Phosphagen. Share Discussion Threads

[donaferentes] 01/5/2007 21:42

I love this company, but locking away funds waiting for FDA approval and bringing to marlet - even the very modest sum I have invested here - must be a mugs game. Should sell and come back nearer the time, but you never know when this thing is going to explode into a 5 - 20 bagger over the next 3 years.

It's got a good stream of products, morphine, insulin, vitamin E, and a unique delivery system that seems to work and enhance the targetting, delivery and efficacy whilst reducing the required dose, side effects and unpleasant use of needles, selling into an expanding market immune to government policy or financial cycles. Cancer needing pain relief, overweight people needing insulin, metabolic syndrome needing platelet build up reduced is not going away any time soon, regrettably.

Management have marched relentlessly on for the last 3 years, always with each stage fully achieved towards their end goal. I guess the biggest risk is an alternative treatment (stem cells - see above) getting to market first or soon after. But surely not on all their products.

Ho hum, lock away and forget for 3-5 years.

[spaceparallax] 01/5/2007 09:56

Today's news takes another big step along the road to success.

[rambutan2] 26/4/2007 12:50

sobering reading...

BARCELONA, April 26 /PRNewswire/ --

- New IDF Consensus on Prevention of Diabetes is Launched

The diabetes pandemic is threatening to overwhelm global healthcare
services. Today, the International Diabetes Federation (IDF) launched a new
consensus statement on diabetes prevention, to be published in the May issue
of Diabetic Medicine, hot on the heels of a December 2006 United Nations
General Assembly resolution calling for concerted international action.

"The UN resolution is a huge win in the fight against the biggest disease
epidemic in human history. Diabetes is responsible for close to 4 million
deaths every year. With 246 million people with diabetes now and 380 million
people with diabetes by 2025, diabetes is set to bankrupt national
economies(1)" said Professor Paul Zimmet, Director, International Diabetes
Institute and co-author of the consensus. "Type 2 diabetes can be prevented,
but it will take enormous political will on the part of governments to make
this a reality. They can achieve this by creating the environment that allows
individuals to make lifestyle changes. That is why we are calling on all
countries to endorse the UN resolution and to target entire populations
through the development and implementation of National Diabetes Prevention
Plans."

[donaferentes] 12/4/2007 16:32

Front page of the Times 24pt headline yesterday.

[spaceparallax] 12/4/2007 13:06

Dona,

Where did you glean that on stem cell therapy?

[donaferentes] 12/4/2007 11:40

Ssshhh, they're thinking.

I see they've successfully trialled stem-cell therapy in the US to cure Type I diabetes in the States. Cell-stems derived from patient's own blood, I believe, not from embryos, so ethically no argument. Something like 98% still needed no insulin inkections after 3 years - massive market for that!

Obviously has an effect on the market and the stock market's view of the market for PSG's phosphorylated insulin skin patches, but I guess we'll always have Type II.

[hopeless698] 12/4/2007 08:36

it's all very quiet!

[spaceparallax] 30/3/2007 14:47

Could have been, although it was below mid, which is very unusual for this share.

[ladybird1] 30/3/2007 12:56

I imagine the 155k was a buy. The mms finally got real a couple of days ago & reduced their actual as opposed to nominal demands from 11.875 to 11.4 for a buy. I had been looking for another 10k shares for a few days, & reciprocated by buyimg them.

[spaceparallax] 30/3/2007 12:29

Interesting to see that a 100K Sell yesterday has yielded a tick-up today?

[donaferentes] 26/3/2007 22:58

This is one for extreme patience. Bottom drawer, pretend you don't own it, wake up in 2012.

[rambutan2] 26/3/2007 21:51

there was a 325k sell at 10.5p, and as ladybird says, if you look back over the last 3 weeks trades there's barely a buy, but a trickle of sells at 11p.

[spaceparallax] 26/3/2007 18:00

True, although I'm surprised that we've dipped again after the recent issue price of 12p.

[ladybird1] 26/3/2007 16:08

Steady drip of selling, no noticeable buying.
The small stock's usual lot, I suppose.

[spaceparallax] 26/3/2007 14:15

Surprised to see today's dip.

[donaferentes] 14/3/2007 19:48

Very intersting - I always find their written technical presentation very convincing and expect they will find a lot of keen ears at the conference with such a methodical approach to developing such worthwhile products.

God knows if the enthusiasm will spread as far as the share price though.

[spaceparallax] 14/3/2007 15:06

Interesting RNS

[donaferentes] 07/3/2007 15:19

well, let's say they've lifted the back foot! a tick up on near zero volume. Need to tuck this one away and forget it for a few years.

[spaceparallax] 07/3/2007 15:00

Another step along the long road to commerciality.

[spaceparallax] 28/2/2007 14:05

me and my big mouth!

[spaceparallax] 28/2/2007 11:10

Ironically, the share price here's been rocklike over the tumultuous last two days.

[hopeless698] 28/2/2007 08:21

hi redrocks,

Thats how i read it too!

net loss is 6,125 compared to net loss is previous year of 7,323
which is an improvement of 16%.

However sales is down by 4.01% and assets per share up from 2.4 to 2.7%

These are very early days and the company now has money in the bank and some
potentially amazing products (if they are finally approved).

[redrocks] 28/2/2007 07:46

Hi
Certainly dry as dust but gist is that net loss is down by 16% and assets per
share up from 2.4 to 2.7? per share (acquisition of vital health?)as compared with previous period.
Redrcks