Member Info for Jimbo1122

Should be Motto in case any of you wish to Google him.

Good day today, sincerely hope it is the start of a revival in the SP but I'm not building up my hopes too much. I'm registered to receive updates from Hikma and they have just confirmed the appointment of Daniel Moto who joins Hikma from Teva. His job title is Executive Vice President of US injectables. He has a wealth of experience and he will strengthen that side of the business (injectables)--time will tell of course but at least Hikma seem to be addressing matters with this appointment and that of a new chief Scientist a Couple of weeks ago.

Pokerchips - - you're right about 2018 continuing to be difficult but Hikma also state that in 2018 there will be " an acceleration in product launches, including two date certain launches". 2019 - - Hikma expect market conditions to improve plus they have a strong pipeline " to drive growth" There will be additional respiratory launch opportunities, multiple and significant PIV opportunities and also M&A upside potential. Recently, Hikma signed agreements with several pharmaceutical companies and a new chief Scientist with a proven track record recently joined the company. Hikma must now be a takeover candidate which would be great for the shareholders but if Hikma are left to their own devices then the SP will surely recover over time.

It is ridiculous. Hikma is now valued at less than their asset value and they are making profits (not losses). There are many true basket cases in the Ftse 100/250 that are making losses with no prospects of recovery but they are valued much higher than Hikma. Hikma has a strong balance sheet, easily manageable debts and have are highly cash generative. Hikma are also fortunate in that they are in a sector that always has new avenues to capitalise on. A few new (exclusive) drugs and they are back on the road to recovery. Seriously, if i wasn't so heavily invested in Hikma at the moment i would definitely buy in big time as there is now far more upside than downside. For what it's worth, Peel Hunt reiterated a buy with a target price of 1390p (1/2/18). Funny how the fund managers ignored that but the SP fell over 6% when Jeffries had a sell notice with a target of 895p just recently.

Someone sold £260,000 worth of Shares at 8.00am this morning which caused a huge dip in SP but fortunately it seems that these shares have been eagerly snapped up and the SP has recovered but still down as i post this. I look forward to the day when the City suddenly realises that this is now a bargain stock and act accordingly.

Hikma has a strong balance sheet and a diverse range of products with a healthy pipeline (so we are told). A year ago the shares were sitting at 2300p (overvalued) and now we are at 940p (oversold). I believe Hikma will eventually find its own true level at around 1400-1500p but it may take a while to get there. Fortunately, i can wait as for as long as it takes and treat it as a long term savings account with dividends paying more than most savings accounts. I re-read Hikma's last trading statement and it really wasn't that bad--Hikma is still a profitable company and will remain so for the foreseeable future. Hikma can ride out the price pressures on Generics because they don't have all their eggs in one basket thanks to the Branded and Injectable products they manufacture and sell. Hikma can and will adapt to the changes in the market. The moment the City sees Hikma turning things around the SP will recover strongly. Good news on Advair would be a great start to this recovery.

Hi Markus, Vectura took a hammering yesterday which was probably due to concerns about the Advair appeal not being entirely favorable. Of course, Hikma has a partnership with Vectura on Advair. Pharmaceutical stocks also took a hit on news that Amazon are definitely going to supply drugs to the American Market along with partners with deep pockets. I really can't see how the Analysts are concerned about Amazon at this moment because it will take years to get things up and running - - they can't even get a single grocery store operating without technical issues. On Advair, there isn't a problem with the actual drug /application but there is an issue with the trial data. Hikma strongly disagree with the FDA on this matter and really all they need to do is present the appeal board with other trial data from other drug companies that were equivalent to or worse than the data Hikma presented but was given FDA approval. If Hikma strongly disagree with the FDA then they will feel that they have a strong case--they should know what is required to obtain FDA approval. I think what will happen is the FDA will tell Hikma to carry out another trial which will delay Advair by another 12 to 18 months. This is not necessarily a problem as long as no other drug company gets FDA approval before the new trial ends.

Announcement now made. Major restructuring affecting all stores which will result in fewer middle managers. This will be completed before 9th April. Managers affected will be offered the opportunity to remain within the company or accept redundancy terms.

