Immunodiagnostic Systems - 500 Beiträge pro Seite
eröffnet am 26.09.12 18:50:45 von
neuester Beitrag 17.05.21 12:05:04 von
neuester Beitrag 17.05.21 12:05:04 von
Beiträge: 39
ID: 1.176.965
ID: 1.176.965
Aufrufe heute: 0
Gesamt: 3.675
Gesamt: 3.675
Aktive User: 0
ISIN: GB00B01YZ052 · WKN: A0D9MS
4,4100
EUR
0,00 %
0,0000 EUR
Letzter Kurs 09.07.21 Lang & Schwarz
Neuigkeiten
Werte aus der Branche Pharmaindustrie
Wertpapier | Kurs | Perf. % |
---|---|---|
1,2000 | +471,16 | |
13,110 | +38,44 | |
6,5000 | +27,45 | |
1,2100 | +21,00 | |
48,25 | +19,94 |
Wertpapier | Kurs | Perf. % |
---|---|---|
24,050 | -12,55 | |
4,0300 | -12,96 | |
6,2600 | -14,25 | |
3,8500 | -14,45 | |
36,70 | -22,87 |
Sehr geehrte WO- Gemeinde,
es mag ja viele User hier verwundern, dass ich als alter Rohstofffreak, hier plötzlich im Biotechbord auftauche !?
Hintergrund ist ein recht unauffälliger Bericht im FocusMoney vom 19.09.2012.
Zitat dort:
" Kräftig unter die Räder kam hingegen der Kurs der britischen Biotechaktie Immmunodiagnostic Systems. Das Unternehmen leidet nicht nur unter neuer Konkurenz im Bereich der Vitamin-D- Diagnostik, sondern auch an einem Wechsel im Management. Nach dem Vorstandschef nahm vor kurzem auch der neu bestellte Finanzchef seinen Hut."Eine vorübergehende Schwäche", befindet Frank Fischer. Seiner Meinung nach ist die profitable Firma nach dem "Großreinemachen" eine der spannensten Investmentideen überhaupt"
Nunja, bewertungstechnisch (KGV8) erscheint mir der Wert tatsächlich höchst interessant. Charttechnisch sehe ich eine SKS_Formation, was auf rasch höhere Kurse hindeutet.
Ich freue mich auf eine rege Diskussion hier,
und viele Grüße aus Zürich
es mag ja viele User hier verwundern, dass ich als alter Rohstofffreak, hier plötzlich im Biotechbord auftauche !?
Hintergrund ist ein recht unauffälliger Bericht im FocusMoney vom 19.09.2012.
Zitat dort:
" Kräftig unter die Räder kam hingegen der Kurs der britischen Biotechaktie Immmunodiagnostic Systems. Das Unternehmen leidet nicht nur unter neuer Konkurenz im Bereich der Vitamin-D- Diagnostik, sondern auch an einem Wechsel im Management. Nach dem Vorstandschef nahm vor kurzem auch der neu bestellte Finanzchef seinen Hut."Eine vorübergehende Schwäche", befindet Frank Fischer. Seiner Meinung nach ist die profitable Firma nach dem "Großreinemachen" eine der spannensten Investmentideen überhaupt"
Nunja, bewertungstechnisch (KGV8) erscheint mir der Wert tatsächlich höchst interessant. Charttechnisch sehe ich eine SKS_Formation, was auf rasch höhere Kurse hindeutet.
Ich freue mich auf eine rege Diskussion hier,
und viele Grüße aus Zürich
Bei recht dünnen Umsätzen gehts in London ca. +3,8% gen Norden.
Ich erwarte, dass bei mehr Handelsvolumen auch die Aufwärtsdynamik rasch zunehmen wird. Es wird also spannend!!
zierbart
Ich erwarte, dass bei mehr Handelsvolumen auch die Aufwärtsdynamik rasch zunehmen wird. Es wird also spannend!!
zierbart
Die nächsten charttechnischen Widerstände sollten im Bereich von 280, bzw. 300 GBp bestehen. Hoffen wir also auf anziehende Umsätze!
Diese Aktie kennt kaum jemand, scheint aber hochinteressant zu sein.
Warum ?
Der angesehene Investmentfond Frankfurter Stiftungen A0D9MS hat seit einiger Zeit auf Weitsicht eine große Position.
Warum ?
Der angesehene Investmentfond Frankfurter Stiftungen A0D9MS hat seit einiger Zeit auf Weitsicht eine große Position.
