Member Info for daveboy19

Hi PATT

IG want 7.5p to buy 50,000

I picked up on and liked the part where the CEO stated that he had had discussions with the Commercial Head at Norgine, whom expressed how keen they are to adjusting their strategy in alignment with the US roll-out (that is starting to gain serious traction) i.e. gearing towards Women's Health. Two previous physicians were very vocal on this subject in a presentation last year.
This could be a serious revenue changer for STX in Europe (and hopefully Aus/NZ) in 2023 at just the time when it is most needed. Should start to see the impact in H2.
GLA.

If I were him, I would be approaching one, or even both of the large US pharmas that came very close to partnering up in 2020 .... They would have done all the DD on STX in detail and have all that under their belts observing from the sidelines. They will be seeing the clear pathway in the market. They could facilitate the extra reps required to attack those 13.4M rx. If they got 25%, which would become achievable with the extra firepower, the figure becomes $500M !
With shared % it would also eliminate a cash requirement to expand also. Current increased rx at Hans-Peter's revised figure of $152 suggests $12M by y/e 2022 + £8.2M in cash and paves the way (on increasing trajectory) to plugging 2023 hole imho.
GLA.

Has to stay for three years to cash them in though. Where do we think Accrufer could/should be in 36 months time....
Maybe Thursday will give us a clue.
10 extra specialist reps in place for Q3, which is nearly done and dusted.
GLALTH.

Perhaps that's why Whitaker departed as well - protested too much ...
Still got all his freebies before departure of course.
Whole thing stinks bad.

Their average will be way over 50p imho. They've been in for years (quite a few of them were £1+)
I'm still sticking with the view that they want the business to succeed on it's own or as a JV, possibly with one of the two companies that almost signed up in 2019 for a partner deal.
Not seen anything to change this (yet).
Shorters deserve to be very worried after all the treachery of the last 8 months.

Yep, same here for what it's worth.

We could hope for Eton to get involved - counter offer?

Grabbed some weeks ago @ 10p, (unusually for me, the correct move).
The Directors behaviour and performance has been a good lesson going forward.
The selfishness of some people literally has to be seen/experienced first hand to be truly believed.
Best wishes to all.

''Only so much **** long term holders can take from non holders with the sole intention of trashing said long term holders investment.
Like someone egging on a thief in the street.''
- This is the most appropriate post I have seen for a very long time. It goes on everywhere, but in particular with small cap stock. All very tedious and sad.
I'm in here and have been since 2018, for as long as it takes, as I believe in the company and it's potential.
Thanks and best wishes to the regular contributors that keep others like myself informed and upbeat.
Have a great Bank Holiday w/e all LTH.
Best wishes,
Dave.

I'd also add on the plus side that didn't they state that they had jettisoned 10 weaker reps as such and replaced them with specialized ones. Should bode well for Q2 and onward...
Madison should do us all the favours he owes us and pull out a JV and Japan deal this year to earn those freebies at 7.2p.
They could add dozens more reps then and the financial hole would also be filled IMHO.
GLA.

I fear you may be right, shandy - they don't seem to be in any hurry to let us know H1 (contacted IR, fobbed off as per usual).
It's been a tough 12 months for us loyal investors, and that looks set to continue. Hope I'm completely wrong.
GLA.

Hi Shandy,
I was hoping H1 figures would have been out by now, as they were 17th August last year. HPR stated he was aiming for a similar time frame this again, so it has to be this week. I will be concerned rx aren't great (enough) if not, as surely they would want positive news out there ASAP? Madison has a greater incentive to pull his finger out now, as well. Something, at least!
GLA.

At least he's got to perform over 12/36 months though to get his grubby mitts on it.

Curious comment. Maybe too much RW ?

PS it's $10M not £

10M loan becomes irrelevant if they pay it back before December 2023. How do they do that ... rising rx in US should do it at full premium. Millions more lives covered since last update, as it has appeared on at least 2 more registers I have seen.
How about here's a Japan deal with x million upfront (their authorities might even take the word of it over another P3 with luck). Here's Norgine with Spain/Italy and France on board. New Zealand and Australia was last reported to be on a similar path as the US. The loan is a safeguard by a long standing holder wanting to see the company flourish, not bury it.
This is being pedaled by derampers and shorters alike. Most should get wise to that.

Mr BB - interim's are not overdue - came out 17/8/21 and HPR stated he was aiming for a similar time this year in the last presentation.
Can't help feeling it was all a staged chain of events once GM incentives were revealed. Rising US rx Q2 and Q3 50% underway with extra, experienced sales force fully active. Q3/4 could be huge with millions more lives now covered.
GLA.

Hi smart,
I've tried IG new and old platforms.