curious to learn more from the experience of routine customers of the Gentian Calprotectin GCAL®.
Directly after the webinar you can interact with the speaker Dr Camille Chenevier-Gobeaux and experts from Gentian in a Q&A session.
https://www.gentian.com/news/webinar-calprotectin-routine-inflammation-biomarker
Time : February 8th at 12:00-13:00 (CET)
Calprotectin is a novel inflammation biomarker with diagnostic value in various infectious and inflammatory conditions. Calprotectin for plasma and serum is gaining more interest and is today also in routine use at various hospitals and laboratories across Europe. Speaker Dr Camille Chenevier-Gobeaux from Assistance publique - Hôpitaux de Paris, will in this webinar highlight the distinctive clinical value of calprotectin whilst sharing her experience from implementing the marker into clinical routine at the APHP hospitals.
This webinar is especially noteworthy for laboratory professionals and clinicians who are already familiar with plasma and serum calprotectin, and that are curious to learn more from the experience of routine customers of the Gentian Calprotectin GCAL®.
Directly after the webinar you can interact with the speaker Dr Camille Chenevier-Gobeaux and experts from Gentian in a Q&A session.
https://www.gentian.com/news/webinar-calprotectin-routine-inflammation-biomarker
Haltopen
02.02.2022 kl 08:58
5555
GENTIAN DIAGNOSTICS
Partnership supports growth estimates
We expect limited impact from Omicron on sales in Q4, seasonally a strong quarter. In other news, Gentian announced yesterday it has entered into a global distribution contract with Siemens Healthineers for GCAL®. Following a change of analyst, but with minimal changes to our estimates, we reiterate our BUY and NOK96 target price
Commercial partnership with Siemens Healthineers for GCAL®. Gentian announced on 31 January that it has entered into a distribution agreement with Siemens Healthineers for GCAL®. Launch is scheduled H1 2022 with GCAL® to be offered on the Siemens Healthineers BN™ II, BN ProSpec®, and Atellica® NEPH platforms. A distribution contract with a global “tier 1” diagnostics company is very encouraging, in our view, and supports our growth estimates for GCAL®.
Partnership supports growth estimates
We expect limited impact from Omicron on sales in Q4, seasonally a strong quarter. In other news, Gentian announced yesterday it has entered into a global distribution contract with Siemens Healthineers for GCAL®. Following a change of analyst, but with minimal changes to our estimates, we reiterate our BUY and NOK96 target price
Commercial partnership with Siemens Healthineers for GCAL®. Gentian announced on 31 January that it has entered into a distribution agreement with Siemens Healthineers for GCAL®. Launch is scheduled H1 2022 with GCAL® to be offered on the Siemens Healthineers BN™ II, BN ProSpec®, and Atellica® NEPH platforms. A distribution contract with a global “tier 1” diagnostics company is very encouraging, in our view, and supports our growth estimates for GCAL®.
Redigert 02.02.2022 kl 08:59
Du må logge inn for å svare
Haltopen
31.01.2022 kl 22:20
5691
Så søkes det også etter Head of Research. Kan neste trigger være annonsering av ny markør?
We are searching for a new employee to join our R&D department as Head of Innovation and Research. This person will be responsible for the early phase of assay development (exploratory, proof-of-consept), with the consequent project transfer into the product development group to fill the product pipeline of Gentian.
https://www.finn.no/245860373
We are searching for a new employee to join our R&D department as Head of Innovation and Research. This person will be responsible for the early phase of assay development (exploratory, proof-of-consept), with the consequent project transfer into the product development group to fill the product pipeline of Gentian.
https://www.finn.no/245860373
Haltopen
31.01.2022 kl 21:22
5687
Det er sant som du sier. De har nå fått en fot innenfor hos Siemens og kan bygge videre på samarbeidet. Jeg forstår det slik at Siemens begynner med RA og så kan det utvides etter hvert. Siemens kan markedsføre GCAL til de indikasjonene de ønsker. Avtalen er heller ikke eksklusiv slik at den ikke hindrer andre potensielle partnere.
