The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Just read through the H1 22 presentation once again. It seems astounding what they have already achieved.
The f/c for 2023 is mouth-watering. I believe they will deliver on it.
Very exciting times for holders imho.
All the best for 2023 and beyond.
I won't say usual caveats :)
I'm thinking of the increase they stated in the US thanks to WH and the comments in September re Norgine HOS&M being really keen on a switch of focus on to it also. I reckon it will be far north of £2M if the initiative goes in a similar fashion and why wouldn't it ...
Ah, thank you for confirming, DH.
I think it is the best outlook here for a while considering some thought it was 'game over' before these announcements.
I hope it settles quickly in the New Year, post placing, as they crack on with the job in hand.
GLA.
Shandy,
We do have a $5M contribution from them immediately...
Wasn't it also stated that those rx were achieved with 22 sales persons as opposed to 30?
They may have more utilized already, but need until April '23 to have the full 100 trained and ready?
Hi Frank,
Thanks for that info - I also remember the presentation with US/GDR doctors, a year back or so. They couldn't state enough how the drug was of benefit to WH and I've been banging on about it ever since. I reckon you're right with Accrufer expanding in the US, as Norgine reformulated their whole strategy to accommodate this.
It's a shame he's stayed so ordinary with the comms. He must be aware of it to give it a mention first up in September. Let's hope he's concentrating on the important issues and will update accordingly.
Chewed it all over once again after these calculations put forward by Frank/Iriz/bolitix.
OK, they have been very ordinary on the comms front (to us), despite asserting in September that they would not be, going forwards. However, the top shareholders are going to be well aware of the Q3 figures I'd say, and they haven't sold a bean! They would have been demanding updates as soon as... and they hold firm.
The daily volumes are a minute % of the float - less than 0.1% on Friday. It's either traders, stale bulls or sad *ossers who are connected to those plaguing the other board in such determined fashion.
I really believe GM could and should unleash the full story now and get this to a realistic level. Put the shorting nonsense to bed.
Tomorrow would do nicely !!
GLALTH.
Definitely. Volumes well up and on radars. People must also be aware they are on the cusp of announcing a progressive dividend in the most challenging times ever known. One of the best options for investment available at the moment imho.
Maxed up for the journey GLA.
Great post, iriz - totally agree with your logic there.
Unless they are just cracking along fine, as bolitix suggests and this thinking ties in with last year's update (16/12/21). He posts some sense over there in between all the dross.
Not ideal for us lowly pi's blood pressure, but we're always bottom priority to companies, unfortunately.
GLA.
Horrible people, truly sad to wish a company attempting to do good to fail, along with those genuine investors that have backed it to do so.
One is using 2 maybe 3 different ID's to agree with itself - it's all brokered by that Canadian slug's company with 86K to it's name. No point going on there whatsoever.
I hope for the day GM rams it up his bottle and glass :)
I'm still sticking with Q3 2023 (at the latest)...
It will have to be factored in to any possible deal as well (if relevant), alongside the other territories.
Potential is so huge when touching on all this subject matter. Just get through H1 23 and it's chocs away!!
GLA.
Sam - can't agree at this stage.
China payment is supposed to be 2023 (Q3)?
US Rx increasing with full payers - WH initiative kicking in nicely.
Norgine ditto with Europe/Aus/NZ revenue (Spain/France/Italy in place on or before H2 23)
Germany was reported heavily expanding before the WH reformulation strategy.
Canada and South Korea should also be up and running.
Either the above OR a JV with IVP or another BP would be my focus if I was him.
Market doesn't always know - this was a top riser a couple of weeks ago, also on nothing !
GLA - much needed and deserved.