up protherics
18 Apr 2017
Re: Share Price pauloverdiThis must be on some ones radar by now. Hopefully we can hold around the £6 mark with a bid coming in for at least £8..Did you notice that the pound is strengthening against the dollar... Whats the betting that BTG has hedged sterling/dollar the wrong way again.We may be lucky in so much as a US predator will want to move quick if the pound continues to strengthen
pauloverdi
18 Apr 2017
Share Price "The mm's giveth and the mm's taketh away" the most frustrating share on the LSE !!
up protherics
13 Apr 2017
Re: Fund Manager Investment With this and the other major institutional holdings accounting for over 35% Inmo t BTG will taken over during the coming year.Growth looks set to return with no more finds and Forex hedged the wrong way we could be looking at the £8.00 level again. Hopefully this will occur before any bid materialises. What would be really nice if Varithena suddenly takes off.Personally I have set myself a timescale after holding this from the early days of Proteus/Protherics ( Over twenty years now )One thing is for certain I wont be around to hold them for another twenty yea
nk1999
13 Apr 2017
Fund Manager Investment Woodford increases holding to 10%.A vote of confidence from NW.nk
seadoc
13 Apr 2017
Re: last quarter lemtrada sales up 79% t... Mike,I have also done well (from Protherics days). I had a good return, sold half of legacy funds at 799.0766p and held the remainder (both at no effective cost). I should have sold the reminder at the same time but failed to see the greed of the directors. Clearly I could have got out at 799 rather than 637, actually sold at 580 so mea culpa but happy to have offloaded at 579.5149 and now have nothing but an academic interest. I do not think the directors from time of purchase of Protherics have done anything to enhance my holding, are not doing so now and, short of major change of board, they have little to offer shareholders, like as has been suggested: perhaps pay a dividend rather than buy waifs and strays..As a surgeon the Abiraterone was the jewel which is why I held on to a few but which is also soon off licence. That is just my view and good luck to all holding,Regards,Seadoc
Mike Land
13 Apr 2017
Re: last quarter lemtrada sales up 79% t... Lemtrada income is short term as all royalties end post patent expiry. All pharma products die also for the same reason so you have to keep adding new products if you want a long term return. Yes the directors do well but so have we over the long term. The problem of today is also why we are all happy. In its early pharma life with little income the shares were highly volatile. Now the shares benefit from the base business but this makes any sales gain less valuable for the shares. I am slowly selling my holding as my cgt allowance allows and can say I am happy so far with the share gain since I built my original stake.
autpaxautbellum
13 Apr 2017
Re: last quarter lemtrada sales up 79% t... Good point seadoc.The major institutional holders must put pressure on to determine the end game for BTG.Otherwise this will trundle along until the management decide they want to retire: they should be working in the interest of the main body of shareholders.
seadoc
12 Apr 2017
Re: last quarter lemtrada sales up 79% t... "It makes you wonder why company,s carry on once they have a regular income stream BTG could close down the rest of the business and regulary pay a 50 pence dividend per year "(sic) and voted up for your observation.But the money gets spent on buying up waifs and strays. The "profit" after fiddling the accounts (writing off goodwill) funds generous bonuses for the directors, and shareholders get not a penny, hence I sold out.Regards,Seadoc
up protherics
12 Apr 2017
Re: last quarter lemtrada sales up 79% to &p... Nice post d gaserIt makes you wonder why company,s carry on once they have a regular income stream3% lamtrada 60 million and growing per year..( No overheads )Crofab and digioxine ( probably 100 million plus )Aliizamze another 80 millionBTG could close down the rest of the business and regulary pay a 50 pence dividend per year INMO this is now becoming a two tear company.. So lets hope that shareholders will start to see a regular return on their investments SOON
d gaser
12 Apr 2017
last quarter lemtrada sales up 79% to £425m Today Sanofi released the new figures for the last Quarter and Lemtrada is excelling itself, see figures below. In the last quarter alone lemtrada sales are up 79% to £425m.BE HAPPYDAVE ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- ---------- - Paris, France - April 11, 2017 - Sanofi announced today that its Pre-Quarterly Results Communication document is available on the "Investors" page of the company's corporate website: [link] Lemtrada® (alemtuzumab) is a humanized monoclonal antibody targeting the CD52 antigen. The exact mechanism by which alemtuzumab exerts its therapeutic effect in MS is unknown. Research suggests immunomodulatory effects through the selective depletion and repopulation of T and B lymphocytes, resulting in a resetting of the immune system. Lemtrada® is administered as two short courses 12 months apart; for the majority of patients no further treatment is necessary, making Lemtrada® the only disease-modifying therapy (DMT) that can provide long term durable efficacy in the absence of continuous dosing. Lemtrada® was able to show statistically significant improvement across many key measurements of MS disease activity including improvement in physical disability, reducing relapses, and reducing the number of brain lesions as detected by MRI. Lemtrada® is the first and only approved DMT to show an improvement in six-month confirmed disability improvement (CDI) against an active comparator (CARE MS II study). Lemtrada® was also able to reduce brain volume loss over six years to levels seen in healthy controls, despite the majority of Lemtrada® patients receiving no treatment after the initial two treatment courses (extension of CARE MS I and II studies). In September 2013, Lemtrada® was granted marketing authorization by the European Commission for treatment