The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Tomhuk2000 ,
Yes! I do have a prediction: £4bl for the outfit with an approach by a big Pharma.
IMHO
ST
Kevin, regarding the cost of the product and the way it's sold, I believe it will probably be in single use ampoules. The reason behind my thinking is mainly the dosage, as the FM57 clearly showed marked differences in efficacy depending on dosage, and also, as you said, people will be unwilling to fork out £50 for a tube.
I was thinking about the cost of the product. Viagra costs 5 quid a tablet on the boots website (cheaper if you buy more) a tube of this lotion has to be reasonable. If it contains 10 applications people won’t spend 50 quid on a tube of lube so they need to get the balance right around profit and cost so it sells. I think once we get the 1st q results with how it’s selling that’s when it’s sp starts to reflect its true price but it could take a year until the USA market gets a supplier and the Asia market starts making money so maybe Christmas time this year maybe the time we start to see a massive hike. I’m teems of how much I really don’t know how much it will reach I just hope it does a Tesla and goes crazy (Tesla will drop like a stone Soon IMO)
I too think this will develop into a bit of a monster stock. I also have a few investor friends that are in heavy here, however, they all have a very different idea of what “Monster” is. The predictions, based on getting good trading deals on their CE certificate, range from £1 to £4 by the end of the summer (That’s not including US approval by the end of the year)
Does anyone have any thoughts/predictions?
Let’s just unpack your theory.A week last Thursday the share price began to tank in the afternoon.There were hundreds of sells. I think ,it’s gone down to 45p, I have made a good profit, I will bank it,and buy in lower.The following day it goes up to 60p on the release of the RNS.Unfortunately you cannot trade on hindsight.Clearly some people do make good profits trading. I have invested because I strongly believe that we are on the cusp of something really big.Regards
Hi , I hope you continue to do well with this share and your strategy , however , I find it incredible that you do not seem to realise that there are different investment strategies other than your own .I would hope that most people on this board realise that there is a benefit from selling a share for 51p and , should they wish , buying it back as it falls to 46p . If people don’t see that , it could well be the reason that 90% of PIs lose money on the markets . I sincerely hope you do well from this , but if you cannot see an advantage of selling , then buying back cheaper then you are severely restricting your chances of becoming one of the 10% ... Have a good weekend .
Exactly, it’s now when - not if - this share will rise significantly.
I was the one who mentioned that 90% of PI’s loose money. I can assure you I am not one of them .In fact I bought shares at 7p in two placings ago.Do the maths! The reason I am massively in profit is because I have not attempted to trade the market.The problem for this share is the poor history of James Barder’s attempts at commercial deals in the past.We now have recruited specialists to negotiate deals. I cannot understand punters selling at this pivotal point in our story.But they just confirm my point: 90% don’t ever make a profit.Think on.
At the end of the week I have Just looked at the negative replies that have been posted in response to my single contribution from the beginning of the week .Such replies help me reinforce many of my conclusions that can be gained by glancing through such chat and suffice to say ....monitoring the replies is an interesting social experiment exercise .The sentiment on this share appears to abound from unsubstantiated Hope accompanied by , as yet, no further positive news .It is clear the Market Maker’s have a clear grasp of this Share , and as a previous comment highlighted , it is no wonder 90% of shareholders lose money on the AIM market , I would assume that contributor will include themself in that statistic .... No doubt this will generate more responses from the wisdom that abounds on these chat pages . I will monitor with bated breath .... ( ps - the SP was 51p at the time I initially posted , it is now 46p...)
Prescription only not OTC big difference
Derek - don't you have anything else to do?
you are overlooking Vitaros
Fake news Liam, Nothing there for Erectile disfunctiion, Futura’s is the first gel and only to treat ED and also it’s over the counter,and available to those who can’t take viagra or don’t want systemic action all over the body from a pill and would rather have a topical gel, what’s not too like, get in quick
Isn't it strange that booth is now claiming that GTN had an effect, because the company had claimed that for years. So he is now the only one saying that the trial should actually have been considered a success for MED2005 (GTN) rather than a failure even though he constantly likes to remind us that the trial failed! But of course the company would have been the first to present it as a success if it could, yet it couldn't because the MED3000 without the GTN produced exactly the same result. The facts are clear that the effect was the same with and without GTN leading to the only possible conclusion which is that MED3000 works by itself. The only argument you could make (which you constanty do) against MED3000 is that maybe everything was just a placebo effect. Fair enough, but against that you have the weight of opinion of all those prominent urologists as well as the FDA clearly tending strongly towards accepting that MED3000 is effective, as well as the CE mark providing proof that the EU experts were satisfied with the proof provided. You are of course free to disagree (or to pretend to) but I would rather go with independent experts, who presumably understand better than me or you how strong any placebo effect is likely to be.
And I can see you accept that your argument about "what were they doing for 9 minutes 45 seconds" is of course just a red herring - so you are just falling back on the same old suggestion thay maybe it's all just a placebo effect, to which the answer is as I mentioned above.
Yet more attempts to confuse from booth. MED3000 was tested in 1000 patients, 250 of whom had it by itself, the other 750 had various strenghts of GTN added. Ultimately they all performed equally well, showing that it was the MED3000 rather than the GTN which was having the effect. So it was shown in 1000 patients not 250.
Why mention counselling, there was no counselling?
