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Why do I keep reading US articles that FUM haven't released clinical study data for peer review due to sensitivity around product! What is this all about? We have to take it that pretty much everyone & their dog is going to try this initially, so financial data released in Sep is going to be hard to interpret from the point of view of reoccurring sales! So although hopeful of SP rise, I suspect that the Sep financials are going to do very little! Although I don’t like it, this is going to be a LTH until we see reoccurring sales across several years. But let’s hope speculation from other interested parties pushes the SP north!!!!
Good piece Italian
Let’s hope the major shareholders are holding out for a major payday like Baillie Gifford had with Tesla …. Well not to the same extent obviously
Tesla investment reaps $29bn profit for Edinburgh fund manager
Well we can only hope ….
DRM... Confirms what I have observed reported.
Amazon not long ago 4000. 50% increase.
Then 5000 last couple of months .20% increase from then.
ITALIAN
Fair thinking in post.
If carries on strength wise then T/O is possibilty. But not yet and would be massively above this Sp I.m.o.
No money infusion reqd it seems now. (And deals leave expenditure to partners)
So Lombard, B.o.d and Shareholders. Whata better way to reward all than paying Special Divis in the meantime to all if it maintains this momentum and keeps earning .
Appreciate the sales updates..thx
Must be all those “ negative reviews “
All just speculation,but i have been wondering how lombard see the endgame here. with a 28.5% holding they are not staying in to increase (i know there are whitewash provisions but in reality they are not likely to be in a position to invoke those in the absence of a corporate event justifying their application).so do they aim just to stay invested at this level indefinitely? possibly,but probably not imo. i assume they will be unable in practice to reduce their holding to any significant extent,even over time,as this would inevitably lead to a continuing s/p decline to the detriment of their retained holdings.so it would seem to make sense that they may be looking for a capital corporate event,e.g. a T/O, to unlock their value. this is why i am thinking more and more that a T/Oi s going to prove to be the determining event here. i imagine that ,on suitable terms,it would appeal to the board (generous consultancy agreements or directorships for example).barder is no spring chicken(i can say this as i am a lot older than he is) and may be glad to be relieved of the pressure of running a growing business and also the worry of things going awry. all this would,of course, depend on the product success in terms of sales, so next few weeks will be very interesting imo.
I have for the first time.frequently at various hrs early mid and late looked at the Boots website a lot over the last 5 days.
Eroxon purchases seem to be in a frenzy similar to lauch reports at the time.
My gut tells me at Sept reporting soon this is going to surpass expectations. Amazon sales also now plus 5000 a month. Repeat customers confirmed. Taken 25% of the market stated the other month( probably higher now?) Rightly or wrongly I am getting the feeling of a blockbuster being born. Can see after Sept report any SP under a 100p will be history myself.
We shall see.
Imagine USA launch based on this? And they have stated in Phatmacies there SOON. Rightly or wrongly
Up nicely.
Big buys came in on Friday
Up up and away
The.Italian, thank you for your explanation, yes makes sense, the royalty is going to be confidential, every one strikes their own bargain. I'm thinking it's got to be north of £5 a pop.
Looks like a dab of Eroxon is on he share price this morning
well except it would indicate sales have blown out of the park,which is a great thing.
i am sure they will be back in stock soon will let you know once amazon confirm delivery date.
this chancer on ebay has sold 82 so i suspect these kind of operators might be getting in the way of the sales channel.
as they are arbitraging the product
i note its also being offered on ebay in ****stan
a blobal phenomenon has been born
Eroxon is Now outselling Cialis Together OTC considerably and way ahead of Viagra connect and others …. trending for a week
Thank you laguito, for your response. i appreciate it. so just to be clear, futura itself has made no reference to an upcoming US trial,and your reference to it is based on your deductive reasoning,. it will be very interesting to see if you are correct in due course. if there is any such development i do think it would arouse considerable interest
Futura Medical have not made a statement regarding the upcoming trial for MED3000 for women
experiencing orgasmic deficit issues at this stage. James Barder announces it in an “esoteric” way in
RNS Number 3928V dated 5 th April 2023, “our attention will move towards the next stage of
innovation as we look to extend the Eroxon pipeline”. From that statement you can deduce that the next
in the Eroxon pipeline is intended for women because Eroxon is already available for men. RNS
Number 3928V refers to “new catergories in sexual health”; this is a reference to diagnostic catergories.
By applying deductive reasoning to these catergories as they appear in DSM-5 you arrive at Female
Orgasmic Dysfunction. So the upcoming trial in the US is a prediction based on Futura’s stated priority
of extending the Eroxon pipeline. Futura will offically announce it in due course.
Laguito,cal you point me in the direction, please, of fum's statement regarding its upcoming trial of med3000 in the us,nas i must have missed this.
