Biocompatibles Share Discussion Threads

[plutonian] 30/5/2008 15:09

Yes, I like a quiet board. We don't want all those traders chatting about Elliot's right shoulder and the like.

Have IC commented again recently? I saw they had it as a "buy for 2008" at the begining of the year, but I don't subscribe to IC.

Do you know when the Piper Jaffery target was last updated?

[tratante] 30/5/2008 12:17

Looks like its just you and me talking to each other on this board Plutonian!

[tratante] 30/5/2008 08:35

for what it's worth IC have them as a BUY. Piper Jaffrey target £2.85

[tratante] 28/5/2008 15:45

Good summary Plutonian, just to add that cash accounts for just about £1 of the share price, so getting the rest of a profitable, dividend-paying company, for 85p. Still way under valued.

[plutonian] 27/5/2008 12:20

Value is getting easier to see:

£34.3m cash
5p dividend (easily covered by Endeavor royalties)
$70m immediate opportunity for selling current beads
$Blockbuster opportunity ($1b+) with Precision and Paragon for HCC and mCRC
Cosmetic fillers licensed to Merz
Pipeline?

My target price is way above where we are now. Time will tell whether it is realistic or not.

DYOR

[pollysmate] 26/5/2008 22:32

Could I ask what you see its true value as. Years ago this was a blue sky company with huge valuations put on it what are the realistic targets these days? Thanks

[tratante] 22/5/2008 17:00

Agree Plutonian. 27% is a big holding. This share really needs to get somewhere nearer its true value.

[plutonian] 22/5/2008 10:38

Invesco's 27% is now begining to worry me! Is it possible for Invesco to be buying on behalf of a private equity company or a trade buyer? ...or would they have had to declare their interest in an RNS?

I don't want to see a buy out at anywhere near the current price. I am happy to hold for the long term.

[plutonian] 21/5/2008 13:54

US royalties alone should add up to 7p a share. How much more for worldwide sales? ...and this is not core business!

looks like a shrewd investment IMHO.

[plutonian] 16/5/2008 17:25

... and it looks like the someone has added up all the bits and realised we are way undervalued. Perhaps this is the start of a re-rating?

[tratante] 16/5/2008 13:55

Scribbler, no it's from the Medtronic stent. They don't need the money for anything so they are giving it back to us!

[liam1om] 16/5/2008 12:33

Why is this up so much, no fiqures released?

[scribbler101] 15/5/2008 15:41

Royalty Dividend. Is that a loyalty dividend on a Japanese share?

[plutonian] 15/5/2008 09:56

We are going to get a 5p in 2009!

With £1 per share in the bank and a 5p annual dividend it looks like the market is valuing the pipeline at zero.

[fishman] 15/5/2008 09:55

Breakout from flag...should see a good few pennies up from here.

[tratante] 28/4/2008 10:34

Still very cheap when you deduct cash. Some day people will wake up to the potential here.

[plutonian] 22/4/2008 15:16

The provides an excellent summary of Q1 and reports in-line financials.

[plutonian] 15/4/2008 09:44

Excellent news for patients:

Stabilises patients waiting for liver transplant
Down-stages patients who were not previously fit for transplant
Drug-Eluting Bead therapy is a step on the way to a possible cure for their cancer

[plutonian] 19/3/2008 09:29

for LC Bead with doxorubicin.

[plutonian] 14/3/2008 10:50

There seems to be little interest here at the moment, but quite a few things happening with Biocompatibles...

with a accompanying investor presentation. Good progress as expected and a clear view for the next year and onwards.



should benefit the company.

[blackbear] 15/2/2008 10:46

Biocompatibles says Merz completes recruitment for Dermal Filler clinical trial




LONDON (Thomson Financial) - Biocompatibles International PLC said its
partner Merz Pharmaceuticals has completed patient recruitment for clinical
trials for its proprietary Dermal Filler Bead as an aesthetic treatment.
The medical technology company said it expects the filing and approval for
the CE mark in the first half of 2009.
A separate trial is being designed for the US approval, it added.
Biocompatibles said the terms of agreement with Merz allow for milestones,
royalties and margin on manufactured product and it estimates the value of these
to be up to 40 mln usd over the next six years.
The global market for aesthetic dermal filler products is expected to grow
to 1.5 bln usd in 2011 from the current 760 mln usd, the company said.

[tratante] 06/2/2008 10:49

Like this bit

"The U.S. market launch of the Endeavor stent begins immediately. "We have been
strengthening our field and manufacturing capabilities in anticipation of
considerable demand for the Endeavor stent in the United States," said Scott
Ward, president of the CardioVascular business at Medtronic. "We expect to ship
100,000 units to U.S. hospitals in the next 30 days to assure full availability
of this next-generation technology."

[blackbear] 04/2/2008 08:36

Should underpin the recent share price rise.

[blackbear] 02/2/2008 10:49

Ticking up nicely on small volume, short term target now 180 on genuine buying pressure.

[blackbear] 25/1/2008 16:34

Roll on to March then, Bouncing nicely off support chartists aware but not investors.