BlackRock UK Emerging Companies Hedge Fund
hat am 9.5.2013 die Schwelle von 3% überschritten.
http://www.investegate.co.uk/immunodiagnostic-sys--idh-/rns/…
Deren Käufe könnten ein Grund für den starken Kursanstieg sein.
hat am 9.5.2013 die Schwelle von 3% überschritten.
http://www.investegate.co.uk/immunodiagnostic-sys--idh-/rns/…
Deren Käufe könnten ein Grund für den starken Kursanstieg sein.
Stand vom 24.7.13:
Number of ordinary shares of 2p each Percentage of issued share capital
Forum European Smallcaps GmbH 989,876 3.43%
Forum Venture Capital GmbH 6,936,18 24.03%
BlackRock UK Emerging Companies Hedge 898,373 3.11%
BNY Mellon Service Kapitalanlage - 2,795,252 9.68%
Newton Investment Management Ltd 1,353,531 4.69%
Schroders plc 1,939,010 6.72%
Axxion S.A. 1,333,713 4.62%
Polar Capital European Forager Fund Lim 1,551,572 5.37%
Roger Duggan 1,163,487 4.03%
Last updated: 24/07/2013
laut Meldung vom 4.9.13 hat Schroders plc auf 10,4% aufgestockt.
Es kommen kaum News von IDS aber die institutionellen Anleger habe Interesse an der Firma. Wissen die mehr?
- divi
Number of ordinary shares of 2p each Percentage of issued share capital
Forum European Smallcaps GmbH 989,876 3.43%
Forum Venture Capital GmbH 6,936,18 24.03%
BlackRock UK Emerging Companies Hedge 898,373 3.11%
BNY Mellon Service Kapitalanlage - 2,795,252 9.68%
Newton Investment Management Ltd 1,353,531 4.69%
Schroders plc 1,939,010 6.72%
Axxion S.A. 1,333,713 4.62%
Polar Capital European Forager Fund Lim 1,551,572 5.37%
Roger Duggan 1,163,487 4.03%
Last updated: 24/07/2013
laut Meldung vom 4.9.13 hat Schroders plc auf 10,4% aufgestockt.
Es kommen kaum News von IDS aber die institutionellen Anleger habe Interesse an der Firma. Wissen die mehr?
- divi
Weiß jemand warum Wittek den Posten des Non-Executive Director aufgegeben hat? Finde ich sehr beunruhigend. Zumal die Bekanntgabe und der Dank sehr knapp ausgefallen sind.
Es geht Schlag auf Schlag:
am 25.11.2014 wird Wittek Non-executive chairman:
http://otp.investis.com/clients/uk/ids_plc/rns/regulatory-st…
am 4.12.2014 kündigt der CFO:
http://otp.investis.com/clients/uk/ids_plc/rns/regulatory-st…
Ab 4.1.2015 übernimmt Wittek den CEO Posten kommissarisch bis ein neuer gefunden wurde.
http://otp.investis.com/clients/uk/ids_plc/rns/regulatory-st…
Erinnert mich an die wilden Zeiten bei Pulsion. Hoffentlich nimmt das ein ähnlich gutes Ende.
- divi
am 25.11.2014 wird Wittek Non-executive chairman:
http://otp.investis.com/clients/uk/ids_plc/rns/regulatory-st…
am 4.12.2014 kündigt der CFO:
http://otp.investis.com/clients/uk/ids_plc/rns/regulatory-st…
Ab 4.1.2015 übernimmt Wittek den CEO Posten kommissarisch bis ein neuer gefunden wurde.
http://otp.investis.com/clients/uk/ids_plc/rns/regulatory-st…
Erinnert mich an die wilden Zeiten bei Pulsion. Hoffentlich nimmt das ein ähnlich gutes Ende.
- divi
Hängt, denke ich, wie Pulsion damals sehr davon ab, ob die neue Gerätegeneration im Zeitplan auf den Markt kommt und die Vermarktung läuft. Auch Pulsion musste die Sales Force stark verbessern.
Antwort auf Beitrag Nr.: 48.673.757 von MrCash99 am 31.12.14 17:27:19Am 1.4. übernimmt Lacalle den CEO Posten. Auch hier läuft es so wie bei Pulsion.
Der Kurs hat bereits eine steigende Tendenz.
Ich denke einen effizienten Vertrieb kann man (d.h. Lacalle) aufbauen.
Wie es mit dem Zeitplan für die neue Gerätegeneration aussieht weiß ich nicht.
Hier braucht es einen guten Entwicklungsleiter und ein motiviertes technisches Personal.
2 bis 3 Jahre sollte man dem neuen Management schon Zeit geben, um den Laden zum Laufen zu bringen.