What other stimulation was involved for the 9 mins 45 seconds? Another of your absurd arguments that you keep repeating. Obviously they were doing what they always do when they don't use the gel, but clearly it doesn't usually work for them, but when they used the gel then suddenly there was no ED - so three guesses what solved the ED problem?
And of course those urologists quoted by Futura don't seem to share your views.
And then more rambling about CSD500 and what you think happened there without any evidence.
And you say "When a Share does very well on AIM there is invariably something amiss . " What an absurd statement. And further "scientific proof" of MED3000 not working is, believe it or not, from the "pattern" of what people are saying on this board - "This chat classically follows this pattern". And you would have us believe that is why you sold your shares.
And you make sure to point out "I am not bitter" - hmm, based on your claimed story of having done well from buying and selling the shares several times, why would you have a reason to be bitter? A bit of a slip there, I think.
Exactly! I reckon about 90 percent of the drugs I see daily are used for reasons not initially tested for :) discovered accidently and then the defining research comes later! From a share point of view you would have missed the boat then though. Once we all know it works and how it works and everyone is buying it the share price will be crazy. If it gets to market and works thenthe share price will sort itself out!
Are you suggesting that at least two distinguished leading academic urologists are part of some conspiracy to mislead the market about the efficacy of the gel?Look at last Thursday’s sell off,when hundreds were panicked into selling, to be repeated today.It’s no wonder over 90% of private traders never make a profit!
AKHM,
Remember Viagra was a drug meant for hypertension that had odd side effects....
Great little read this and perfectly summing up why certain people can persuade others to simply cut losses and sell. What is debatable however, is that there is a chemical reaction as any product hitting any surface creates a reation and this is the reason why many will stay put and wait this out. Futura have seem to have accidently stumbled across a finding that they didn't ever think was a finding and at this stage are struggling to quantify the exact science. As so many have mentioned before, accidental findings in medicine are common place and if something is safe with minimal or no side effects but does create a reaction/response then why would it be not be used? Why are so many people stressing about the exact science! Half what we think we know is proven wrong all the time with alternate theories discussed. If it gets marketed and doesn't work then at all then I would be surprised. We can all make a choice on what we think will happen. Personally, I think the GTN and demasys probably did work very well but wasn't showing statistically significantly differences from the demasys alone. That can only be for one reason.
I have no idea if you really believe what you say though I suspect not as it doesn't make sense and you sound too intelligent to not realise that. But in any case - you are wrong. To get a CE mark there needs to be proof of "performance". See https://www.ema.europa.eu/en/human-regulatory/overview/medical-devices "The Agency is responsible for evaluating the quality, safety and efficacy of marketing authorisation applications assessed through the centralised procedure, including the safety and performance of the medical device in relation to its use with the medicinal product."
And the FDA certainly cares about performance and all they want is a small trial to confirm the performance doesn't reduce after 3 months. If they would really be worried that it doesn't work they would ask for a much larger test.
And of course you have all those quotes from eminent urologists who are impressed with the product.
As for "may not be fundamentally different to other products available" - what is that supposed to mean, are we back to booth's insane rambling about lubricants?
Or are we supposed to be in awe of the anonymous "key player" who "hasn't heard" of MED3000 - as if that is supposed to be convincing proof. It only proves that (if he exists) he is not keeping up with the news.
As for your reference to that article which has been referenced many times - well, whoever wrote it also doesn't understand or doesn't want to understand that MED3000 is not a placebo.
You may have adopted a friendly style of writing but I am convinced you are just another incarnation of booth.
If it has no efficacy, background, why did it work for 60% of people in phase 3?
Evening , I have been in and out of Futura several times now and it has served me well . My last purchase was at a little over 45p . Having bought AIM shares for many years I have learnt from recurring patterns on chat boards . When a Share does very well on AIM there is invariably something amiss . There is usually someone who points this out , but goes about it the wrong way . The other 99.9% of the users don’t bother to check any alternate views and simply berate the individual who has contrarian views to their own . Invariably these people either don’t have a motive initially or on a few occasions may be shorting the share . This chat classically follows this pattern . This is a little different as similar chat usually takes place on mining or oil start ups , but occasionally in the pharma sector . I have spent some time researching this share from both angles . There are plenty on here upset with Liambooth and I can see why . However if you care to research what he says , most of it is fundamentally accurate . My conclusions are that this is a “medical device “ , basically that means there is no chemical reaction involved with this gel . In order for medical devices to get CE status - they don’t even have to work , they just have to be safe . I believe everyone on here now knows deep down that this is not a magic potion that many believed it was . I believe the gentleman you have all come to hate has brought this to the fore . THE only reason I can find to hang on to this share is if you feel that people will buy a product out of what in effect is a combination of “ off the shelf ease “ that May work for them. It may well be the case that it does sell in EU , US and beyond based on this driver . However , as it clearly is not a magic medicine for erectile dysfunction , and may not be fundamentally different to other products available ... I am now out of this for good . I was erring on that decision on Friday , but unfortunately didn’t make the decision then . Today , I had correspondence with a key player who was significantly involve doing with another ED medication . I asked them their opinions on Futura and this product and they had never heard of it . If it doesn’t stack up then it’s too one to walk away . I hope this product is brought to market and I hope you all do well . I have no bitterness and my decisions are my own. You read it so many times on these boards “ Do your own research” . I don’t even believe most of the people who write this even do it . I am not sure if this article has been posted before , but it sums up my position. https://www.discovermagazine.com/health/the-erection-of-a-placebo