Gewinnerbranchen der Jahre 2006 bis 2040 (Seite 936)

[Simonswald]

bei Microcaps ist alles viel extremer.

Schaut man sich konkret die Charts an, fallen sehr viele Bakrite auf. Wirkt oft eher wie der Schrotthaufen der grösseren Indizes, weniger als ein Geburtsort hoffnungvoller kleiner Unternehmen.

[Simonswald]

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Ist mir aber auch egal, genauso wie Stile und Branchen ...

Das denkst du. Ganz unbewusst hast du aber vermutlich einen Growth-Bias im Depot zusammengekauft.




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jetzt BLFS

Bei diesen Microcap Biotechs find ich oft schwierig zu sagen, ob und wann sie mal die Gewinnzone und welche Marge sie erreichen. Oder ob die Verluste parallel zu den imposant steigenden Umsätzen auch immer grösser werden... Bei BLFS bspw ist selbst auf dem erniedrigten Niveau eine Umsatz- und Margenverdopplung bereits eingepreist.


Microcap-Staples und -Discretionaries find ich da greifbarer... haben die längere Gewinnhistorien.




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du weißt doch - es gibt nur 2 schöne Tage im Leben eines Kahnbesitzers -

Ja, lieber mieten als besitzen.




***
jetzt musst du nur noch die passenden Titel finden.

Ja, bei Microcaps ist alles viel extremer. Viel bessere Durchschnittsrendite, aber auch viel grössere Abweichung der Einzeltitel vom Durchschnitt. Auch die Spanne zwischen Growth und Value ist viel grösser.
Im Microcap-Bereich ist ein noch schlimmerer Fehler auf Growth zu setzen als im Largecap-Bereich schon.

[clearasil]

Antwort auf Beitrag Nr.: 59.290.813 von Simonswald am 24.11.18 16:21:06

Eine Assetklasse, die per se 3-5 Prozentpunkte oder so besser als der breite Markt sein sollte. Die QualityValue-Aktien darin sogar noch besser.

jetzt musst du nur noch die passenden Titel finden.

[clearasil]

Antwort auf Beitrag Nr.: 59.291.017 von Simonswald am 24.11.18 17:33:07

Kennst du doch von deinem Kahn auf dem Tegernsee

du weißt doch - es gibt nur 2 schöne Tage im Leben eines Kahnbesitzers - wenn er ihn kriegt und wenn er ihn endlich wieder los ist ...

[clearasil]

Antwort auf Beitrag Nr.: 59.291.017 von Simonswald am 24.11.18 17:33:07

OBCI wächst langsam aber stetig, solide finanziert. Zur Kapazitätsausweitung vor Kurzem Fabrikerweiterung eingeweiht. Umsatzverdopplung und Gewinnverdreifachung alle 10 Jahre. KGV 10. Potenzial für Margen-, Umsatz- und KGV-Ausweitung.


jetzt kommen endlich mal Argumente! Du solltest kaufen, wenn du überzeugt bist!

An obci haben sich investival und weljuh schon mal abgearbeitet.

bemühe die Suche! vielleicht auch im weljuh-sräd zu finden.

Treibst dich aber auch viel im microcap-Bereich herum...

war schon immer mein Lieblingsbereich, bin mittlerweile aber überall. Ist mir aber auch egal, genauso wie Stile und Branchen ... hauptsache bärformängs. immer schön locker bleiben.

[Simonswald]

Treibst dich aber auch viel im microcap-Bereich herum... VCEL, GALT, jetzt BLFS.

[Simonswald]

wieviele Putzmittelhersteller gibt es? 10 trillionen?

ja, so circa. Und alle verdienen sie ihr Geld. Solange sie nicht grössenwahnsinnig werden und windig finanzierte Übernahmen machen.
OBCI wächst langsam aber stetig, solide finanziert. Zur Kapazitätsausweitung vor Kurzem Fabrikerweiterung eingeweiht. Umsatzverdopplung und Gewinnverdreifachung alle 10 Jahre. KGV 10. Potenzial für Margen-, Umsatz- und KGV-Ausweitung.
Ausserdem wird deine 15m-Yacht halt nur Ocean Bio so richtig sauber. Kennst du doch von deinem Kahn auf dem Tegernsee...

[clearasil]

Antwort auf Beitrag Nr.: 59.290.951 von clearasil am 24.11.18 17:10:03

interessant: für den call 1 like, noch keine comments.

[clearasil]

noch eine Neuvorstellung - Biolife Solutions /Ticker BLFS
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Designs, manufactures, and markets proprietary and generic bio preservation media products for cells, tissues and organs

BioLife Solutions, Inc. engages in the development, manufacture, and marketing of portfolio of biopreservation tools for cells, tissues, and organs including proprietary clinical grade cell and tissue hypothermic storage and cryopreservation freeze media.

