IS Pharma Share Discussion Threads

[carwhite] 04/2/2010 10:03

will be looking a good buy at 60p just as I forecasted a while back.

[red ninja] 30/1/2010 22:48

IS Pharma gets exclusive License for Aequasyal
Published 12 January 2010

Print versionEmail a friendListenRSSUK based IS Pharma gets exclusive License and Supply rights for Aequasyal oral spray manufactured by French pharmaceutical group Laboratories Carilène

Aequasyal can be used for the lubrication and protection of the oral mucosa in xerostomia in the mouth. Xerostomia is known to be a common symptom in cancer patients.

The spray has the ability to quickly reduce pain and inflammation caused by xerostomia. And therefore, it can be differentiated from other products based on the duration of time over which it works.

Aequasyal is registered as a medical Device across Europe. It is being successfully marketed in France and the US.

IS Pharma has also acquired the option for exclusive rights to Aequasyal in Germany.

[red ninja] 30/1/2010 22:45

11 January 2010

IS Pharma plc ('IS Pharma')

IS Pharma granted exclusive license and supply rights for Aequasyal® (oxidised glycerol triester) in the UK

IS Pharma plc (LSE:ISPH), the international specialist pharmaceutical company, and Laboratoires Carilène S.A.S (Laboratoires Carilène), a privately owned French pharmaceutical group, announce the signing of an agreement granting IS Pharma the exclusive License and Supply rights for Aequasyal
(oxidised glycerol triester) oral spray in the UK.

Aequasyal is an oral spray, indicated for the lubrication and protection of the oral mucosa in xerostomia dry mouth (xerostomia), a symptom common in cancer patients. The product is registered across Europe as a Medical Device.

Aequasyal is currently being successfully marketed in France and the US. Aequasyal is differentiated by
the duration of time over which it reduces pain and inflammation caused by xerostomia. Launch in the UK
is anticipated during Q2 2010.

Under the terms of the agreement IS Pharma has also acquired the option for exclusive rights to
Aequasyal in Germany.

Tim Wright, CEO of IS Pharma said:

"Laboratoires Carilène has developed an excellent product in Aequasyal® with already proven sales success, we are delighted to become their UK partner.

This is a further step in the successful implementation of our strategy of building IS Pharma through the acquisition and growth of specialist hospital medicines; with a particular focus on growing profits and EPS. The licensing of a complementary oncology product such as Aequasyal® is another example of our continuing momentum.

As we enter the last quarter of the financial year this positive progress is being maintained, particularly driven by the launch of Variquel which in just six months has gained 25% share of the UK market. The Company is well positioned for sustained growth"

Stéphane Desjonqueres, President of Laboratoires Carilène said:

"We are delighted to sign this agreement with IS Pharma who have demonstrated their ability to grow products in the specialist hospital medicines market, and we see a strong synergy for Aequasyal with their current portfolio."

[red ninja] 29/1/2010 13:16

We'll go where we go, but if we head much lower I'll be buying a few more.

[gogoneko] 29/1/2010 09:15

Looks like we are heading back to sub-70p, which is a bit surprising because I thought that there'd be more support. With a long wait before the prelims it could end up in the low-60's range.

[philo124] 20/1/2010 12:43

Th reason ia ask is that i know that i bought 2500 at 73.45p, now hold 10,000.
Trades on digital look are reported as sells, but like mine could be buys!

[philo124] 20/1/2010 11:53

Can anybody tell me if their has been any buying this am? Thanks

[gogoneko] 19/1/2010 19:09

No idea about the contents but for anyone who's interested Edison published a report on IS Pharma yesterday :

[red ninja] 16/1/2010 11:58

Well it will all be proved over the next weeks and months.

Accumulated some ISPH yesterday. Yes the share price maybe still has a little further to drift, but I probably won't be able to deal when that happens.

[carwhite] 16/1/2010 09:52

What recovery. Brown is a clown.

[red ninja] 15/1/2010 14:22

The recovery Gord keeps talking about ...

