BTG Share Discussion Threads

[amt] 24/4/2012 21:56

say 200 m * p/e of 10 = 2 billion 300m = 3 billion

[cockneytrader] 24/4/2012 21:55

another cracking rns in the morning

[toffeeman4] 24/4/2012 21:54

amt.... How is generating cash of several hundred million per annum going to add a few billion to market cap? Varisolve is still to be approved let alone generating all these sales. Also don't forget one of the trials failed to achieve the primary objective which would impact on marketing and hence sales, should Varisolve be approved.

A bid tomorrow around £5 would take them out valuing the company at £1.6bln.

[amt] 24/4/2012 21:41

toffeeman - yes but how much is Varisolve worth. Could generate cash of several hundred million per annum and so adding a few billion to market cap.

[cockneytrader] 24/4/2012 21:04

JUST IN:

Sanofi's Genzyme Says MS Drug Lemtrada Shows More Trial Success

[toffeeman4] 24/4/2012 20:59

Cumnor/Doctor....Admire your enthusiasm/optimism, but sorry guys way over the top for me. This stock is not significantly undervalued as you state. In the current year the company is forecast to make sales of £195m, net profit of £30/£40m and to have cash balances of £100m. The company is capitalised at close to £1.3bln, about right for me.

[bargainbob] 24/4/2012 19:56

Doctor Do you really think 10 billion ?

[doctor 69] 24/4/2012 18:21

Overall btg is undervalued , but given how poor the other large pharmas pipelines are btg will with time rise up . We have seen a steady share price rise , but the share price rise is too slow for the comming events . Whilst recently the price started to appreciate zytiga it has not factored in the beads, the ms treatment, certainly not varisolve or anthing for cytofab .

I keep thinking about our local vascular surgeons preferring to inject foam than strip veins and it makes me think if USA . The share price will be much higher as it month we realise how big varisolve is worth .

Just wait till profits will be in the hundreds of millions and btg reaches. £ 10b capitalisation . This is really possible over next 3 yrs .

[cumnor] 24/4/2012 17:21

Toffee, Cytofab not in BTG's share price as it is unlikely to succeed. If you do your research you will see why. If it does then it's a bonus and will catapult BTG into different league but without that BTG already has a wider pipeline and product portfolio than many larger pharmas and is undervalued significantly as it is.

Varisolve alone (sales could far exceed those predicted given the market and it being the first regulated 'medical' product of his nature could significantly surpass 1 bln, given the potential market-FDA approval notwithstanding-)nearly justify the present share price (were it a nasdaq listed co).

As for Questor usual broadsheet analysyis without imo any real debth of knowledge. As you are aware 'hold' rating is now regarded as good as a 'sell' in the present market and if he were as confident about the company then he should have the b-lls to make it a buy and stop standing on the fence. The article is a contradiction.

If a company with a single product yet to make it throught P3 that has probably, even if it does, got a smaller potential market than Varisolve is valued at $1BLN+ then BTG is worth several times that imo, given it's range of products, some with huge potential. imo

imo dyor

[toffeeman4] 24/4/2012 16:54

txi....Did you not ask yourself why Astra took out Ardeas and not BTG? After Astra's move yesterday got the feeling CyoFab may not be the blockbuster we all hope.

[amt] 24/4/2012 14:27

Yes I dont know how anyone can make the positive report in Questor into a negative.

[muffmitz] 24/4/2012 12:32

Isn't it a bit silly of posters like cumnor to splutter away at 'Questor' without having read the article first. His prescience knows no bounds.

[amt] 24/4/2012 09:26

There is still potentially much more upside from Varisolve, so investors should hold on to the equity

Thank you fhmktg

[enormouswillie] 24/4/2012 08:42

Questor ! That's why these guys are journos, not prolific investors !

[fhmktg] 24/4/2012 08:27

'Hold'Rating by Questor in the Torygraph today with holders from Biocompatibles advised to top slice their holdings..Not the ringing recomendation one would have hoped for following the news on Varisolve trials.

[moretimeforlife] 24/4/2012 07:29

.......and I still maintain BTG could reach £7-£11 by end of 2013 with high probability of being acquired before FTSE100 entry (although as a long term shareholder I would prefer it to remain independent and grow to much higher valuation with multiple blockbusters generating hundreds of millions of profit)

Would be great if AZ results on Thursday include a positive update on Cytofab progress and plans.

Good luck to all fellow investors.

NAI/DYOR

[enormouswillie] 23/4/2012 23:34

I still maintain that Louise wants to take this company into the FTSE-100 before any possible surrender to a takeover by a big pharma...and I don't think she is too far away.

[cockneytrader] 23/4/2012 21:13

take out price has just reached £6 per share

[bargainbob] 23/4/2012 18:55

$400-500 million