Proverbs 26 vs 5
22 Aug 2017
Re: NEW ARTICLE: Stockwatch: Is this a coile... What the author doesn't comment on is that the share price movement for Hikma's generics competitors (TEVA and Mylan) exactly shadows that of Hikma. This movement is directly related to the generics market and not just a function of short selling.BTW the correct spelling is Boehringer Ingleheim.
II Editor
22 Aug 2017
NEW ARTICLE: Stockwatch: Is this a coiled spring or a falling knife? "Has a plunge in LSE:HIK:Hikma Pharmaceuticals gone too far, accentuated by short selling? And, hence, is the @GB:MCX:FTSE 250 stock due at least some technical rebound?Or, like a (less savage) drop at @GB:UKX:FTSE 100-listed LSE:SHP:Shire, is it ..."[link]
Proverbs 26 vs 5
21 Aug 2017
AstraZeneca Stages Major Lung Cancer Comeback AZ-Merck's Lynparza gets US approval for ovarian cancer and Merck & Co have announced that Lynparza has received additional and broad approval in the US for ovarian cancer. The said the US Food and Drug Administration (FDA) had granted approval for the PARP inhibitor, Lynparza (olaparib), as follows: - New use of Lynparza as a maintenance treatment for recurrent, epithelial ovarian, fallopian tube or primary peritoneal adult cancer who are in response to platinum-based chemotherapy, regardless of BRCA status; - New use of Lynparza tablets (2 tablets twice daily) as opposed to capsules (8 capsules twice daily); - Lynparza tablets also now indicated (conversion from the current accelerated approval) for the use in patients with deleterious or suspected deleterious germline BRCA-mutated advanced ovarian cancer, who have been treated with three or more prior lines of chemotherapy. AstraZeneca executive vice-president, global medicines development and chief medical officer, Sean Bohen, said: "Physicians have almost three years of clinical experience with Lynparza on the market and we are now pleased to bring this important medicine, in a new tablet formulation, to a broader group of women. "Today's approvals validate more than 10 years of dedicated research behind Lynparza, the world's first PARP inhibitor, which now provides oncologists with the greater flexibility for use in terms of treatment settings. "It builds on our recently-announced collaboration with Merck, which aims to further increase the number of treatment options available to patients." Story provided by StockMarketWire.com
Proverbs 26 vs 5
18 Aug 2017
Telegraph article The US Food and Drug Administration on Thursday expanded the use of Lynparza, sold by AstraZeneca and Merck, to include ongoing treatment of patients with recurrent ovarian cancer who have responded to platinum-based chemotherapy.The agency also approved a new two-tablet regimen for the drug, regardless of whether patients test positive for BRCA genetic mutations associated with high risk for the cancer.The drug was previously approved for treating advanced ovarian cancer in women who had stopped responding to at least three earlier rounds of chemotherapy.
Proverbs 26 vs 5
17 Aug 2017
Re: +91p today, I wonder why I don't think that it would be Pfizer. IF someone is showing an interest my money (a lot of it) would be on Novartis,
lynnmj
17 Aug 2017
Re: +91p today, I wonder why Phizer sniffing around ??
shovelier
16 Aug 2017
Re: +91p today, I wonder why Now corrected.
shovelier
16 Aug 2017
Re: +91p today, I wonder why Just a mistake. Wrong by a simple factor of 10.
Proverbs 26 vs 5
16 Aug 2017
+91p today, I wonder why nm.
gamesinvestor
07 Aug 2017
Re: SP slump unwarranted - says Neil Woo... "Meanwhile I shall be digging deeper into a company in which I have long been interested but have always thought was too expensive (sound familiar?)"LK - Indeed expensive, and possibly still is.Another company where debt is growing faster than income.It's was borrowing £200M 3 years ago and now £414M and the profit has risen. - growth of over 100%.During that time operating income grew 16% for a close to 19% revenue hike.A P/E of 22+ and an erratic growth record?Could be good but doesn't look like it could be a stellar return, unless there are some hidden gems in their basket.Games
II Editor
07 Aug 2017
NEW ARTICLE: The 10 most popular funds - July 2017 "With no change in the top six rankings over the month of July, Money Observer Rated FUND:LSX3:Fund Fundsmith Equity was once again the most popular fund with clients of our sister website Interactive Investor. With over half of its assets in US ..."[link]
gamesinvestor
07 Aug 2017
Re: That boy Terry sticks the boot in! "he did get out from under with BAT in rather a timely fashion given how long he's been in love with their gaspers"He did, had be bought back, but he didn't and BATS is now back above, or about, his sell price of £50 mark.Games
LK Hyman
07 Aug 2017
Re: That boy Terry sticks the boot in! Games,"Woody would be pretty foolish to write such an article given he is a large shareholder (or more accurately his fundholders) of IMB."Spot on, m8! I don't expect Terry to be doing a Twinkle any time soon, but Woody seems to be crashing and burning alarmingly regularly these days though, to be fair, he did get out from under with BAT in rather a timely fashion given how long he's been in love with their gaspers.[link] on the flybridge tracking steadily south ... getting warmer
Yee Wo
06 Aug 2017
Re: That boy Terry sticks the boot in! "It's not so much that AZN could pull some rabbits out of a hat and increase ROCE, it's the underhand reporting, or more accurately "not reporting" that he is aiming his arguments at here"I agree with the thrust of this. The nuances of accounting however are something we have to live with. I find EBITDA a really silly measure, but it's widely used, legal and tolerated. Accounting shenanigans is a pet-subject of Terry Smith since he published "Accounting for Growth" years ago. Woodford's analysis of AZN having a pipeline of profitable prospects does give one hope, albeit "prospects" are just that until the revenue hits the bottom line.
old_punter
06 Aug 2017
AZN and GSK I was feeling pleased that I was not in AZN and had sold GSK higher up and because I like the macro story for pharma, not least because I would not be here typing this without their products, I thought maybe I can now buy one or the other. Sadly not, another look at their accounts and the "adjustments" and the valuation and I have to side with the much smarter Terry, LKH and Games in what they are saying and hunt for other places to park my spondulicks.
