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Novacyt de volgende biotech raket!

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  1. mr. Biotech 3 december 2025 15:13
    koers nu aan het uitbodemen. Ik verwacht binnenkort weer een dikke up. Vogelgriep etc en novacyt is typisch een traders aandeel. Dus als de eerste blokken gaan..dan komen de andere kopers vanzelf
  2. forum rang 4 High Finance 3 december 2025 16:25
    Het word langzamerhand weer een gezond bedrijf. De kosten gaan omlaag en er komt om de paar maanden een nieuw product op de markt.

    Speculatief; Er word een extreem griepseizoen verwacht (die al in volle gang is door H3N2 mutaties) wat Primerdesign flink meer omzet op kan leveren en inderdaad de vogelgriep die steeds meer om zich heen grijpt en ook aan het muteren is (mogelijke mens op mens versprijding).
  3. mr. Biotech 5 december 2025 12:17
    Primerdesign biedt speciale Multiplex-kits aan, zoals de genesig® SARS-CoV-2 Winterplex™.

    Functionaliteit: Deze kits zijn ontworpen om in één enkele test meerdere respiratoire virussen tegelijkertijd te detecteren: Influenza A, Influenza B, RSV en SARS-CoV-2 (COVID-19).

    Voordeel: Ziekenhuizen en klinische laboratoria geven de voorkeur aan deze efficiënte en tijdbesparende kits wanneer er sprake is van een 'driedemie' (griep, COVID-19, RSV) om snel de juiste diagnose te stellen.
  4. mr. Biotech 15 december 2025 12:34
    aandeel noteert nu ongeveer wat er aan CASH in het bedrijf zit. Tijdens de laatste cijfers werd gezegd dat voor 2026 wordt gemikt op een flinke groei van minimaal 10%. Alles is nu lean and mean. Als de berichten over de griep blijven komen, sta je zo 0.50+
  5. mr. Biotech 15 december 2025 13:22
    Absoluut. **Novacyt** kan in zakelijk opzicht profiteren van een significante griepuitbraak in het Verenigd Koninkrijk (Engeland), of van een toename van luchtweginfecties in het algemeen.

    De mogelijkheid om te profiteren ligt in hun gespecialiseerde productportfolio, met name de diagnostische testen.

    Hieronder wordt uitgelegd hoe Novacyt kan profiteren:

    ---

    ## ?? De Strategische Positie van Novacyt

    Novacyt is een internationaal diagnostiekbedrijf dat gespecialiseerd is in de ontwikkeling en commercialisering van *in vitro* en moleculaire diagnostische testen, met een sterke focus op **PCR-testen (Polymerase Ketenreactie)**.

    ### 1. Verkoop van Multiplex Respiratoire Testpanels

    Dit is de belangrijkste bron van inkomsten bij een griepuitbraak.

    * **Het Product:** Novacyt heeft zogenaamde **multiplex PCR-testpanels** in hun portfolio (bijvoorbeeld de *genesig® SARS-CoV-2 Winterplex®* test).
    * **De Functionaliteit:** Deze tests zijn ontworpen om in één keer meerdere luchtwegvirussen te detecteren en te onderscheiden (differentiëren). Dit omvat vaak:
    * **Influenza A** (Griep A)
    * **Influenza B** (Griep B)
    * **RSV** (Respiratoir Syncytieel Virus)
    * **SARS-CoV-2** (COVID-19)
    * **Het Zakelijke Voordeel:** Bij een ernstige griepuitbraak – of een 'slechte winter' met veel luchtweginfecties – is er een grote vraag van ziekenhuizen en laboratoria naar deze multiplex-testen. Het stelt artsen in staat om snel de exacte oorzaak van de symptomen van een patiënt vast te stellen, wat cruciaal is voor de behandeling. Dit leidt direct tot hogere verkoopcijfers en omzet voor Novacyt.

    ### 2. De Focus op de Britse Markt (UK Operations)

    Novacyt heeft aanzienlijk geïnvesteerd in het ondersteunen van de Britse markt, met personeel dat de **NHS** (National Health Service) in Engeland, Wales, Schotland en Noord-Ierland bedient.

    * **Voordeel:** Door deze directe aanwezigheid en operationele infrastructuur kunnen zij snel inspelen op de stijgende vraag van de NHS en de openbare gezondheidszorg. Ze hebben bestaande relaties en leveringsketens die snel kunnen worden opgeschaald.

    ### 3. De Vraag naar Snelle, Gedecentraliseerde Oplossingen

    De noodzaak om snel te testen, met name in een **near-to-patient** setting (dicht bij de patiënt, dus niet alleen in grote centrale laboratoria), is groot tijdens een uitbraak.

    * **De Oplossing:** Novacyt biedt systemen zoals de **PROmate™** PCR-lijn en draagbare PCR-instrumenten (**q16 en q32**). Deze stellen kleinere ziekenhuizen, klinieken of zelfs mobiele testlocaties in staat om moleculaire diagnostiek snel en efficiënt uit te voeren.
    * **Het Effect:** Een griepgolf drijft de verkoop en het gebruik van deze apparatuur en de bijbehorende reagentia (testkits) omhoog.

