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People are forgetting there is more news to come, next due is the approval of the same drug in the UK (due to Brexit), being a long term DNL holder, I have also noticed that DNL tend to release RNS messages in succession (example see 11,12,13,14 January, 28,29,30 October), some of this could be re-posting news / research notes.
The line extension for Efmody (Chronocort) for treatment of AI is a way off, but this is a substantial opportunity for increased turnover.
ALB
We still have to get approval yet mate, 3 days next week to get it.
Now news is out isn't it reflected in the share price already - why would it go higher without further news. I'm holding but mainly cause I think bigger players may make an offer.
Sales figures are needed next and they are a good year away. As for UK regulatory approval that is just the start of a long and tortuous market access task.
So hold from me awaiting offer of £1.40
If we assume a 100% for Chronocort/Efmody only for CAH Europe, with other indications and regions unchanged, we would still be looking at about 160p Valuation (NPV) based on their report
In their report 2 weeks ago they had 80% probability on Chronocort/Efmody in Eur giving overall 144p valuation (NPV) for DNL. If we now assume that at 100% I think that would now mean a valuation nearer 172p. Here’s the 12 Mar report which has a ton of reading for your weekend:
https://www.edisongroup.com/publication/improving-treatments-for-endocrine-disorders-2/29037/
don't forget, we are expecting imminent regulatory approval for #Efmody (#Chronocort) in the UK any time now. ??
Yes well done Diurnal and all holders. Thanks to everyone who provided input and information - we will still need this going forward so keep up the good work.
This does provide a lot of derisking and building up to an excellent long term proposition for those intending to hold for the long term.
I have been buying right up until today. And even took a few thousand more at mid 80’s - my holding is now in the 6 digits and can’t commit to any further purchases here. This certainly could be paying my mortgage off if I have the patients to hold for another 12 months or so.
Well done all. I’m expecting extremely strong buying into open and late 90’s finish Monday- I’m glad the rns landed today as it gives all the news outlets time to put out lots of news on Monday / Tuesday. GLA
Really pleasing end to the week, nearly missed it, bizarrely scrolling Twitter and noticed DNL tweet, they almost never post.
And there is still plenty of possible news to come in the months ahead on Ditest progression, follow up news on China, maybe Japan and always room for new deals/sales channels and updates.
Thanks for posting the Calvine link Hunsen.
When are we due regulatory approval in the UK?!
Hold on to your shares.
Scored, well done on your conviction with this share and your continued buying right up to this week - fair play!
Couldn't comment earlier, stuck out on my only job this week, rain, hail and very little mobile coverage - what a day for news!
I think there will be some press coverage over the next week or so, hopefully in the likes of IC, I think the Times or Telegraph and the Mail have all covered this in the past, so possibly a "haven't we done well" from the Daily Mail.
What is really great is that this is an Aim stock, with two approved products and a strong pipeline, the Management Team have proved they can deliver and this takes a lot of the risk off the table.
DNL are presenting to ShareSoc next month, so it will be interesting to see what they have to say. I believe the price will stabilise and start to move towards and above 100p in the next month or so.
Oh. And 608 trades today!! Things have certainly changed.
Seriously happy for you! (and all the others with faith or good timing).
That’s a serious uplift in their estimates!
Now they say (conservative, and still excluding any potential revenue from DITEST) fair value of 241p, previously 99p.
Likewise Pedro, not done a lot of research but been on my watchlist for a week and hoped could wait till April for the jump but there you are! Hopefully further to go yet.
Just added which I have been meaning to do since last week.
He who hesitates :(
I expect it will be Monday before we see any more major movement (I hope!)
An AIM company with 2 products now approved. I’m off to buy a lot more before the analysts/brokers can publish updates to all their projections. Hardman already had this at 214p NPV before this approval.
Don’t think they’ve cottoned on to rns news yet. Should be way over 100p on this news
KIND thanks Nolpus and bojo appericated
I’ll add my thanks to scored, great news for all concerned. A little more patience and more to come here.
Backed up by Chester 18’s level headed posts and Hunsens eye for detail. Balanced experienced eye and Grace. Thanks you all.
I am now going to celebrate by adding a few more to my CTC filter investment.
Cheers!!
so is this news worth only about 88 - 90 then?
Expected to be about $6,000 p.a.
Well done scored....
Thanks for the pointer and the profits :-)
I shall chill wont be posting much as got a new project to work on gla