- divi
Der Kurs hat bereits eine steigende Tendenz.
Ich denke einen effizienten Vertrieb kann man (d.h. Lacalle) aufbauen.
Wie es mit dem Zeitplan für die neue Gerätegeneration aussieht weiß ich nicht.
Hier braucht es einen guten Entwicklungsleiter und ein motiviertes technisches Personal.
2 bis 3 Jahre sollte man dem neuen Management schon Zeit geben, um den Laden zum Laufen zu bringen.
- divi
mit kleiner Stückzahl dabei
RNS Announcement
2 April 2015
Immunodiagnostic Systems Holdings plc
Patricio Lacalle Joins as Chief Executive Officer
Immunodiagnostic Systems Holdings plc ("IDS" or the "Company"), a leading producer of manual and automated specialist diagnostic testing kits and instrumentation for the clinical and research markets quoted on AIM, announces that Patricio Lacalle has officially taken up his position as Chief Executive Officer. In addition, Burkhard Wittek, Executive Chairman, will revert to being Non-Executive Chairman with immediate effect.
The Company can confirm that it will provide a post close trading update on Tuesday 21st April 2015 and Preliminary Results will be announced on Tuesday 23rd June 2015.
2 April 2015
Immunodiagnostic Systems Holdings plc
Patricio Lacalle Joins as Chief Executive Officer
Immunodiagnostic Systems Holdings plc ("IDS" or the "Company"), a leading producer of manual and automated specialist diagnostic testing kits and instrumentation for the clinical and research markets quoted on AIM, announces that Patricio Lacalle has officially taken up his position as Chief Executive Officer. In addition, Burkhard Wittek, Executive Chairman, will revert to being Non-Executive Chairman with immediate effect.
The Company can confirm that it will provide a post close trading update on Tuesday 21st April 2015 and Preliminary Results will be announced on Tuesday 23rd June 2015.
21 April 2015
Immunodiagnostic Systems Holdings plc
Trading Update
Immunodiagnostic Systems Holdings plc ("the Group"), a leading solution provider to the clinical laboratory diagnostic market, today provides a trading update for the year ended 31 March 2015.
Total revenues are expected to be c. £45 million (2014: £52 million) in line with guidance given in September 2014. The decrease in revenue was driven by lower automated revenues, due to a low level of net placements, and continued significant decline in manual revenues, predominantly in 25OH vitamin D.
Direct instruments are those sold or placed with reagent rental IDS end-user customers in the Group's core markets of the USA and Europe (excluding distributor territories of Spain and Italy). Gross direct instrument placements were 54 (2014: 60) with 40 instruments returned in the year (2014: 25), meaning net direct instrument placements were 14 (2014: 35).The total number of instruments sold to or placed with distributors or OEM partners (net) during the year was 40 (2014: 57).
Closing cash and cash equivalents were c. £24 million as at 31 March 2015 (31 March 2014: £27 million; 30 September 2014: £23 million).
Preliminary results for the year ended 31 March 2015 will be announced on 23 June 2015.
Immunodiagnostic Systems Holdings plc
Trading Update
Immunodiagnostic Systems Holdings plc ("the Group"), a leading solution provider to the clinical laboratory diagnostic market, today provides a trading update for the year ended 31 March 2015.
Total revenues are expected to be c. £45 million (2014: £52 million) in line with guidance given in September 2014. The decrease in revenue was driven by lower automated revenues, due to a low level of net placements, and continued significant decline in manual revenues, predominantly in 25OH vitamin D.
Direct instruments are those sold or placed with reagent rental IDS end-user customers in the Group's core markets of the USA and Europe (excluding distributor territories of Spain and Italy). Gross direct instrument placements were 54 (2014: 60) with 40 instruments returned in the year (2014: 25), meaning net direct instrument placements were 14 (2014: 35).The total number of instruments sold to or placed with distributors or OEM partners (net) during the year was 40 (2014: 57).
Closing cash and cash equivalents were c. £24 million as at 31 March 2015 (31 March 2014: £27 million; 30 September 2014: £23 million).
Preliminary results for the year ended 31 March 2015 will be announced on 23 June 2015.
Leider weiterhin keine Infos über die Restrukturierungen des Vertriebs und die neue Gerätegeneration :/
Kann man sicher nochmal günstig nachlegen im Laufe des Jahres
Kann man sicher nochmal günstig nachlegen im Laufe des Jahres
Würde mich interessieren woher der 10-12%ige Einbruch kommt, bei 41.737 Stück Umsatz in London. Finde aber weder etwas auf der Homepage noch im Netz. Hat da jemand die Geduld verloren oder wurden Stop-loss Orders ausgelöst?