    ### 4. Specifieke Ziekten (Avian Influenza/Vogelgriep)

    Novacyt heeft ook **Research Use Only (RUO)** PCR-tests ontwikkeld voor specifieke virussen, zoals de **Vogelgriep (Avian Influenza H5)**.

    * **Het Scenariovoordeel:** Hoewel een reguliere griepuitbraak gaat over menselijke influenza, kan de *dreiging* van een meer zorgwekkende stam (zoals een mutatie van de vogelgriep) de bezorgdheid verhogen en de vraag naar onderzoeks- en surveillance-instrumenten stimuleren. Dit creëert een nichemarkt voor hun RUO-producten.

    **Kortom:** Een griepuitbraak in Engeland is een zakelijke kans voor Novacyt, omdat hun kernactiviteit — de verkoop van **PCR-gebaseerde ademhalingspaneltests** en de bijbehorende apparatuur — direct gekoppeld is aan de noodzaak om ziekteverwekkers snel en nauwkeurig te identificeren tijdens een gezondheidscrisis.
  6. mr. Biotech 18 december 2025 10:16
    An intense surge in flu cases driven by a newly dominant virus strain is sweeping across Europe, placing healthcare systems in several countries under severe pressure, the World Health Organization has said.

    The WHO said on Wednesday that at least 27 of the 38 countries in its European region were reporting “high or very high influenza activity”, with more than half of patients with flu-like symptoms testing positive in six countries including Ireland, Serbia, Slovenia and the UK.
  7. forum rang 4 High Finance 21 januari 2026 08:54
    Novacyt S.A.

    (“Novacyt”, the “Company” or the “Group”)

    Full year trading update

    Paris, France and Manchester, UK – 21 January 2026 – Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT), the international molecular diagnostics company with a broad portfolio of integrated technologies and services, announces an unaudited full year trading update for the year ended 31 December 2025 ("FY 2025"), a period where revenues met market expectations, the Group maintained sequential half-year revenue growth and the cash position remained strong.

    Financial highlights (unaudited)

    Group statutory revenue for FY 2025 is expected to be c. £20.0m (FY 2024: £19.6m), in line with market expectations of £19.8m
    Underlying Group revenue grew by c.4% (5% on a constant currency basis), excluding the impact of the Taiwan service laboratory divestment
    Clinical segment delivered sales of £13.8m, (FY 2024: £13.5m), representing growth of 3%, driven by the acquisition of a new strategic customer in the APAC region
    Within this segment NIPT technologies was up over 10% year-on-year
    Instrumentation segment delivered more than 25% growth in sales to £2.5m, (FY 2024: £2.0m) predominantly driven by the LightBench® Discover instrument
    RUO segment declined year-on-year by c. 10% to £3.7m (FY 2024: £4.2m), as a result of reduced sales of the Primerdesign catalogue of products
    APAC region delivered the highest year-on-year growth of c. 10% achieving sales of £5.5m, driven by the continued strong demand for the Company’s Reproductive Health range of products, followed by the Americas region delivering growth of c. 8%
    Group maintained sequential half-year growth over three consecutive periods, with revenue rising from £9.6m in H2 2024 to £10.2m in H2 2025
    EBITDA losses will at least meet, or show an improvement to, market expectations, as a result of careful cost management
    Cash position at 31 December 2025 was £19.2m (30 June 2025: £23.8m), and the Group remains debt free
    The Board understands that market expectations for the year ended 31 December 2025 to be revenue of £19.8m, an adjusted EBITDA loss of £8.5m and a closing cash balance of £18.8m.

    Commercial progress

    The Instrumentation segment delivered more than 25% revenue growth in the period, predominately driven by the launch of the LightBench® Discover instrument, a high-precision 3-in-1 instrument for genomic research labs conducting long-read sequencing. Since its launch in July 2025, the Company has successfully placed 10 instruments, with multiple collaborations secured and demonstrations to customers delivered. The Group confirms a healthy pipeline of opportunities for 2026 and beyond, as customers proactively reach out to learn more about this technology.

    Despite the decline in sales within the Company’s RUO segment, the Group successfully launched Primerdesign exsig® Mag RapidBead Pro Extraction Kit in November 2025. The cost-efficient, end-to-end solution, delivers superior performance for the Group’s partners, setting a new standard for DNA/RNA purification. Combining the proven reliability of the exsig® Mag kit and the speed of a next-generation rapid extraction workflow, the kit helps researchers accelerate molecular discovery and pathogen testing from sample to results.

    Finally, Beta testing is underway with international key opinion leaders in the field of precision medicine for Yourgene’s Insight DPYD assay, the enhanced DPYD test which helps identify cancer patients at risk of suffering a severe and potentially life-threatening reaction to common chemotherapy. This Beta testing has commenced in good time, ahead of the product launch expected in H1 2026.