Det aller viktigste er at man lander en avtale med en gigant som Siemens, med en ny markør med stor anvendelighet, i et stort marked. Flere aktører kan få øynene opp her nå.
Det aller viktigste er at man lander en avtale med en gigant som Siemens, med en ny markør med stor anvendelighet, i et stort marked. Flere aktører kan få øynene opp her nå.
cracker jack
31.01.2022 kl 17:43
5739
Dette er en meget bra start for gcal. De har siktet seg inn på en anvendelse som isolert har potensial på 60 m usd. Jeg tenker det er potensial for flere muligheter (sepsis,…) og dette bør legge grunnlaget for en fin utvikling fremover.
Haltopen
31.01.2022 kl 14:18
5824
Der kom avtalen! Global distribusjonsavtale med Siemens Healthineers (årlig omsetning 14,46 milliarder EUR (2020)). I første omgang gjelder det for indikasjon Rheumatoid Arthritis med potensial opp mot USD 60 m for Gentian - som alene utgjør halvparten av omsetningsmålet 5 - 7 år frem i tid. Markedet for RA diagnostisering er ventet å vokse med >5% årlig på verdensbasis.
En enorm tillitserklæring og de-risking for markedsutviklingen til GCAL!
Global GCAL® distribution contract with Siemens Healthineers
Reference to the stock exchange release dated 5 October 2021 and the 3rd quarter report released on 21 October 2021, Gentian Diagnostics ASA, a fast-growing developer and manufacturer of innovative and efficient diagnostics for better treatment decisions, has entered a global distribution contract for the Gentian Calprotectin Immunoassay GCAL® with Siemens Healthineers. The GCAL® assay will be offered on the Siemens Healthineers BN™ II, BN ProSpec®, and Atellica® NEPH platforms and positioned toward the rheumatoid arthritis market, with launch scheduled for the first half of 2022. Siemens Healthineers is a market leader in nephelometric plasma protein testing.
Rheumatoid arthritis is a chronic inflammatory autoimmune disease affecting more than 1% of the adult world population, and early detection is critical to ensure prevention of disabling joint erosion. Industry analysts estimate the value of the rheumatoid arthritis diagnosis test market at more than USD 550 million in 2020, with growth potential to more than USD 750 million by 2027, and the serviceable market for GCAL in this segment is estimated at USD 30–60 million.
https://newsweb.oslobors.no/message/552288
Minner om DNB: Commercial partnership for GCAL® is a significant de-risking event. In a 5 October update, the company announced that it was in the final stages of negotiating a commercial partnership with a “leading global diagnostics provider” with the ambition to start a roll-out in H1 2022. While the potential partner is still unnamed, during today’s earnings call, management defined the partner as a “Tier 1” diagnostic company. We believe such a deal should significantly reduce the commercial risk, lend further credibility to Gentian’s go-to-market strategy, and serve as a share-price catalyst"
En enorm tillitserklæring og de-risking for markedsutviklingen til GCAL!
Global GCAL® distribution contract with Siemens Healthineers
Reference to the stock exchange release dated 5 October 2021 and the 3rd quarter report released on 21 October 2021, Gentian Diagnostics ASA, a fast-growing developer and manufacturer of innovative and efficient diagnostics for better treatment decisions, has entered a global distribution contract for the Gentian Calprotectin Immunoassay GCAL® with Siemens Healthineers. The GCAL® assay will be offered on the Siemens Healthineers BN™ II, BN ProSpec®, and Atellica® NEPH platforms and positioned toward the rheumatoid arthritis market, with launch scheduled for the first half of 2022. Siemens Healthineers is a market leader in nephelometric plasma protein testing.
