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Have you noticed the many articles about Viagra are now appearing in the press - particularly the weekend press. It's now a cure-all for everything it seems - the articles hardly mention the ED need but how it can improve health, weight etc !
Looks like a good re entry point
Nothing like a free bit of advertising whilst we wait for news. More front than Harrods……..lol
Hmmmm... I remember a few months ago how we were all waiting for "the big one" (RNS) letting us know we had approval to sell in the U.S. The S.P. shot up to 60 and in my opinion should have gone higher. Now the S.P. is a third lower at 40 and we are apparantly waiting for sales in the U.S!! If its not one thing its another. Proof of decent sales and profits in the UK and Europe will be sufficient to see a substantial uplift. Sure the U.S. will be even better as and when it happens.🤞
It's all down to the USA imvho. Sales may be steady and grow over time in Europe but USA launch is the big fish to get the sales to cashflow positive and earnings and future dividends for us shareholders. If we announce year end results next month with no date for USA launch we will stay just as we are I suspect - not what I want but that is the firm and Haleon to pull their fingers out.
Answer ; Don't ask the sellers logical questions .
Eroxon has been approved for OTC use by EU,UK and USA. Proven to work in over 60% of ED suffers (probably 90% for non-ED suffers) by all three. Distribution deals signed with two large and most appropriate companies. FDA and NHS endorsed it. None of this can be retracted, it's a fact. This would suggest that it is only a matter of time before there is a 'break-out'.
Two questions:
What's with the SP?
What exactly is the downside?
Answers on a postcard and send to the sellers.
Well what do you expect? Still very little news flow and people are becoming impatient! FUM have clearly decided not release RNS’s voluntarily and perhaps in JB ‘s case for good reason as he only caused the SP to plummet. But news is coming & when it comes I’m expecting lots of it, not just a yearly update but informative news that will hopefully push the SP upwards!
Taken at very close to bid price so no top up option at 35p for me just yet - there must be some demand for the shares still :)
Be interesting to repost and see whether the web police are being active or not?
I put a comment on the video saying that the high price was due to it not officially being released in the US/Canada and pointed out other things, but it appears to have been deleted as I couldn't find it when I last looked
these chaps have a very high credibility rating on you tube for medical training excellence imvho and we have thankfully moved beyond what i call "the s*********" type approach of someone make a few smart **** comments about poor amazon reviews to create some publicity when all those in the know now realise they amount to a load of rubbish to all intents and purposes. serious progress for the firm as being taken 100% seriously now as a contender in the market. long may this continue.
Certainly appears to be getting plenty of views and attention
Consistent with our strategy to be active in managing our portfolio, we announced that we had reached a
licensing agreement with Futura Medical to exclusively commercialise the first FDA approved topical erectile
dysfunction (ED) treatment for OTC use in US. We continue to advance the launch plans in the US to bring
this product to market and will update on timing when appropriate.
nice link from the Haleon report from the past couple of weeks so reassuring.
I built my position over time and will hold for longer term - I was speculating why some might be leaving now.
Nice idea Acer but don’t forget you have got to be out of the market for 30 days before buying back the same shares - have you got time ?
A lot safer to sit tight ?
Futura got a mention in HALEON’s annual report ( page 10 I believe) so presumably HALEON will be announcing when the long awaited U.S. launch will be as they are responsible for the USA.
Might an investment in HALEON be a good idea in addition to FUTURA ?
GLA FUMSTERS.
ARTURO.
My two pennies worth. If you take the view that FUM are not going to provide any updates now before the results in April and there is little retail buying interest then if you sell out and come back in a day or two before the results at hopefully the same price you are freeing up capital to make a hopeful turn elsewhere.
If you only have a smaller percentage of the portfolio in here, the overall costs and efforts for me to be that clever do not add up - but I suspect we may have more volume now as the lower price brings in new buyers. I will not take the risk that some bit on information may drop within the next month. These are my own ideas and everyone will be taking their own views of course here based on their advice.
Major announcement on the way?
