Re: Diclectin Excellent news!ws
Diclectin "Application for Diclectin® is now considered approvable. Alliance awaits issue of the formal Marketing Authorisation from the MHRA in the coming weeks, with UK launch anticipated to be in the autumn of this year."More good news. Potentially our biggest revenue generator once it is tried and (hopefully) trusted by the pregnant mothers of our great nation.100p might be tested if and when the approval is received.
Re: Question It is normal to see a bit of retrace after a steep rise,there is never a share price graph that goes up in a straight line. Important is to see a generally rising trend, and I think we need not doubt that here.ws
Added at 84.8 to take this to 1.63% of my wad.Games
Re: Question [link] be this non-exec hanging up his boots, although it seems a pretty insignificant event, unlike say a CFO or CEO suddenly leaving.He's been on board for 9 years, probably 3 times longer than a normal non-exec stint, so he was probably just bored and wants to move on.Games -- Stock is no longer cheap, but tempted to add some before close
Question What just happened? Down 4p today?
Catalysts There has certainly been some momentum here, but there should be more to come.APH are continuing to work with the Medicines and Healthcare Products Regulator Agency (MHRA) concerning issues around Diclectin - not approved last July.Numis analyst Sally Taylor says good progress made in resolving issues with the treatment is encouraging."She believes Diclectin could be a significant product for Alliance Pharma, forecasting potentially over £20m in peak sales if it is approved. Following approval, the treatment could be launched in the UK and EU by the end of 2018"That's a substantial potential sales increase. Progressive dividend and debt reduction over target, should see EIBTA continue to progress too.
Artemis Artemis have reduced their holding from roughly 10% of shares in issue to around 5%, about 25 million shares.As there has been no halt to the rise in the SP I am guessing it could be an exchange with another institution?The 5% Artemis retain must be pretty much free carry shares?Incredible investment this is turning out to be, one of my best ever.
NEW ARTICLE: A portfolio designed to lower your Inheritance Tax bill "I am following up my recent article on how shares held in ISAs can be used as part of an inheritance tax (IHT) relief portfolio by suggesting some shares that could fit the bill.These are profitable and cash generative businesses with good track ..."[link]
Off Topic Sorry to go Off Topic, but I think I have mentioned INSE here before, therefore I think it correct to point to a handy low pricethere at the moment. But as always DYOR.ws
Re: Results Agreed,Good enough for me to get back aboard, I never felt comfortable being out, but profits must be taken sometimes.There is a miracle cure for MACD on the horizon that may have an impact if it comes off I suppose.But, if we can get Diclectin approved for sale in the UK that would more than make up for it.
Results Good Results. As I have said before APH is not a race-horse but a reliable cart-horse. Steady as she goes, direction north all the time. I reckon we shall see 75p a share before too very long. A nice long-term hold.IMO,ws
Re: Is that it for now? You might be right, you might be wrong. Markets are certainly overvalued, a retrace is due, when it comes it may indeed be a sharp one, but then again it may not amount to much. The problem with selling up is to subsequently decide when to go back in. APH should be a resilient one but, as you say, eventhe good ones can take a tumble in a market downturn. We have seen a very strong rise to 70p at APH, this may result inprofit taking without there being a market downturn. I expect a small retrace happening to perhaps 65p, but then again theoverall interest in APH is unlikely to diminish, therefore a subsequent leg up (after the retrace) to region 80p region may still be on the cards for this year.Cheers,ws
Is that it for now? Over the last week or so I get the feeling that markets are looking to retrace.Good companies look overvalued and poor companies are starting to look overvalued too. I sold my entire portfolio on Tuesday, winners and losers, at an overall profit.Alliance was one of the biggest winners and it was with a slightly heavy heart that I hit the sell button. If any of my holdings could weather a retrace I would put my money on Alliance. However, I suspect it will be a sharp retrace that will hit everything regardless of quality. When panic sets in anything can happen.What do you think, have I got off the bus too soon?
Re: Vamousse Share price now above 70p, I am pleased but not surprisedto see that. APH is the largest holding in my portfolio. I feel safe with APH, as the demand for medicines (niche or otherwise) is unlikely to diminish.Cheers,wsP.S. Off-topic / might I suggest a look at LPA, good figures there this morning. But as always DYOR.