MDxHealth « Terug naar discussie overzicht

quote:

SJURVM schreef op 1 mei 2017 10:33:

[...]

Probably in the contract agreement from way back in 2010 there will be in there something like "a contribution towards the commercial costs i.e. advertising etc..will be deducted"

That's why we shall never know exactly.

Anyway, I am looking forward to see on the 8th what the bottom line figure will be for Q1 2017.

quote:

kootpenne schreef op 1 mei 2017 13:24:

[...]
Me too, I am looking forward to see their results but our interest is different. You still believe in this company and i kinda lost confidence in MDX management for mainly two reasons:

1. We will never know what low-mid digit percentage mdx was getting from exas and that annoys me and most probably others on this forum. We are the shareholders and as such the owners of the company. How can we evaluate whether 8mio is a good deal?

2. Another thing that annoys me is the fact that the royalties discussion was already going on from july 2016 and yet there was a capital increase in november.
Shouldn't you as a new shareholder like to be informed that this discussion is going on? 4,9 mio royalties on a turnover of 30 mio, makes more than 15% of all revenues were at stake??
Isn't this misleading to new shareholders? I can imagine they will be frustrated if the stock goes below 4,5 following the publication of mdx' results.

quote:

kootpenne schreef op 1 mei 2017 13:24:

[...]
Me too, I am looking forward to see their results but our interest is different. You still believe in this company and i kinda lost confidence in MDX management for mainly two reasons:

1. We will never know what low-mid digit percentage mdx was getting from exas and that annoys me and most probably others on this forum. We are the shareholders and as such the owners of the company. How can we evaluate whether 8mio is a good deal?

2. Another thing that annoys me is the fact that the royalties discussion was already going on from july 2016 and yet there was a capital increase in november.
Shouldn't you as a new shareholder like to be informed that this discussion is going on? 4,9 mio royalties on a turnover of 30 mio, makes more than 15% of all revenues were at stake??
Isn't this misleading to new shareholders? I can imagine they will be frustrated if the stock goes below 4,5 following the publication of mdx' results.

quote:

J_2000 schreef op 1 mei 2017 14:29:

@kootpenne, ik vind je opmerkingen terecht. Voor mij heeft vertrouwen ook wel kras opgelopen. Ik volg MDxHealth al zoveel jaren, is niet nieuw, en geloof me, communicatie is al héél veel verbeterd. Ik geef ze ondertussen weer voordeel van de twijfel..

Afgelopen weekend is overname-scenario MDxHealth weer een paar keer door m'n hoofd geflitst.. Kan totaal onzinnig zijn hoor..
Stel dat MDxHealth al maanden werkt aan vriendschappelijk overname, dan zou dit lang weekend wel eens geknipt kunnen zijn.. Net voor de cijfers.
Ik kijk in de richting van Abbott.. Ivm blaaskankeropsporing zijn ze leidinggevend.. MDxHealth staat klaar met AssureMDx om daar zwaar in de markt te komen.
Is dit misschien de reden van klein uitstel van lancering. Wil Abbott dit liever zelf doen met de grote middelen?
Om waardering MDxHealth te bepalen moest "geschil" met Exact Sciences eerst wel opgeruimd worden. Is vorige week gebeurd.
Vrijdag was laatste handels-half-uur ook bizar.. Grote volumes (ik was maar een deeltje).. Koers werd "geblokkeerd".. Tel bij slotkoers 50% bij en je komt aan 8 euro rond.. Btw ook de premie die sectorgenoot Epigenetics vorige week opstreek nav overname..

quote:

DennisF schreef op 1 mei 2017 14:43:

[...]Interresante theorie. AB-tje.

quote:

SJURVM schreef op 1 mei 2017 14:37:

[...]

Where is it written that the discussions started in July 2016?

The only thing I can see is that the royalties to be paid run from July 2016.

I might have missed it of course.

quote:

kootpenne schreef op 1 mei 2017 15:27:

[...]
Either it was MDX who initiated the discussion at that time or it was EXAS who stopped paying royalties.
Otherwise, I can't see a reason why royalties were accrued since july 2016 as stated in press release.

quote:

VolvoR schreef op 1 mei 2017 15:29:

Er is er maar 1 die alles snapt en dat is DWB.

quote:

Topkoop schreef op 1 mei 2017 16:27:

[...]

inderdaad hij haalt dan ook een rendement van 100 % op jaarbasis

hij doet dit door vandaag in te stappen en morgen weer uit te stappen en dit allemaal op basis van dezelfde fundamentele analyse ! lol

quote:

't zal maar gebeuren schreef op 1 mei 2017 16:19:

www.journaltranscript.com/2017/05/the...

This will indeed be the building of a long-standing relationship that spans about a decade. The new agreement will see Exact Sciences and MDxHealth get to share the proprietary technologies arising from their respective ground-breaking discovery as well as in carrying out some major developments in the fields of molecular diagnostics and epigenetics.

One thing that is for sure is that MDxHealth has moved quite long way towards pouting itself up as an industry leader and will continue to do more along that line. CSO and SVP of R&D of Exact Sciences, Dr. Graham Lidgard in making his statement said, “MDxHealth has established itself as a leader in the discovery and development of epigenetic and molecular diagnostics technologies, particularly in the field of urology. We are delighted to continue our long-standing scientific co-operation through this new agreement, which has the potential to benefit both companies` product development programs.”

quote:

Windkracht schreef op 1 mei 2017 16:40:

Kan iemand de volledige tekst plaatsen van het bericht
"The Signing Up Of A Collaboration Agreement Between EXACT Sciences Corporation (NASDAQ:EXAS) and MDxHealth SA Expected To Revamp Business Operations"

bedankt!