[carwhite] 13/1/2010 09:37

What recovery?

[red ninja] 12/1/2010 18:47

Maybe people are worried about the strength of any recovery ...

[carwhite] 12/1/2010 08:20

So the New Year Slide begins!

[carwhite] 07/1/2010 10:55

Nice guy Tim, I meet him often.

[snufflefoot] 05/1/2010 18:43

tim wright will respond to emails. i emailed him before i bought the shares asking a couple of questions not expecting him to reply but he repled within 10mins from his blackberry on the train. he sent me a couple of analyst reports and also said he would be more than happy to have a chat over the phone. i bottled that !! as he had given me enough in the emails... go on... email him.

[carwhite] 05/1/2010 12:20

Why not ask Tim.

[targatarga] 05/1/2010 11:51

carwhite - word on the street or ceo's diary....

[carwhite] 05/1/2010 10:35

It will fall back on the results, things have not been going as well as expected.

[beaufort1] 04/1/2010 16:01

Mild pick up at last

[snufflefoot] 31/12/2009 09:24

Appreciate your views. When I mention poor, i was bench marking against expectations which i had penciled in a little higher (thought we would come in higher than the 1.2 eps). I am not trying to talk the shares down - I am long on all my shares and had held ISPH prior to share consolidation and before the aquisition (when they were MLR)so actually took a bit of a hit on these when I sold at 85p (bought at 101p).

Agree that Variquel is a good quality product and FDA approval will come in time. The marketing costs for Variquel (although not much detail given in the financials) seem to have impacted the P&L in the interims. I still think these marketing costs will hit h2 of the p&l and ultimately the eps but that is just my view. I think if you are long on these you will be rewarded in time and although i mention 60p I would be more than happy to return here in the levels between here and £1 as I think the 3 year outlook good.

I just wanted to release some liquidity for aph and then (cross fingers) will be able to top slice that and return here - thats the plan........... but we all know trading aint that easy so it could all change.....

have a great new year guys.I will be keeping an eye on these......

[carwhite] 30/12/2009 16:00

What is certainty?...does not exist in this life, what MRL has always suffered from is poor shareholder relations and regular updates.

Although that said I am very long and will not sell.

[gogoneko] 30/12/2009 11:44

I'm not surprised to see it back down at these levels because I didn't see anything to encourage me to buy any and had expected a few to be a bit disappointed because some would be chasing regular, strong trading updates, whereas the latest results were ok/decent. I doubt that we'll see below 70p though unless a second wave of selling appears but I feel that it would definitely help the share price to have certainty regarding US Variquel FDA approval.

[clogue] 30/12/2009 11:00

snufflefoot,
First of all I'd like to thank you for your post, the first in a long time worth reading.
I don't agree with a fair bit of what you say but very glad to see a readable comment.
I thought the results were excellent and had to be viewed against the one off payment from america in the previous year (see "trading and operational highlights")
Variguel is now approved throughout Europe but this has involved obvious admin. and startup costs. ISPH run a very tight ship but even they have to put their hands in their pockets when launching a drug into so many markets.FDA approval can never be taken as a given but does look a pretty good bet to me.
Hard to see what was in these results that would make any serious holder sell, and although we all need a bit of luck in our trading, I would suggest that you were quite fortunate with your sale at 85p.
Whither these can be talked down to 60p remains to be seen but good luck on that one and rest assured I'll be there waiting.

[snufflefoot] 30/12/2009 10:12

i have to agree with carwhite on this one. Just look at the chart, on the up awaiting the results which to be fair were pretty poor (benchmarked against expectations). I think long term this is an excellent share but short term we could see the 60's again unless we get some positive news q1 next year. I sold out after the year end results at 85p (taking a small loss i have to admit) but will be keeping this on watch to see where the bottom is and will prob rejoin then. Plenty of good news and upside to come...... the big question is timing and a I feel we are a bit away at present.

other ones to look at which might (dyor) have some better short term upside in this sector are aph and ams.

good luck and happy new year to you all.