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Another tell tale sign, y is the share price getting sold dn when company is doing share buy backs and even w a dividend payment? It's bcos anchor investors think thy had enough and wants out. Even it's largest shareholders, hony investments & fidelity may b contemplating to sell their stakes. Thy have started to trim their positions to reinvest into other more potential companies in the medical industry.
biosensors doctor used salah zharm, used tee ding, jin jialat man..!! doctor ai compensate tio xiong eh lang..xiong teh low lai kah 0.81-0.83 eh downside risk...upside reward si 0.XXX...still got chance to por giu...have u taken ur medicine today..???
Let me c, products stents for heart bypasses r getting crowded out, their margins will get thinner only w each financial yr as their royalties lapse. This industry segment is no longer having barriers of entry. Japan & china r no more ez markets for them especially in this product segment. Europe sales basically is flattish compared relatively w their previous sales record growth. Their strategy now as I c them doing now is opening up more low cost manufacturing plants in India or other emerging markets to produce low cost stents products to mass flood their usual markets which r losing market shares as we speaks. Only way out for them to grow like previously is for them to r&d product segment other than stents, if not their eroding margins & market shares will just carry on. Look at its peers, shangdong Wei GAO & terumo, both r spending less on stents, and rediverting resouces on other product segments like those dealing w joints bw bones for the aging.
Indeed biosensors has a superior product and solid IP portfolio.
Last yr grew too fast with overwhelming acceptance for biomatrix- the first bioabsorbable polymer des.
Company suffered growing pains but should be better prepared with the launch of biofreedom.
Investment made into expansion in new markets like japan, new product pipeline and continueing spend on clinical trials will position company for growth once again.
if expenses can be streamlined this 3rd quarter as indicated by mgt, plus better execution -likelihood of turnaround in profits in short term .
latest888 ( Date: 16-Nov-2013 15:52) Posted:
I like junction's comment below " a world class product and sub-par managment and board " .
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I like junction's comment below " a world class product and sub-par managment and board " .
The problem imo is a world class product and sub-par management and board.
latest888 ( Date: 15-Nov-2013 09:10) Posted:
Challenges ahead for this company ranges from questionable senior managment , to product pipeline .Seriously I don't think revenue /profitability trend in coming 2 quarters would be better than what was reported in Q2 as BioFreedom would cannibalize existing flagship Drug stetnts in certain degree . Lacking of growth catalysts ,price erosion ,in addition to poor top managment ....................:( |
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Time to move up for Biosensors.
A good buy as it is pretty low.
Splendid88 ( Date: 16-Nov-2013 13:52) Posted:
Biosensors has enough data
On biofreedom & will launch this groundbreaking product this december 2013. Biofreedom is the only stent where patient need to take plavix , a blood thinning drug for only one month vs 12 mths to a lifetime for competing stents.
The potential for capturing new mkt share is huge and will certainly drive growth in 2014.
Biofreedom is also awaiting approval to sell in china.
As biosensors is in transition fm a single product to a multiple product platform the mkt hasbfailed to price the future multiple revenue streams as explained by company . See latest cimb report with outperform rating.
Additionally note that revenues have grown this quarter results but performance weighed down by high expenses. Mgt has aleeady taken action to address this via ongoing restructuring.
We should not be surprised if there is immediate impact and reflected in decent uplift in profits next quarter results.
yiming2000 ( Date: 16-Nov-2013 02:10) Posted:
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Friend latest888, why would new product line cannabalize existing product offerings? Are you assuming a fixed, static marketplace? An example to illustrate your proposition would be selling existing stents to say ten customers only. And for every Bio Freedom product sold, existing stents sales will be reduced by one. If this is a reasonable assumption, why would BMW offer so many models of its 3-series, 5-series and 7-series? Making just one model and phasing it out with one new model at a time would simplify manufacturing and cut costs to a minimum. |
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Biosensors has enough data
On biofreedom & will launch this groundbreaking product this december 2013. Biofreedom is the only stent where patient need to take plavix , a blood thinning drug for only one month vs 12 mths to a lifetime for competing stents.
