Discover and read the best of Twitter Threads about #DXRX
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Ixico #IXI - clinical trials, AI etc - could be on a similar path to Diaceutics #DXRX. Op leverage brought in margin expansion and +ve operating profits since last year. Entire sector reports trials on pause due to Covid, H2 expectations decent in this light. Ex cash 3x fwd sales 
Stronger than / operational leverage / materially ahead. A fourth year of 20% growth and this, despite Covid. Working in the field of neurological disease trials and research. Market multiple in line with the better half of the US paper manufacturing sector.
UK company Diaceutics #DXRX that is an picks and shovels play on precision medicine. The company is growing fast, profitable, to me reasonably cheap and unknown: 6 posts in 2 years from wise sages of ADVFN. The market they're working in is the future and has started to arrive.
Precision meds are those which only work on certain groups of individuals. 2 main issues arise beyond normal drug therapies: you need to test on the right people and if successful you need to find the people who can benefit from it - and pay you - before your patent runs out.
All these meds require diganostic tests. Ever since Herceptin for breast cancer came out in 1998, launching without full developed tests has been an issue for patients and industry. Patients either get nothing or duds and industry loses sales in their window of exclusivity.
