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bignose58
Posts: 1,371
Off Topic
Opinion:No Opinion
Price:0.00
USA and 20 dose
Today 02:56
Yup digging up old information as I have nothing better to do....LOL. Also maybe interesting historic information to new investors/posters here.

Given the below, I still don't understand why they wouldn't have gone forward with the 12 dose canister in the States. Surely a 12 dose canister would be more economically viable than a 20 dose canister. Particularly since we must have paid for someone to make a US pricing analysis to advise us that a 6 dose canister was more viable.

Feb 2014
Following these discussions, and in light of feedback from a leading US consultancy in respect of the US pricing landscape for PSD 502, the Company is considering (which they did) reducing the dosage per canister used for the product, moving to a six dose canister from the current 20 dose canister that was used in obtaining EMA approval. The US pricing analysis also concluded that PSD 502 should be priced similar to other erectile dysfunction ("ED") agents at around US$100 per 6 dose can (or US$16 per dose).

Confused. :-)
 
pomander
Posts: 4,886
Off Topic
Opinion:No Opinion
Price:0.00
RE: Ireland
Sun 15:14
Bignose £ good sniff but I have no idea why Ireland has been dropped, it would be useful to get a better understanding of why the ROW licenses have gone from late stage negotiations ( I think you mentioned Heads of Agreement) to active discussions. Whilst it is likely due to the can size delays it would appear original interested parties may have dropped out. It maynot necessarily be all negative if new licensees have shown interest.

Company Overview £ March 2016

Licensing agreements in late stage negotiation for RoW, including North America, LATAM, Asia Pacific region, Middle East and Sub -Saharan Africa

August 2016 £ 2016 Interims.

Discussions with new potential licensing partners for PSD502£ in other geographical regions at an advanced stage

Factsheet Feb 2017

Discussions are ongoing with new potential commercial partners to out-license Fortacin£ in other key markets, including APAC, Middle East, Latin America, North America and Sub-Sahara Africa

Feb 2018

remains in active discussions with possible commercial partners for the sale and distribution of Fortacin£ in the remaining key markets of China, North America, Latin America and he Astia Pacific regions.
bignose58
Posts: 1,371
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Opinion:No Opinion
Price:0.00
Ireland
Sun 12:24
I notice that Ireland has now been excluded from the 2nd group of EU countries to be launched in the 2nd half of 2018. Any thoughts on this ? There were initially 11 countries excluding the UK. It£s now 10.
warrior1066
Posts: 258
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Opinion:No Opinion
Price:0.00
RE: looks like
Fri 13:44
Not sure if there were any sales figures given, after the UK launch, but apparently the sales were not that great.. This is not surprising as it was not really marketed to joe public.
Would love to know what recordati sales strategy, will be this time around. I guess we will have to wait for the march presentation for that
pomander
Posts: 4,886
Off Topic
Opinion:No Opinion
Price:0.00
RE: looks like
Fri 12:21
looks that way, although one would expect a number of investors to buy well ahead of that. There were no sales post the UK launch ?

UK is a Recoirdati territory.
warrior1066
Posts: 258
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Opinion:No Opinion
Price:0.00
RE: looks like
Fri 12:06
Always thought that the sales figures would give the SP the biggest boost (thats if they are good).
Still cant buy in the uk, are recordati taking over UK sales?, if so they should get their finger out and start pushing the sales in a market that buyers that are aware of the product and have tried it and want more
Dougie999
Posts: 131
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Opinion:No Opinion
Price:0.00
View Thread (2)
A bid
Thu 16:31
Haha calm down for now Pom !!
pomander
Posts: 4,886
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Price:0.00
View Thread (4)
RE: looks like
Thu 12:29
or a bid
CS1882
Posts: 372
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Price:0.00
View Thread (4)
looks like
Thu 10:40
the only thing that will move this now is positive sales figures.
pomander
Posts: 4,886
Off Topic
Opinion:No Opinion
Price:0.00
RE: announcements
Thu 09:45
Like Bignose, who know's but I suspect not - in any event I am not sure that repeating the launch announcement on a country by country basis will have any impact whatsoever on the share price given the reaction of the last two days.

Just 9 m traded yesterday, even allowing for the Chinese New Year, this is very difficult to fathom. Post UK launch we went 546 m , 609 m, 250 m in first three days. That's more than the free float.

Given recent events looks more and more like the liquidity for Maven to sell into must have been provded by a stakebuilder who put a strong bid on teh table.

Free float is circa 1.3 billion, so is it conceivable that someone picked up circa billion shares and then reamining 300 m were churned by traders?

I might be cluctching at straws and maybe I just don't understand the workings of the HK market.




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