    Final results

    The Group expects to report its full year results for the year ended 31 December 2025 during April 2026.

    Commenting on the trading update Lyn Rees, CEO of Novacyt, said: "With the period of restructuring and integration completed, and the successful derisked and stabilised business formed, we committed as a Board to deliver top line growth. We’re therefore pleased to have delivered year on year revenue growth in line with market expectations. It’s also pleasing to report two consecutive periods of half-year growth underpinned by an upward trajectory of revenue growth. These results prove the strong foundation we have created as a Group, and we look forward to driving innovation further as we continue to execute and deliver on our plans.”
  8. forum rang 10 DeZwarteRidder 21 januari 2026 08:56
    quote:

    High Finance schreef op 21 januari 2026 08:54:

    A picture containing typography, font, calligraphy, design

    Description automatically generated

    Novacyt S.A.

    (“Novacyt”, the “Company” or the “Group”)

    Full year trading update

    Paris, France and Manchester, UK – 21 January 2026 – Novacyt (EURONEXT GROWTH: ALNOV; AIM: NCYT), the international molecular diagnostics company with a broad portfolio of integrated technologies and services, announces an unaudited full year trading update for the year ended 31 December 2025 ("FY 2025"), a period where revenues met market expectations, the Group maintained sequential half-year revenue growth and the cash position remained strong.

    Financial highlights (unaudited)

    Group statutory revenue for FY 2025 is expected to be c. £20.0m (FY 2024: £19.6m), in line with market expectations of £19.8m
    Underlying Group revenue grew by c.4% (5% on a constant currency basis), excluding the impact of the Taiwan service laboratory divestment
    Clinical segment delivered sales of £13.8m, (FY 2024: £13.5m), representing growth of 3%, driven by the acquisition of a new strategic customer in the APAC region
    Within this segment NIPT technologies was up over 10% year-on-year
    Instrumentation segment delivered more than 25% growth in sales to £2.5m, (FY 2024: £2.0m) predominantly driven by the LightBench® Discover instrument
    RUO segment declined year-on-year by c. 10% to £3.7m (FY 2024: £4.2m), as a result of reduced sales of the Primerdesign catalogue of products
    APAC region delivered the highest year-on-year growth of c. 10% achieving sales of £5.5m, driven by the continued strong demand for the Company’s Reproductive Health range of products, followed by the Americas region delivering growth of c. 8%
    Group maintained sequential half-year growth over three consecutive periods, with revenue rising from £9.6m in H2 2024 to £10.2m in H2 2025
    EBITDA losses will at least meet, or show an improvement to, market expectations, as a result of careful cost management
    Cash position at 31 December 2025 was £19.2m (30 June 2025: £23.8m), and the Group remains debt free
    The Board understands that market expectations for the year ended 31 December 2025 to be revenue of £19.8m, an adjusted EBITDA loss of £8.5m and a closing cash balance of £18.8m.

    Commercial progress

    The Instrumentation segment delivered more than 25% revenue growth in the period, predominately driven by the launch of the LightBench® Discover instrument, a high-precision 3-in-1 instrument for genomic research labs conducting long-read sequencing. Since its launch in July 2025, the Company has successfully placed 10 instruments, with multiple collaborations secured and demonstrations to customers delivered. The Group confirms a healthy pipeline of opportunities for 2026 and beyond, as customers proactively reach out to learn more about this technology.

    Despite the decline in sales within the Company’s RUO segment, the Group successfully launched Primerdesign exsig® Mag RapidBead Pro Extraction Kit in November 2025. The cost-efficient, end-to-end solution, delivers superior performance for the Group’s partners, setting a new standard for DNA/RNA purification. Combining the proven reliability of the exsig® Mag kit and the speed of a next-generation rapid extraction workflow, the kit helps researchers accelerate molecular discovery and pathogen testing from sample to results.

    Finally, Beta testing is underway with international key opinion leaders in the field of precision medicine for Yourgene’s Insight DPYD assay, the enhanced DPYD test which helps identify cancer patients at risk of suffering a severe and potentially life-threatening reaction to common chemotherapy. This Beta testing has commenced in good time, ahead of the product launch expected in H1 2026.

    Final results

    The Group expects to report its full year results for the year ended 31 December 2025 during April 2026.

    Commenting on the trading update Lyn Rees, CEO of Novacyt, said: "With the period of restructuring and integration completed, and the successful derisked and stabilised business formed, we committed as a Board to deliver top line growth. We’re therefore pleased to have delivered year on year revenue growth in line with market expectations. It’s also pleasing to report two consecutive periods of half-year growth underpinned by an upward trajectory of revenue growth. These results prove the strong foundation we have created as a Group, and we look forward to driving innovation further as we continue to execute and deliver on our plans.”
    Geweldig FLUT-nieuws.....!!!!!
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