Rheumatoid arthritis is a chronic inflammatory autoimmune disease affecting more than 1% of the adult world population, and early detection is critical to ensure prevention of disabling joint erosion. Industry analysts estimate the value of the rheumatoid arthritis diagnosis test market at more than USD 550 million in 2020, with growth potential to more than USD 750 million by 2027, and the serviceable market for GCAL in this segment is estimated at USD 30–60 million.
https://newsweb.oslobors.no/message/552288
Minner om DNB: Commercial partnership for GCAL® is a significant de-risking event. In a 5 October update, the company announced that it was in the final stages of negotiating a commercial partnership with a “leading global diagnostics provider” with the ambition to start a roll-out in H1 2022. While the potential partner is still unnamed, during today’s earnings call, management defined the partner as a “Tier 1” diagnostic company. We believe such a deal should significantly reduce the commercial risk, lend further credibility to Gentian’s go-to-market strategy, and serve as a share-price catalyst"
Redigert 31.01.2022 kl 14:58
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Haltopen
27.01.2022 kl 22:04
5968
Mens man venter på nyheter rundt partneravtale for GCAL publiseres det stadig mer rundt calprotectin og potensielle bruksområder.
Published:January 21, 2022: A meta-analysis of the association between calprotectin and the severity of COVID-19
With the general acceptance of the COVID-19 epidemic,it is important to identify patients at higher risk of severe disease at early clinical stages. Our results support calprotectin as an important COVID-19 biomarker, and its clinical use in predicting disease severity.
https://www.journalofinfection.com/article/S0163-4453(22)00023-8/fulltext
15 January 2022
Prognostic value of circulating calprotectin levels on the clinical course of COVID-19 differs between serum, heparin, EDTA and citrate sample types
cCLP can help clinicians to predict the clinical course of COVID-19
https://www.sciencedirect.com/science/article/pii/S0009898121004332
June 2021
Serum calprotectin as a potential biomarker for subclinical enthesitis in psoriatic patients
https://www.sciencedirect.com/science/article/pii/S1110116421000314
July 2021: Serum Level of Calprotectin is a potential marker for inflammation in Acne Vulgaris diagnosis and severity
The study showed that serum calprotectin levels are increased in AV patients compared to healthy control subjects and are positively correlated with disease severity.
https://ejhm.journals.ekb.eg/article_184214_31eb994ed94c36833c2e792599e4e7c2.pdf
September 2021: Plasma calprotectin in the emergency department: a potential clinical biomarker for patients with infectious diseases
Plasma calprotectin identifies infectious diseases in ED patients with acute dyspnea, and the clinical usefulness of Calprotectin in the ED has to be further studied.
https://www.tandfonline.com/doi/full/10.1080/00365513.2021.1980223
Particle-Enhanced Turbidimetric Immunoassays Market
According to the latest research by Fact.MR, Particle-Enhanced Turbidimetric Immunoassay market is set to experience significant growth during the year 2021-2031.
Biggest driver for this market is that this technique is very swift and can give the desired reading within 10 minutes from its initiation. This will increase the number of samples analysed daily.
In a comparative study conducted at Buehlmann labs, PETIA gave superior quality of results with it higher performance than chemiluminescent immunoassay. Making the quality of PETIA acquired data a major player in driving the demand for this market
(..) This technology can be used in getting the calprotectin levels in inflammatory bowel disorders as this serum is called the inflammation marker for the human body. Innovative approaches like this to the already existing technologies is what will drive the market in a profitable direction.
https://www.factmr.com/report/particle-enhanced-turbidimetric-immunoassays-market
Published:January 21, 2022: A meta-analysis of the association between calprotectin and the severity of COVID-19
With the general acceptance of the COVID-19 epidemic,it is important to identify patients at higher risk of severe disease at early clinical stages. Our results support calprotectin as an important COVID-19 biomarker, and its clinical use in predicting disease severity.
https://www.journalofinfection.com/article/S0163-4453(22)00023-8/fulltext
15 January 2022
Prognostic value of circulating calprotectin levels on the clinical course of COVID-19 differs between serum, heparin, EDTA and citrate sample types
cCLP can help clinicians to predict the clinical course of COVID-19
https://www.sciencedirect.com/science/article/pii/S0009898121004332
June 2021
Serum calprotectin as a potential biomarker for subclinical enthesitis in psoriatic patients
https://www.sciencedirect.com/science/article/pii/S1110116421000314
July 2021: Serum Level of Calprotectin is a potential marker for inflammation in Acne Vulgaris diagnosis and severity
The study showed that serum calprotectin levels are increased in AV patients compared to healthy control subjects and are positively correlated with disease severity.
