Ipso Ventures Share Discussion Threads

[simonparker5] 19/1/2012 16:04

Not much stock around, could this be the start of a sustained run. Anyone know when the interims are due, looking back they were out early Jan last year so can't be far away.

[parvez] 19/1/2012 12:57

Top, any further views? Looks like this is about to set off.

String, I'd say 12p lot earlier IMHO but we shall wait and see

[huckle9] 14/1/2012 17:23

120p easily....

[huckle9] 14/1/2012 17:23

120p easily....

[string333] 13/1/2012 20:06

12p by may?

[topinfo] 05/1/2012 09:40

Hard to say mate but look at predicted sales figures on Buccolam which is now being sold x 10 years, thats $500 million and Therakind will get % royalties on that. Those sales figures are without US or Asia which approval will be sought there IMO as US are way behind on these kind of drugs and still use rectal diazepam. It looks like Buccolam could be a real blockbuster and with tiny mkt cap of IPS who has 36% stake in Therakind it could prove transformational??

[parvez] 05/1/2012 09:35

Top, what is your target price here?

[topinfo] 05/1/2012 09:13

We view Buccolam as potentially a $50 million peak year sales opportunity, and as a reminder, we are afforded 10 years of market protection under the PUMA approval.

[topinfo] 05/1/2012 09:09

This is getting juicy. Look at this from conf call and results. And this is without US and Asia yet.

Mkt cap of IPS tiny


Regarding Buccolam, we received European Commission approval of our PUMA filing in the third quarter. Importantly, the final labeling for the product was broader than we had originally anticipated. We initially saw a label that was limited to pediatric epileptic seizures, however, the final labeling for Buccolam is for the treatment of prolonged, acute, convulsive seizures which by the way includes febrile seizures in infants, toddlers, children and adolescents from age three months to less than 18 years of age. We expect Buccolam to be available first in the U.K. in the coming weeks and then hope to also get the product on the market in Germany by the end of the year.

Launches in additional countries will occur throughout 2012. Buccolam will be sold in packs containing four doses. These packs of four will have a list price of roughly the equivalent of US$100. As you know, pricing can vary from country to country, but we will strive to maintain a tight price range. Our team will be initially focusing on pediatric neurologists. We view Buccolam as potentially a $50 million peak year sales opportunity, and as a reminder, we are afforded 10 years of market protection under the PUMA approval.

With that, I'm going to turn things over to Clayton for a discussion of two exciting business development transactions. Clayton?

[topinfo] 05/1/2012 08:55

Just on the PUMA approval of buccolam alone IPS hit 9p, now its being sold in UK and other European Countries what should that do to the share price NAV is 4.5p so that should rise significantly as stake in Therakind increases on royalties received but the mkt is huge too and US approval would be massive, and it will only be a matter of time until that happens IMO. Then you have Asia etc.

[topinfo] 05/1/2012 08:44

This bit is very very interesting, Note the word Yet.

The USA is way behind on Epilepsy drugs and still uses rectal diazepam. Its almost a racing certainty that Buccolam will now be fast tracked through FDA for US approval IMO.

ViroPharma (NASDAQ: VPHM) has not yet sought approval for Buccolam in the United States.

[topinfo] 05/1/2012 08:43

More links



ViroPharma's Buccolam®? (Midazolam, Oromucosal Solution) now Available in the United Kingdom as Licenced Product for Emergency Treatment of Seizures in Children and Adolescents

[topinfo] 05/1/2012 08:43

Now look at the price of Buccolam and what it is selling for. In the UK alone there are unfortunately tens of thousands of young epilepsy sufferers
and bearing in mind its now being rolled out and sold in many Euro countries,

[topinfo] 05/1/2012 08:42

NAV currently at IPS is 4.5p vs share price of 2.25p. Buccolam sales and royalties to Therakind should make their NAV rise significantly in my view.

[topinfo] 05/1/2012 08:42

Take a look at IPS again, Buccolam now being sold in UK. I will put some very interesting links on but Therakind will now get further royalties from sales which in turn will make IPS investment value go up and may even pay out dividends who knows.

[maytrees] 05/1/2012 08:39

Invested in a few at 2.20p earlier on seeing buying volume but no news
nor even recent bb interest - dyor

[kinghorm23] 14/12/2011 14:18

moreforus - 14 Dec'11 - 14:17 - 28362 of 28362

Wish I hadnt sold me ACTA!!

[kinghorm23] 30/11/2011 21:22

What was interesting today is there was 2 x 250k buys on plus at 2.4p,
yet the two biggest bulls topinfo and moreforus never mentioned Ips
once, infact they have not mentioned this stock since those 2 x 50k
sales went through together.

And of course they still hold :-))

[electrick] 28/11/2011 09:19

the fundimentals not just of this business but business in general show this company to be on its knees.... investment here is simply gambling that one of the technologies will come good in the next 5 months... which technology in their stable is likely to produce the revenues they require to keep going????

nope ........??

CAUTION

[kinghorm23] 25/11/2011 14:48

You are losing it son !