Lipoxen Share Discussion Threads

[the_doctor] 06/9/2011 08:58

gregoryan, then I'm interested to hear why you think it's relevant
I've given one possibility, saying that Sybiotech wanted the technology to use and Lipoxen wanted drug candidates to develop
Whether that's the case or not, I dont know!




123asd
I suggest you just maybe dont understand the logic then!
The stock price offered and the number of shares are a bit of a red herring as far as other investors are concerned.
I dont think you understand quite how paper transactions like this work in reality
The price is irrelevant - it's only the number of shares that really matter - and what Symbiotec holders can get for them when they sell


'which is what I suspect he enjoys doing'
then he's a bit of a saddo

[123asd] 06/9/2011 08:51

the_doctor - keep 'em coming! I especially enjoyed this little gem -
"There are ex-Symbiotec investors who will be desperate to sell their new Lipoxen stock!!
Look at the facts [sic], they sold out Symbiotec didnt they
The £8.8m stock price is irrelevant - what really matters is the price that Symbiotec hope to get out of it. If they'd be happy with £5m say, then they'll just dump the lot asap."
I've seen some odd logic on these boards over the years, but that one deserves framing, even allowing for your seemingly uncontainable rage at buywell for some perceived misdemeanour. It seems awfully easy for him to wind you up, which is what I suspect he enjoys doing.
Anyway, if you don't know why SymBioTec investors won't be selling their XEN stock any time soon, I'm not telling!

[gregoryan] 06/9/2011 08:50

the_doctor

I do not believe they have bought "something irrelevant". Only time will tell. I for one am happy to see how the next two years pans out...

[the_doctor] 06/9/2011 08:46

RIGHT

As usual, I will offer the olive branch
Buywell, I'll not post any further negative comments
UNLESS you continue to deramp other stocks - get it!?


SO, to move the discussion on.
Genuine question

I asked, why would Lipoxen be interested in Symbiotec???
nobody has yet answered

is it that Symbiotec already needed some technology such as Lipoxen's to develop candidates

'Our range of products comprises optimised derivatives of naturally occurring proteins and peptides, especially histone derivatives'

do the proteins or peptides need Lipoxen's half-life extension for example?

[the_doctor] 06/9/2011 08:42

'the overall objective of reducing its dependence on third parties,'

because they cant get any to give them money!


'I for one am completely happy with the deal that has been done, for multiple reasons!'

yes, but like I say, I suspect you're not fully appreciative of the dilution
if you liked Lipoxen before, why are you happy that they've given away half the company to buy something irrelevant?
They could've just raised cash

[gregoryan] 06/9/2011 08:39

the_doctor

We are all entitled to our opinion. I for one am completely happy with the deal that has been done, for multiple reasons! The company now has enough cash for at least the next two years. There are not many companies on AIM that has that level of security. GL

[the_doctor] 06/9/2011 08:19

IMO, Lipoxen went for this low-price placing because they couldnt get cash in through any other way

They have IMO acquired Synbio because they want to move away from their old, struggling technology platform

There is a MASSIVE overhang at 11p
There are ex-Symbiotec investors who will be desperate to sell their new Lipoxen stock!!
Look at the facts, they sold out Symbiotec didnt they
The £8.8m stock price is irrelevant - what really matters is the price that Symbiotec hope to get out of it. If they'd be happy with £5m say, then they'll just dump the lot asap.
Why should they hold on?

YOU HAVE BEEN WARNED





OH and LOOK

[the_doctor] 06/9/2011 08:17

BUYWELL, WHAT THE HECK IS YOUR PROBLEM???

it's really quite simple
- you dont deramp other stocks and I dont have to come and do the same to yours.

BUT, every time I think you might have grown up, you come back and do it again!?
Are you some crazed freak that gets off on the attention!?

I see you've spent last night on some mental nonsense about Cubana
It's utter rubbish and you're confused, because you dont understand that holdings RNSs reflect the time of the transition, NOT the time of all purchases in between % points


You leave me no choice but to highlight the negative points on all your beloved stocks.
As always, YOUR choice buywell! Quit deramping and it all stops ffs!

[the_doctor] 06/9/2011 08:06

gregoryan, you underestimate the effect of the dilution!

they've sold off half the company at a low price to what you say 'control their own destiny'
it would have been better to take an unsatisfactory pharma deal and get cash in that way than go with the plan they've gone for - that's if a deal was pending of course.

giving away equity can be fine if you're buying better or synergistic assets, but they havent - SymbioTec has next to nothing to do with Lipoxen's prior business IMO.

I actually quite liked some of Lipoxen's tech, so I cant see why they've given half of the equity away to buy something else.
I can only think that their new backers also wanted it for some reason.

This was just a complex funding deal wrapped up to look like something a lot more than it is, sorry.
but if I've missed something, please say.

[gregoryan] 06/9/2011 07:59

the_doctor - 5 Sep'11 - 09:35 - 961 of 966

"Lipoxen issued a lot of stock at these low prices
It would have been FAR less dilutive to have instead brought in cash through a deal or deals.
But they didnt - why?"

The reason they have decided to follow this route is to be in control of their own destiny and work to their own timescales. They no longer have to ask how high when a large Pharma says jump.

[the_doctor] 05/9/2011 17:05

stockmuncherpro
Profile Created 18 Aug 2011

why cant these cowards use their usual username?

[stockmuncherpro] 05/9/2011 16:56

This dog stinks.