Antwort auf Beitrag Nr.: 49.883.755 von diversifikator am 31.05.15 14:52:18
Immunodiagnostic Systems Holdings plc
Trading Update
Immunodiagnostic Systems Holdings plc ("IDS", "the Company" or "the Group"), a leading producer of manual and automated specialist diagnostic testing kits and instrumentation for the clinical and research markets, today provides a trading update for the year ended 31 March 2016.
The Board expects that for the current financial year to 31st March 2016 revenues will be in the range of £39-42 million. For the year ended 31 March 2015 revenues are expected to be £45 million in line with the guidance reconfirmed in April 2015. Final results for the year ended 31 March 2015 will be announced on 23 June 2015.
The Board remains committed to the continued execution of its strategic plan with the major objectives being 1) increased automated assay panel in its core endocrinology franchise by significantly increasing the rate of new product introductions; 2) implementing sales excellence to increase net new placements; 3) greater emphasis on cost management; and 4) M&A to accelerate the growth in automated IVDs. Further updates on these objectives will be provided in the final results announcement in June 2015.
das steht jetzt auf der homepage:
29 May 2015Immunodiagnostic Systems Holdings plc
Trading Update
Immunodiagnostic Systems Holdings plc ("IDS", "the Company" or "the Group"), a leading producer of manual and automated specialist diagnostic testing kits and instrumentation for the clinical and research markets, today provides a trading update for the year ended 31 March 2016.
The Board expects that for the current financial year to 31st March 2016 revenues will be in the range of £39-42 million. For the year ended 31 March 2015 revenues are expected to be £45 million in line with the guidance reconfirmed in April 2015. Final results for the year ended 31 March 2015 will be announced on 23 June 2015.
The Board remains committed to the continued execution of its strategic plan with the major objectives being 1) increased automated assay panel in its core endocrinology franchise by significantly increasing the rate of new product introductions; 2) implementing sales excellence to increase net new placements; 3) greater emphasis on cost management; and 4) M&A to accelerate the growth in automated IVDs. Further updates on these objectives will be provided in the final results announcement in June 2015.
Antwort auf Beitrag Nr.: 49.883.962 von R-BgO am 31.05.15 15:57:0210% weniger Umsatz führt zu 10% niedrigerem Kurs. Traurig aber logisch.
Zahlen kamen gestern; H2 war nur breakeven
Bilanz weiter stark
Bilanz weiter stark
und sie haben eine Schrott-Webseite: lahmarschig und mit falschen Verlinkungen (französisch)
2 RNS Meldungen
Positiv: SFM (Soros Fund Management) erhöht auf 3,5%, d.h.um ca.250.000 Aktien.
Negativ: Trading statement zeigt, dass der fallende Trend bei den Geräteplatzierungen anhält.
Die Äußerungen zur Strategie klingen einleuchtend - ob und wann sich das umsetzen lässt bleibt abzuwarten. Diasorin - einer der Konkurrenten - macht derweil gute Geschäfte.
- Divi
Positiv: SFM (Soros Fund Management) erhöht auf 3,5%, d.h.um ca.250.000 Aktien.
Negativ: Trading statement zeigt, dass der fallende Trend bei den Geräteplatzierungen anhält.
Die Äußerungen zur Strategie klingen einleuchtend - ob und wann sich das umsetzen lässt bleibt abzuwarten. Diasorin - einer der Konkurrenten - macht derweil gute Geschäfte.
- Divi
Negativ-Trend hält an
Der negative Trend hält an und es bleibt einem nichts anderes übrig, als den Beschwörungen des CEO's glauben zu schenken, dass der speed to market von neuen Analysen tatsächlich stark erhöht wird.http://otp.investis.com/clients/uk/ids_plc1/rns/regulatory-s…
Antwort auf Beitrag Nr.: 51.174.111 von MrCash99 am 25.11.15 15:46:36Die ersten operativen Maßnahmen wurden bzw. werden durchgeführt.
Neues Assay zur Umsatzerhöhung:
http://otp.investis.com/clients/uk/ids_plc1/rns/regulatory-s…
Wäre interessant zu wissen welches Umsatzpotential dahinter steht.
Kosteneinsparungen:
http://otp.investis.com/clients/uk/ids_plc1/rns/regulatory-s…
Allerdings wird die Verlagerung der Produktion und die Abfindungen für die Mitarbeiter in UK erstmal Geld kosten. Für das letzte Quartal 2015/2016 erwarte ich daher noch keine Verbesserung beim Gewinn, eher das Gegenteil.