https://ejhm.journals.ekb.eg/article_184214_31eb994ed94c36833c2e792599e4e7c2.pdf
September 2021: Plasma calprotectin in the emergency department: a potential clinical biomarker for patients with infectious diseases
Plasma calprotectin identifies infectious diseases in ED patients with acute dyspnea, and the clinical usefulness of Calprotectin in the ED has to be further studied.
https://www.tandfonline.com/doi/full/10.1080/00365513.2021.1980223
Particle-Enhanced Turbidimetric Immunoassays Market
According to the latest research by Fact.MR, Particle-Enhanced Turbidimetric Immunoassay market is set to experience significant growth during the year 2021-2031.
Biggest driver for this market is that this technique is very swift and can give the desired reading within 10 minutes from its initiation. This will increase the number of samples analysed daily.
In a comparative study conducted at Buehlmann labs, PETIA gave superior quality of results with it higher performance than chemiluminescent immunoassay. Making the quality of PETIA acquired data a major player in driving the demand for this market
(..) This technology can be used in getting the calprotectin levels in inflammatory bowel disorders as this serum is called the inflammation marker for the human body. Innovative approaches like this to the already existing technologies is what will drive the market in a profitable direction.
https://www.factmr.com/report/particle-enhanced-turbidimetric-immunoassays-market
Redigert 28.01.2022 kl 10:58
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Haltopen
20.01.2022 kl 15:05
6150
Stille som graven fra selskapet. Mens kursen så smått daler på lavt volum jobbes det med en enormt viktig avtale for GCAL. Man er nå på (minst) fjerde måned med sluttforhandlinger, og avtale kan komme når som helst.
Mandagens relativt store volum viser at Johan Krefting igjen er største kjøper, og Storetind AS selger. Krefings sjette kjøp så langt i år.
Mandagens relativt store volum viser at Johan Krefting igjen er største kjøper, og Storetind AS selger. Krefings sjette kjøp så langt i år.
Haltopen
18.01.2022 kl 07:56
6259
nordnes skrev Vedkommende er vel på topp 50 listen ? Noen endringer ?
Ser ut som det bare er silvercoin (H. Sæter) som flytter på aksjer.
Apodo
13.01.2022 kl 19:16
6370
Du ser OffBook transaksjoner på EURONEXT Live Markets: https://live.euronext.com/nb/product/equities/no0010748866-xosl/gentian-diagnostic/gent
Haltopen
13.01.2022 kl 17:44
6385
Godt fanget opp! Den slet jeg med å finne i ettertid. 100k på 73 ser det ut til.
Angående Covid antistofftesting er dette litt i det blå for min del. Det virker å avhenge av nasjonale strategier som du er inne på. Håper det kommer en klar plan her.
Potensielle bruksområder:
- Immunitetsstatus før og etter vaksinasjon for enkeltpersoner eller en befolkning
- Gi en indikasjon på hvor lenge en er beskyttet av en vaksinasjon eller virusinfeksjon
- Kan brukes innen reise og turisme ved at man kan dokumentere at man er beskyttet
- Kan brukes innen vaksinestudier for immunitetsstatus og lengden av denne
Greit å påpeke at selskapet nå har en mal for antistofftesting og denne kan brukes på flere kandidater. Dette i kombinasjon med at covid-testprodukter fremdeles har og vil ha en verdi kan gjøre Gentian til et aktuelt selskap for større fisker som kan tilby en komplett pakke.
Angående Covid antistofftesting er dette litt i det blå for min del. Det virker å avhenge av nasjonale strategier som du er inne på. Håper det kommer en klar plan her.
