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EXCLUSIVE: Oil analyst Barney Gray discusses the latest from Tower, Coro, Colter, Reabold & United Watch Here

EXCLUSIVE: Oil analyst Barney Gray discusses the latest from Tower, Coro, Colter, Reabold & United
UPDATE: #COPL set timeline for Q2/Q3 Nigeria drilling programme


Plethora Solutions Holdings PLC Share Chat (PLE)



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bignose58
Posts: 2,131
Opinion:No Opinion
Price:0.00
RE: PEBI
Today 14:37
And the joker missed an "a".

As in a seafood buffet....... Lol
 
Keithbfk
Posts: 180
Opinion:No Opinion
Price:0.00
RE: PEBI
Today 13:01
Yep.....another bubble of enthusiasm, well and truly burst.
bignose58
Posts: 2,131
Opinion:No Opinion
Price:0.00
RE: PEBI
Today 11:14
I think it probably would have been more appropriate to have written pooh instead of goo.....LOL
bignose58
Posts: 2,131
Opinion:No Opinion
Price:0.00
RE: PEBI
Today 11:12
Keithb

Well that didn't last long. Back down nearly 17%. I wonder why the jump given the YER were not so good and a strategic review or putting it another way "What the F&^K do we do now" is in motion.

Seems to me all Jim's hobby investments only ever turn to goo rather than gold. I think whomever referred to him as the UK equivalent to "Warren Buffet", jokingly added the "Warren" bit.... LOL
Keithbfk
Posts: 180
Opinion:No Opinion
Price:0.00
PEBI
Sun 13:14
Some good news on the Port Erin investment. Share price up but still below NAV of 8p. Regent Pacific investment has profited; although not to any huge extent.
The.Italian
Posts: 780
Premium Chat Member
Opinion:No Opinion
Price:0.00
correction
Sun 09:46
apologies the australian tax case date is to start on 11th march not 13th. was quoting from memory.i have tried to see if it is still listed for then but cannot crack the system
Keithbfk
Posts: 180
Opinion:No Opinion
Price:0.00
RE: Recordati / UK Launch
Sat 16:37
All very disappointing; going nowhere fast!
The.Italian
Posts: 780
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: Recordati / UK Launch
Sat 11:37
agreed very frustrating.we will hopefully get some information in the full year report which i expect will be about 23rd march (don't shoot me if its a weekend as i haven't checked!).we also have the australian tax case starting on the 13th march (unless its been rescheduled) which although not major in potential impact is not completely minor either.probably won't hear about that for a while though.personally i doubt we shall get back to 1HKD without positive news re US approval which is some way off if ever.this is just my rather pessimistic view at moment based on lack of response to what i thought would be very positive news re china and HK etc.probably all comes down to sales figures for time being which are probably not going to be great although we don't know of course.just my opinion and hope I'm wrong.
Bothwell
Posts: 287
Opinion:No Opinion
Price:0.00
RE: Recordati / UK Launch
Sat 11:07
Really disappointed on the lack of information. Why when we have a good product we don’t publish the positives. Think we will ever get back to 1HKD.
oneeyedchris
Posts: 583
Opinion:No Opinion
Price:0.00
Bignose
Thu 12:21
Thanks B. It certainly is creeping up! I've asked for the first (small) tranche to be sold, the larger amount is in a different account so I hope it continues upwards in the meantime.

Good luck to you all.
Keithbfk
Posts: 180
Opinion:No Opinion
Price:0.00
RE: Recordati / UK Launch
Wed 14:11
Given the complete lack of progress or information and Recordati's lack of enthusiasm for the product, should the board finally hold their hands up and admit their shortcomings. Very unlikely. They will carry on collecting their salaries and, what a shame they don't have an insentivised bonus scheme in place; they would end up owing us long suffering holders money!
Alquemie
Posts: 1,031
Opinion:No Opinion
Price:0.00
RE: Recordati / UK Launch
Wed 13:46
As stated before, being non-reimbursed, it's not possible to access Fortacin prescribing data through national or subscription services (wholesalers may have a partial picture of use by volume and geography).

