Register
Login:
Share:
Email Facebook Twitter


London South East - Oil & Gas Investor Evening: Malcy, Echo, Savannah, SDX
Paul Welch speaks at London South East's Oil & Gas Investor Evening


Plethora Solutions Holdings PLC Share Chat (PLE)



There is currently no data for Plethora Solutions Holdings PLC.


Share Discussion for Plethora Solutions Holdings PLC


Thread View

Please login or register to post a message on Share Chat.

Posts per page:

The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
clawback
Today 20:45
prompted by alquemies reference to the clawback in his post on friday i have been having another look at the detail in the rns about revised licence agreement.im not sure i really paid much attention to it at the time but one part puzzles me.i do realise that the detail may be entirely academic if we never get near to the sales trigger points but in a spirit of optimism i have the following query.the original licence agreement provided that regent would receive up to 25m euros upon recordati achieving various net sales targets.the figures given in the 2014 licence agreement gave milestones of 5m euros for sales above100m euros going up to 25m for sales above 450m euros .now the 2017 rns states that both the relevant payments and the aggregate net sales targets have been reduced to15.6m euros! have some words /figures been omitted?surely the sales target figure cannot have been reduced to such a low figure but i cannot find anything which tells us what the new base threshold figure is i.e. what figure now apples instead of the original100m euros sales required.my point i suppose is that if the threshold has been reduced to say 62.4m euros(the pro rata reduction applied from the payment figure reduction which my not be the way they have done it but you will get the idea) then that is only(hope that is the right word) 1670000 cans approximately at 38.4 euros per can (the price according to alquemie in germny which obviously will vary fro country to country but has been used as a guide figure).bearing in mind that we are launched already in 5 countries with the rest of europe(whatever that means) russia CIS and certain north african countries in coming years that number does not seem impossible to achieve. the trigger date is 3 years after launch so time already running making it harder but perhaps not impossible.im justplayingwith figures and we have no idea what actually sales will be but perhaps the situation is not as dire as it might seem.apologies if i have got all this hopelessly wrong and happy to be corrected if so. also if anyone ha seen the actual revised target figure and can let us know it would be appreciated
 
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: Next trigger for sp rise
Today 17:01
well pxsmaaad i certainly hope this is the lowest point of the cycle i cannot recall it being lower than this for a very long time.the reference to "a" partner re china did provoke some discussion following the last update the hope being that it indicated some definite and positive progress but with regents record of imprecision in its language etc i don't think anyone is holding their breath but as you say only time will tell.cant really see why regent would delay start of us trial whilst looking for a us partner or trying o conclude a deal with one but its possible of course and an interesting point to raise.if its a funding issue then i supposethey might be trying to get a partner to assist with it but i think that unlikely and being deeply cynical as a result of the history here i suspect a more prosaic and less felicitous reason namely lack of funds or incompetence(or god forbid both) i recall alquemie said they appear to be trying to do the trial on a shoestring as evidenced by small patient number and only one centre.i hope i am wrong and that there is a more positive reason for the delay
pxsmaaaad
Posts: 128
Opinion:No Opinion
Price:0.00
Next trigger for sp rise
Sat 07:12
I think sp is probably at the lowest point in this cycle.
Macau is already approved and HK may be approved soon ( although I saw the statement that it could take a few months in the Aug interim). Anyway, I am more interested in their discussion with A marketing partner. Could this be something like that witb Recordati or just a marketing partner where RP pays for overheads? We have to wait and see.. Another one is a deal witb China partner which we are told as in "Advanced active discussions " ... with A partner. With less than expected initial sales the negotiations may not be easy for RP and who knows bow long this would take?

Another potential trigger is US update. Although delayed not probably started recruiting, there is now firm pathway to FDA approval. Although not mentioned in the interim report, there is nothing prenting RP from getting a commercial.partner in the US to carry on with the trials and FDA approval. Could it be the reason for delay in starti g the recruitment?
dingwallgadgie
Posts: 27
Opinion:No Opinion
Price:0.00
Having A Scrounge Around
Sat 03:36
I went on to Google just a minute ago and typed in "Premature Ejaculation Dr. Mike Wylie".

Up came a five year old article titled "Perthshire scientist's premature ejaculation treatment can't come quickly enough". Worth a read.

Charlie
Alquemie
Posts: 984
Opinion:No Opinion
Price:0.00
RE: Sales progress update due soon...
Fri 17:33
Recordati never disclose actual sales for anything other than their lead franchise (>5% of turnover) products so I would not hope for an update on Fortacin before the RP interim report.

Fortacin doesn't even get a mention in the last corporate presentation as a new product launch, although that's in keeping with past minor product launches (Vitaros/Virirec, for example), and there's a palpable shift in corporate emphasis towards the orphan and rare disease pipeline.