Potensielle bruksområder:
- Immunitetsstatus før og etter vaksinasjon for enkeltpersoner eller en befolkning
- Gi en indikasjon på hvor lenge en er beskyttet av en vaksinasjon eller virusinfeksjon
- Kan brukes innen reise og turisme ved at man kan dokumentere at man er beskyttet
- Kan brukes innen vaksinestudier for immunitetsstatus og lengden av denne
Greit å påpeke at selskapet nå har en mal for antistofftesting og denne kan brukes på flere kandidater. Dette i kombinasjon med at covid-testprodukter fremdeles har og vil ha en verdi kan gjøre Gentian til et aktuelt selskap for større fisker som kan tilby en komplett pakke.
Redigert 13.01.2022 kl 20:45
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hank2
13.01.2022 kl 16:03
6414
100k aksjer krysset nå, håper dette er første tegnet på store ting som kommer
hank2
12.01.2022 kl 22:52
6497
Regjeringen meldte i ettermiddag at de skal bruke 5 mrd på nye covid tester ++. Ny stortingsproposisjon kommer ila kort tid. Håper og tror Gentians antigen test er med her og at første salg i Norge da blir februar.
Haltopen
11.01.2022 kl 15:32
6545
Yepper skrevInnlegget er slettet
Topp 20: https://www.gentian.com/investor-relation/share-information
21-50:
21. OM HOLDING AS - KONTO #3 179 000 1,16%
22. VIOLA AS - KONTO #2 170 916 1,11%
23. VERDIPAPIRFONDET STATOIL AKSJER N - KONTO #4 147 100 0,95%
24. P53 INVEST AS 133 255 0,86%
25. KREFTING JOHAN HENRIK (f. 1970) 128 300 0,83%
26. MIKLOZEK BENJAMIN WOODRUFF (f. 1982) 128 261 0,83%
27. T.D. VEEN AS - KONTO #4 120 000 0,78%
28. SP CAPITAL 22 AS 110 040 0,71%
29. VICTORIA INDIA FUND AS - KONTO #3 103 840 0,67%
30. SUNDREHAGEN BÅRD HENRIK (f. 1963) 101 384 0,66%
31. TRACK AS 100 000 0,65%
32. RATIONALIS AS 100 000 0,65%
33. OPTIMUSPISTOR AS - KONTO #7 100 000 0,65%
34. GEC HOLDING AS - KONTO #6 100 000 0,65%
35. SPAR KAPITAL INVESTOR AS 100 000 0,65%
36. BORGANO AS - KONTO #2 93 073 0,6%
37. NORMAN-HANSEN JARLE (f. 1965) 87 565 0,57%
38. OBLIGASJON 2 AS 85 000 0,55%
39. STATOIL FORSIKRING A.S - KONTO #6 80 780 0,52%
40. SIGNALEN AS - KONTO #2 77 000 0,5%
41. HGD INVEST AS 75 000 0,49%
42. DASHA GROUP AS 75 000 0,49%
43. STORETIND AS - KONTO #2 69 966 0,45%
44. CAABY AS 64 500 0,42%
45. TEAKAY INVEST AS 60 779 0,39%
46. SPARLI AS - KONTO #8 60 000 0,39%
47. TAULE HÅVARD (f. 1976) 60 000 0,39%
48. FJELLJAKT AS - KONTO #3 54 240 0,35%
49. NO VI KO AS - KONTO #6 50 000 0,32%
50. FINYIELD AS - KONTO #2 46 300 0,3%
13/09/2021
21 500 aksjer. +21 500 fra forrige dag
Topp 50 total - 13 593 957 88,13%
21-50:
21. OM HOLDING AS - KONTO #3 179 000 1,16%
22. VIOLA AS - KONTO #2 170 916 1,11%
23. VERDIPAPIRFONDET STATOIL AKSJER N - KONTO #4 147 100 0,95%
24. P53 INVEST AS 133 255 0,86%
25. KREFTING JOHAN HENRIK (f. 1970) 128 300 0,83%
26. MIKLOZEK BENJAMIN WOODRUFF (f. 1982) 128 261 0,83%
27. T.D. VEEN AS - KONTO #4 120 000 0,78%
28. SP CAPITAL 22 AS 110 040 0,71%
29. VICTORIA INDIA FUND AS - KONTO #3 103 840 0,67%
30. SUNDREHAGEN BÅRD HENRIK (f. 1963) 101 384 0,66%
31. TRACK AS 100 000 0,65%
32. RATIONALIS AS 100 000 0,65%
33. OPTIMUSPISTOR AS - KONTO #7 100 000 0,65%