Neues Assay zur Umsatzerhöhung:
http://otp.investis.com/clients/uk/ids_plc1/rns/regulatory-s…
Wäre interessant zu wissen welches Umsatzpotential dahinter steht.
Kosteneinsparungen:
http://otp.investis.com/clients/uk/ids_plc1/rns/regulatory-s…
Allerdings wird die Verlagerung der Produktion und die Abfindungen für die Mitarbeiter in UK erstmal Geld kosten. Für das letzte Quartal 2015/2016 erwarte ich daher noch keine Verbesserung beim Gewinn, eher das Gegenteil.
Gibt News, die der Markt offensichtlich gut findet.
http://www.idsplc.com/product-news/ids-isys-salivary-cortiso…
Aber iwie sind die doch nicht neu oder ???
http://www.idsplc.com/product-news/ids-isys-salivary-cortiso…
Aber iwie sind die doch nicht neu oder ???
http://www.publicnow.com/view/5AEEF4EA4AD42E75AA513D6028ECC6…
Wenn das stimmt, ist da wohl erstmal nicht viel zu erwarten von dem neusten Produkt.
Bei einem Weltmarkt von 7-10 mio €
Auf der HV hat sich die Shareholdervalue allerdings zuversichtlich gezeigt.
Wenn das stimmt, ist da wohl erstmal nicht viel zu erwarten von dem neusten Produkt.
Bei einem Weltmarkt von 7-10 mio €
Auf der HV hat sich die Shareholdervalue allerdings zuversichtlich gezeigt.
1 assay in the new IDS fertility portfolio.
Hört sich so an als kämen da noch mehr - und Kleinvieh macht auch Mist.
Hört sich so an als kämen da noch mehr - und Kleinvieh macht auch Mist.
http://www.idsplc.com/wp-content/uploads/2016/06/IDS-25366-A…
- Fette Abschreibungen, die dass bilanzielle Ergebnis unter -30 mi GBP sacken lassen
- Wohl weiter sehr schwache Strukturen im sales-Bereich
- R&D ist hat das Jahresziel von 6-8 neuen assays mit nur 1 dezent verfehlt.
Spannend finde ich iwie den letzten Satz vom CEO-Statement:
"Should we be able to achieve this turnaround in culture, then I am confident an improvement in operational and financial performance will follow"
Man macht sicher vieles richtig aber die er ist nicht mehr so euphorische. Es wohl auch auf allen Ebenen Wichtiges verschlafen worden!
- Fette Abschreibungen, die dass bilanzielle Ergebnis unter -30 mi GBP sacken lassen
- Wohl weiter sehr schwache Strukturen im sales-Bereich
- R&D ist hat das Jahresziel von 6-8 neuen assays mit nur 1 dezent verfehlt.
Spannend finde ich iwie den letzten Satz vom CEO-Statement:
"Should we be able to achieve this turnaround in culture, then I am confident an improvement in operational and financial performance will follow"
Man macht sicher vieles richtig aber die er ist nicht mehr so euphorische. Es wohl auch auf allen Ebenen Wichtiges verschlafen worden!
Antwort auf Beitrag Nr.: 49.226.660 von R-BgO am 03.03.15 14:36:14
Kurs seit meinem Kauf um 64%
gewaltig eingedampft:
EK um 40% durch Goodwill-AbschreibungKurs seit meinem Kauf um 64%
Antwort auf Beitrag Nr.: 52.855.390 von R-BgO am 18.07.16 12:14:29aufgestockt
Aus dem AGM statement:
Gross placements of analyzers in markets with direct sales organizations were 8 in Q1 2017. Net placements, after returns, stood at 5 in the quarter. This is an improvement over the 12 net returns
recorded in FY 2016. We believe that at least in Europe, the Group has a sufficient assay menu today to revert to a positive net placement number.
Ich interpretiere das einfach mal als Trendwende und hoffe dass es so weiter geht. Ich würde auch gerne weiter aufstocken habe mein Investitionslimit für diese Aktie aber bereits erreicht.
Gross placements of analyzers in markets with direct sales organizations were 8 in Q1 2017. Net placements, after returns, stood at 5 in the quarter. This is an improvement over the 12 net returns
recorded in FY 2016. We believe that at least in Europe, the Group has a sufficient assay menu today to revert to a positive net placement number.