The potential for capturing new mkt share is huge and will certainly drive growth in 2014.
Biofreedom is also awaiting approval to sell in china.
As biosensors is in transition fm a single product to a multiple product platform the mkt hasbfailed to price the future multiple revenue streams as explained by company . See latest cimb report with outperform rating.
Additionally note that revenues have grown this quarter results but performance weighed down by high expenses. Mgt has aleeady taken action to address this via ongoing restructuring.
We should not be surprised if there is immediate impact and reflected in decent uplift in profits next quarter results.
yiming2000 ( Date: 16-Nov-2013 02:10) Posted:
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Friend latest888, why would new product line cannabalize existing product offerings? Are you assuming a fixed, static marketplace? An example to illustrate your proposition would be selling existing stents to say ten customers only. And for every Bio Freedom product sold, existing stents sales will be reduced by one. If this is a reasonable assumption, why would BMW offer so many models of its 3-series, 5-series and 7-series? Making just one model and phasing it out with one new model at a time would simplify manufacturing and cut costs to a minimum. |
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biosensors sensors brokedown
The different between both stents are one without polymer and the other with Biodegradable polymer,till their leaders free clinical trial completed there isn't enough data to support ehat they claims on shorter DAPT .Forther,there are fixed no of patients needs drug stents per year so use BioMatrix wil ltake away one chance to use BioFreedom and versi versa .using car a example may not seem appropriate in this case.
Friend latest888, why would new product line cannabalize existing product offerings? Are you assuming a fixed, static marketplace? An example to illustrate your proposition would be selling existing stents to say ten customers only. And for every Bio Freedom product sold, existing stents sales will be reduced by one. If this is a reasonable assumption, why would BMW offer so many models of its 3-series, 5-series and 7-series? Making just one model and phasing it out with one new model at a time would simplify manufacturing and cut costs to a minimum.
Challenges ahead for this company ranges from questionable senior managment , to product pipeline .Seriously I don't think revenue /profitability trend in coming 2 quarters would be better than what was reported in Q2 as BioFreedom would cannibalize existing flagship Drug stetnts in certain degree . Lacking of growth catalysts ,price erosion ,in addition to poor top managment ....................:(
from hell to deeper hell...
Time to short till 0.82???
Power of BIG believing
BIG?s weaker results could prompt the market to further downgrade
the stock. However, we see bright spots in Spectrum Dynamics? instant
success, a more disciplined approach to future spending and the
positives that regulatory approvals and new launches could bring.
At 32% of our FY14 forecast,
1HFY3/14 core EPS missed our
below-consensus estimates due to
lower licensing income and higher
opex. We slash FY14-16 EPS by
19-35% for lower sales assumptions
and cut our SOP-based target price
by 10%. Our contrarian Outperform
rating hinges on the instant success
of Spectrum Dynamics, product
launches, regulatory approvals and
M& A accretion.
Not big in Japan anymore
2QFY14 results came in at just 15%
of our full-year forecast because of 1)
a 25% decline in licensing revenue
due to continued challenges in Japan,
and 2) higher operating expenditure
from SG& A that arises from the
costly brand-building exercise,
though better cost measures have
been put in place.
Pleasing volume recovery
As with volume growth in the EMEA
and APAC regions, DES sales in
China improved significantly (by
double digits according to
management). We believe that ASP
weakness persists, leading
management to downgrade its FY14
revenue growth guidance from 15%
to ?moderate?. Our main grouse is
that there is not much room for
improvement in licensing and
royalty income in the next few
quarters.