34. GEC HOLDING AS - KONTO #6 100 000 0,65%
35. SPAR KAPITAL INVESTOR AS 100 000 0,65%
36. BORGANO AS - KONTO #2 93 073 0,6%
37. NORMAN-HANSEN JARLE (f. 1965) 87 565 0,57%
38. OBLIGASJON 2 AS 85 000 0,55%
39. STATOIL FORSIKRING A.S - KONTO #6 80 780 0,52%
40. SIGNALEN AS - KONTO #2 77 000 0,5%
41. HGD INVEST AS 75 000 0,49%
42. DASHA GROUP AS 75 000 0,49%
43. STORETIND AS - KONTO #2 69 966 0,45%
44. CAABY AS 64 500 0,42%
45. TEAKAY INVEST AS 60 779 0,39%
46. SPARLI AS - KONTO #8 60 000 0,39%
47. TAULE HÅVARD (f. 1976) 60 000 0,39%
48. FJELLJAKT AS - KONTO #3 54 240 0,35%
49. NO VI KO AS - KONTO #6 50 000 0,32%
50. FINYIELD AS - KONTO #2 46 300 0,3%
13/09/2021
21 500 aksjer. +21 500 fra forrige dag
Topp 50 total - 13 593 957 88,13%
Redigert 11.01.2022 kl 17:03
Du må logge inn for å svare
Haltopen
10.01.2022 kl 08:50
6645
Et annet aspekt man kan spekulere i er om Gentian har blitt en mer aktuell oppkjøpskandidat den siste tiden. Med sin unike teknologi og etterhvert økende vekst er det ikke helt usannsynlig at større selskaper har fått øynene opp for lille Gentian.
Covid har ført til en storm av testing - både PCR og hjemmetester, og selskapene som leverer slike tester har milliardomsetning. Abbott rapporterer f.eks. om salg i millardklassen ($) pr kvartall for sine hurtigtester. Med andre ord: fulle lommebøker og vilje til å bruke penger.
Hva gjør Gentian til en aktuell oppkjøpskandidat?
- Egenutviklet proprietær teknologi i NanoSense
- Kan vise til sterk vekst og har ambisjon om >20% årlig vekst
- Uttalt ambisjon om milliardomestning innen 5 - 7 år
- Covid-relaterte produkter i antistofftest og GCAL
- Cystatin C som nylig har fått mer oppmerksomhet i USA (Beckman Coulter)
- fPela og fCal som ligger an til stor vekst (Bühlmann og Roche)
- Hjertemarkør under utvikling (blockbuster)
- Nye markører under utvikling
Hva taler for at noe er på gang?
- Stort innsidekjøp av største eier og styremedlem i fjor høst
- Andenæsgruppen kjøper seg opp til 12-13% eierandel
- Både tidligere styreleder og styremedlem kjøper stadig vekk
- Forhandlet om partnerkontrakt i lang tid (sluttforhandlinger i > 3 mnd) med Tier 1 Diagnostikkselskap
Hva taler imot?
- Ikke lønnsom pr dags dato
- Uinteressant portefølje for større selskaper ?
"M&A trends for 2022 will likely shake out into two broad categories: larger players bolting on smaller companies that can be easily integrated into their existing infrastructure and product offerings and secondly mid-size companies linking up to consolidate certain areas of the medtech industry.
Overall, according to Hunzinger, buyers will be targeting companies in “hyper-growth mode” as well as those in high-growth areas. The former includes those that have made a habit of racking up venture capital funds or have even leapt into the public market via high-flying IPO. In the latter category, the most attractive areas are structural heart disease, precision medicine and molecular diagnostics—especially those that have developed diagnostic technologies that’ll be highly useful even after the COVID-19 pandemic is in the rearview mirror."