Ich interpretiere das einfach mal als Trendwende und hoffe dass es so weiter geht. Ich würde auch gerne weiter aufstocken habe mein Investitionslimit für diese Aktie aber bereits erreicht.
Wird kaum noch gehandelt.
Letzte nennenswerte Umsätze:
London ____ 21.7. ____ 870 GBP
Frankfurt __ 27.7. ____ 3200 Stück
Gibt wohl nur noch wenige, die die Aktie verfolgen.
Letzte nennenswerte Umsätze:
London ____ 21.7. ____ 870 GBP
Frankfurt __ 27.7. ____ 3200 Stück
Gibt wohl nur noch wenige, die die Aktie verfolgen.
Antwort auf Beitrag Nr.: 52.855.519 von R-BgO am 18.07.16 12:34:27
operativ bisher m.E. aber eher mau...
Kurs hat schon wieder gut aufgeholt,
die kombinierte Post ist bereits im Plus;operativ bisher m.E. aber eher mau...
Antwort auf Beitrag Nr.: 54.049.555 von R-BgO am 10.01.17 14:41:22
deswegen
raus bis aufs Erinnerungsstück
Antwort auf Beitrag Nr.: 54.067.873 von R-BgO am 12.01.17 12:46:06
Mit der Steigerung bei der Zahl der zugelassenen Assays und platzierten Analyzer sollte es in Zukunft bergauf gehen.
Hoffen wir, dass der neue CEO den turn-around, den Lacalle eingeleitet hat, erfolgreich weiterführt.
- divi
Trading Update
Das Tal bei den Umsätzen ist wohl erreicht.Mit der Steigerung bei der Zahl der zugelassenen Assays und platzierten Analyzer sollte es in Zukunft bergauf gehen.
Hoffen wir, dass der neue CEO den turn-around, den Lacalle eingeleitet hat, erfolgreich weiterführt.
- divi
Antwort auf Beitrag Nr.: 54.776.239 von diversifikator2 am 21.04.17 16:27:15Trading Statement
Fri, 20th Apr 2018 16:35
RNS Number : 6835L
Trading Update - Immunodiagnostic Systems Holdings PLC
20 April 2018
Trading update for the year ended 31 March 2018 and change of Non-Executive Directorate
Immunodiagnostic Systems Holdings PLC ("the Group"), a specialist producer of manual and automated diagnostic testing kits and instruments for the clinical market, today provides a trading update for the financial year ended 31 March 2018 ("FY18").
Unaudited Group revenue is expected to be approximately £37.9m, a decrease of 5% on the previous year (and a decline of 8% at constant exchange rates "CER"). The majority of the decline was due to the loss of royalty income from a major customer, as communicated previously. Revenues in the Laboratory business (comprising the Automated and Manual business units) are expected to be £35.2m, unchanged on the previous year at CER, with growth in the automated business offsetting declines in the manual business.
1. Automated Business
Revenues in our automated CLIA business are expected to be approximately £22.9m, 4% higher than FY17 at CER (compared to 3% growth in FY17 v FY16). An overview of the key revenue streams in this business is set out below:
· Automated 25OH Vitamin D revenue of approximately £6.3m represents a decline of around 9% at CER compared to the prior year. The rate of this decline is lower than seen in previous years.
· Automated Speciality Endocrinology revenue of approximately £13.6m represents a growth of around 5% at CER compared to the prior year.
· Automated Autoimmune and Infectious Disease revenue of approximately £1.0m represents growth of 24% at CER. As previously announced, we have reached agreement with Technogenetics SRL to enable IDS to sell their range of circa fifty autoimmune ("AI") and infectious disease ("ID") assays globally. We expect all of these assays will be available under the IDS brand by autumn.
During the year IDS launched three new automated assays for the IDS analyzer. Combined with the IDS branded AI and ID offering, we now have a CE marked automated assay panel of 72 assays, 22 of which are produced by IDS (FY17 : 19). The assay menu in the US and China remains unchanged compared to the previous year, at ten and four respectively.
Annual gross placements of analysers in markets with direct sales organizations were 34 (FY17: 40). The number of returns were 25 (FY17: 24), meaning net placements in the year were 9 (FY17: 16). Gross placements of 16 during H2 FY18 were disappointing, being lower than the 18 achieved in H1. This was mainly due to a high staff and management turnover in one region. We have been able to fill most of these positions by now and therefore expect gross new placements of analysers to resume growth again.
In contrast to our direct sales business, our distribution business performed strongly, with sales of 36 analysers in the year (FY17: 12). This strong performance puts IDS in a good position to grow distribution revenue during FY19.