Remember we have the joint broker Stifel working in the background too
Usually when it drops for no apparent reason there is a big sell there needing fill.
Once this is cleared the SP will more than likely return quickly on buys
All games the same old BS
Should be getting plenty of newsflow imminently,so they are prob trying to smoke out any weak holders
Why the drop just now ! I saw a 60k buy at 40.8 ! Then boom dropped to 38. MM trying to wean out nervous sellers ?
I suspect FUM will be bought out once they have completed the Donkey work and Eroxon US date is set! People forget FUM have multiple products under R&D and TPR100 was very near commercialisation which again could be a ground breaking product more effective than market leading topical diclofenac with only 20% active ingredient! This focus on one product although essential has also removed SP value IMO! So FUM valuation once these other products are reevaluated plus Eroxon who knows, but how long can FUM ignore its R&D roots??
I hope this is all serious intent and can be achieved within my lifetime. If so, we may be in for some interesting developments. I do like the model of pass away all the delivery side to allow the management to continue to evolve the product range. Do we have any experts in sexual function amongst our board. Or, are we relying on outside experts every step of the way.
I like the flexibility in this business model. If we can deliver of course.
I've always wondered what James Barber's calling was.. so it would interest me to see him have a go at turning his hand to making videos on women's angst about sexual experiences....maybe with Angela Hildreth alongside him, towards the ladies interviewed feeling most comfortable .... and some nice subtle Eroxon product placement alongside too !
Futura have indicated some of their R&D objectives in an interview with HBW Insight on 7 th
November 2023 where they revealed that they are exploring the use of Eroxon in Female Sexual
Dysfunction(FSD) as their priority. This post aims to offer a simple and informed explanation of what
this might mean. Please note that this is a personal interpretation and you should always dyor etc.
FSD is a term which includes 4 separate diagnostic categories in which Eroxon is expected to exert a
therapeutic effect:
*Female Sexual Interest/Arousal Disorder;
*Genito-Pelvic Pain/Penetration Disorder;
*Substance/Medication-Induced Sexual Dysfunction;
*Female Orgasmic Disorder.
Eroxon has the potential to lead to a breakthrough in each of these categories to varying degrees. This
post will briefly consider Female Sexual Interest/ Arousal Disorder(FSIAD).
FSIAD at its most basic level involves “erectile dysfunction” in women. The female genitalia consist of
a large amount of erectile tissue which wraps around the v*ginal canal. This erectile tissue is
collectively known as the vulva; it fills with blood and becomes hardened once arousal has been
achieved. There is also more erectile tissue extending into the v*ginal canal at the urethra and the
perineum: this causes the v*ginal canal to lengthen and widen when aroused. The erectile tissue in a
healthy woman may require over twenty minutes of stimulation to become fully hardened. Some
women fail to achieve a hardening of the vulva because they experience the pathology of FSIAD,
which is caused by poor blood circulation. If the erectile tissue remains flaccid its nerve endings will
not produce adequate electrical currents. This will result in poor sensation, poor lubrication and
ultimately a loss of interest in sex.
Eroxon is a topical vasodilating agent which may open blood vessels in the erectile tissue of men and
women by liberating the neurotransmitter nitric oxide from within nerve endings. Nitric oxide is also
known to be implicated in the lubrication of the v*ginal canal by moving blood into the pelvic bowl.
Futura may be looking to make claims for Eroxon concerning genital hardness(engorgement),
increased blood flow within the vulva, increased sensation, and increased lubrication. Futura could also
plausibly assert that increased sensation, blood flow, lubrication and engorgement in the genitalia may
lead to a revival of sexual interest in women over time due to the activation of dopamine, oxytocin and
endorphins in the brain.
Futura appear to be on the threshold of a breakthrough in the chronic problem of poor blood flow
among women experiencing difficulties with arousal. There is a high probability that this attempt will
be successful due to the progress Eroxon has already achieved in the analogous problem of ED in men.
Eroxon is likely to become the first effective treatment of FSAID and may open up a substantial new
market opportunity in this area of unmet need.