“We should see an exceptional level of activity across all sectors in 2022 as companies look to further their growth agenda. Biotech and smaller medical device deals should continue in the first half of the year, with the second half poised for larger deals driven by a need for scale and an expected settling of the regulatory landscape.”
- Glenn Hunzinger, US Pharmaceutical & Life Sciences Consulting Solutions Leader
https://www.fiercebiotech.com/special-report/top-10-m-a-targets-medtech-for-2022
For the 12 months between June 2020 and June 2021, Ernst & Young tallied up 288 medtech deals, a colossal number never before seen in EY’s decade and a half of tracking M&A in the sector. And that record-breaking run wasn’t even close to past counts. It’s more than 100 deals higher than the previous record-holder, which was between the second half of 2015 and the first half of 2016.
Even as 2021 looks to be a landmark year for medtech M&A, all signs point to 2022’s tally dwarfing this year's. And when it comes to who’s buying, the short answer is: everyone.
https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-deals-insights.html
Covid har ført til en storm av testing - både PCR og hjemmetester, og selskapene som leverer slike tester har milliardomsetning. Abbott rapporterer f.eks. om salg i millardklassen ($) pr kvartall for sine hurtigtester. Med andre ord: fulle lommebøker og vilje til å bruke penger.
Hva gjør Gentian til en aktuell oppkjøpskandidat?
- Egenutviklet proprietær teknologi i NanoSense
- Kan vise til sterk vekst og har ambisjon om >20% årlig vekst
- Uttalt ambisjon om milliardomestning innen 5 - 7 år
- Covid-relaterte produkter i antistofftest og GCAL
- Cystatin C som nylig har fått mer oppmerksomhet i USA (Beckman Coulter)
- fPela og fCal som ligger an til stor vekst (Bühlmann og Roche)
- Hjertemarkør under utvikling (blockbuster)
- Nye markører under utvikling
Hva taler for at noe er på gang?
- Stort innsidekjøp av største eier og styremedlem i fjor høst
- Andenæsgruppen kjøper seg opp til 12-13% eierandel
- Både tidligere styreleder og styremedlem kjøper stadig vekk
- Forhandlet om partnerkontrakt i lang tid (sluttforhandlinger i > 3 mnd) med Tier 1 Diagnostikkselskap
Hva taler imot?
- Ikke lønnsom pr dags dato
- Uinteressant portefølje for større selskaper ?
"M&A trends for 2022 will likely shake out into two broad categories: larger players bolting on smaller companies that can be easily integrated into their existing infrastructure and product offerings and secondly mid-size companies linking up to consolidate certain areas of the medtech industry.
Overall, according to Hunzinger, buyers will be targeting companies in “hyper-growth mode” as well as those in high-growth areas. The former includes those that have made a habit of racking up venture capital funds or have even leapt into the public market via high-flying IPO. In the latter category, the most attractive areas are structural heart disease, precision medicine and molecular diagnostics—especially those that have developed diagnostic technologies that’ll be highly useful even after the COVID-19 pandemic is in the rearview mirror."
“We should see an exceptional level of activity across all sectors in 2022 as companies look to further their growth agenda. Biotech and smaller medical device deals should continue in the first half of the year, with the second half poised for larger deals driven by a need for scale and an expected settling of the regulatory landscape.”
- Glenn Hunzinger, US Pharmaceutical & Life Sciences Consulting Solutions Leader
https://www.fiercebiotech.com/special-report/top-10-m-a-targets-medtech-for-2022
For the 12 months between June 2020 and June 2021, Ernst & Young tallied up 288 medtech deals, a colossal number never before seen in EY’s decade and a half of tracking M&A in the sector. And that record-breaking run wasn’t even close to past counts. It’s more than 100 deals higher than the previous record-holder, which was between the second half of 2015 and the first half of 2016.
