gretel
12 May 2016
Looks cheap on latest forecasts Confirmation of latest forecasts from N+1 Singer: this year : 6.5p EPS, 1.8p divi next year : 7.6p EPS, 2.3P divi
gretel
28 Apr 2016
Shares Mag coverage FYI An article in last week's Shares Mag had a whole page on QP., concluding that "rewards are potentially high if it doesn't disappoint the market again".It has "around 70 candidates in its niche product pipeline", and "plans to launch a significant number of products in the next 12 months".It's trading at 8.9 times prospective earnings "based on N+1 Singer's 6.5p earnings per share" forecast to 31/1/17.
Speculative SIPP
21 Apr 2016
Re: Extremely Cheap? Message should have read "profit warning resulted from delays ..."
Speculative SIPP
21 Apr 2016
Extremely Cheap? This company looks extremely cheap to me and I would welcome the opinions of others.According to the Hargreaves Lansdown website its historical p/e ratio is currently 6.35. January's profit warning still indicated an increase in earnings, although less than originally forecast. This means that when its results come out in a few weeks time its p/e ratio, based on the current offer price, will fall further. The profit warning resulted in delays in converting its "specials" to recognised products. The latest RNSs indicate that these conversions are now trickling through.The share price is well below its float price and, even ignoring the conversion of "specials" to recognised products, its p/e ratio looks far too low for a, allbeit small, pharmaceutical company.At the current shareprice it would seem to have very little downside risk but very considerable upside potential.Comments please.
pharmaspecialist
19 Jan 2016
Avoid this company It is bad enough when a profit warning is made, but this company has warned about its "adjusted EBITDA" which I would find even more worrying as adjusted EBITDA figures can normally be manipulated to make then sound better than they are. Also interested that the CEO Andrew Scaife says "the Niche Pharmaceutical pipeline has moved to the right" - what does he mean by that? I have never heard of a drug pipeline moving to the right. There are quite a few red flags with this company, not least of which is the Greek acquisition.
Ramptastic
26 Nov 2015
Re: Almost on single-digit P/E Hi Gretel,Just bought in. The PEG @ 0.38 also implies plenty of value.Good spot Gretel,Jim
gretel
25 Nov 2015
Almost on single-digit P/E Worth reiterating that we're only 3 months from next year's forecasts which would put QP. on a single digit P/E, given forecast 10.3p EPS (and a 1.8p dividend) from 1/2/16.Hopefully QP. are batching up some approvals for one big summary RNS.
gretel
23 Oct 2015
Two pieces of good news today Firstly, L&G (UTM) have notified they now have above 3%:[link] FUM announced that MED2002 as an unlicensed medicine will be reimbursed by the NHS:[link] Medical plc (AIM: FUM), the innovative healthcare company focused on advanced transdermal technology, announces that the NHS Business Services Authority has confirmed that prescriptions for MED2002 as an unlicensed medicine will be reimbursed by the NHS. Earlier this month, Futura announced an agreement under which Quantum Pharma Plc (AIM: QP.), a leading UK manufacturer and supplier of unlicensed medicines, will make MED2002 available as an unlicensed medicine, or "Special".etc"
pharmaspecialist
21 Oct 2015
Re: QP. looking a bargain now Whilst I would agree that these figures make Quantum look cheap, I think that buyers are being cautious because most of management do not have long term records of running listed companies and the breakneck pace of acquisitions of diverse businesses must make integration challenging. This also makes it more difficult to work out how the company is really performing as adjusted profits differ hugely from the non-adjusted profits. For example the recently reported half year adjusted profit is £4.5M whereas the non-adjusted profit is £2.5M. There is not necessarily anything wrong with this but the way profits are adjusted is sometimes open to a bit of subjectivity, though I have not analysed whether this is the case here. I assume the analyst estimates refer to adjusted figures. I have reduced my holding a bit because my opinion is that the company appears to be trying to do too much at the same time.
gretel
21 Oct 2015
QP. looking a bargain now Singer's forecasts are now - year to 31/1/16 - 6.5p EPs (with a 1.5p dividend) - next year - 10.3p EPS (with a 1.8p dividend)Which at 116p makes QP. pretty cheap imo given that we're so close to next year already, and that this year's acquisitions make fast growth over this year nailed on.
nk1999
02 Jun 2015
Mail- Midas "Investors should 'buy' shares in Quantum Pharmaceutical for the long-term, said Midas in the Mail on Sunday. With the NHS under extremely pressure to save money, Quantum has developed a system that could cut costs by reducing wastage from older patients not taking their prescribed drugs. The company's main business is reformulating medicines for specific needs, known as 'special obtains', such as turning drugs that are normally administered as tablets into a liquid form for those having difficulty swallowing, creating treatments for allergy sufferers and taking alcohol out of medicine for children. It used to work exclusively with pharmacies, but has begun to supply hospitals with special drugs as well as intravenous medication. Moreover it has created what it says is the first ever medicine tray that can contain liquids and tablets and is piloting a system where the tray monitors if a patient has taken their medicine at the right time, reminding older patients to take their pills, or alerting a carer."
II Editor
20 May 2015
NEW ARTICLE: Quantum Pharma growth prospects not priced in "LSE:QP.:Quantum Pharma listed on AIM in December last year and, after a quiet start, has generated significant buying interest. The share price has risen by almost half since early February when the supplier of hard-to-get medication to doctors, ..."[link]
PodLife
20 May 2015
Re: Another drug company I bought a few of these on NT's recommendation, and very pleased that I did. Very positive statement they've put out this morning and this, on the face of it, looks like a good business with excellent growth potential.
jonnydurex
19 May 2015
Re: Another drug company Good luck fp. I have just sold 50% of my Sinclair is pharma (similar in £'s to your holding here) for a 30% rise and am seriously thinking of putting it into Verona pharma as there has been a lot of director purchases there. Also saw that NT has bought these and have been considering a purchase but knowing my luck am not sure. Let's hope there a good pop tomorrow in which case you'll be happy. jd
FizzyPop
12 May 2015
Re: Another drug company In with 4000sh at 128.8p. Results on 20 May. Rec by NT on 23 April.