Its products include CryoStor, BloodStor, HypoThermosol FRS, and Cell Thawing Media.

The company was founded by Boris Rubinsky in 1998 and it is headquartered in Bothell, WA.
+++
Hacken und Schaufeln für die stark wachsende Zell/Stammzell/ Car-T-Cell.industry in einem stark fragmentierten Bereich. Firma auch schon seit Anfang der 2000er unterwegs und scheinen jetzt ein good-to-great zu vollziehen.

Fiel mir auf als Dienstleister für VCEL die bewegen das MACI-Gewebe.

erwähnt hier: https://seekingalpha.com/article/4224065-vericel-hits-home-r…

es wird ein Wachstum von 50% für die nächten Jahre erwartet, ich halte das auch für möglich, wenn es auch volatil sein wird.

https://www.marketscreener.com/BIOLIFE-SOLUTIONS-INC-1611371…

der letzte earnings call, fettes von mir. In voller Länge, da da eigentlich alles angesprochen wird.
+++
Disclaimer: Habe mir ein paar gegönnt.
+++
Michael Rice

Thank you, Rod, and good afternoon, everyone. Thank you for joining the call. We appreciate your interest in BioLife and are very pleased to report another quarter of strong and profitable growth. Revenue from biopreservation media product sales reached a new record of $5.3 million, an increase of 79% over the third quarter of 2017. Continuing a trend over the last several quarters, revenue growth was driven by increase sales to cell and gene therapy customers in the regenerative medicine market and to our domestic and international network of distributors.

Notably, Q3 was our second consecutive quarter with net income of more than $1 million. The business is on track, growing and profitable. I'll also note that there were no customer safety stock orders in Q3.

In the third quarter 2018, we gained 25 new direct customers with 15 new cell and gene therapy customers in the high-growth, regenerative medicine segment. Today, we are supplying thousands of customers directly and indirectly through our network of domestic and international distributors. I'd like to continue with some detail on the regenerative medicine market segment. Q3 revenue from our regent med segment was $2.9 million or 54% of total revenue and representing growth of 80% over Q3 last year. This is our most strategic opportunity. The alliance for Regenerative Medicine recently issued its Q3 2018 data report. Total funding for Regen Med companies was nearly $3 billion in Q3 with nearly $11 billion year-to-date. I'm glad to report that concurrent with this robust funding, we continue to gain new preclinical and clinical trial stayed cell and gene therapy customers. Of the 15 new customers we gained in Q3, some noteworthy names include Elo-Plex Bio, cells for cells, CCRM, Eurfins, Fat Therapeutics, Flask Works, Wrap-up Therapeutics, Sigilon Therapeutics and Sorrento Therapeutics. We look forward to future disclosures and adoption of our progress in these customer clinical trials and potential approved cell therapy products.

I should remind you that we are very sticky relationships with our Regen Med customers. Once our proprietary products are validated in a clinical manufacturing process, which typically includes cross-reference to our FDA master file and citation in IND and BLA filings, we continue to provide very engaged customer support and don't anticipate losing customers to commercial non-optimized products or previously used homebrew preservation cocktails. To the contrary, we typically see our products used and follow on clinical trials of additional cell therapy candidates being developed by our customers. For example, as you know, every dose of the YESCARTA from KITE Gilead is frozen in a CryoStor cell freeze media. CryoStor is also used in KITE's other current clinical trials.

To date, we believe our proprietary biopreservation media products have been used in more than 300 customer clinical applications, and we had confirmation of several additional clinical applications throughout this year. We plan to update this total in Q1 after our outreach to our distributors is complete. I'll remind our listeners at him with most distributions, we ship in bulk and they distribute to the end users so we don't have complete visibility on their reach. This is especially the case with STEMCELL Technologies and MilliporeSigma, our two largest distributors who respectively distributed our products more than 700 and 600 unique end customers in 2017. We estimate each customer clinical application if approved and at full manufactory scale, represents annual revenue in the range of $500,000 to $2 million and we have several potential outliers that greatly exceed this annual revenue range. It's really important to note that a very small portion of our current Regen Med segment revenue and an even smaller portion of total revenue comes from approved cell therapies. The point being, we're not dependent on approved customer cell therapies to drive our growth this year or in the near term.

