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Yes. Well I'm heavily exposed here, so I will have to hope the Pharmas have a strategy in place going forward. At the end of the day Trump is not a lone wolf in the Republican party or indeed the only horse in the race. I would imagine with congressional elections looming (every two years, in one form or another I believe) some ballots will be getting a little twitchy about the effect of 'Buy Trump (ahem) I mean American policy. Another buy rating came in today I see - albeit at a slightly reduced target.
It's all seems to be about Trump wanting to reduce drug prices. If you really believe this then research will tell you that a lot of Republicans have thoughts opposed to Trump, and that there is a strong Pharma lobby in the States. MY worry then is that this could rumble on and the prices will continue to drop. What I don't know is exactly how much exposure BTG have to the USA which,if negligible, should halt the slide sooner rather than later. And as I asked yesterday, why are the brokers views still looking so upbeat - self interest?
We're actually at a 52 week low here.
Anyone have an opinion about where the bottom might be here. Again down 19 points with no news.
I'm presuming it's because of the flip-flopping done by Trump. Pharma rose on the back of Hillary not being elected, as she had some potentially injurious policies to pharma companies. However, the rhetoric of the Trump administration seems pretty negative as well. I suspect the brokers make their calls on the basis of numbers (i.e. results etc..) more than based on the ebb and flow of political winds. The market, however, is very susceptible to both. My guess therefore is the political turbulence simply isn't factored into Broker estimates and so on. GLA
Anyone have a reasonable opinion as to why, when most of the big pharma shares are falling the brokers are still talking them up. Do they see a light at the end of the tunnel that we don't ?
Presumably on the back of trump's comments about Pharma companies.
Thanks guys
I think it's what Trump wants to do after the repeal of Obamacare that is causing the drop - i.e., reduce the cost of pharmaceuticals
Obama care act to be reversed in USA
Anyone guess whats going on here?
Large sells get booked in much later - sometimes up to 3 days later. The number posted doesn't always mean the share were sold in one go either. However, the point is that some one unloaded a large amount of shares - 1m. Expect a drop here today after Trump's attach on Pharma companies yesterday during his press conference.
Over a million in 2 late sells
Tuesday 16-35 pm 1 mill sell
Which sell exactly? I've noticed there's quite low volume on this share so it's probably a little susceptible to sharp swings in price.
Large sell end of day Monday and Tuesday?
I see why BTG is up this morning........... Next mild resistance at approx 650p. BTG PLC BTG Panmure Gordon Buy 618.25 588.50 - 737.00 Resumes SP Target 737p BTG PLC BTG Jefferies International Buy 618.25 588.50 860.00 860.00 Reiterates Sp Target 860p. present SP = 624p + 6% on the day. http://content.screencast.com/users/thomaser/folders/Default/media/e8a36882-8a65-490e-ac59-8b4dfce9dc93/btg%206.jpg
There it goes :) and we haven't just crept over the £6 mark we've smashed through it. Recent Broker Target Prices are as follows: 4th Jan. JP Morgan 790p 5th Jan Jeffries Int. 860p with a buy Recommendation 5th Jan Panmure Gordon 737p with a buy Recommendation
Seems to be doing quite nicely today. Grabbed the other 5,000 @599p (unfortunately, I missed yesterday's drop). Presumably, the dramatic rise today can be attributed to the noise surrounding the repeal of Obamacare in the US?
The £6 mark should be reached some time next week and I expected the Brokers Target Price will be hit some time during 2017.
I do yes. I dipped a toe in here last week - 5,000 shares at 577.5, after the brokers rated it a buy and a targets of circa £8. I'd been watching since 555p. I almost bought 10,000 but thought I'd better come in a little slower in case there was a retrace. Anyway, here we are at 590p - tempted to pick up the other 5,000.
Anyone see £6 on the horizon
You bet your sweet bippy it is right! What a bull signal!
BTG BTG PLC. Could have hit a bottom and base in place. Heavy volume today in comparison to the rest of the market at this time of year. Short term moving average about to turn up? http://content.screencast.com/users/thomaser/folders/Default/media/57bd75b1-4b62-4024-b909-8f19cc0d94a7/btg%205.jpg <b><u>Business Summary</u></b> BTG Plc develops, manufactures and supplies drugs used in the treatment of neurological disorders. It operates through three segments: Specialty Pharmaceuticals, Interventional Medicine and Licensing. The Specialty Pharmaceuticals segment offers three marketable products: CroFab, DigiFab and Voraxaze. The Interventional Medicine segment represents the portfolio of beads and brachytherapy products acquired with Biocompatibles. The Licensing segment includes revenues from its licensed portfolio of intellectual property as well as income from the acquired Biocompatibles business. BTG was founded in 1981 and is headquartered in London, the United Kingdom. Number of employees : 1 182 persons <b><u>Valuation 2017e 2018e</u></b> P/E ratio (Price / EPS) 35,4x 25,0x Capitalization / Revenue 3,89x 3,39x EV / Revenue 3,66x 3,04x EV / EBITDA 17,3x 11,3x Yield (DPS / Price) - - Price to book (Price / BVPS) 2,90x 2,37x <b><u>BTG broker views</u></b> Date Broker Recommendation Price Old target price New target price Notes 06 Dec 16 JP Morgan Cazenove Neutral 570.00 800.00 800.00 Reiterates 17 Nov 16 Deutsche Bank Buy 570.00 850.00 800.00 Reiterates 16 Nov 16 JP Morgan Cazenove Neutral 570.00 830.00 800.00 Reiterates 16 Nov 16 Deutsche Bank Buy 570.00 - - Reiterates 16 Nov 16 Jefferies International Buy 570.00 860.00 860.00 Reiterates
Is this right....two million shares bought to-day? Big Christmas present for someone