Profile Thera. Share Discussion Threads

[beckaroo] 02/1/2004 18:39

looks like you, me and The Independent readers now. They have been tipped as one of their stocks for 2004.

[ntv] 02/1/2004 09:03

looks like no-one but me thinks they are worth a punt

[wyfor] 27/10/2003 12:46

Chairman was in the same class as me at school.
OK bloke. About time he upped the share value for old times sake.
The whole class was raving !
He told me they floated at £1.70
About time they made a comeback !

Watch this space.

[zapa] 24/10/2003 07:52

Definately under valued.

[ntv] 24/10/2003 07:45

i like this company

[zapa] 12/9/2003 11:00

Not much banging of the drum, perhaps over the week end.

I am sure there will be an interest in time.

[gopher] 11/9/2003 22:06

I dont quite understand why this is quite such an undiscovered share given private investor interest in this sector.

Compare it with Protherics which also has an existing revenue stream based on £10ml+ turnover and some prospects to whet appetites. The market cap there is £94ml here its £18ml. OK - I would perhaps prefer Protherics and drug companies are worth more then medical technology companies but that seems all in the price.

Just 2 deals for 7000 shares on todays results and very limited BB comment previously.

[fund1] 06/9/2003 00:52

I Think imho, that we should see this head towards 50p after the results on the 10th.

[fund1] 03/9/2003 21:22

Found out results are down for the 10th of sep, should be interesting.

[fund1] 03/9/2003 16:34

Does anybody know when results are due?
Thanks in advance.

[zapa] 02/9/2003 00:19

Thanks GG.

[cbeadle] 01/9/2003 14:10

If Promixin is worth 56p, then PDT is slightly undervalued!! Consider the value also possibly of adaptive aerosil delivery and not least the day to day business of supplying respitory equipment. Still it seems to have been noticed

[goodgrief] 31/8/2003 22:03

This appeared in today's The Business by Andrew Hore who edits Durlacher's Aim bulletin. I don't own shares in Profile Therapeutics, but I'm getting tempted.

Profile Therapeutics has developed a niche in the market for respiratory treatments. New drug and inhaler products should help Profile move to profit over the next two years. Most of its revenues come from Profile Respiratory Systems, which supplies respiratory equipment.

Its main customer is the NHS and this is a relatively mature business. It will generate cash to develop higher growth areas of drug delivery and pharmaceuticals.

Profile also develops and sells drug inhalers. These can be used as a method of drug delivery or for treatments for respiratory diseases.

Its latest development is an intelligent drug delivery system, called adaptive aerosol delivery, which can deliver an exact dose of drug at the correct time in the breathing cycle. Profile can generate revenues from selling the system to patients or take a proportion of the revenues from the drug being administered.

In February, Profile's first drug, Promixin, for treatment chronic lung infection in cystic fibrosis patients, was approved in the UK. The drug can be administered through the aerosol system.

Promixin was launched in March and under EU rules it is expected to be approved in other European countries next spring. The market for the drug is expected to be worth more than £25m a year.

In July, Profile finalised a joint venture with Breath, a manufacturer of respiratory pharmaceutics, to develop respiratory treatments for North America. Breath will supply the drugs for Profile's inhalers. Sales for this joint venture should begin in early 2005.

Profile is reporting its results for the year to June 2003 on 11 September. The company has stated that its turnover will be more than £13.5m. It will lose more than £5m but has conserved its cash better than expected. It had more than £5m at the end of June.

Profile should be able to reach profitability without raising more cash. Expect another year of substantial losses but next year Profile could edge into profit.

Seymoure Pierce has estimated that Promixin alone could be worth 56p a share. The shares are trading at 36p so this doesn't cover the possible value of Promixin. Profile looks to have an exciting future and the shares are a buy. But you need to remember that things may not go to plan and Profile is a risky investment. Take a long-term view.

[cbeadle] 28/7/2003 11:58

3i have taken a 20%+ stake today- should be interesting

[cbeadle] 24/7/2003 23:24

Nice rise today, should start to get noticed soon. Could be one of the most overlooked shares on the market, with a niche medical/breathing aids business and potential for scientific breakthrough

[cbeadle] 12/7/2003 12:09

Alizyme have real medium term potential IMHO with a lot of possible newsflow to excite the markets over the next 6-12 months,I perceive them to be a good conservately managed well focused company. Profile look as though they could be in an exciting niche with their intelligent inhaler technology, IO have bought today. Looks as though nobody notices them at all, and I think they could do well in the short term if the market wakes up to thier potential, and in the medium term if this agreement with Pfizer is enhanced/added too

[qazwsx123] 21/4/2003 11:18

If you are interested in biotechs, you may be interested in the expected news from Alizyme (AZM) as follows:

1) May 2003: PIIb results for Renzapride treating c-IBS (514 patients).
2) Mid 2003: first licensing deal for Colal-Pred.
3) Oct 2003: PIIb results for Renzapride treating m-IBS (170 patients).
4) Oct 2003: PIIb results for ATL-962 treating obesity (340 patients).
5) H2 2003: PIIa results for ATL-104 treating mucositis.
6) Q4 2003: further pharmacokinetic/dynamic results for Renzapride (48 patients in USA).
------------------------------------------------------------------------------
7) 2004: licensing deals for Renzapride treating c-IBS & m-IBS.
8) 2004: licensing deal for ATL-962 treating obesity.
9) H2 2004: PIII results for Colal-Pred (active disease and remission trials).
------------------------------------------------------------------------------
10) H1 2005: Colal-Pred on market.

Sales of Colal-Pred treating active ulcerative colitis should exceed £100m pa, as should sales for maintaining remission; generating revenues of approximately £30 million pa for the Company (i.e. 15% royalties on annual sales of approximately £200 million) (Investor's Chronicle suggested 30% royalties, but that may be on the high side).

Sales of Renzapride, ATL-962 and ATL-104, should generate much higher revenues for Alizyme.

Brett Pollard of analysts Seymour Pierce estimates the licensing deals anticipated for Colal-Pred, Renzapride and ATL-962, during 2003/04, could bring in £50 million cash.

[boram] 02/3/2003 20:05

Interims are out on Wednesday 5th, do you think that they will be up or down.

[jaygar] 03/7/2002 22:14

What worries me is that the £11k sale caused a near 20% drop in price, I could have accepted 12 % but 20% .?....... I may have 'lost my bottle ' but we will see. If I get back in a bit higher then so be it :)

[ntv] 03/7/2002 21:37

only £11.5k no big seller holding for results

[jaygar] 03/7/2002 18:56

Someone dumping for some reason. Being an illiquid stock the price dropped considerably.

I have seen this dumping in Bio's before - normally just before bad news......

Lets hope it was just market jitters, but I can't see it as this was a stable stock. So, just in case, I got out as well.

I will get back in ( despite the spread ) if we get positive action in the next week or so.

[bbbbb] 03/7/2002 18:29

Anyone know what i shappening here ?

[jaygar] 10/6/2002 17:01

I asked PTP the above and got this e mail :

Thank you for your query. The answer is that I cannot give you a definitive
date partly because the MCA has a huge backlog of generic licence
applications to get through. We filed on 14th March 2002. Technically the
MCA has a period of 6 months to review the file; we believe that the current
workload is increasing this time frame to between 6 and 12 months. This
means that we should anticipate an approval (subject to any questions the
MCA may have for us) anytime between September 2002 and March/April 2003
although clearly it could be longer if the backlog is greater than our
sources believe.

[jaygar] 04/6/2002 19:36

We still await the result of Profiles application to the UK Medicines Control Agency regarding Promixin. Wonder how long it will take ?