Member Info for Treadstone

Yes you are probably right. Sp very volatile this morning.

Profit takers have moved in as I thought they would. Not the end of the world though as could be a buying opportunity soon.

Oxp have improved the ibuprufen product and are trying to get big pharma interested in that. The fact that someone has developed a nurofen patch as a means of delivery to a patient instead of a pill is not strictly relevant here. Read the Rns. I just hope oxp succeeds but there's no guarantee big pharma will take the bait. you would think so with the new additional solutions it offers but we'll have to wait and find out.

I understand your argument and how forward p/e works based on estimated sales,revenues and profits for this year and not the expiring one. Even if the growth is say 20% the forward p/e will be around 50 which is still quite high. Should growth continue the market will I think be content to pay this. The greatest example is Asos (Asc) which once it started to compound its growth rate at around 40% from around 2003 until a few years ago, the p/e rate increased to well over 200 and stayed there for a decade. the sp rose from a low of 5p to £72. What lies at the heart of the matter is that so few companies on Aim make a profit, that when one or two come along that can produce compound growth in the years ahead the market reacts favourably. Positive sentiment plays its part and no doubt Trak has it. You were right to get in early and I wish I had. On any retrace I think I will add with a view to holding.

Could the Nurofen story be the reason for the sell off..?? Personally I can't think of another reason, though I cannot see the connection here in that any assumption the same will happen to a new ibuprufen product when and if it is launched is unsubstantiated. If anything any big pharma interested in oxp new products will know not to make such mistakes. In the meantime will the sp continue to fall....??

Agreed but getting a bit heady with a p/e of 64.2.

The best thing is to wait for news and see how things go. you maybe right as this is aim but i'm sure the company will do its best to secure a deal though it could take a while. The company sees its products as being ready for the market and is currently preparing presentations to big pharma.

The best thing is to wait for news and see how things go. you maybe right as this is aim but i'm sure the company will do its best to secure a deal though it could take a while. The company sees its products as being ready for the market and is currently preparing presentations to big pharma.

certainly attracting better buying this morning. A few big trades of 324,000 plus as well. More investors reading that Rns and seeing the enormous possibilities here. that's my take.

succumbing a bit to fed rate hike story. Will see how this plays out up to 15/12.

Whether anything will be announced before xmas is doubtful but I'm not too worried about negotiations being held over into the new year. That's inevitable. After re-reading the RNS I am happy to wait for news.

Yes the market is pretty dead however an Rns to progress a deal will wake it up at some point. I'm sure discussions are on going at this moment which the Bod as shareholders will be keen to bring to a positive conclusion asap. Since we're talking about something potentially ground breaking it will take time and a lot of meetings and phone calls. In that sense I'm crossing fingers and will wait. It's inevitably not going to happen in a hurry but that's to be expected. I just hope big pharma is keen to strike a deal. With a director buying more stock the glass looks more half full than half empty to me.

A lot of us have made duff investments and I even had one company go under but that was a while back. Was down £60k from a high point but largely made that back with a few lucky gambles. Still holding the majority in cash and rather indecisive about what to buy, so as with this one I don't bet too much. £5k in each speculative stock is enough for me. As I said Bio stocks are hard to quantify so only have this, oxp and nipt. Nipt is up for me and oxp has the potential to do very well with its Naproxen and ibuprufen developments. Nevertheless oxp sp is not reacting to the potential. Otherwise looking to invest in growth companies for londer term holdings. Hence bought some Trakm8. Too many aim stocks make no profits which to me means trading not holding. then there's the issue of fraudulent figures that can catch people out for serious money ie Gbo, so it can be a bit of a minefield out there. Anyway holding here as believe this has the potential to do better.

Mr Griffiths seems to know something, so you are quite right to question the sells. Nevertheless if it gets much cheaper I'll be tempted to add.

On the bottom of the leader board.

With the type of news expected the sp should indeed be higher. Perhaps the market knows something we do'nt.

Well I was dumb enough to buy into this at 8.04p with 60k shares. Not too much but down £1,300. Bio stocks are difficult to value I realise, but surely this worth more with all its IP.

Only too happy to see your 300p wish come true.

Nice to see a positive FT article. Sp beginning to move up today.

The Rns says Ibuprufen is currently the dominant NSAID molecule in the pain relief and anti-inflammatory sector with worldwide sales of ibuprufen in excess of $4bn per annum. The company has initiated contact with a number of large, global pharmaceutical companies with strategic interest in the ibuprufen market, and is at an advanced stage of preparing information to proceed to the commercial phase with the Oxp zero ibuprufen asset.....ie we've contacted big pharma and are currently preparing relevant info to present to them. So far it could'nt look better though there are a number of hoops to jump through. At least big pharma appears to be showing an interest in oxp's offering and not shutting the door.