Ambiorix1
19 Mar 2017
Re: Results too Cut and paste from official results….Barcelona, 27th February, 2017.- Almirall, the global pharmaceutical company based in Barcelona, has posted its full-year 2016 results today.2016 has been an important year for Almirall to continue consolidating our new strategic direction. Dermatology continues to be the key growth driver and now accounts for 51% of Net Sales. The addition of Poli Group has reinforced our dermatology Rx business while the acquisition of ThermiGen allows us an entry point into the Aesthetics market.The acquisition of ThermiGen has been key in Almirall‘s presence in Aesthetics. 2016 delivered a +62% growth versus the previous year. In 2017 ThermiGen approved devices will be available in the EU.During 2016, Almirall has continued to transform its business with the ultimate goal of becoming a key player in the global Dermatology market. Poli Group and ThermiGen have been fully integrated within Almirall. In addition, a US distribution and strategic-marketing collaboration agreement was made with Sinclair for Silhouette Instalift™, the only injectable aesthetic product with a lifting claim in the US market, providing access for this product to the world's largest Aesthetics market.Almirall will become a leading specialty pharmaceutical company with a strong focus on improving lives of Dermatology and Aesthetics patients.The company will use its strong cash position to fund growth opportunities in this direction…Could it be interested in Sinclair as a friendly predator ?Ambiorix.
charlus
17 Mar 2017
Results Nice to see a positive move up (7.5%) in anticipation of the final results due out on Tuesday.This will be almost a full year as a pure play aesthetics company in what is undoubtedly a high potential growth market.Expecting good news and further positive share price action.GLAChozza
Ambiorix1
17 Oct 2016
More on Nestlé - Sinclair link... Already an AcquisitionNestlé Health Science on Feb. 2 said it acquired CM&D Pharma Ltd., a small U.K. company that develops foods for special medical purposes, primarily products for patients with kidney disease, inflammatory bowel disease and colon cancer. CM&D was part of the portfolio of Inventages Group, an independent venture capital fund that Nestlé invests in. Its leading product, Fostrap, is a medical food in the form of a chewing gum for kidney patients who have an elevated level of phosphate in the blood (hyperphosphataemia).The Wall Street Journal reported CM&D was started in 2007 by former Sinclair Pharma PLC executive Danilo Massari. Though the company has yet to fully launch a product, it has a number of medical foods in trials -- including Eviendep, a mix made from an extract of milk thistle and dietary fiber, which may slow the progression of colon polyps, and Recoclix, a synthetic extract derived from egg yolk, that relieves pain associated with Crohn's disease and inflammatory bowel disease."This acquisition is an excellent fit with Nestlé Health Sciences' strategic goal of being a pioneer in the promising area of science-based nutrition," says Luis Cantarell, president/CEO of Nestlé Health Science. "We share CM&D's commitment to use health science for improving the quality of people's lives, and this acquisition will help to reinforce our position in this opportunity. Additionally, CM&D will benefit from Nestlé Health Science's commitment to biomedical research, and the resources of the Nestlé... Ambiorix.
Ambiorix1
14 Oct 2016
Re: Results Nestlé seems determined to take on its rivals in the dermatology field. A few days ago, Nestlé enrolled Allergan executive Paul Navarre, (president of Allergan’s international business) to succeed H. Antunes as chief of Nestlé Skin Health. Navarre will bring along plenty of skincare experience to accomplish Nestlé's ambitions. Allergan markets a suite of skin and cosmetic treatments, including the blockbuster wrinkle treatment Botox. Nestlé already has co-marketing rights to Botox rival Dysportl outside the U.S. and Canada, and it also brings to the market several other cosmetic treatments which it bought from Valeant in 2014.Nestlé intends to diversify beyond the sluggish food business, and it more deals have and probably will follow. For instance, it formed a joint venture with Guthy-Renker, marketer of Proactiv--one of the world’s best-selling acne treatments.Nestlé has also been a subject of recent rumors concerning Bayer’s $1.1 billion dermatology business, but the names of other players, including Teva, Almirall and Allergan, seem to be involved in those rumors, too. You never know Sinclair Pharma comes on their radar as well.Ambiorix.
Eaglehurst
13 Oct 2016
Re: Results ..... and the recent currency movement can surely only help.E
Eaglehurst
29 Sep 2016
Re: Results I suspect that investors do not like the t/o level required for profit. Mind you, 125% compound increase for 2 years would do the trick!E
charlus
21 Sep 2016
Results Results initially seemed to be well received, according to the SP at least. Unless I am missing something, most everything appears positive. Sadly SP gains didn't hold. Maybe a few quarters of Sillouette taking Beverley Hills by storm may see things moving in the right direction.GLA
Sambram
21 Sep 2016
Re: Results "Sinclair’s interim results for the six-month period to 30th June are in line with expectations and the company’s trading update in July, with revenue of £17.3m and a strong balance sheet at period-end in spite of significant deferred consideration payments during the period. The potentially transformational US launch of Silhouette Instalift™ is ongoing since August, backed by ThermiGen’s 65-strong sales force." - N1 Singer, via Research Tree
Eaglehurst
21 Sep 2016
Results Well, there we are. What's not to like - apart from the overhead cost base. All we need now is sales of c£65m and we're in profit! I hope the sales force is good. Mind you, if t/o keeps increasing at 125%pa, it won't take long!E
Eaglehurst
15 Sep 2016
Results next week The preliminary announcement in July was well received - as one would expect of a 125% increase in lfl turnover. However, the recent announcement of the departure of Mr Foucher has knocked the shares right back. (I assume that the decline in the share price is for that reason, not some horror in next week's announcement which has been leaked.) Mind you a payoff which is a significant part of the restructuring costs of £2.8m sounds steep, especially in a company with a market cap of £138m. At least he can only leave once - can't he?!!E
Eaglehurst
17 Mar 2016
Re: What's it worth? Quite so. However, "some time now" feels more like "absurdly long". Time to get on with running the business and forget the sideshow, methinks.E
JohnOmally
17 Mar 2016
Re: What's it worth? The shares got a boost when the co. put itself up for sale, its been going on quite a while now so perhaps there isn't buyer... thats my guess and the recent price movement suggests that information is leaking somewhere Omally
Eaglehurst
16 Mar 2016
Re: What's it worth? ..... Or why?!
ukm
16 Mar 2016
Re: What's it worth? Any thoughts on where this is going. Cheers .
whitehat
06 Dec 2015
Re: What's it worth? Thanks for the analysis, I'm in at just under 40p. Not a huge investment but one I'm willing to sit on for a while and see where it takes me.Good luck to all holders, hope I haven't put the kiss of death on it.
