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Plethora Solutions Holdings PLC Share Price (PLE)



Share Price Information for Plethora Solutions Holdings PLC (PLE)


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Directors Deals for Plethora Solutions Holdings PLC (PLE)
Trade DateActionNotifierPriceCurrencyAmountHolding
28-Oct-15Notification of Holding
Trade Notifier Information for Plethora Solutions Holdings
James (Jim) Mellon held the position of Chairman at Plethora Solutions Holdings at the time of this trade.
 James (Jim) Mellon
00243758261
01-Apr-15Notification of Holding
Trade Notifier Information for Plethora Solutions Holdings
James (Jim) Mellon held the position of Chairman at Plethora Solutions Holdings at the time of this trade.
 James (Jim) Mellon
00246613861
29-Jan-15Notification of Holding
Trade Notifier Information for Plethora Solutions Holdings
James (Jim) Mellon held the position of Chairman at Plethora Solutions Holdings at the time of this trade.
 James (Jim) Mellon
00145974014
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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.
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