[the_doctor] 05/9/2011 16:55

not at all - my views are just balanced

[buywell2] 05/9/2011 16:44

Blimey ... sounds like he is thinking of joining us ..... now I'm worried

[the_doctor] 05/9/2011 09:35

'COMPLETELY de-risked'

it is de-risked, but nothing like completely

Lipoxen issued a lot of stock at these low prices
It would have been FAR less dilutive to have instead brought in cash through a deal or deals.
But they didnt - why?

I say that with genuine interest - I recently highlighted Lipoxen's tech in an upcoming trade/academic publication


[Fortunately for holders, the new stock was at least issued at a premium to the current price, so it's now cheaper if you want to buy more to offset the dilution.]

[buywell2] 05/9/2011 07:34

As well as using monies raised to accelorate the 3 products/technologies mentioned in the recent release on the Lipoxen website, , I am keen to see which of Lipoxen's other products/technologies gets licenced out.

For cash I would have thought as this will accelorate the rate the above come to market even further ..... plus possibly adding a fourth.

[gregoryan] 05/9/2011 07:19

This company is COMPLETELY de-risked for at least the next two years!!!!!!Sit back and enjoy the ride :-)

[daytraders] 04/9/2011 17:44

Ths for reply, buywell aint my friend mate, i just did not understand why pay 11p if going to 4p or 5p.

[the_doctor] 04/9/2011 17:19

123asd

SymbioTec could sell at any price - the old owners may just want to get their cash.
The 11p isnt as relevant as you make out.
SymbioTec did not BUY shares at 11p, they were given them in exchange for their business.

'why would SynBio buy £14mil of shares at 11p if there going down to 4p or 5p'

1. because it's in effect a licensing deal.
think about this - company x wants to use Lipoxen's tech
if they took a license paying £2m upfront, you'd think nothing of that
well, because in a normal upfront, you get no shares, that's the same basically as instead paying into a placing for shares at an impossibly high price

here, they in effect paid upfront, but got shares for it
that's better for Synbio than a straight upfront payment
So, dont read too much into the 11p

2. I'll give you an example. AZ did a deal for SLN's tech, getting an equity stake
The price paid was something like 120p
A few years later, the shares are now at 2p
Your argument of 'why would they buy shares if they're going to go down' is considerably less relevant than you make out


I posted the views because your friend buywell decided to post further deramps on other stocks
If you dont like it, discourage him from doing so

[daytraders] 04/9/2011 12:27

But why would SynBio buy £14mil of shares at 11p if there going down to 4p or 5p, especially in these dire times where the world is collapsing in debt, cant see that myself.

[123asd] 04/9/2011 12:26

the_doctor - the placing has a lock-in clause for two years, and an "orderly market" clause for a further two years after that. As for the acquisition, yes it is possible that the seller could let go some shares above 11p (the price at which he was purchased), but very unlikely in my view, given the vested interest in seeing his own OncoHist come to market in 2013/4.
As I've said before, I care not a fig for your puerile tit-for-tat feud with Buywell. However, if you took the trouble to do your reading, and could do more than post meaningless graphs with your own absurd scribbles on them, then you might just be taken more seriously.

[the_doctor] 04/9/2011 11:43

Buywell, I see you deramping other stocks again

You just cant help yourself can you?

It bounce off the trendline thats formed of the bottoms from 2009
- but for how much longer

There is a MASSIVE amount of stock ready to be dumped following the acquistion and a HUGE overhang from the placing

If they had any deals pending, why would they have raised so much cash?

maybe up to 9p, then down to 4p or 5p

[buywell2] 02/9/2011 19:07

Autumn is upon us , and like it or not Bird Flu is hitting the headlines again.

This was what shot LPX to circa 24p last time .... who knows what might happen again ?

U.N. Warns of Bird Flu Resurgence, New Asian Strain

Published August 29, 2011

The United Nations warned Monday of a possible resurgence of the deadly bird flu virus, saying wild bird migrations had brought it back to previously virus-free countries and that a mutant strain was spreading in Asia.

A mutant strain of H5N1, which can apparently sidestep defenses of existing vaccines, is spreading in China and Vietnam, Tthe U.N. Food and Agriculture Organization said in a statement Monday. It urged greater surveillance to ensure that any outbreaks are contained.

Last week, the World Health Organization reported that a 6-year-old Cambodian girl had died Aug. 14 from bird flu, the eighth person to die from H5N1 avian influenza this year in Cambodia.

Vietnam suspended its springtime poultry vaccination this year, FAO said. Most of the northern and central parts of the country where the virus is endemic have been invaded by the new strain.

Elsewhere, FAO says bird migrations over the past two years have brought H5N1 to countries that had been virus-free for several years, including Israel, the Palestinian territories, Bulgaria, Romania, Nepal and Mongolia.

"Wild birds may introduce the virus, but people's actions in poultry production and marketing spread it," said FAO's chief veterinary office Juan Lubroth in urging greater preparedness and surveillance.

WHO says globally there have been 331 human deaths from 565 confirmed bird flu cases since 2003 when it was first detected.

The virus was eliminated from most of the 63 countries infected at its peak in 2006, but it remained endemic in six countries: Bangladesh, China, Egypt, India, Indonesia and Vietnam.

The number of outbreaks in poultry and wild bird populations shrank from a high of 4000 to 302 in mid-2008, but outbreaks have risen progressively since, with almost 800 cases reported in 2010-2011, FAO said.

"The general departure from the progressive decline in 2004-2008 could mean that there will be a flare-up of H5N1 this fall and winter, with people unexpectedly finding the virus in their backyard," Lubroth said in a statement.



Read more:

[buywell2] 02/9/2011 19:02

I guess because you would push the price past 11p if you tried to buy in quantity on the open market.

Plus , perhaps they have buyers at 11p lined up.