The average number of assays run on an IDS analyser increased to 4.7 (FY17: 4.3) which reflects the upselling activities performed by the sales organisation. The increase in this metric demonstrates that IDS analysers are becoming more widely used within our laboratory customers, which gives us increased confidence that contracts will more likely be renewed at the end of their term.
2. Manual Business
Manual assay revenues are expected to be approximately £12.4m, 6% lower than FY17 at CER (FY17vFY16: 11% decline). The rate of decline has slowed due to a strong performance in our Diametra business, which offset the continued declines in the legacy IDS Manual business.
During H2 FY18 we completed the recruitment of the Manual business unit commercial team. The new team has already developed a pipeline of OEM sales opportunities, as well as being at advanced negotiations to on-board at least 10 new distributors. We anticipate that we will start to see the financial benefit of these actions during H2 FY19.
3. Licensing and Technology Business
Licensing and Technology revenues are expected to be approximately £2.7m, a decline of around 55% at CER compared to the prior year. The majority of the decline is due to the loss in royalty income from one major customer, as announced in June 2016. Revenues from this customer were £2.8m in the prior year, but are minimal during FY18. Thus moving forward this issue will no longer drag down the overall group growth rates.
4. Other Metrics
As of 31 March 2018 the Group employed 281 staff and contractors on a full time employment basis (31 March 2017: 284).
Closing cash and cash equivalents are expected to be around £28.5m (31 March 2017: £31.5m).
5. Board Changes
Till Campe informed the Company today that he will step down from the Board, effective from 30 June 2018, to focus on his activities at Forum Family Office. The Board would like to thank Till for his contributions during his time with IDS, particularly in relation to our corporate development efforts.
6. Automated Business - New Allergy Products
We are pleased to announce that we have recently signed an exclusive agreement to distribute globally 51 allergy assays which have been developed by our partner, Omega Diagnostics. These assays will be branded as IDS Allersys.
We only anticipate modest revenues from these assays in the next 1 - 2 years, as a much larger panel of assays, and related screening tests, are required to place new analyzers in labs with a focus on allergy testing. The incumbent providers feature menus with over 100 tests. Revenues in the next couple of years will thus largely be limited to upsells into the existing IDS analyzer installations. Encouragingly feedback from initial trials is that the IDS / Omega solution is more flexible and easy to use than existing systems available for small to mid-size laboratories.
7. Outlook
Within our Automated business we still have a number of actions to undertake to strengthen our direct sales team, which we aim to complete during the first quarter of FY19. This is vital to allow us to accelerate the number of gross analyser placements, and accelerate the disappointing growth levels we witnessed in our Specialty Endocrinology business. We are encouraged by the performance of our distribution business in FY18. We will deploy additional resources in this area if necessary to capitalise on this growth opportunity. Finally the potential presented as a result of the deal with Technogenetics is very exciting. Our combined AI and Endocrinology panel, coupled with the ease of use of the IDS analyser platform, give us a compelling proposition for laboratories which we need to exploit during FY19.
Within our Manual business, we are pleased to see the new commercial team generating a pipeline of revenue opportunities. We now have to convert these to firm orders, and target an improvement in the revenue trend of this business during H2 FY19.
Preliminary results for the year ended 31 March 2018 will be announced on 20 June 2018.
Fri, 20th Apr 2018 16:35
RNS Number : 6835L
Trading Update - Immunodiagnostic Systems Holdings PLC
20 April 2018
Trading update for the year ended 31 March 2018 and change of Non-Executive Directorate
Immunodiagnostic Systems Holdings PLC ("the Group"), a specialist producer of manual and automated diagnostic testing kits and instruments for the clinical market, today provides a trading update for the financial year ended 31 March 2018 ("FY18").
Unaudited Group revenue is expected to be approximately £37.9m, a decrease of 5% on the previous year (and a decline of 8% at constant exchange rates "CER"). The majority of the decline was due to the loss of royalty income from a major customer, as communicated previously. Revenues in the Laboratory business (comprising the Automated and Manual business units) are expected to be £35.2m, unchanged on the previous year at CER, with growth in the automated business offsetting declines in the manual business.
1. Automated Business
Revenues in our automated CLIA business are expected to be approximately £22.9m, 4% higher than FY17 at CER (compared to 3% growth in FY17 v FY16). An overview of the key revenue streams in this business is set out below:
· Automated 25OH Vitamin D revenue of approximately £6.3m represents a decline of around 9% at CER compared to the prior year. The rate of this decline is lower than seen in previous years.
· Automated Speciality Endocrinology revenue of approximately £13.6m represents a growth of around 5% at CER compared to the prior year.