of adult patients with relapsing forms of MS with active disease defined by clinical or imaging features. In November 2014, the FDA approved Lemtrada® for the treatment of patients with relapsing forms of multiple sclerosis. Because of its safety profile, the FDA approval limited use of Lemtrada® to patients who have had an inadequate response to two or more drugs indicated for the treatment of MS and included a black-box warning on potential side effects. Lemtrada® is only available in the US through a restricted program called the Lemtrada® Risk Evaluation and Mitigation Strategy (REMS) Program. Lemtrada® is currently approved in more than 60 countries with additional marketing applications under review by regulatory authorities globally. To date, more than 11,800 people have been treated with Lemtrada®. The principal markets for Lemtrada® in terms of sales are the US, the UK, Germany, Australia, Canada and Spain. Net sales of Lemtrada® amounted to €425 million (+79% CER), including €233 million in the United States, and €151 million in Europ
nk1999
09 Apr 2017
Times- Tempus From Thursday (post trading update):"As with any specialist pharmaceuticals company with products under development, there are any number of moving parts at BTG that can knock forecasts off track. Analysts had been scaling back their expectations this year because of apparent delays, for differing reasons, of two potential heavy hitters: PneumRx, for emphysema, and Varithena, the varicose veins treatment that has suffered from hold-ups in the past.Now the company has had to guide towards higher than expected revenues for the year to March 31 — this time because of stronger growth from two established drugs: Therasphere, an oncology product, and Ekos, for blood clots. More important are prospects for the financial year, which should mean a step change for the group. Ekos will continue to boost sales at 20 per cent plus and there will be further growth from oncology and from those two potential winners. BTG shares, disappointing in the past, gained 15p to 605p. They sell on 20 times this year’s earnings but more relevant, the price, off by more than a pound since the autumn, looks like a good entry point.My advice BuyWhy Prospects for new products are looking good"
d gaser
06 Apr 2017
update to for year 31 March 2017 looks good Things appear to be moving in the right direction at long last , mind there is still more to do, but hopefully in time things will settle into a sustained growth pattern once again ..BE HAPPYDAVE BTG plc: close period updateLondon, UK , 6 April, 2017: BTG plc (LSE:BTG), the specialist healthcare company, provides the following update for the year ended 31 March 2017 ahead of the publication of its Final Results on 16 May 2017. Louise Makin, CEO of BTG, commented: "Our business has performed well this year. We have made significant progress in executing our strategy to become a leading provider of Interventional Medicine therapies. We have expanded the portfolio both organically and through acquisition and have delivered good revenue growth. A strong performance from TheraSphere® and the addition of Galil Medical have helped cement our leadership in Interventional Oncology. EKOS has continued to increase market penetration, and we have achieved important milestones in our earlier stage businesses. There is good momentum across our business and we start the new financial year with confidence." Revenue is expected to be at or above the upper end of the guidance range of £535m - £565m . Strong growth in Interventional Oncology primarily reflects the continued expansion of TheraSphere® in the US and EU, supplemented by revenues from Galil Medical, which is delivering in line with expectations following its acquisition in June 2016. During the year TheraSphere® was approved in a number of territories including South Korea , Malaysia and Mexico , and DC Bead LUMI™ received its CE mark to become the first commercially available radiopaque drug-eluting bead in the EU. In Interventional Vascular, continued high growth in EKOS revenues results from an increase in the number of US hospitals using the products and strong growth in pulmonary embolism (PE) treatments. A new control unit that is optimised for treating PEs received 510k approval in the US at the end of the period. Varithena® sales have increased over the year in response to market access initiatives, and there has been good progress towards establishing new reimbursement codes that will cover the use of Varithena®, which are expected to be implemented in January 2018. Revenue from PneumRx, the early stage Interventional Pulmonology business, is lower than in the prior year, primarily as a result of a reduction in procedures in Germany , the largest market. Resumption in growth is anticipated when the new criteria to enable physicians to identify patients who are most likely to respond to treatment become established, and following the conclusion of the current processes in Germany and France to determine national coverage and reimbursement. The rolling Pre-Market Authorisation submission has been completed in the US and the file is now being reviewed by the Food and Drug Administration. Higher Specialty Pharmaceuticals revenues result from good performances from CroFab®, DigiFab® and Voraxaze®. Licensing revenue is expected to reflect higher Lemtrada™ royalties and a continued good performance from Zytiga®. For further information contact:
autpaxautbellum
06 Apr 2017
No mention of further share options? Shurely shome mistake?
dave297
06 Apr 2017
Trading Update Positive enough with earnings at the higher end of expectations.Inference that Varithena is set to improve in future but the suspicion is that performance was fairly flat for last year
seadoc
24 Mar 2017
Re: Venom Serum Paulo,If you look back about 14 yrs (as No 1 cost centre is coming up to 17!) this is why I got into Protherics in the first place. My problem was that the company is being run for the benefit of OUR employees, the directors rather than for our benefit as owners. Just my view, and as I have said I am no longer have a share in the ownership.Regards,Seadoc
