Btg Share Discussion Threads

[cockneytrader] 16/9/2016 15:46

the varithena issue presents a problem. varithena revenues were supposed to offset a reduction in royalties from zytiga. this is lookly increasingly unlikely, and will have to be addressed.

remember varithena has been 20 years in the making and has hundreds of millions thrown at it, two years after launch the revenues are pitiful - they got it wrong!

[fhmktg] 16/9/2016 12:53

Breakout to £7 in time for close period update?

[spyder] 16/9/2016 11:52

The chart is starting to look very interesting ...

[cockneytrader] 16/9/2016 11:04

long term growth story still there, however not convinced short term.

poor reorders for varithena imo, and zytiga patent expiry dec 2016.

[steeplejack] 16/9/2016 10:53

Strong technical bounce here I suspect.If the price breaks through resistance around 640p maybe there's something positive behind the move.

[cockneytrader] 15/9/2016 15:21

varithena revenues will be significantly lower than the market expects, imo. the half year results up to 30 sept 2016 are due in nov, and the pre close update in oct. any bad news, which i am expecting, and any market volatility (usa election outcome) could easily take this to £5 or even £4.

[bargainbob] 07/9/2016 12:07

we need a lift to secure the £6 level . Positive news has been in short supply of late. Must be due another bolt on soon .

[fhmktg] 07/9/2016 11:59

Vectura surprised the market today with a positive trading statement,let's hope Milady and Rolf can do the same early October!

[bargainbob] 06/9/2016 16:17

i was feeling lucky fhmktg. :-)

[fhmktg] 06/9/2016 14:31

Who bought the 1.5 million I wonder?

[cockneytrader] 06/9/2016 11:10

yes, but most recent I could find. most others are dated 2014/15, remember this product has been available for 2 years now! i really don't think much has changed, aside from the clearance for enhanced shelf life. why would reorder if things haven't changed? the insurance code is paramount to restore confidence.

[gregmorg] 06/9/2016 10:59

Yes interesting, but wasn't this review published in January 2016?

[cockneytrader] 06/9/2016 08:42

hxxps://www.centerforvein.com/wp-content/uploads/2015/05/CVR-Q1-Newsletter-2016.pdf

[gregmorg] 05/9/2016 14:58

From the last RNS I noted the two top directors granted share awards actually took up all the award. Not huge money but I believe that previously they sold enough (at least) to pay the allocated strike price, and any associated tax,so building up their shareholding without financial commitment. This time they actually put some money in. I fully accept, they are not exactly standing full square with ordinary shareholders but at least it's a sign(from this level) that they believe!

[cockneytrader] 03/9/2016 18:26

from venous review 2016

"The disadvantages of Varithena is that once the
canister is punctured, it has a one to two week shelf life. In addition,
the drug is costly. Many practitioners are not getting reimbursed
from third-party payers adequately, limiting wide-spread adoption
of Varithena for axial saphenous vein ablation."

[bargainbob] 02/9/2016 15:10

How do you solve a problem like Varithena .

BTG had years to put in place a plan but failed .

Is there a partner that could have helped , quite frankly i do not know .
Throwing money or more importantly time at it may be the only answer .
Lets face it without the cornstone of Varithena the other buy ins recently do not make much sense .

[cockneytrader] 02/9/2016 14:46

Varithena is the problem. October will highlight another poor set of numbers. How much more money will they throw at this. Varithena was supposed to offset Lemtrada coming off patent, and later Zytiga coming off patent is USA.

[a1ord53] 02/9/2016 14:14

FTSE 100 ,even FTSE 250 ALL UP ,
what a harm been done to us
BTG is dead , what can revive share price ?
Your views and suggestions whats happened next ?
Thanks all in advance for sharing your views and predictions.