Announcement should be made around 11am after staff have been informed.

Morrisons apparently are going to make a major announcement on Thursday but it is shrouded in secrecy. I have no idea what is going to be announced but if it is about a takeover then my money would be on Amazon. Having said that it could be an announcement similar to what has already been announced by Sainsbury and Tesco about removing a middle tier of management. Just need to wait and see.

I notice that Deutsche Bank have bought back the shares they sold which takes them back over the notification threshold. I hope they have done this because they are optimistic about the future prospects of Hikma. There was a positive note about the Pharmaceutical sectors prospect for 2018 by several analysts who generally believe that the pricing pressure on Generics will ease and that the sector will see consolidation in the form of mergers and acquisitions. In my view Hikma is a great add on for many Pharmaceutical companies who wish to increase their presence in the USA and Middle East /North Africa. Finally, the new favorable Tax reforms in the US should significantly assist Hikma's (West Ward pharmaceutical) profit margins.

The SP fell today due to a report that 300 hospitals in the USA are forming a new company ( non profit) that will manufacture their own Generic drugs to combat rising prices in the sector. No matter how hard i try i simply cannot fantom how it would work. Surely, the costs would be enormous, fda approvals would need to be sought, legal problems if patents are breached, drug companies would raise prices elsewhere or even refuse to supply the consortium with other vital drugs and equipment. I think that far more likely is that it is being used as a bargaining chip by the hospitals in an effort to bring the Generic drug manufacturers to heel. Eventually, i think the drug companies will agree between themselves to set minimum and maximum prices on all generic drugs which will finally bring some sense of normality back into the sector.

Hikma have announced the appointment of Dr Surendera Tyagi as the new Group chief Scientific officer and global head of R&D. It seems that Mr Tyagi is an extremely talented Scientist with a proven track record in developing and marketing new drugs. This announcement should really have given the SP a huge lift today but it passed with barely a whimper which seems to be par for the course just now. Of course, any negative news, however slight, and the SP gets hammered. I do believe that Hikma really are trying to get things back on course and hopefully in time we will see the benefits of all these new appointments, collaborations and new drugs being brought online. I'm convinced that in 6 months time the SP will be significantly higher than it is now plus we can look forward to dividend in the Spring.

Great news indeed. SP now up 54p as i post this. At last i do genuinely believe the tide is starting to turn. Not tempted in the slightest to sell as it still has a hell of a way to go. I don't think it will take too long to reach the 1400p mark.

Hikma have announced a licensing agreement with South Korean company Celltrion. This gives Hikma exclusivity to market three drugs in North Africa and the Middle East. Share price has been quite positive on the news. I really can't see why shorters would continue with Hikma because all these agreements and new drugs coming through will only help increase sales and profits. You do get the sense now that Hikma are becoming much more proactive and perhaps the decline in the SP has actually gave Hikma executives a right good kick up the backside.

I reckon that all the Hikma shareholders could benefit from this new drug. Seriously, it's great to see more new products coming onto the market. I know Hikma have a good pipeline and many new drugs are scheduled for release in 2018. If we do get good news on Advair early next year then things will really take a turn for the better.

Great Post Mulder. I wouldn't be surprised if you co wrote "A brief history of time" with Professor Stephen Hawkins. I'm still trying to get past page twenty five without my head feeling like it's just about to explode. I didn't understand all of your post but i think i got the jist of it i.e Hikma is undervalued. I look forward to seeing the SP back to more realistic levels--i would settle for around 1400p.

This share is unbelievable. Now up 64p on what news....????. To be honest i don't really care as long as it keeps going up. Have a great weekend all.

That's a significant reduction (18%). I just hope that Hikma is now a very real takeover candidate. Even a strong takeover rumour will lift the shares to around 1400p---fingers and toes crossed.

I noticed it last night. It seems that Hikma are exploring new and exciting market opportunities. It bodes well for the future. Eventually the City will realise that Hikma have the potential to lead the way in other areas of the Pharmaceutical sector that are not only fast growing but highly lucrative.