And, to repeat a point I've made before, the disclosed sales of 21.000 canisters or so is just that- bookable sales made to wholesalers and not an indicator of prescription volume. With such a small treatment population, it's going to take a while for wholesaler held inventory to find its way off the shelves, so don't be surprised if the number of canisters sold since launch does not change much in the next update.

Always difficult to predict the sales trajectory of a non-reimbursed product, the only certainty being that it's much flatter than for reimbursed products. The true story with respect to sales dynamics might not become clear until at least three years from launch. It's no coincidence that Recordati opted for the delta between RP's estimate and actual sales after three years as the trigger for the clawback arrangement.
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
greece and romania
Fri 17:31
I've found bigness post which mentions that we were scheduled to launch in greece and romania in september .is there any way we can check to see if anything has actually happened?
bunion
Posts: 351
Opinion:Buy
Price:0.00
RE: Sales progress update due soon...
Fri 10:37
70,000.........and ever increasing........as you say, early days....but we have the professionals of Recordati on the job across Europe, not a couple of bods in Hong Kong
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: Sales progress update due soon...
Fri 10:35
good morning pikeypete and matt.as the share price will be looking after itself i hope it has had adequate training in resucitation techniques and intensive care.

good point matt about Recordati results but not confident that we will get any sales progress updates as a result .however i hope we do and if so I'm going for 40000 units although i would hope for more.im sure bignose posted recently that there were 2/3 more european countries due to have launched by now but no update from regent so who knows
MattD78
Posts: 350
Opinion:No Opinion
Price:0.00
Sales progress update due soon...
Fri 09:58
Excluding the share price debacle, good morning to all.

This time next week Recordati are likely (based on previous years) to announce their 3rd quarter results. We should then get an idea how much traction there has been since launch, followed by the reaction in HK after the weekend. It may be then that an update from RP will be issued as we start to go into November and few would believe we’d be this low at this point in the journey. Initial launch was about 21,000 units in 3 to 4 months. Anyone want to guess and predict possible units from end June? I’m going to guess just for curiosity at just under 50,000 units and see what gets announced. Some patients will continue and there should in theory be additional patients on board and more clinicians and sales reps promoting it. It is still early stages for traction but I’d be interested what others would guess as being sold, and it is a curious guess to pass the time in anticipation of progress.
pikeypete
Posts: 720
Opinion:No Opinion
Price:0.00
RE : Test
Fri 09:21
don't think Gibson would bother letting us know any thing , this company treats investers like s,it , all Gibson cares about is his next pay day in m.h.o , ,,,, still thank god the share price will look after its self ……… doesn't have a lot of choice does it , with this shower running things ,,, rant over ,,, good morning to you both ,,,,
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: test
Fri 08:50
apologies dingwallgadgie i meant to say good morning to you also. Just taken aback to see another post!
seriously though we are extremely quiet and i suppose there is really very little to say at the moment surely if no news re hk/macau shortly the bod have a duty update the market if there is some problem etc.possibly not an obligation by which they feel overly burdened!
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
test
Fri 08:29
good to know we are still alive thanks
dingwallgadgie
Posts: 27
Opinion:No Opinion
Price:0.00
Test
Fri 02:05
Good morning The Italian. Lets see if this gets posted?

Charlie
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
finished?
Thu 18:02
i am worried that my last post has finished the board off.i hope this is not the case.
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: Take It Private
Wed 11:45
dingwallgadgie it certainly is not beyond the realms of feasibility.i alluded to the possibility of the company being taken private in some posts 3/4 or so weeks ago in the context of possible investor action re gibson and general lack of information.i have not checked to see what level of voting share would be required to achieve this but my simple view at this point is that the major shareholders would probably be able to orchestrate it if they wished to do so.i don't think we are near that point yet and hopefully never will be but the ever decreasing s/p does make it more of a possibility.obviously it depends whether he bod and main shareholders ever feel it would be in their best interests to take it private (lip service only would be given to the interests of minority holders) so factors such as access to capital desire to avoid public scrutiny etc would come into play.i really do think the next few months are critical (yes i know we are always saying this) as if they cannot turn the decline around we shall be in serious trouble imo.as to how it would affect small shareholders imo complete disaster most probably so lets hope it never happens
dingwallgadgie
Posts: 27
Opinion:No Opinion
Price:0.00
Take It Private
Wed 02:39
I wonder. If the share price keeps going down is it beyond the realms of feasibility that it could be engineered by the BoD to take this company private? Elon Musk thought about this for Tesla just a couple of months ago.

I am not sure of the pros and cons here, but a different teaser for our community here to give some thought to.