Falling back on indirect indicators, as of around end July, wholesale purchase was less than 21,000 units for five countries with a combined male population of 83 million (18-64) and is not suggestive of wholesaler enthusiasm (having skin in the game, wholesalers are understandably canny). The first year sales figure, while important, will not necessarily be indicative of trend: year 3 is the earliest on which to base projections.

Promotion, being devolved to national subsidiaries, has until lately been what I'd expect for a minor bolt-on product. Recordati did have a presence at two of the national cock doc meetings (Germany and France) last year, running Fortacin-focused presentations or workshops. Tellingly, they are not sponsoring any industry sessions or workshops at the ESSM conference this week.

What still strikes me as most strange is the decision not to launch in Romania and Greece despite being formularly listed (with agreed pricing) last August, and to "relaunch" is the UK, the toughest market in Europe, with distance prescribing being the only viable (low volume) channel.

The potential problems posed by Brexit might be part of the UK decision, but if as posted (by Bignose?) there are still manufacturing issues a year after initiation of commercial supply (still at cottage industry production level), then effectively parking a low volume, mediocre margin, non-core product does make commercial sense. And, speculation on Dr Alquemie's part, but with the fast approach of generic silodosin and changes in Recordati strategy and management, I can't help wondering whether the urology franchise is being wound down in developed markets.

Positive signs of interest would be even a limited direct marketing campaign aimed at UK secondary healthcare prescribers, an English language infomercial website, restoration of sponsored sessions at the larger Euro specialist meetings and publication of a couple of investigator-led post-marketing studies.
The.Italian
Posts: 780
Premium Chat Member
Opinion:No Opinion
Price:0.00
results
Wed 09:44
last year 13th march notice of board meeting for audited results.23rd march results published so 6 weeks or so probably.
MattD78
Posts: 375
Opinion:No Opinion
Price:0.00
Recordati / UK Launch
Wed 08:37
Had a good look at Recordati's Preliminary full year resesults for 2018 and was disappointed not to see ANY reference to Fortacin in any shape or form. Those who are interested van check here: http://www.recordati.com/en/investors/company_presentations/#pagetop

So over the course of 2018 what have we learnt and what has been acheived during that year? It would have ben helpful to have seen something as we shall now be in the dark yet again regarding how it is doing. This to me is a let down and what with the lack of effective PR and incorrectly written journalist articles is a a frustration that has simply become the norm. DOes anyone else here know how Fortacin is progressing in Europe this past year and how can we therefore expect it to be take-off in the UK if we see no data from Recordati in the 5 other EU nations ? Thoughts on how they are doing...
bignose58
Posts: 2,131
Opinion:No Opinion
Price:0.00
RE: Spread
Wed 03:53
Oneeyed

They heard your call and have raised the price for you. ;-)
bignose58
Posts: 2,131
Opinion:No Opinion
Price:0.00
RE: Spread
Wed 01:42
bunion,

I certainly praise your optimism regarding all this, however. It certainly looks like it is going to take even longer than expected. Surprisingly even though we had 2 new license agreements announced (one being a very major one), they had an unbelievable negative effect on the SP, which is incredible. Even when the EU launch started the sp didn't move much. It certainly seems to me that the local HK market considers none of these add any value to the company. It will be interesting to see what impact the local launches have. They my be of insignificant value, but may have some positive psychological value given they are local.

You are correct that the company may be up for sale, but then again. This has been the case for PLE and the product for many years, yet still no takers. I am hopeful that with all this recent Asian activity and the unusually high share movements around the time of the UK launch indicates a possible Asian interest related to the China agreement, which I feel shareholders should hear about within the next few months.

Given that the initial payments to be received related to the Chinese agreement will not be that significant and noting there is nothing from the Taiwanese agreement. If nothing else positive happens In the next 6 months then I see possibly yet another placing to cover further FDA costs, salaries (including Jamie"s disgustingly undeserved salary) and all others company associated outgoings. This will in its self indicate if there is any support to the speculation of a possible sale.
bignose58
Posts: 2,131
Opinion:No Opinion
Price:0.00
RE: Spread
Wed 01:10
oneeyedchris,

I was sorry to read your post, but do empathise since I, like I am sure many others here, feel let down on the time it has taken to get things off the ground. Although we all know pharma product do take a along time, shareholder here have been lied to and misled with all the information that has been announced and included in the shareholder presentations (I have lost count on how many times FDA dates have been quoted and that's after the 2014 agreement with the FDA on a way forward was announced). If we had had experienced management with related knowledge, I am pretty sure private investors would have had a much better understanding on the timelines. Unfortunately we are where we are and our own personal timelines, like yours, may no longer coincide with those of the company due to misinformed timelines and are forced to sell.

