dave297
26 Aug 2015
Brokers Revenue & profit forecasts for the year have been increased following todays Interims.Surely Woodford must be thinking of buying in now-his name on our share register would certainly improve our profile & rating.
Chicken Lips
26 Aug 2015
Re: Valuation My biggest holding for a long while but have sold down over last few months.I think with China all valuations are a finger in the air job to see which way the wind blows. Sentiment and pure blind panic are driving the markets, lots of down talk in the media and worst case scenarios.still I added a little yesterday, feeling that the results today were got got be positive and they are.a great story here. Hope it's holds in current volatile market
SaltyDog461
26 Aug 2015
Re: Valuation Still holding here, a low ball bid does not have to be accepted but could still see a move up as it may underpin the SP with a publicly stated value somebody else is willing to pay for the t/o.Not an expert here but holding LT as post history will show.
dave297
26 Aug 2015
Valuation I am neither an analyst , broker or Corporate financier, but our sum of the parts valuation must be substantially higher than our current SP,apart from our now being valued on a low PE ratio,(with view to our growth expectations).-Exparel is expected to grow geographically & in respect of new applications which will result in growing royalties & additional milestones-that must be worth approaching 100p per share-GSK potential royalties capped at £9mill must be worth 150-200p per share-leaving Fluti,our various other products & new product pipeline in for 0.If our SP does not recover to 350-400p we must be vulnerable to a low ball bid-which would be a pity.
dave297
26 Aug 2015
Interims today Very solid statement & very positive outlook ,the only disappointment being the deferral of the $8mill milestone from Pacira as Exparel sales are now not expected to exceed $250mill until next year.Who knows how Markets will react to the US Markets massive late reversal or China s recovery overnight,but I remain comfortable with increasing my holding,again, yesterday & SKP now being one of my largest holdings.Following these results I would like to see our Board increase their relatively modest stakes.
sadoldsod
25 Aug 2015
Re: Results tomorrow dont worry dave also bought more here,s hoping for the best tomorrow
dave297
25 Aug 2015
Re: Results tomorrow I probably need medical attention & treatment from 1 of our drugs as I bought more today ahead of tomorrow.
dave297
25 Aug 2015
Results tomorrow Over the last week or so I have reduced my exposure to Markets generally but I have not sold any of my SKP.....yet.Lets hope that the results justify our relative resilience,as any sign of weakness will see our SP punished !
MetalMuppet
23 Aug 2015
Re: price Results should be out on Wednesday
dave297
21 Aug 2015
Re: price Interims next week will hopefully calm nerves.The last trading statement was very positive & referred to more growth for Fluti ,our GSK products & expected a further $8mill milestone from Pacira ( I am not so so sure about that)-but all in all we should be on track for a record year.Pharmas generally not doing well & unstable global Markets does not help!Good luck all !!
plonka
21 Aug 2015
Re: price market market market...
sadoldsod
21 Aug 2015
Re: price i know i,m a bit mad bought more yesterday heres hoping!!!!
Chicken Lips
21 Aug 2015
Re: price Running scared. Sold down. Holding more cash.
sadoldsod
21 Aug 2015
price well has anyone got an idea whats going on here??????
forwardloop
07 Aug 2015
info Shares mag via alliance trustSkyepharma’s GSK boostRising sales and product launches into new territories could drive upgradesMark Dunne Better-than-expected second quarter sales at FTSE 100 medicine-maker and distributor GlaxoSmithKline (GSK) could lift drug delivery specialist Skyepharma’s (SKP) profits. GSK’s sales improved 5.3% to £5.9 billion in the three months to the end of June beating the £5.6 billion recorded in the previous quarter. A closer look at the UK’s largest drug company’s interim results shows that sales of its products that use Skyepharma’s dry powder inhalation formulation technologies leapt 28% to £69 million, quarter-on-quarter. The £293 million cap receives low single-digit royalties on net sales of these products. The agreement is capped at £3 million a year, for each product for the life of the patent. This could give Skyepharma £9 million a year with analysts at N+1 Singer forecasting that this figure will be reached in 2017. N+1 Singer currently expects Skyepharma’s pre-tax profits to fall 5.6% this year to £15.8 million, but forecasts an 83.5% jump to £29 million in 2016. In 2017, pre-tax profits are predicted to reach £33.6 million, up 15.8% year-on-year. Analysts at Singer expect demand for its GSK products to continue, but have not upgraded their forecasts ‘at this stage’. If upgrades are not forthcoming when GSK’s third quarter results are published then Skyepharma’s local anaesthetic Exparel could do the trick. In the second quarter sales of the drug by Pacira Pharmaceuticals (PCRX:NDQ), Skyepharma’s former injectables business, improved 27% to $57 million. Although this was weaker than expected, Pacira is holding talks to launch Exparel outside of the US, which could give Skyepharma a $4 million milestone payment. This has not been factored into Singer’s forecasts. Pacira is also looking at additional uses for the drug, such as treating circulation problems. Skyepharma specialises in making inhalation devices that allow controlled or timed-release doses of pharmaceuticals. It has 16 revenue-generating products and has partnerships with some of the world’s largest pharmaceuticals, including Sanofi (SAN
A) and Roche (ROG:SIX). Shares says: "Further rises in Skyepharma’s dry powder inhalation formulation technologies and an Exparel launch in Europe could force analysts to revisit their forecasts. Additional uses for the anaesthesia drug also make us bullish at 280.3p."Shares says: Buy Skyepharma
