The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Have listened to the conference call a few times in full . Everything very much on track and they've added some additional bullish stuff...such as Exon 14 news which looks really good and the likellihood for combinations .
We need the fruquintinib approval and I think we'll get to 70quid in short order .So much news in the pipeline .Ill just keep buying dips, if there are any.
Lily have 2 months after the Falluca to go for Fruq rights ex-china (global option). if they want to, then there follows 4 months of negotiation to agree a deal with hcm to exercise it.But hcm do not have to .So the longer Lily wait , the better for hcm imo.
I'd doubt that.
Lily can wait till after results of Falluca study . May cost them more but I think they won 't make a decision till Dec 2018 and then its about negotiation for a few months. By waiting, hcm will have stronger hand if the data is good.
Zengas ,
It seems to be pretty clear that the reason SVp continues to langusigh well below the 35p placing price is the convertible bondholders selling in to the market. Any idea how long this continue for , if you agree that is ?
I had a conversataion with Andrew Knott at a meeting a few months ago and he was nonplussed at whom the sellers were as they get an updates shareholders list every week fwiw.
TIA.
Yes, I went to the presentation yesterday. Cornered AK before the meeting and asked him a few questions which I needed to know the answers to.He was quite forthcoming and impressive to talk to one on one..Needless, to say, all on track and I'll be buying more.
unluckytraders, , Ignore the buys and sells. Its very well offered on the RSP(ie. big sellers around) . This can turn around quite quickly though. We have an agm near the end of April and China FDA approval to look forward to so the recovery when it comes will be fast. Many uk stocks are suffering at the moment as marketmakers have gone risk off .
I don't think its odd it has fallen. The results , while fine, included delayed timetables for news (eg.Fruquinitib china fda approval) . On top of that the market has been very , very weak. I don't buy the theory its China related. HCM had a great run and was a siting duck with no real news due for 3/4 months post results.I took the opportunity to sell some around 49-51.60 and am looking to buy them all back and a lot more as this fall feels over done.Nevertheless I'm not buying just yet as it still feel weak. My timing has never been great on HCM.Maybe this time I'll get it right. The story still remains as strong as ever and I'm still holding a lot of shares .