Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
With good sales data from Europe, FDA approval and patent extension I reckon someone would pay £1B for FUM or around £3 per share. The longer it’s left and the higher the revenue generated the greater the buyout price.
Chunkynuts I’m trying to be as patient as you can be with FUM. If you’re happy with the concept of a gel treating ED, have a good feeling of just what a game changer this can be then I would definitely wait for other regions to have a positive impact on the s/p. Like bottom feeder said it’s difficult to predict exactly where the s/p will be but it will be dependent on earnings. We will have a better idea when sales data are released but you’ve probably seen the experts in the webinar and they’re excited as anyone about this product. This is the first major O/T breakthrough for ED since the 1990’s.
If the sales data is good for Europe then you’d expect every additional region to keep adding revenues. Then the share price will keep increasing until Eroxon has reached its stable market share. With extended patent protection a buyout premium on top of the established share price may be likely.
Nordic man if you view the webinar on the hcp website they discuss this a little. Apparently it’s safe once applied but you may experience a bitter sweet taste according to those who have participated in the trial.
This is more significant than any information we are currently getting out of Tom. This follows a regular buying pattern of large trades. If it were a transfer then usually UT follows the trade amount but it’s unlikely there was 3.5 percent of stock just floating around with brokers to buy up. Like you said Bill TR1 should let us know what’s going on. But somebody is confident going forward.
https://eroxon.com/consumers/how-to-use-eroxon/
https://hcp.eroxon.co.uk/
hcp website includes recent webinar. Looks like they want to create two separate websites one for consumers and one for hcp.
Seaview due to lack of communications with FDBK and investors we are all completely in the dark as regards what they are exactly pursuing. All they said in the last RNS “while we continue to support QVH the company will actively explore opportunities to support the wider CDC capability throughout the NHS”. That’s all we have to go on unfortunately. Doesn’t look like they want to say what exactly they are pursuing until they have won a tender.
Thanks vascular for posting just hope Tom can turn this company into the success it should be. He has the product, hired the sales team and the timing is prescient. But the market is harsh when it comes to judging results. Things need to start moving we will soon be through H1.
Thanks bottom feeder for that comprehensive reply much appreciated. I suppose at this stage it is difficult to gauge how much of the tablet market will transfer to FUM but I agree the bigger percentage the more likelihood for a buyout.
Yes Buildworker the website looks greatly improved from the previous offering I’m sure they’ll be sorting out the glitch of where it’s available. But agree looks like launch across the whole of Europe and UK imminent.
Do any posters have any thoughts of how far the s/p can go in the next couple of years if all goes according to plan. My thoughts if FUM can make earnings of £100M plus eventually then this would give it a billion pound plus valuation and that would seem quite modest as long as FDA approval is given. Just interested in other’s expectations obviously we have the brokers short term prediction but my feeling is this could go a lot further.
Without a big marketing campaign to the public Eroxon will be a brand just known to ED sufferers. The cream vitaros that can be obtained with a doctor’s prescription is a point in case. Most people unless they have ED will not be aware of vitaros, I myself until researching different products for investment purposes had never heard of this treatment. Everyone knows the brand viagra because it was the first treatment to come out but public awareness of other tablet treatments would I imagine be lacking. I think Eroxon will find its place in the market amongst the ED sufferers that it works for with or without a big advertising campaign due to its unique speed of action and lack of side effects. It will just take time to establish its market share.
https://www.digitalhealth.net/2023/02/the-government-is-making-inadequate-progress-on-vital-commitments-to-digitise-the-nhs-an-independent-expert-panel-has-found-with-inadequate-funding-and-a-catalogue-of-oppo/
It looks like despite great promises the funding of the digitisation of the NHS has been considered to be inadequate by this report. This all affects FDBK’s chances of getting off the ground.
https://www.england.nhs.uk/digitaltechnology/
https://transform.england.nhs.uk/digitise-connect-transform/our-strategy-to-digitise-connect-and-transform/
Not sure if this has been posted before but details the direction of travel within NHS.
https://www.pharmacodel.com/sexualite/64041-eroxon-stimgel-4-tubes.html
As reported before regards the discounted price there are now several online pharmacies selling eroxon for a 33% discount. This was one example above. It looks like they may have misjudged what people are willing to pay for this product given the relative cheapness of the pills now that Viagra is off patent. It’s difficult to judge until you try to persuade people to part with their money.
Agree they must have sales targets even before launch. Calculating roughly how many ED sufferers there are in Europe and the proportion that would try Eroxon. It’s not rocket science. As soon as sales start and advertising campaigns begin they will have more accurate data to go on.