Even as 2021 looks to be a landmark year for medtech M&A, all signs point to 2022’s tally dwarfing this year's. And when it comes to who’s buying, the short answer is: everyone.
https://www.pwc.com/us/en/industries/health-industries/library/pharma-life-sciences-deals-insights.html
Redigert 10.01.2022 kl 14:47
Du må logge inn for å svare
Haltopen
08.01.2022 kl 10:31
6675
Trolig, eller så kjøper DnB på vegne av en investor. Noen av aksjene som Andenæsgruppen kjøpte i fjor høst ble handlet på denne måten.
nordnes
07.01.2022 kl 20:47
2775
« I tillegg har en DnB konto begynt å kjøpe og er oppe i 15k etter to handler på rad.»
Er det en privat investor ?
Er det en privat investor ?
Haltopen
07.01.2022 kl 08:35
2839
Krefting øker og øker. Er oppe i 128 300 aksjer. Tidligere styremedlem i Gentian, og har også jobbet direkte for Runar Vatne.
I tillegg har en DnB konto begynt å kjøpe og er oppe i 15k etter to handler på rad.
I tillegg har en DnB konto begynt å kjøpe og er oppe i 15k etter to handler på rad.
Redigert 07.01.2022 kl 08:41
Du må logge inn for å svare
Haltopen
04.01.2022 kl 08:41
3047
Johan Henrik Kreftig fortsetter å øke og er oppe i 124 200 aksjer.
Håkon Sæter øker privat til 16 000 aksjer og med Silvercoin AS som er oppe i 241 029 aksjer
Håkon Sæter øker privat til 16 000 aksjer og med Silvercoin AS som er oppe i 241 029 aksjer
Haltopen
03.01.2022 kl 09:31
3033
En liten recap fra 21.12.2021. En nært forestående trigger er tross alt partneravtale for GCAL!
COVID-19 and calprotectin's clinical value
The rising numbers of SARS-CoV-2 infections during the recent weeks are again pushing the health systems to their limits. Early identification of infected patients who will develop severe COVID-19 can help hospitals to better allocate essential resources.
The role of calprotectin (plasma and serum) in early identification of neutrophil activation and hyper-inflammatory response in both COVID-19 and COVID-19 related sepsis has been confirmed in several studies. These research results indicate that calprotectin can be used in the risk assessment and prediction of which COVID-19 patients are at risk of developing severe complications such as respiratory failure and/or mortality.
https://www.gentian.com/news/covid-19-calprotectin-clinical-value
Fra 01.01.2022 er Gentian distrubitør i Norden for Bühlmann sine produkter:
Gentian Diagnostics AB, has been the exclusive distributor of products from BÜHLMANN Laboratories AG in Sweden since 2018.
From January 1st 2022 we will also start with exclusive distribution of BÜHLMANN products in Norway and non exclusive distribution in Finland and Iceland. We are looking forward to fruitful collaboration with existing and new users of BÜHLMANN products.
https://www.gentian.com/products/buhlmann
COVID-19 and calprotectin's clinical value
The rising numbers of SARS-CoV-2 infections during the recent weeks are again pushing the health systems to their limits. Early identification of infected patients who will develop severe COVID-19 can help hospitals to better allocate essential resources.
The role of calprotectin (plasma and serum) in early identification of neutrophil activation and hyper-inflammatory response in both COVID-19 and COVID-19 related sepsis has been confirmed in several studies. These research results indicate that calprotectin can be used in the risk assessment and prediction of which COVID-19 patients are at risk of developing severe complications such as respiratory failure and/or mortality.
https://www.gentian.com/news/covid-19-calprotectin-clinical-value
Fra 01.01.2022 er Gentian distrubitør i Norden for Bühlmann sine produkter:
Gentian Diagnostics AB, has been the exclusive distributor of products from BÜHLMANN Laboratories AG in Sweden since 2018.
From January 1st 2022 we will also start with exclusive distribution of BÜHLMANN products in Norway and non exclusive distribution in Finland and Iceland. We are looking forward to fruitful collaboration with existing and new users of BÜHLMANN products.
https://www.gentian.com/products/buhlmann