How would all us LTI's be affected by such a scenario?
pikeypete
Posts: 720
Opinion:No Opinion
Price:0.00
re :dbc
Tue 09:37
great to know even the dam trial is behind , can this shower get any thing right , answers on a postage stamp please ,,,, any one had replies from the great jim or of course Jamie , love to hear how many deals are close to heads of agreement , AGAIN ,, OR HOW WE JUST NEED PATIENCE , god give me strength from this incessant sp decline and non stop mislead bull s:it
' ….
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: DBC
Mon 20:05
many thanks alquemie for your further comments. always interesting to hear from someone with specialist pharma knowledge and experience of the procedures involved in this sort of situation.let us hope that regent have not underestimated the numbers required for successful validation.
incidentally when jamie gibson responded to my query regarding the non start of the trial he did say that once recruitment has completed and the trial starts regent would update the market with the results(WHICH WILL BE IN 2019) the capital letter emphasis is mine not his and i realise it would be taking things too far to treat it as the categorical assertion which it appears on the face of it to be but it is a very definite statement of intent.Bearing in mind that the trial overview states that it is due to start in august and last until october 2019(i.e. 14 months) it is difficult to see how it can be finished and the market updated in 2019 unless the trial starts by the end of this month which appears unlikely.hope this doesn't get deleted but am expecting it to be
Alquemie
Posts: 984
Opinion:No Opinion
Price:0.00
RE: DBC
Mon 14:27
I wouldn't be overly concerned- delay is not unusual, particularly with a small generalist CRO which is likely to be heavily reliant on contract staff and a network of local investigators to pick up the slack.

Having said that, I do get the sense that for such a mission critical study, it's been pared back to the bone with respect to subject numbers and the time on treatment. It's not a question of the drug not working, but that, since the outcome is based on subjective response, the numbers might be insufficient for validation. First to admit that that's opinion, not an expert commentary.
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: DBC
Mon 13:53
no not holding my breath over the dbc but at least its something to have in the back of ones mind.thanks for comments re us study.i hope it is a simple non problematic reason for delay but i am worried as its going on now without explanation which is not usually a good sign .we shall see
Alquemie
Posts: 984
Opinion:No Opinion
Price:0.00
RE: DBC
Mon 13:43
I wouldn't count on the DBC to save the day, but at least someone appears to be thinking about how to get into the game.

There's no compelling evidence for plantar compression as a means of reducing post-operative complications but it's a much easier indication with respect to data generation than diabetic ulcer. But still a long and steep path to meaningful usage and certainly no money fountain.

The US study remains marked as not open for recruitment, a bit puzzling given that it was submitted for registration back in mid-June and that it's a relatively simple study set up.

From experience, most single site delays are down to staffing shortages, followed by budget or contract issues. Drug or placebo supply might cause a hold up, although Catalent have produced PSD502 clinical trial material in the past (and the 20 dose "insurance" batch to avoid the EMA sunset clause) without problems.
The.Italian
Posts: 364
Premium Chat Member
Opinion:No Opinion
Price:0.00
DBC
14 Oct '18
i have been offline for a few days due to phone line failure but have just seen alquemies post re DBC.it would be the ultimate irony if regents fortunes were saved by the DBC but i am not holding my breath.nevertheless it is interesting and thanks to you aqluemie for posting.
the sense of impotence and disillusionment pervading the board is palpable and unfortunately completely justified.i did think about emailing the PR people after jambies response to my request for clarification re the Usa trial start but eventually decided it was a waste of time as i would just be referred back to the company.for the moment i am just going to sit back and hope for news of hong kong/Macau.
Keithbfk
Posts: 41
Opinion:No Opinion
Price:0.00
RE: Re:lack of transparancy by bod
12 Oct '18
The bod evidently don't give a flying frog for the shareholders. So although contacting them, and trying to put pressure for news, would make us feel like we are doing something, I can't see them replying!
However, they might come back with details of all the intensive behind the scenes work being done day and night.
pikeypete
Posts: 720
Opinion:No Opinion
Price:0.00
Re:lack of transparancy by bod
12 Oct '18
if bignose confirms jims e mail address is correct , and we already have gibsons contact,, I suggest ALL unhappy share holders ,,,,,,, and can there be any one happy with this performance ........start putting pressure on bod to sort this out and sort out the crap pr company , now is the time ......




Share Price, Share Chat, Stock Market news at lse.co.uk
FREE Member Services
- Setup a personalised Watchlist and Virtual Portfolio.
- Gain access to LIVE real-time Regulatory News (RNS).
- View more Trades, Directors' Deals, and Broker Ratings.
Share Price, Share Chat, Stock Market news at lse.co.uk






Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.