What I will write is that I would suggest, depending on your holding, that you make sure your broker off-loads in several tranches to get you the highest sp rate, although I noticed some person offloaded just over 1.2mill shares in one trade yesterday at 0.315, so you may be lucky. Good Luck.
oneeyedchris
Posts: 583
Opinion:No Opinion
Price:0.00
RE: Spread
Tue 23:05
Thanks all for your responses. My mortgage has to be paid off next month. I had expected PLE would pay it off and leave me with a tidy surplus. As it is I will have to borrow thousands. Good luck to you all.
bunion
Posts: 384
Opinion:Buy
Price:0.00
RE: Spread
Tue 21:54
People will sell for a variety of reasons......as a long term shareholder I feel that we are ar last coming to a significant turning point with Regent Pacific, with the pan European Fortacin launch in 2018, the appointment of a major Chinese licensee plus another for South East Asian countries, plus the relaunch of Fortacin which is taking place in the UK this month.also, the Regent Pacific has indicated that it is up for sale........I will not be selling any time soon.......
bignose58
Posts: 2,131
Opinion:No Opinion
Price:0.00
RE: Spread
Tue 21:34
Yesterday there were sells and buys at 0.315.
As a guide, check out the trades at.
http://www.aastocks.tw/en/stocks/quote/quick-quote.aspx?symbol=00575&S=Y
(RPG code is 0575)
The.Italian
Posts: 780
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: Spread
Tue 16:23
sorry to hear you have to sell.i think you will find the spread is quite small.0.305-0.315 for example I'm no expert so you might like to read what others say.
oneeyedchris
Posts: 583
Opinion:No Opinion
Price:0.00
Spread
Tue 16:13
Hi All, I don't post very often although I've been in PLE for years. Sadly, I now have to sell my holding at a considerable loss.
The price on the RPG site is 0.31 HKD. Presumably this is mid price. Does anyone have any idea what the spread is usually like i.e. am I like to get 0.30 or something like 0.25?
Any comments appreciated.
bunion
Posts: 384
Opinion:Buy
Price:0.00
RE: MIMS ONLINE
11 Feb '19
Yet another series of negative comments from our ex-Plethora employee, who appears to absolutely hate the company who sacked him........I'm always wary of those who attempt to verify questionable information and biased personal opinion with the constant use of "may" or "maybe", when in fact such opinions should always be signed off with "in my honest opinion".what a time waster.......
Alquemie
Posts: 1,031
Opinion:No Opinion
Price:0.00
RE: MIMS ONLINE
11 Feb '19
The 10% adverse event incidence is accurate, being the combined incidence of all treatment-associated AEs experienced by subjects included in the safety database (overall AEs: 9.6% in males, 6.6% in females).

While 10% may appear high, common AEs are self-limiting and easily resolved without consequence (just stop using the spray or try a lower dose) and unlikely to be of much concern to prescribers. The more cautious might limit duration of treatment due to the lack of chronic toxicity data ("Long-term benefits or harms are unknown", to cite the Drugs and Therapeutics Bulletin), or concerns relating to partner transfer.

The brake on prescribing enthusiasm is the paucity of clinical data, particularly the absence of direct comparison with established PE treatments. I'm aware that Recordati intended to undertake a post-launch drug utilisation study, but if uptake is as low as I suspect it is, this may now have been abandoned or postponed since useful information may take several years to accumulate.
The.Italian
Posts: 780
Premium Chat Member
Opinion:No Opinion
Price:0.00
RE: venturex
10 Feb '19
no i thought it would be too late unfortunately.cant be quite sure as looking at a graph which is not very accurate but looks like it would have been down a few % in the year to december.oh well bigger fish to fry as they say




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