Member Info for SLF72

It always amazes me how easy it is to get stinkingly rich in this game. Makes me wonder why any of us still need to bother.

thank you Oneandonly1, got distracted half way there.
Trsitel appear to be doing well for themselves and so byotrol are well placed to benefit from this.

As i think you've said recently and i agree, perhaps the best value will be achieved through an acquisition.

I don't think it can be ready to roll out. On the tls website its rocking a 13% on the scientific pipeline progress chart.
Not sure what that means, but it looks less developed than anti cd3 etc.

by definition a record is a peak so of course that will have been a highpoint in demand. all you can hope is that after the peak the demand remains....... high.
lucky for us it is.

the 3fold increase in ebitda you mention is so strong it is unsustainable over the long term. so maybe you need to revisit your expectations.
And as you say the value in the Triste growth

Morning,
"high levels" sounds pretty positive don't you think. Especially when the comparison from the previous period is "record".
Should start getting more benefit from the new agreements soon too perhaps.

Order book 40% up on last year. Good enough to buy a handful today.

"Byotrol's 14th May TU:
"As we start a new financial year, we are pleased to report that sales momentum remains strong. We expect to generate record sales in the first quarter of the year and are optimistic that high levels of demand will continue for the remainder of the first half at least."

Sounds pretty positive.

Really interesting, thanks for posting. It's an interesting premise, basically big corps c02k stuff up. A bit counter intuitive but very believable. At least they're apparently recognising this though to the point of divesting of the assets.

IMO an unwanted takeover is unlikely. which is just aswell for us as the real value won't be unlocked for a little while yet.
the expectation is that bracco will buy out the company in due course in full agreement with the board and shareholders. the accepted measuring stick for that seems to be their purchase of blue earth, which would imply a reasonable return.

the share price, the number of shares and the value of the company are all related. so if one remains constant i'd expect the other two to move proportionately to each other.

I'd like to apologise for this worthless contribution. I should have added a warning it would in no way interest or benefit the reader. Ive wasted everyone's time and I'm sorry.

Ishy
You could have probably got an answer from Google in as long as it took to type your question.
Capital gain and most divs will be sheltered from tax liability.
But once its out it is out. Your allowance has been consumed.

English vino and bubbles are superb, given the number of investers (:)) buying 2k share lots it's a pretty common opinion.

I know tonight's lottery numbers too. If enough people ask I'll let you know tomorrow.

Good luck Adam
Would be interesting to know the stats but I expect the number of multi bagging shares is a small fraction of the riotously enthusiastic discussion boards proclaiming them.

yep, 2020 looks like it might well be pretty ugly, but otherwise Basic taking your example, if you assume another yr of revenue growth like 2019 and half the s&m and g&a do disappear, then you're getting pretty close to a positive result.
with focus being targeted almost entirely on an established product, NIOX, no product launches etc then achieving massive reductions to those costs isn't entirely unachievable.
i'm still wanting to believe that the grownups are managing this well, even with all the obstacles that covid and beyond air have thrown in.

LungFit™ PH (previously AirNOvent)

In January 2019, Circassia acquired the US and Chinese commercial rights to AirNOvent (now LungFit™ PH) from AIT Therapeutics Inc. (now BeyondAir Inc.). LungFit™ PH is a late-stage ventilator-compatible system that uses an electric voltage to produce nitric oxide from the nitrogen and oxygen in air. Inhaled nitric oxide is approved in the United States for use in the treatment of hypoxic respiratory failure associated with persistent pulmonary hypertension of the newborn (PPHN). PPHN is potentially fatal and its management can be complex, involving a number of treatments including the use of oxygen and inhaled nitric oxide.



Agreement status

Under the terms of the companies' agreement, Circassia issued BeyondAir $10.5 million in new ordinary shares as consideration for upfront and milestone payments. Additional milestones, which are payable in cash or shares, include a payment of $12.6 million on FDA approval in the treatment of hypoxic respiratory failure associated with PPHN, and a further $1.05 million on the product's launch in China. Royalties will also be payable on gross profits from product sales.



Under the terms of the agreement, BeyondAir is responsible for the product's development, manufacture and US regulatory filing, and it currently anticipates submitting an application for Premarket Approval (PMA) in Q2 2020 for use in the treatment of PPHN. Circassia is responsible for the product's commercialisation following approval.



At the end of 2019, BeyondAir issued a notice stating that it had terminated the companies' agreement for material breach. Circassia strongly disputes and intends to challenge BeyondAir's allegations and its purported termination. The Company has retained counsel and intends to take steps to enforce its rights under the agreement.

Asher,
Bit late but well done for catching up.

July 31st, ' unless extended'.

Well hopefully someone will find out who's got the cash and let us know.

Didn't this fund just give avct a few quid?

For me, slide 11, the effect of precision platform on reducing tumour size and reducing toxicity to the heart. Very compelling.