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LittleWing,
If you view a year as a long time in investing, I don’t think Maxcyte is the share for you as the real rewards will come over a 5 year plus timescale.
Here is a view from Modelio Equity re Nasdaq listing :-
“ On top of all these fundamental triggers, a clear valuation trigger is the listing on NASDAQ USA before November this year. Analyzing peers in the US, there is a clear valuation discount for MaxCyte, which we think will close once on the NASDAQ.”
Also note today’s after hours RNS.
The rare beast that is a placing raising £40m at a PREMIUM to current SP.
That tells you that Institutional Investors want these shares and the only way to get them was to approach the company and offer to pay over the odds for a stake.
It also tells us that when Nasdaq listing does come it should be very well supported.
And from that RNS :-
“....... we continue to focus on accelerating revenue growth in 2021 and beyond, and marks a further important step towards our goal to dual-list on Nasdaq in 2021."
Acuere
I guess I hoped someone might have a financial quarter in mind. A year is a long time. ??
30th April 2020 RNS:
MaxCyte for a US IPO within 12-18 months, to further underpin its position as a long-term commercial partner to its growing customer base, which is predominantly US-based;
LittleWing.
From the TU on Wed.
“MaxCyte remains on schedule to pursue a Nasdaq dual listing in 2021”
I’m not sure what you’re expecting anyone to add to that.
How imminent would you say a listing on NASDAQ might be?
Next generation platform used by major crisp editing companies = 100% validation
Imminent listing to Nasdaq where given the IP, the yanks will clamber over themselves for this stock.
Scraping the barrel and just added some more.
Bloody hell it’s gone like Piccadilly Circus in here!!
I was only commenting elsewhere this week how only 6 posts hon here since July when SP was only 217p. Some boards will have racked up 100k + posts in that time, with little quality.
As Scooby says this is not for the herd.
I strongly advise having a re read of the Nov presentation to whet the appetite.
https://otp.investis.com/Utilities/PDFDownload.aspx?Newsid=1427136
Balanced66 - similar co. possibly could be RENE - check out the BB to get the picture.
Yes very quiet board considering that this is one of the best investments out there. I was talking to myself when this was £2 and posted at the time that this company was one of the best stock market investments at the time. Long term that still holds imo as it is a leader in its field and continues to win new business. It will also get royalties from future successful drug launches that other companies are developing but also gets income from all the stages leading up to any successful drug launch. This is without spending millions in drug trials itself; in fact other cell therapy companies need to pay Mxct handsome sums of money to use its equipment but the payments do not stop there. I found this fascinating that others will fund and do the development and pay Mxct for its equipment and then also royalties!
Genomics has been flagged as a future growth area and Mxct has a share in a lot of the drug development programmes of the leading genomics companies in the world.
I have not seen another business model (but there may be such other companies - if there are pease let me know!) like this and/or available for this valuation.
Hopefully the forthcoming Nasdaq listing will start to align the valuation with the US companies valued in the billions.
Serious investments tend not to attract the riff raffs - professional investors only here I'm afraid.
Sorry could not resist that one - init!
Had these since May 2019 at £1.73, starting to see a good return and see further growth in these
I have only recently come across this company and have taken a small position, with a view to expanding this significantly if the market offers an opportunity to get in lower. Had a quick look at this board and I'm surprised how quiet it is given the recent share price performance and the potential on offer.
Another promising step forward with this further collaborative agreement with a major US institution. MXCT is definitely one to watch and I will gradually expand my holding.
Catwith9lives
It's hard to predict a share price. Looks undervalued to me. Agreements with leading cell therapy companies in cutting edge technology etc.
I aim to have a core holding for the long term. It has stakes in the pipeline of those cell therapy companies but it is valued at much less than those companies which is odd. Anyway valuations can take some time to catch up and the trend is up.
I'm currently looking at Maxcyte. I understand they are planning a NASDAQ listing at some point. Any thoughts on comparable cell therapy company valuations in the US and where the SP goes from here? I think there is a trading update tomorrow.
Don't think we will see these levels again imo. Look at the valuations of cell therapy companies in the USA - in the Billions. Sorry not ramping just my personal view please do your own research. There was a very good research note I read a while ago that is worth people considering.
Twitter update:
Congratulations to our partner, @VorBioPharma, on closing $110 million in Series B financing to advance their lead program into clinical trials and expand their portfolio.
https://mobile.twitter.com/MaxCyte_info/status/1280507996657909763
https://www.dailymail.co.uk/money/investing/article-7069991/MIDAS-SHARE-TIPS-Medical-group-MaxCyte-finger-pulse.html
Thought it was worth pushing this article up again that Trojan found as new investors might find it difficult to see and it is a good summary of the investment case here imo.
This seems to me to be one of the best biotech investments available today at a very reasonable price.
It is actually generating millions in revenue which for a biotechnology company is rare. Some of this repeat revenue from the sale of consumables.
But the main interest for me is the milestones and royalties the company can take in other companies drug developments these are not all paid just on a successful phase 3 so the company is making money as the other drug development companies move along in their research and development and pay MXCT milestones and licence fees etc.
I had thought about investing in Crispr therapeutics and wish I had when it was in the low 60s when I was looking. But then I thought that I am invested here and MXCT has stakes in some of Crispr's drug development and also in the other leading cell therapy companies - if they are successful MXCT is successful. MXCT do not fund the drug development trials of the other companies they do so themselves! What better business model is there out there?
Then you have the Carma cancer side which should soon become self funding.
I believe the company is also looking at a future Nasdaq listing as well.
Just thought I'd share my thoughts and see what people think as well as it seems a little too quiet on this board - that can be a good thing as well. GLA and imo Dyor.