BTG Share Discussion Threads

[cumnor] 26/4/2012 21:25

Their business is getting around these things and Genzyme are'nt doing another trial specifically for this just for a year. As far as I'm aware offhand new indication with an original trial (I-3) warrants seperate FDA approval and then restricts use to Trial pharma (different to patent) for an extnded period. Correct me by all means. This is a big, expensive trial and not your usual OTC medicine so for this indication as well so I'd imagine Sanofi being anxious and able to defend it well. imo

[cortez4] 26/4/2012 19:49

You shouldn't get carried away about Lemtrada.



Campath is protected by U.S. Patent Nos. 5,846,534 and 6,569,430, which are licensed from British Technology General and expire on December 8, 2015, and international counterparts.

[txi] 26/4/2012 12:53

Read through AstraZ results - not a pretty picture!! However I was surprised that
they did not mention progress on Cytofab. I wonder why? Dead in the water or do they want something positive to give to the market later?

[cumnor] 26/4/2012 09:30

Think your pension is perfectly safe more than and hopefully adequate) with AZN, fhm. I am impressed that BGC did'nt feel the need to RNS the excellent MS tx trial news, given that it will most likely be a significant earner for them. I know their share is small but this will imo be a big, big product. Says something about the stature of the company. imo dyor

[fhmktg] 26/4/2012 09:10

Brennan's time as CEO was up - he'd done 5-6 years which is pretty taxing!
His time as CEO hasn't brought about any significant growth strategy to overcome the lack of blockbuster products to replace the last generation.
Like most 'Western' pharma's he has focussed on cost control and share buy backs and steadily withdrawn from an in house discovery based strategy.

Not surprising since both US & European govenments have seen the industry as ripe for attack on pricing, regulation and litigation.
Yet another major R&D based industry sector we won't be able to rely on to fund our over bloated governments!
(And my pension which is with AZN!)

A merger with GSK or another European company could be the way forward.
I wouldn't expect any major announcement until the new CEO is in place and has done his review - mid 2013?
I still back Louise to meet her goal of FTSE 100 and Shire level valuation.

....Then the EU wants a 7% budget increase to cover the defecit of over Euro 150 billion between what has been committed to in terms of sanctioned projects and the anticipated funds available.... you couldn't write a more pathetic script!

[cumnor] 26/4/2012 08:54

Not just at AZN, AM. AZN's statement just confirms need for many big pharmas to act quickly and I expect a move on BGC in no time. This company's product and pipeline offering are even now worth at least three times the value the London market attributes to them. I am not ramping. aimo dyor

[archie meads] 26/4/2012 08:44

Interesting shake-up at AZN. I wonder if this will speed up their pipeline hunt.

[cumnor] 25/4/2012 07:55

What is very significant here is the 'improvement' in disability in nearly a third of patients, the holy grail of MS therapy and far better than the gold standard tx. Imaging also confirmed changes in CNS consistent with this and far more impressive, it seems, than with the gold standard tx also.

I think neurologists will jump at this and would'nt be surprised if the FDA fsat tracked it. Side effects-nothing unexpected or severe-and entirely in line with what this type of treatment would be expected to cause. Happy for Genzyme who needed this, BTG and of course MS patients. imo

[cumnor] 25/4/2012 07:45

It's a reflection of BTG's stature and pipeline that every bit of news, even very significant information like this which has the potential to eventually add many tens of millions to the bottom line, need not be RNS'd.

Were we a minor Pharma or Biotech with just a couple of products in development then maybe...But we are heading in the Shire direction and mrkt cap range imo.

[fhmktg] 25/4/2012 07:37

Lemtrada submission Q2 ,fast track approval staus and estimated sales of euro 500 million by 2016.
MORE good news!

[moretimeforlife] 25/4/2012 07:24

Not sure why no RNS.

Getting a lot of coverage, especially in the US

[amt] 25/4/2012 06:42

BTG has spent more than 10 years developing Varisolve and looked like a gamble earlier on. Now that is going to be rewarded and the potential is enormous.Remember these last trialw were really about safety and they have come through very well.

[doctor 69] 25/4/2012 00:51

Yes more great news , many have forgotten the ms treatment . Like zytiga take up will be far quicker than anyone will believe.

[moretimeforlife] 25/4/2012 00:00

It gets better and better.....good luck all.

[cumnor] 24/4/2012 22:59

Second trial looks even more impressive than first. Could see this getting the nod from FDA quickly as few really good treatments are available. We could be talking huge-blockbuster numbers here-all adding to the bottom line. And of course all guns will be out as the big name (Genzyme/Sanofi) helps, like J$J with Zytiga. And these two products I had dismissed as being minor and secondary to BTG's portfolio not so long ago. imo

[cockneytrader] 24/4/2012 22:55

project margin on varisolve > 60%

[cockneytrader] 24/4/2012 22:52

i believe lemtrada is 3% of sales

[cumnor] 24/4/2012 22:49

Thanks CR, just checked it out. Unbelievably good results, dramatically better than Rebif or interferon (gold standardsWh in MS tx) and 67% (i think) free of relapse at two years. Could be another blockbuster. Checking out BGC's involvement again. imo

[cumnor] 24/4/2012 22:42

Toffee, either you know nothing about Pharma/pipeline valuations etc in which case your comments are entirely meaningless and naieve or you are just deramping (even more naive in a stock like this) which makes them even more so. Don't bother.

[amt] 24/4/2012 22:37

Telegraph article reckoned sales of 300m per annum of Varisolve so we know looking at hundreds of millions and most of that would be profit. May seem like fanatsy but it is possible although with a high degree of uncertainty.

[toffeeman4] 24/4/2012 22:16

Swissymike....just being a realist as some of the numbers in the recent posts are from fantasy land.

[cockneytrader] 24/4/2012 22:16

no comments from bb on second successful trial of lemtrada.

rns to be announced tomorrow.

strange.