Beximco Pharma Discussion Threads

[zcaprd7] 03/8/2017 00:23

$30m market is pathetic...

[mfhmfh] 25/7/2017 10:26

confirmation RNS for 4th drug today. 'along with our growing pipeline' suggests more approvals to come IMHO.

[cockneytrader] 24/7/2017 21:42

Drug no. 4 approved by FDA, no RNS.

[jovi1] 12/7/2017 11:43

I am very happy with this one
i have the main part of this stock and i don't trade and i keep topping up when go to 54 and sell almost all i topped up every time get to 63 keep the profit in share
so far as worked quite few times

[ginko3] 28/6/2017 09:41

Some actual news not just reports, there must be some fairly big ticket events happening that would be news worthy but they've released sweet FA for 6 months other than results. There needs to be something to get excited about to make it a worth while investment and they are giving us nothing hence the waning shareprice.

[crazycoops] 28/6/2017 00:01

They report quarterly, what more do you want?

[ginko3] 27/6/2017 13:17

Its now been 6 months since any real news wtf is BXP doing, no wonder the share price performance is so lacklustre this year

[ginko3] 20/6/2017 12:36

Would hope to get confirmation shortly that they've launched the Metformin / Glucophage tablets through their distributor in the US and shortly thereafter, some indication of the level of take-up.

[ginko3] 17/6/2017 14:06

I'm also back in now albeit in a small way, didn't quite catch the bottom but in for 60p for just about in profit now; quite happy and able to sit it out for the long term.

[zcaprd7] 17/6/2017 00:19

Good shout... Keeping my powder dry at the moment though.

[jswjsw] 15/6/2017 18:17

Couldn't believe 54p to BUY. So I'm back in here now.

50% discount??? - when there's been agitation for dividend payments to GDR holders? If they go ahead, we'll get one of the highest yields in the market. (about 12% here)

Ave discount anyway over the past year has been under 40% (which is too much IMHO anyway). And the co is world class, so over time it's going higher.

The mkt is certainly daft at times - delighted in this case!

J

[mfhmfh] 15/6/2017 17:07

I bought in here on the dip. I've been waiting ages for a good entry price. great long-term ISA hold IMHO. GL all.

[jovi1] 15/6/2017 16:30

no idea but I used to average down and pick up few at 53 and 54
the odd thing was that drop 10 point on a 37k share traded

[crazycoops] 15/6/2017 15:56

Whoa! what just happened there? Minus 10p from nowhere

[greg the grinch] 09/5/2017 13:56

I'm sittin and waiting... big rise coming over the next 2 years... also buyout possibility so 0% discount to dhaka, plus more big paying drugs will be in the pipeline

£2-£5 in next 2-3 years with very little risk.

GLA

[zcaprd7] 02/5/2017 08:51

Agreed. Decided to lock in my 70% gain. Will probably regret...

[jswjsw] 01/5/2017 19:01

Based on the eps figure and historic prices, BXP is fair at BDT 103-108 (around £1 equivalent). 69p may seem like a big discount, but this has been around 45% for long periods. Over the past week or so this has narrowed to just over 30%, where it is probably fair, IMHO.
Can't see the £ strengthening much more, but I worry slightly that Dhaka is retracing. So I sold on Fri - will buy back if we see BDT 100.
j

[jombaston] 01/5/2017 18:20

Top-line growth and profit look OK but my concern would be that the company is not generating any FCF and hasn't consistently done so. Why are they paying a dividend if they are still investing so heavily in growth?

BTW: look at their accounts on the website not the numbers on Stockopedia.
(running down short-term investments doesn't count as FCF!)

Doesn't mean it is a bad company but it pays to understand what is going on..

[dibbs] 29/4/2017 21:40

Figures look decent enough to me. A pity that the company provides figures and no real commentary on current trading or outlook. Certainly not a company that can be accused of over hyping it's prospects to investors!

No negatives from Graham Neary and as he points out BXP has a very high stock rank on Stockopedia. I'm happy to keep running a long position here.

Dibbs

[crazycoops] 28/4/2017 14:08

there is a brief write up in today's SCVR by Graham Neary

[someuwin] 28/4/2017 09:59

Yes - I couldn't make much sense of it. Too many numbers.

Maybe the final results will make things clearer.

[zcaprd7] 28/4/2017 09:49

Looks good. Hard to get an understanding of future of growth though?

[someuwin] 28/4/2017 08:05

Pre tax profit up 20%

[someuwin] 27/4/2017 10:52

£1+ this year is my prediction.