· Automated Autoimmune and Infectious Disease revenue of approximately £1.0m represents growth of 24% at CER. As previously announced, we have reached agreement with Technogenetics SRL to enable IDS to sell their range of circa fifty autoimmune ("AI") and infectious disease ("ID") assays globally. We expect all of these assays will be available under the IDS brand by autumn.
During the year IDS launched three new automated assays for the IDS analyzer. Combined with the IDS branded AI and ID offering, we now have a CE marked automated assay panel of 72 assays, 22 of which are produced by IDS (FY17 : 19). The assay menu in the US and China remains unchanged compared to the previous year, at ten and four respectively.
Annual gross placements of analysers in markets with direct sales organizations were 34 (FY17: 40). The number of returns were 25 (FY17: 24), meaning net placements in the year were 9 (FY17: 16). Gross placements of 16 during H2 FY18 were disappointing, being lower than the 18 achieved in H1. This was mainly due to a high staff and management turnover in one region. We have been able to fill most of these positions by now and therefore expect gross new placements of analysers to resume growth again.
In contrast to our direct sales business, our distribution business performed strongly, with sales of 36 analysers in the year (FY17: 12). This strong performance puts IDS in a good position to grow distribution revenue during FY19.
The average number of assays run on an IDS analyser increased to 4.7 (FY17: 4.3) which reflects the upselling activities performed by the sales organisation. The increase in this metric demonstrates that IDS analysers are becoming more widely used within our laboratory customers, which gives us increased confidence that contracts will more likely be renewed at the end of their term.
2. Manual Business
Manual assay revenues are expected to be approximately £12.4m, 6% lower than FY17 at CER (FY17vFY16: 11% decline). The rate of decline has slowed due to a strong performance in our Diametra business, which offset the continued declines in the legacy IDS Manual business.
During H2 FY18 we completed the recruitment of the Manual business unit commercial team. The new team has already developed a pipeline of OEM sales opportunities, as well as being at advanced negotiations to on-board at least 10 new distributors. We anticipate that we will start to see the financial benefit of these actions during H2 FY19.
3. Licensing and Technology Business
Licensing and Technology revenues are expected to be approximately £2.7m, a decline of around 55% at CER compared to the prior year. The majority of the decline is due to the loss in royalty income from one major customer, as announced in June 2016. Revenues from this customer were £2.8m in the prior year, but are minimal during FY18. Thus moving forward this issue will no longer drag down the overall group growth rates.
4. Other Metrics
As of 31 March 2018 the Group employed 281 staff and contractors on a full time employment basis (31 March 2017: 284).
Closing cash and cash equivalents are expected to be around £28.5m (31 March 2017: £31.5m).
5. Board Changes
Till Campe informed the Company today that he will step down from the Board, effective from 30 June 2018, to focus on his activities at Forum Family Office. The Board would like to thank Till for his contributions during his time with IDS, particularly in relation to our corporate development efforts.
6. Automated Business - New Allergy Products
We are pleased to announce that we have recently signed an exclusive agreement to distribute globally 51 allergy assays which have been developed by our partner, Omega Diagnostics. These assays will be branded as IDS Allersys.
We only anticipate modest revenues from these assays in the next 1 - 2 years, as a much larger panel of assays, and related screening tests, are required to place new analyzers in labs with a focus on allergy testing. The incumbent providers feature menus with over 100 tests. Revenues in the next couple of years will thus largely be limited to upsells into the existing IDS analyzer installations. Encouragingly feedback from initial trials is that the IDS / Omega solution is more flexible and easy to use than existing systems available for small to mid-size laboratories.
7. Outlook
Within our Automated business we still have a number of actions to undertake to strengthen our direct sales team, which we aim to complete during the first quarter of FY19. This is vital to allow us to accelerate the number of gross analyser placements, and accelerate the disappointing growth levels we witnessed in our Specialty Endocrinology business. We are encouraged by the performance of our distribution business in FY18. We will deploy additional resources in this area if necessary to capitalise on this growth opportunity. Finally the potential presented as a result of the deal with Technogenetics is very exciting. Our combined AI and Endocrinology panel, coupled with the ease of use of the IDS analyser platform, give us a compelling proposition for laboratories which we need to exploit during FY19.
Within our Manual business, we are pleased to see the new commercial team generating a pipeline of revenue opportunities. We now have to convert these to firm orders, and target an improvement in the revenue trend of this business during H2 FY19.
Preliminary results for the year ended 31 March 2018 will be announced on 20 June 2018.
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