E-therapeutics Share Discussion Threads

[beaufort1] 28/7/2009 12:53

Well well, signs of lief at last. The results did look positive. Also massive research note out by Canaccord

[roodboy] 28/7/2009 12:49

no interest here? results out and the market seems to like them ...

[aldridge] 30/4/2009 17:27

Just been to presentation by this company... I'm impressed... may add to my holding

[nils214] 28/3/2009 10:30

i just received a research note from Cornhill Capital and I am trying to research this company. From the Dec 2007 rns, there doesn't appear to have been much happening even though they are working on numerous fronts.

the computer modelling system doesn't seem to be generating much interest, and if it is as good as they say it is, then this seems strange that they don't report any commissions from other research companies to use this system.

I am already invested in OXB and would like to spread some risk around, not sure if this is the right company with such a small amount of cash and a lot of value still based on future success?? Of course a deal announcement would send the share price north I'm sure, but that's always the $64k question.

any comments, any good sources of research about this company, apart from the Cornhill note.

[spiv 1] 13/1/2009 00:00

A bit of good news at last. We need a licensing deal though to get this thing really moving. Hopefully won't have to wait too much longer. This one certainly requires patience but I know that if i sell they are bound to shoot to 80p the next day on a big announcement. Will hang on for another 6-12 months or so. They have a low cash burn rate so no funding problems short term at least.

[beaufort1] 12/1/2009 11:15

Good grief - a little tick-up

[beaufort1] 31/7/2008 18:47

Perked up a bit today on favourable comment in Shares Mag

[dynoport] 20/6/2008 17:06

Hi, any idea how the institutional presentations are going... went...?

[spiv 1] 22/5/2008 17:01

Just spoke to my broker and this company is due to start a nationwide institutional roadshow next month. Should hopefully drum up some decent buying and given how thinly traded this stock is, could seriously move the price upwards.

[beaufort1] 07/5/2008 17:47

nice piece in yesterday's FT about ETX launching its consultancy business

[cragside] 31/3/2008 17:58

Decided to go for it at 10,000@48p.

[cragside] 22/3/2008 19:02

Not easy buying these. Max 3,000 at 45p. Not worth it. Need more sellers

[spiv 1] 17/3/2008 09:43

Lets hope so. The wider market is aweful but it seems to be holding around the 40p. I guess the catalyst will be when/if they sign a big licencing deal. Hopefully we will see an announcent to that effect fairly soon.

[cragside] 14/3/2008 20:08

Anybody out there think this share is worth buying into?

[shavian] 14/3/2008 16:06

Spiv: I think you were a bit previous with post 10. However, it does now look as if that line has cleared, and some buying seems to have set in. Maybe we've turned the corner??

[spiv 1] 31/1/2008 19:31

Well I hate to say I told you so (see post 8 above) but I think we can safely say the seller has been cleared!!
Should see a long run up now.

[mike1344] 19/12/2007 11:50

I doubt if there are 'forced' sellers. Cornhill advertise their pre-IPO and IPO services to private investors, including here on ADVFN, and I imagine that there may be any number of disillusioned private investors who participated in the pre-IPO or the placing through Cornhill, who are inexperienced with pre-IPOs and/or placings, and who now just want out.

I have always steered clear of the glossy-brochure pre-"anticipated-in-due-course"-IPO offerings from third-tier brokers, pushing tiny companies operating in flavour-of-the-month sectors, often raising negligible new cash but creating a profitable exit for pre-IPO investors who the broker obviously wants to see happy (to put it politely). This offering wasn't in that category but, with the current general small-cap market malaise, I did wonder whether I would be able to pick up e-therapeutics cheaper in the aftermarket. Now I know the answer!

I have to say I'm very disappointed at the speed and extent of the fall in price post-IPO. I guess the lesson to be learned is this: flotations where the bulk of the money comes from private investors don't benefit from the hard-nosed attitude of investing institutional buyers, who act as a counterweight to the broker's efforts to get the price up for the company that's being floated. Assuming, that is, that the investing institutions aren't Venture Capital Trusts that are stuffed full of private investor's cash which they simply have to get invested asap ...

[spiv 1] 19/12/2007 11:04

I think we will know when the seller is cleared as the market makers will aggresively mark it up just as quick as they have marked it down (on actually very low volumes). I don't think this will happen till Jan though. Cornhill are supposedly trying to find institutional buyers but in the week before xmas I don't think they'll have much luck. Wait till mid Jan and we may see this start to recover. Until then, try not to look at it, it'll only depress you!

[spiv 1] 19/12/2007 10:31

Cornhill, who did the float. Yep, agreed, this is pathetic. That said I think we are near the bottom now.

[capntubs] 19/12/2007 09:37

This is a shocker from a float at 67p, who advised you to hang on to them spiv?
Difficult to comprehend a forced seller if all buying has been done at the IPO at the latest - forced selling usually comes from leveraged positions though I accept that the seller could be in trouble with investments elsewhere.

[spiv 1] 18/12/2007 19:45

I got in pre-ipo at 60p and am now nursing a hefty loss. Wanted to sell a week or two ago at 65p and was advised not too. Am told that there is a forced seller (which would help explain the 25,000 sold at 7p below the bid at 35p today). Who knows when the seller will clear. Not much point selling now though. Licensing news potentially due in Q1 and this could easily bounce back over ipo price once a buyer is found to mop up the stock. Don't think they will put an announcement out at the moment though with the seller around (look what happpened to the share price last week following an excellent rns!!). Just have to grin and bear it until then or, if you have some cash, take advantage of the price weakness as a buying opp.

[timbo003] 17/12/2007 13:55

I bought a few of these in the IPO and intend to hold for 3 years for the EIS tax benefits.

With hindsight, I don't think I should have invested at 67p. I think the directors were being greedy at that price. An early stage company like this (with few tangible assets) is probably not worth £37M, they only managed to raise £1.3M in the initial placing and they will almost certainly have to raise more money again during 2008 and I suspect it will be at a lower price than 67p.

The technology and pipeline are nethertheless interesting, although I have some concerns over the strength of their intellectual property on their lead drug candidates.

[mike1344] 14/12/2007 21:27

Yes, well worth keeping an eye on IMHO. The underlying methodology is described at:



Note in particular : "Research funded by EPSRC and the DTI under the e-Science Programme demonstrated the reliability of the new method by showing that it could predict accurately the action and side effects of all 103 previously known antibiotics and many other drugs."

If the methodology can also predict side effects for (some categories of?) candidate new drugs, then clinical trials can be avoided for new drugs that won't make it to market because of adverse side-effects. A very saleable high-added-value consultancy service, and a nice little earner for e-therapeutics - clinical trials are expensive!

[tonyx] 10/12/2007 12:01

Very interesting RNS.
Never heard of these chaps before-worth researching I think!