Member Info for pomander

The he who dares wins Rodders and all that.- is a dumb way to invest.

Its a poor show, and s shambles to take so long to get a EMA approved drug like Fortacin to market. I must say I don't fully understand why such a delay has happened. Maybe it explains why an apparent shift in focus towards China.

Building a stake for this lot, would be pocket change, but who knows. At $50m- $60 m mkt cap, RP is surely going to attract some interest as eyes focus on the HK Healthcare sector..

dwg - I think you are probably right in that the positive sentiment generally surrounding China healthcare / pharma is probably what drove the volumes in RP and hopefully it will continue.

Disappointing, but thank you.

Alq- I cannot find the text to which you refer on page 11 of the 2017 Annual Report (link please), the only references to the FDA submission in that report are: parallel with the European roll-out effort of Fortacin�, the Group has further progressed the preparation of the NDA to the FDA It was announced that the net proceeds would be used to: (i) fund the NDA process with the FDA. I do recall seeing it though. Where do you get RP�s launch estimate as now being early 2022? The P3 study should be complete around August 2018 which fits with the timeframes indicated in the Company Overview (Oct 2017) with a launch in early 2020.

No idea, but I note volume is also up significantly from where it has been, although still nothing to shout home about. Perhaps some leaky news to follow shortly ?

That's all fine Newby, but why does Phe have a picture of a pile of logs on its website as Jabber has pointed out on the Renewable energy section? It has not even run the Mousetrap on a wood feed-stock.

Precisely- so why is there a picture of a large pile of logs on the Phe website next to the picture of the big pile of tyres.? The Mousetrap has never even been tested on wood ! Yet another oversight I guess ?

Why on earth would you want to gasify wood / logs - https://www.powerhouseenergy.net/waste-to-energy/renewable-fuels/ Looks like KA is confused about the difference between plastic and wood. That page also states ''Having recently completed development of the PHE G3-UHt System after years of testing and research'' Again KA is confused as this is not true. The unit we redesigned from first principles (apparently) last year - so how has it undergone years of testing and research ? KA should be more careful.

Try using a link No mention old carpets and wood as renewable feed-stocks though - odd that ?.

Don't forget, horses like a nice old carpet to bed down with their sawdust on. If the National Trust were looking at a way to reduce paid up members, of which I am one, suggesting that they burn wood which comes from those things called trees, to power their LandRovers would fit the bill perfectly.

That'll be used rubber or plastic carpets ! Is this a real conversation?

Ask Keith for another name for wood and let him know its free !

Not sure if FDA cleared is quite the same as approval - don't see this as serious competition for Fortacin.

4+ years is Alq's view but he has been known to be wrong in the past. However he is right to point out that the fist clinical readout was due 1st Qtr 2018. AS yet with have not heard anything form RP on this - perhaps someone should ask why?

and despite all this Phe is pretty much worthless. Ask why ?

Even if you extrapolate from �20m peak sales come in at circa $350m at 20% which is 1.4x current market cap every year ! If Recordati are looking to flog the business, surprised they have not finessed their projections upwards ! We certainly are bumping along the bottom in terms of volume- once JG sorts out some broker coverage (apparently he has been in discussions for years) things should pick up a tad. Lets hope he reports on the clinical read out due last quarter in his promised update as things have certainly gone very quiet on all fronts.

Quite a disconnect to the �232 peak sales in the presentation. Other corporate products: This portfolio is composed of around twenty drugs (of which 6 are OTC) sold across multiple countries. The company expects to grow mid-single digit, with the expansion driven by the launch of new drugs as well as the growth in Russia. The company has recently strengthened its urology franchise by launching Fortacin (peak sales of � 20/30M), a topical spray for the treatment of premature ejaculation, and Vitaros, a cream for erectile dysfunction. The group will also enter a new specialty area, schizophrenia, following the licensing of Reagila (Cariprazine). The company thinks that peak sales could exceed � 100M.

Osa - you maybe right but situation is unclear- there is no RNS for JM reducing holding via buyback or increasing his holding by not participating in the buyback. Maybe he sold an amount such that his % holding in the company remained unchanged.