||EPS - Basic
||Market Cap (m)
|Pharmaceuticals & Biotechnology
Ergomed Share Discussion Threads
Showing 76 to 99 of 100 messages
|Timbo, no, I didn't realise that there was an intention to sell. Have to admit that I've slightly taken my eye off the ball when it comes to this stock and I must get back to it. I tend to post more over on lse but the ERGO board over there is quite a lonely place!
mfhmfh, thanks for that. It's great for once to await clinical trial results without the concern that it's a boom or bust situation. Would be fantastic to get positive results and obviously disappointing if they're poor but it won't be the end of the World for this Company (although it could be for Aeterna Zentaris!)|
"We believe the co-development business could drive significant upside potential as [drug developer] Ergomed (ERGO) co-invests a proportion of revenue in return for equity or royalty payments," says Singer analyst Sheena Berry. "Positive clinical data provides upside potential to our 293p target price."|
|I will also have a couple of questions on Haemostatix:
….see this abstract from the Equity Development initiation note on Ergomed (Oct 2016):
Ergomed acquired Haemostatix in Q2 2016 for £8m plus a £20m earn-out based on various milestones. Haemostatix has two products in development for surgical bleeding. Both have the potential to be significant value drivers for Ergomed. With the depth of expertise of the management team, we expect a clear exit plan once the phase II pivotal trial for the lead product is complete in 2017.
I did not realise (or more likely I had forgotten) that there was an intention to sell Haemostatix once the phase II is complete.
In addition to owning a few Ergomed shares directly, I have a decent size holding in Kings Arms Yard VCT (KAY). KAY owned 33% of Haemostatix which they sold to Ergomed (the consideration was mainly in the form of Ergomed shares valued at 140p/share).
I think KAY received just over one million Ergomed shares following the sale, but it sounds like they could be in line for a further £6.6m in the earn-out (terms unknown, but it is probably contingent on a successful phase II clinical and meeting other regulatory milestones).|
|>>>>BS, yes of course
My main questions will concern a breakdown of the sum of the parts valuation for the company as a whole, and in particular the valuations assigned to each of the co-development projects (both risk free and risk adjusted values), I will also be asking what the future plans they have for buy and build (if any) and what criteria they will be using when assessing further buy and build opportunities.|
|timbo, if you get the chance, any feedback from the presentation would be appreciated.|
|I'm lookin' forward to attending the Equity Development presentation on the 25th, meanwhile Stephen Stamp puts some meat on the bones of today's trading statement:
|great update to support the recent share price rise.
investor presentation on the 25th this month should be interesting.
haemostatix is the product that could really make the company money.|
|All looking really good here - excellent work backlog providing the base for some outstanding performance.
And you know what they say....when the Dong is long, it ain't never wrong !!! Yessss sirrreeee!!!!!!|
king kong dong
|TS this morning seems to provide backing for the big share price recovery. Market forecasts seem to be for T/O of about £36m|
|Continuing to fill that bowl to 165. I see they are presenting for Eqity Development later in January the 15th I believe.
Edit Thanks Timbo I see you have already posted about it.|
|will try to attend work permitting.
otherwise hopefully they'll put a video up of it.
x 3 brokers have a target price of around 270 - can't complain about that.|
|Here's a date for your diary
I've now booked my place|
|bought some today, solid company. IMHO.|
|Definitely worth a read:
|Moving well since those tie ups.|
|Seems a reasonable deal.|
|At the numerous Ergomed presentations I have attended over the last year or so, the directors have repeatedly said that they will continue to buy and build in this area providing they can find good opportunities where they only have to pay 8 times earnings (or less), this acquisition seems to be for at just over 7 times (historic) earnings or 6 times prospective earnings, so that sounds like a good deal me.|
|Acquisition of Pharminvent for £4.1 million, looks a good add on, expected profits of 0.8€.|
|Looks like sevuparin could prove this business model works. R|
|Creeping off lows with a bit of volume today :))|
|Proactive Investors is here: http://tinyurl.com/hkl2g4b|
|Fourth license for Zoptrex, gaining a bit of traction.|
|Ergomed CFO Stephen Stamp will be presenting to investors on the evening of 20th October at the Proactive One2One forum in Mayfair, London. For more details and to register to attend, please click here: http://tinyurl.com/jytrhr3|