Alliance Pharma Share Discussion Threads

[hyper ai] 11/7/2012 08:08

Yep - could be worse to come I fear.
Another "special" from SCSW - now how will it manipulate its pretend portfolio to fit this one?
Generics are cut-throat at the moment - too many players.
Lots of Indian cowboys out there too.

Have you still got your KMR Napoleon?

[napoleon 14th] 25/6/2012 11:44

Kick in the gonads, that.
Yes, one would normally find compensation clause(s) for non-delivery.
I just hope there is one...

I've held some of these for years - far too long!

[cisk] 23/6/2012 02:40

Gan, I filtered out Hyper Al some time ago so no idea what he wittered on about.

Agreed it's a nasty surprise about the production suspension - however you don't just licence a product from someone, for them to turn round and stop producing it without paying compensation- otherwise it would be a licence to print money for the licensee.

I expect that the directors will be in discussions for compensation - and indeed see this drop as an opportunity to top up at lower prices. this is a sound, conservatively run company, relatively immune from euro shenanigans.

I don't know the reasons why production has been suspended - and it's a good job that APH is not a one-trick pony. Probably to err on the side of caution and assume that production does not get re-started.

Also maybe there is a possibility that APH will be able to claw back some deferred consideration it recently paid.

[ganthorpe] 22/6/2012 18:10

Looks like Hyper Al has got his shocking drop.

Sanofi licensed ImmuCyst to APH but presumably no chance of any compensation?
If the impact for 6 months to 31 December is £1million and production does not recommence till late 2013 it suggests that the impact in 2013 could be £2million?

We are not being told what the actual problem is , but there is always the possibility that production will not recommence.An alternative treatment will have to be used for 18 months and maybe clients will not switch back.
Sorry to be negative but I was looking to get back in and it is disappointing for the Directors as well as shareholders.I expect we will see new product acquisitions but ImmuCyst may be a write off.
GAN

[stegrego] 22/6/2012 18:04

Not good news today re stopping production...

[hyper ai] 31/5/2012 08:42

over leveraged
vulnerable - could be a shocking drop one day

[lucky_punter] 24/5/2012 13:43

Alliance Pharma (LON:APH) has a "healthy pipeline" of acquisition opportunities, the branded medicines specialist told shareholders today.

The company owns or licenses the rights to more than 50 pharmaceutical products which it sells mostly in the UK and which is has acquired through acquisition.

[cisk] 23/5/2012 09:11

Reasonable update to be given at the AGM this morning.

Particularly liked this bit: "We have a healthy pipeline of acquisition opportunities and remain confident of bringing more transactions to completion in the near future."

Is anyone from the BB attending? I tried to go but unfortunately a meeting got in the way.

[norbert colon] 14/5/2012 19:18

Indeed Cisk and I remain a firm holder of APH. Looks like earnings are going to be slow and steady but a reasonable yield helps. Great metrics / reducing long term debt. Happy bunny.

[cisk] 14/5/2012 17:34

Good to see Slater Investments increasing their holding by 600,000 shares - announced today:

[cisk] 22/3/2012 07:32

Interesting results. I'm sure the city boys will mark the shares down due to the reduced contribution of Deltacortril - however this would obscure the sound performance of the remaining brands.

This is a quality company with great management - reading through the statement they are very upfront with the sales picture in each area and are optimistic about making further acquisitions - and given their track record I see no reason why they won't be able to.

The CULS conversion has been a depressant on the share price for some time - does anyone know if they have all been converted?

I'm tempted to add - esp. as you say Norbert - buying with a forward p/e of 7 - 8 and with growth in double-figures is a rare opportunity indeed.

[norbert colon] 22/3/2012 07:16

Results out. With potential for EPS of at least 4p next year the current forward PE is only 7.5. I remain a firm holder and the 25% increase in divi is great. Good luck to all.

[ceohunter] 09/3/2012 10:46

The directors of Alliance Pharma (AIM: APH), Lo-Q (AIM: LOQ), ValiRx (AIM: VAL) and Globo (AIM: GBO) will be presenting in London on Thursday 29th March.

VENUE: Chesterfield Mayfair Hotel, 35 Charles Street, Mayfair, W1J 5EB (Charles Suite)

The presentations will start at 6:00pm and finish at approx 8:00pm. After the presentations are complete the directors will also be available to take questions during a free canapé and wine reception.

REGISTER YOUR ATTENDANCE FOR FREE HERE:

[dugganjoe] 16/1/2012 10:59

Steg, ur such a dirdy animal

[stegrego] 16/1/2012 10:37

Pretty dismal statement today. They are getting hammered on their two cash cows. Surprised they haven't dropped further yet. Sub 20 wouldnt be out of order.

[lucky_punter] 09/12/2011 08:25

Alliance Pharma (LON:APH) is a defensive and cash-generative firm whose business model is misunderstood by the stock market. So says independent broker Investec Securities, in a research note on the pharmaceuticals business today.

[lucky_punter] 18/11/2011 11:59

Alliance Pharma (LON:APH) is "a stock for the times", broker Collins Stewart said in a research note today, explaining that it demonstrates solid underlying revenue growth with strong cash generation and a progressive dividend policy.

[haroldthegreat] 19/10/2011 14:25

prednisolone e/c dispensing is going down as the nhs tells gps to use the plain tablets. the 2.5mg which is the slower product is still being prescribed, although some gps are telling patients to split the plain 5mg tablet. the shares went down last year when they announced more competition for deltacortil and their generic tablet, it will be interesting to see what is said in the next results regarding their steroid sales