The Potter
04 Jan 2018
A view of Biotech from HuffPost See[link]
Andy Reilly
21 Dec 2017
Re: Strange sideways move...... Interims on March 28th last year (SP High 4.19p - low 4p - and its marginally lower now!) were reasonable, but, as I said, the SP has merely reflected a lot of the disappointment PRM has suffered over recent years, and has travelled sideways for a few months!The BIG Q is whether PRM can revive hope, and its fortunes, with its next guidance in March 2018, or has Haigh made a duff pick? I must say its imossible to say, BUT IF PRM can show signs of life and progress, any positive move in the SP should be reasonably substantial.... sentiment IS a funny old thing!Meanwhile.... everything is opaque as it can be.... and I am not going to risk a penny with PRM, unless a reasonable low is hit.... I watch with interest, and hope LTHs have a good Christmas break! ATB
CDLANEY
14 Dec 2017
Re: Strange sideways move...... Hope your right about news AR, if not, when something flatlines it's normally pronounced dead!.........?
Andy Reilly
14 Dec 2017
Strange sideways move...... ...since the end of June.... and nothing has shifted the SP much! Surely Haigh must have some deal/product to shift the SP with an RNS?! Still too much of a gamble for me! But I am a bit tempted..... Oh well, lets hope long suffering holders geet some joy after so long a wait. Best of LUCK to all -
dave297
12 Dec 2017
Huntingdons Disease In 2012 we announced a collaboration regarding our Biomarkers for use in studies into HD-which I presume came to nothing & we have no interest in the wonderful news yesterday-which is a pity.Had we been involved I would have expected a more positive SP reaction !
John of Groats
22 Nov 2017
Wow! According to My Portfolio, my investment in PRM is now worth £97,500.which works out at £3.25 per share. I better sell quickly before they notice the mistake.
Andy Reilly
31 Oct 2017
Re: Martin Diggle had better be on the m... G5 - I was aware that Diggle is investing for a fund, BUT all my comments still apply IF PRM can rehabilitate itself - lets hope some good news isnt too far off for PRM - its been a long time in the wilderness! ATB
Gailes5
29 Oct 2017
Re: Martin Diggle had better be on the money... Andy, it is not a personal holding but an investment for 2 funds under his management group.
kristoph
05 Oct 2017
Can we all assume now that Proteome are finished, the silence is deafening?
Andy Reilly
03 Sep 2017
Re: Confession Yes it was 175p (roughy) in late Decemner 2003, Ah the good old days!!! Sentiment has certainy taken a hit (understandably - given the poor performance and lack of revenues!), BUT hopefully Haigh can steer PRM back onto a clearer path, and back to more stable conditions and revemues - sentiment is a funny old thing, and frequently gets way ahead of its self! BUT twas ever thus...
The Potter
01 Sep 2017
Re: Confession BC2000, Sorry, my mistake.
Bluechip2000
31 Aug 2017
Re: Confession ??? What income from Sandoz are you referring to?They produce Biosimilars and Generics and have no motivation for proteomics, at least that is my understanding. Please enlighten us,BC2000
The Potter
30 Aug 2017
Re: Confession Hi AR,Take a look at the shorter 6 month graph for PRM. The 200 day SMA is beginning to slow, and the trend looks quite promising.As we get into the final quarter of 2017, we should expect further news of PRM's admitttedly slow breakeven, through to profitabiity in 2018.In 2019 income stream from Sandoz should be coming through (if all goes well), and meanwhile the progress being made through Thermo Fisher is well documented.
Andy Reilly
03 Aug 2017
Re: Confession B'mango - hope you do well, and any glimps at the long term chart is a slutory experience (!) - one can only hope that PRM is at last on the turn (but waiting confirmation in my books)! Its amasing to think that the SP got to over 130p in (was it) 2007?! Haigh is certainly an encouraging move, and one can only hope Pearce has at last learnt something about the need for 'delivery' over and above endless bullishness! Hopefully Haigh has sorted that issue out at last! Other new appointments seem to offer more hope for better times too... but as ever I wait for a bit more confirmation that a better SP is likely. ATB
Bluechip2000
03 Aug 2017
Re: Confession Half Year Results gave some remarkable insights:1. TMT sales showed a nice increase. Unfortunately there seems to be a warning in the CEOs statement that the company runs at full capacity in TMT synthesis, plus relevant reagents may not be available to them. So the delay of higher plexing is already announced, and maybe the company can not deliver the (growing) amounts the market wants to buy.2. In contrast, revenues for "biomarker business" is a meager 400k, of which 100k are a one-time payment for the stroke license. This means that "proteoshop" or biomarker collaborations with pharma actually went down. No mentioning of the seasoned 2 Mio deal with this Alzheimer company TauRx. 3. Aiming at cGLP certification suggests that ISO is not enough. "Mass specs running at full capacity" (not this statement but not too long ago) and 300k revenue @ half year? That looks really grim.So in summary: TMT business seems profitable and with good growth potential, but limited in work forceService business does not get traction, loss leader. Much too expensive. And pharma can go many places to get (TMT-based) Mass spec service. Anyone who thinks it is necessary can buy the stuff. No USP for proteome!!!Conclusion: Concentrate on TMT. Stop wasting money in pharma service business. Do what you do best: TMT and innovations in higher plexing. This might make the co profitable by end of the year. Get rid of all personell in pharma services. They eat what you harvest with TMT...