Contrarian positive view
We think BIG?s cheaper valuation
only prices in the near-term
challenges and understates the
earnings uplift from the
commercialisation of new products
in FY15. Additionally, Spectrum
Dynamics will boost earnings when it
gets approval from China?s Food and
Drug Administration. BIG is working
on multiple product launches to
generate new revenues for the
company. Other products are gaining
ground with various regulatory
approvals and the soft launch of
BioFreedom
https://brokingrfs.cimb.com/so2L-ONHx2EXNWT63d8KoVCfZ3xKLGGGPR59n_jU5EC1sGMZTsYD5ecT-IJdYrSj1Evog1Nc_9s1.pdf
Biosensors International Group: Another shocking quarter
Biosensors International Group (BIG) turned in another poor set of results, with 2QFY14 core PATMI plunging 60.6% YoY to US$11.5m despite a 4.1% growth in revenue to US$83.0m. This was significantly below ours and the street?s expectations, as 1HFY14 core PATMI of US$23.6m (-59.0%) formed only 30.0% of our original FY14 estimates (27.4% of Bloomberg consensus). BIG also lowered its FY14 revenue guidance. While we had previously cautioned that management would have difficulty meeting its previous 15% topline growth guidance and that BIG was also facing mounting cost pressures, the situation appears to be worse than we had expected. In light of the challenging conditions surrounding BIG, we slash our FY14 and FY15 core PATMI projections by 26.9% and 19.1%, respectively. Our DCF-derived fair value estimate consequently declines from S$0.96 to S$0.80. Downgrade BIG from Hold to SELL. (Wong Teck Ching Andy)
Biosensors International Group - Soft outlook
Yup.. tt's true.. what goes up must come down.. what comes down must eventually go up.. maybe bid more at a lower price later.. it should be better next quarter..
yiming2000 ( Date: 14-Nov-2013 00:14) Posted:
Don't panic yet guys. The 60% drop in Q2 2014 net profit from that in Q2 2013 must be viewed in the proper context. Net profit margin in Q2 2013 was 35% which was abnormally high. Even top money-making US companies like Apple and Google have net margins of only 20%. Biosensors' net margin reported for Q2 2014 has bottomed out at 15%. This means it is still making money. The crucial thing to be concerned about is topline growth going forward. There is some excitement about new products like Bio-Freedom having gotten approval and soon to be launched early 2014. Current products sales growth are going gangbusters in the double digits. So, there is hope that they will bring in more earnings to offset the gradual loss in Nobori royalties (which account for only 15% of total revenue). Can Biosensors make it? This is a bet that investors among us have to make. For those who have lost money up to no more than 5%, I say cut loss and dump this stock. For others like me who is now waist-deep in the swamp and have the cash to risk it all....
I say, hang in there and go for broke.  |
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Don't panic yet guys. The 60% drop in Q2 2014 net profit from that in Q2 2013 must be viewed in the proper context. Net profit margin in Q2 2013 was 35% which was abnormally high. Even top money-making US companies like Apple and Google have net margins of only 20%. Biosensors' net margin reported for Q2 2014 has bottomed out at 15%. This means it is still making money. The crucial thing to be concerned about is topline growth going forward. There is some excitement about new products like Bio-Freedom having gotten approval and soon to be launched early 2014. Current products sales growth are going gangbusters in the double digits. So, there is hope that they will bring in more earnings to offset the gradual loss in Nobori royalties (which account for only 15% of total revenue). Can Biosensors make it? This is a bet that investors among us have to make. For those who have lost money up to no more than 5%, I say cut loss and dump this stock. For others like me who is now waist-deep in the swamp and have the cash to risk it all....
I say, hang in there and go for broke.
It give back ytd gain today. But why did it gain in the first?
Yes, price already factor in the results & should be well supported at this level below its book value.
Stocky901 ( Date: 12-Nov-2013 19:49) Posted:
NAV is around 94 cents. It is quite safe to keep for next few more months unless you are on contra or short positions. Current price is alreadly priced in everything. Biosensors at least still generating profits as compared to those loss-making counters whose share prices not even affected much...
fortunecat ( Date: 12-Nov-2013 18:19) Posted:
| hopefully, everything is already priced in... |
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