The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Sparhawk-
The reviews on Boots have been discussed on this BB several times. It was also mentioned by Mr Barder. He said most of the negative reviews seemed contrived.
Look at repetitive language used. The constant reference to the blue pill and waste of money etc.
This product may have the potential to take a massive market share from the established brands.
It's not a welcome product for some.
It's quite possible that the reviews are fake. The competitor product doesn't have anywhere near as many reviews. In fact no other boots product has that many reviews.
We generally take it as a good sign which means the competition is worried.
But please do you're own alternative research and come up with you're own conclusion.
I was thinking of investing, but their main product Eroxon only seems to work in 1 case in 4 according to over 400 reviews, is this what was indicated in the clinical trials?
https://www.boots.com/eroxon-erectile-dysfunction-treatment-gel-4-pack-10327183
Franlian, its a mug's game to predict s/ps, as there are so many unknowns and possible variables. however, as you have asked,my own personal prediction is that ultimately Fum will be taken over in some way,as i see this as L/O's only realistic exit strategy. i do not think this will be for less than 100p per share. purely personal opinion and no advice intended whatsoever. good luck with you investment..
I’m a new investor here and plan to stay for the long term . For those more savvy about these things what are your personal expectations on share price when the US markets and the others recently commissioned start to sell stock . Would be nice to know what others are thinking if we get the big sales .
When are the final results? April? Sorry I’m too lazy at the moment to check lol
Anyone having same problem this morning?
When results were issued last year there was a video which mentioned future revenue in 2025 when US sales take off with a prediction of £400 million. Work it out everyone it dosnt take Einstein to work out the possible SP and to be honest FUM aren’t great at blowing their own trumpet so this figure will be on the pessimistic side if anything. IMO £1billion valuation is somewhere near for just Eroxon alone, we also have to consider the possible value of the products put on hold to focus on Eroxon.
The sticky SP is down to the Bots exercising their control atm, I suspect some clever clogs is accumulating a shed load, and whilst that’s underway, the AT algobots put the brakes on any potential upward movement.
We’ll see how long it lasts , but meanwhile, in the background, rollout continues, sales build, and at some point this will start flying.
The problem with Haleon is that it's not GSK in name now.
If the RNS was that GSK has were distributing it, the share would have gone through the roof.
I'm pleased about this though as it's kept the SP low for me to get in, and the real value in Haleon is the sales they willa chieve. So it just means we have to wait for the £££££'s in updates to push the re rate instead..
Dr Rena Maliks eroxon clip still climbing ...had a look at some other clips and some are 10 to 13 million with one getting 29 million
( No clues for guessing which one that is but had nothing to do with any types of ED products )
A clip for Sidifenal vs Tadalafil got 8 million two years ago but looks like the eroxon one might go higher
So how's the trading going, Toli? Looks like it hasn't panned out for you.
Thats another large buy at the end of day....price being dropped to fill large orders i think.......
Glad to hear that, londondan. let us hope the market comes round to our thinking when we have more transparency on sales etc. i'm confident it will.
Italian, we disagreed on a previous share we both held for a time, but we are in complete alignment here. My view is that the market is still yet to wake up to the significance of the Haleon deal and that the company remains enormously undervalued as a result.
For me the haleon reference just serves to emphasise the current disconnect between the s/p and the potential value. aimo.
Ahhh my bad. I was looking for the word eroxon. Ce la vie
Untill news comes out.
They call it the accumalation stage
"No mention of the signing of... a new ED product"
Try again Bignose...
"Consistent with our strategy to be active in managing our portfolio, we announced that we had reached a licensing agreement with Futura Medical to exclusively commercialise the first FDA approved topical erectile dysfunction (ED) treatment for OTC use in US. We continue to advance the launch plans in the US to bring this product to market and will update on timing when appropriate."
Bignose58 - very slack research sir (smiley face). Look at page 10 of the Haleon announcement (very, very happy smiley face). This will be, as they say, mahoooosive. Genuinely not possible to predict share price in 12 months time.
No….. but she does have some sensitive areas that liked the gel…… and it gave her something a little extra/ different….
"And yes the wife has tried it and yes she was a happy woman…"
Does 'she' have ED then Sparky?
No mention of the signing of the contract in 2023 for a new ED product which could be worth something to the company. They list all the different areas the company has its fingers in, but no mention Eroxon and how it could contribute significantly to the company in the future.
I didn't realise Walgreens own Boots.
Now I'm trying to remember what news came first..
The Boots launch, or Haleon partnership announcement.
Indeed Morag - did you notice the supplier of the year award to Walgreens? That relationship is key.
Particularly for successful test and launch - however they decide to do it.
Great results from Haleon this morning.
Read them and realise the significance of signing with such a partner.