We call that we are guiding 2018 revenue growth in the range of 72% to 82% over 2017. We don't believe that revenue from approved customer cell therapies will have a material impact on our revenue growth for 3 to 5 years. So the drive to point home, the slower-than-anticipated adoption of approved cell therapies will not materially affect our expected revenue growth in 2019 or 2020. We have a broad and marquee base of clinical trial stage cell and gene therapy customers that are generating significant product demand and revenue before they obtain regulatory approval. And as I mentioned, we see strong pull-through as our products are embedded in follow-on clinical trials after first use. The upside revenue growth phase when we have a number of customers with approved cell and gene therapies is still yet to come.

Next I'll make some brief comments about our indirect sales channel of domestic and international distributors. In Q3, our distribution partners contributed $1.9 million in revenue or 36% of total revenue, and this grew nearly 150% over Q3 last year. We continue to leverage worldwide sales teams and marketing activities of our indirect channel partners. Key worldwide distributors include, STEMCELL Technologies, Millipore Sigma, Thermo Fisher and VWR. We believe our distributors are serving nearly 2,000 end customers so many seeds are being planted for future growth.

Now I'd like to provide an update on SAVSU Technologies, a very innovative cold chain management tools company that BioLife owns 44% of. Many of you have been following SAVSU's progress over the last year and the innovations their design team has made to the traditional and generic liquid nitrogen doers or shipping containers. Rod and I are on the board of SAVSU.

To recap SAVSU's market opportunity, as you might know, apheresis collections and other starting biologic materials and manufactured cell and gene therapies are both time and temperature sensitive. These are personalized medicines that in many cases are the final treatment option and a reason for hope by patients suffering from cancers and other diseases and disorders. The team at SAVSU basically looked at all of the deficiencies of traditional liquid nitrogen shipping containers and through knowledge of thermodynamics and design expertise, introduced into the cell and gene therapy market a revolutionary family of next generation shipping containers branded as evo. These are smart, connected to a cloud app and they offer users sniffing benefits of better thermal performance, ease-of-use and enhanced data monitoring and management.

Other patent pending innovations SAVSU is bringing to the market include accessories to better protect biologic payloads from damage during shipment and enhanced testing methods so users can be assured containers are ready for use. A key differentiator of SAVSU relative to other supplies is their ability to customize or shipping container hardware configurations specific to each customers, payload requirements and temperature profiles. The new SAVSU corporate office will include a state-of-the-art robotic design and fabrication lab that will really showcase SAVSU's technical expertise and manufacturing capabilities to current and prospective customers and partners.

SAVSU has a very differentiated and highly leverageable go-to-market strategy compared to other suppliers in the market. SAVSU's approach is to partner with the leading specialty couriers such as World Courier, Marken and Quick, by supplying their best-in-class products to the couriers who then, through their combined world-wild sales teams and support depots, market SAVSU products to cell and gene therapy companies. The couriers also service the SAVSU shipping containers to get them ready for reuse and a rental fleet model. The key point here is SAVSU is leveraging the worldwide infrastructure of its courier partners and their growth is not dependent on significant CapEx for numerous facility build-outs and ongoing OpEx to support regional service depots. It's also becoming clear as interest in SAVSU gross that the data back end and user cloud-based app are much more valued in addition to the hardware innovations in the containers. I'm glad to say that the investments BioLife made under the previous JV structure in software dev are helping to drive preference for SAVSU over competing offerings.

There is an emerging ecosystem comprised of cell and gene therapy companies, the specialty couriers, cell manufacturing orchestration platforms such as [indiscernible], clinicians, regulators and insurers all of whom have an interest in specific shipment data and aggregated data.

SAVSU's evo.is was built and is supported by the latest software tools and platforms and we envision that the number of data-sharing partnerships will emerge over the next several months.

On the customer adoption front, earlier this week, SAVSU issued a press release announcing that it will be supplying its proprietary evo technologies to AveXis, a gene therapy company acquired earlier this year by Novartis for nearly $9 billion. SAVSU's courier partnerships are generating significant interest in SAVSU products and today, SAVSU is providing technical support of evaluations and validation by 30 leading cell and gene therapy companies. Many of these profit companies are BioLife media customers, and we continue to leverage our industry relationships to make introductions for SAVSU. We expect additional announcements by SAVSU related to product adoption in the Regen Med segment during the next few quarters.

Finally, regarding the M&A strategy, we announced on our Q2 call, I'd like to take a few minutes to revisit our vision to create an even more valuable enterprise. For some time now, we have been evaluating various opportunities to acquire additional cell and gene therapy manufacturing tools and services companies or technologies to accelerate growth. The tool supplier side of the Regen Med space is highly fragmented. Today in the cell and gene therapy manufacturing workflow continuum, we offer biopreservation media used to preserve source material and manufacture cell and gene therapies. Our share of the per-dose spend and manufacturing tools ranges from about $100 to $500. Executing our requisition project provides several benefits, including revenue and profit increases, sales and marketing leverage, cost synergies and scale. We believe consolidation opportunities to acquire complementary companies or technologies could increase our share of the per-dose tool spend by 5x to 10x. We're in the process of evaluating several opportunities and we'll keep you updated when appropriate. Now I'll ask Rod to share our financial highlights for Q3 in the first 9 months of 2018.