Orgasm By Deduction
As some of you may be aware women’s sexual health is the current research priority at Futura Medical.
At this stage Futura have not explicitly revealed what this new catergory in women’s sexual health will
be but they have left enough clues for those paying attention. This is a brief and simple attempt at
deductive reasoning that anyone with a background in the health professions or an interest in health
issues can perform. It will be necessary to eliminate each catergory in turn to arrive at Futura’s next big
project.
The Diagnostic and Statistical Manual of Mental Disorders 5 th Edition (DSM-5) 1 reveals four potential
catergories relating to women’s sexual health which will be considered in turn:
1.Female Sexual Interest/Arousal Disorder;
2.Genito-Pelvic Pain/Penetration Disorder;
3.Substance/Medication-Induced Sexual Dysfunction;
4.Female Orgasmic Disorder.
The first catergory on the list refers to problems of low libido in women. This may arise due to issues
within the central nervous system(CNS) and a host of psychological factors and social factors. It can be
helped with testosterone and positive lifestyle changes. MED3000 is obviously a topical treatment
which cannot have a direct effect on the CNS. Applying MED3000 to the female genitalia of itself will
not suddenly change a woman’s low libido. Therefore it is safe to remove it from the list.
The second catergory on the list is a particularly pernicious problem for women . These women
experience fear or anxiety, marked tightening or tensing of the abdominal and pelvic muscles, or actual
pain associated with attempts toward vaginal penetration that is persistent or recurrent for at least six
months. This is obviously a profound problem involving the CNS, the “psyche” and trauma; it is the
province of pychotherapy and counselling. MED3000 is clearly not being considered as a treatment for
this catergory.
The third catergory on the list can apply to both men and women. “Substance” in this context refers to
alcohol, cocaine, amphetamines etc. Medications would include anxiolytics, antidepressants,
antipsychotics etc. This is obviously not a catergory in which MED3000 could possibly play a
meaningful role as it involves profound changes in the CNS induced by substances and medications.
The fourth item on the list is Female Orgasmic Disorder; therefore it is certain that Futura’s upcoming
clinical trial for MED3000 in the US will involve women experiencing orgasmic dysfunction.
1American Psychiatric Association: Diagnostic and Statistical Manual of Mental Disorders, Fifth
Edition. Arlington, VA, American Psychiatric Association, 2013.
What is it with the likes on the post about the product being out of stock? That is not a good thing, that is a bad thing, you dont wanna be out of a stock thats flying, hits profits :p get me.
Just purchased on Amazon spain,it is currently sold out and you get this message with your order
Delivery:Temporarily out of stock.
Due to high demand, the product is currently unavailable. We are working hard to have it back as soon as possible. Place your order and we will send you an e-mail with the estimated delivery date.
Sorry to clarify I mean the new formulation cost of production is likely somewhere around there.
I am working on Fum gets between 15% to 20% royalties.However it is worth bearing in mind the Ceo said he accepted lower upfront payments in order to generate better long term revenues and royalty rates.
So it could be higher.
This will all go pretty much straight through to the bottom line as the heavy capital expenditure of trials is behind us
What I can tell you is the cost of production with the original formulation was around 25p a dose.So presumably somewhere around there
Krull, the short answer to you question, is "no", but of course the question really is much more complex. there are, i think, 6 commercial deals in total and the terms will vary from one to another. fum and the licensees have different responsibilities and areas of operation,depending on which agreement one is looking at. the two main ones, coopers and haleon, appear to be very different,though we are,of course,only given bare outline details.i don't think any actual royalty figures have been given for any of them. in his last interview,f ollowing the haleon US deal, Barder mentions royalties and starts by saying they could have got a higher figure with another part (or perhaps parties), but decided to go with haleon because in the overall deal context they were the best party. he checks himself and qualifies his comments by saying that the haleon royalty figure is still a very decent royalty. this is my recollection and not a verbatim record of what he said, so suggest you listen to it yourself if you want to get it verbatim.
so overall,we don't have any figures for royalties,which will in some cases be tiered no doubt. whatever the figures are, they will need to be evaluated in the context of what are the respective responsibilities of each party. in the one agreement fum is being paid a fee for the supply and production of med 3000 for example, but we do not know how much this is or how it is calculated and how this affects their remuneration in other areas. what we do not yet know, and what we may not know for some time, is what is going to be the totality of remuneration from all the deals when they have been fully implemented.it is this that will,imo, ultimately determine what is the true value of med3000 and if there is a buyout ultimately (which i think is very possible as fum is a very small company) that will be based on that value. all just my opinion.
Every little bit helps !!
Great publication to be in and excellent spot. Thank you
Gr
Anyone know how much FUM gets for every one sold? basically the royalty fee.