Roderick de Greef

Thanks, Mike. As you noted, biopreservation media revenue for the third quarter of 2018 reached a record $5.3 million representing a 79% increase over the third quarter of last year. For the 9 months ended September 30, revenue grew 81% to $14.3 million, up from $7.9 million last year. The increase in revenue for both periods was primarily the result of higher direct sales to our customers in Regen Med space and to our indirect distribution channel.

The gross margin for the third quarter of 2018 increased to 70% compared to 63% in the third quarter of last year. For the first 9 months of this year, gross margin was 68% compared to 62% for the same period in 2017. The increase in gross margin for both periods compared to 2017 was primarily driven by volume-related reductions in cost of goods sold and higher blended product ASPs.

Operating expenses in Q3 totaled $2.5 million compared to $1.9 million in Q3 of 2017. For the first 9 months of 2018, operating expenses totaled $7.2 million compared to $5.7 million in the first 9 months of 2017. The increase in operating expenses for both periods is primarily the result of higher performance-based compensation expense, increased sales and marketing managers and increase cost related to enhancing our quality management systems.

The third quarter's operating profit was $1.2 million compared to an operating loss of $32,000 in the third quarter of 2017. For the 9-month period, operating profit totaled $2.6 million compared to an operating loss of $838,000 for the same period. For the third quarter, net income attributable to common shareholders was $1.2 million or $0.05 per diluted share. This compares to a net loss attributable to common shareholders for the third quarter of 2017 of $425,000 or $0.03 per diluted share. For the first 9 months of 2018, net income attributable to common shareholders was $2.1 million or $0.10 per diluted share compared to a net loss of $2.1 million or $0.16 per diluted share last year.

EBITDA for the third quarter was positive $1.2 million compared to negative $234,000 in the same period last year. For the 9 months, EBITDA was positive $2.5 million compared to negative $1.4 million in the first 9 months of 2017.

Cash provided by operations for the third quarter totaled $809,000 compared to $74,000 in the third quarter of 2017. For the 9 months, cash provided by operations was $1.8 million this year compared to cash used by operations of $198,000 in the same period last year.

The communicating of cash flow from operations, proceeds from the exercise of outstanding warrants, and the $20 million equity investment made by Casdin Capital, less our incremental $5 million investment in SAVSU, resulted in an ending cash balance at September 30 of $32.4 million compared to $6.7 million at December 31, 2017.

With respect to our outlook for the full year of 2018, we affirm the guidance we have previously provided. As we noted in our preliminary revenue release in early October, we expect revenue to range between $19 million and $20 million, representing 72% to 82% growth over 2017. We expect our gross margin for the full year to come in between 68% to 70% compared to 61% in 2017.

2018 operating expenses are expected to range between $9.5 million and $10 million and we expect full year operating profitability, net income and positive cash flow from operations. We will provide guidance for 2019 on our next earnings call.

Throughout the year, we've had a number of warrant exercises in addition to the shares placed with Casdin Capital last year so I'd like you and my remarks the summary of our current share count. We now have 18.5 million common shares issued and outstanding. Since the beginning of this year, the non-affiliate warrant overhang, which totaled 2.8 million warrants has effectively been eliminated, and we now have only 209,000 of these warrants outstanding. Adding insider options in warrants brings our current fully diluted share count to 25.9 million. Now I'd like to turn the call back over to Mike.

Michael Rice

Thanks, Rod. In closing, we delivered another strong and profitable quarter in Q3. The business is on track, profitable and growing. And our revenue will not be negatively impacted by adoption rates approved cell therapies. Q4 order volume and frequency are both robust setting the stage for a strong finish for 2018. Our M&A activity continues as we look to add complementary and accretive businesses to consolidate the cell and gene therapy tool supplier market. We see a bright future for BioLife, our customers and shareholders. I'd like to thank our long-term and new shareholders for their interest in support of BioLife.

und das beste zum Schluss, Aktie in 2018 stark angesprungen und im Rahmen des Abverkaufs von 26 auf 10 zurückgekommen:

[clearasil]

Antwort auf Beitrag Nr.: 59.290.813 von Simonswald am 24.11.18 16:21:06

Schade.

wieviele Putzmittelhersteller gibt es? 10 trillionen?

aber es muss ja nichts heissen, dass ich die nicht mag ...