Quantum Phar. Share Discussion Threads

[cougar99] 02/9/2016 12:20

Hmm, indeed. A bit of a disappointment with the retrace of share price Perhaps the fall a bit overdone taking all things in to account. Still happy to hold and still in profit - so perhaps this is a reasonable top-up opportunity which I might consider .....

[r ball] 01/9/2016 20:46

Hmm. Down 20% on intraday

[rivaldo] 31/8/2016 13:51

Yep, steady as she goes. The H2 reliance is a drag, and a hindrance on H1 share price progression, but is well known.

N+1 Singer have left forecasts unchanged and conclude that "The shares have begun to recover in recent weeks as a number of products have launched. We expect this
trend to continue and for the shares to continue to re-rate on further delivery from the pipeline".

They also say:

"Another in line trading update confirms progress remains on track, both with trading in the core Specials division and delivery of new products from the Niche Pharmaceuticals pipeline now coming through as expected. We make no change to our forecasts and intend to review things more fully at the interims on 4th October, when we should have a clearer idea on how the commercialisation of those new products is progressing. We continue to see substantial potential upside in the shares on successful execution of the unlicensed to licensed strategy."

[mfhmfh] 31/8/2016 13:39

steady update. What the company needs to continue to do is keep rolling out new products as we have been doing recently and not like this time last year when these products were delayed. Then we should start to see an increasing share price IMHO.

[r ball] 31/8/2016 12:51

no news on new CEO is a drag.

The share price fall is not significant. Just a bit of profit taking.

[werewolfie] 31/8/2016 12:50

I thought the trading update was good news? Yet the share price is down

[r ball] 31/8/2016 07:51

steady. steady is good.

[busterdog2] 29/8/2016 15:32

They have acting CEO, so why should it be any more of a takeover target?
Anyway, if an offer was made it would be at a premium to the current price and probably welcomed by small investors.

[hazl] 29/8/2016 15:09

I expect they think its a priority RB

[r ball] 28/8/2016 13:33

Quite. But isn't CEO priority? Takeover target in absence.

[hazl] 28/8/2016 10:51

plenty more optimism here than before and a good 'bowl' on the chart as pointed out by

frutninja

[mfhmfh] 24/8/2016 11:59

we need an update which is overdue compared to last year (on 20th August last year)

[werewolfie] 24/8/2016 10:43

Slowing down - lets hope there are more product launches soon

[rivaldo] 23/8/2016 10:41

Came across some analyst comment re the RNS on 10th August



Extracts:

"Quantum Pharma ulcer treatment launch hailed an 'important milestone'
11:59, 12 Aug 2016
By Robert Gibson

Glycopyrronium Bromide solution will be launched by way of 'cease and desist' notice, blocking the supply of unlicensed 'specials' "

"The development has been well-received by N+1 Singer, one of the UK’s leading corporate advisory and institutional broking firms.

In a broker note, the company said: “The successful launch of a licensed version of Glycopyrronium Bromide 1mg/5ml oral solution is an important milestone for Quantum and represents a typical, if relatively large, example of the core unlicensed-to-licensed strategy of the group.

“We will follow its commercialisation progress keenly as success will provide a key validation of this strategy and the inherent value of the pipeline.

“We make no changes to our forecasts at this stage, but it is reassuring to see the pipeline starting to deliver in line with the expected timetable.

“Success here and with future launches is likely to drive a substantial re-rating of the shares.”

The note added that it was a “clear positive that this important product has come through the pipeline in a timely manner”.

“We continue to view the shares as being particularly good value and see product launches such as this and the recently announced Mucodis range as being key to driving a re-rating,” it said."

[werewolfie] 22/8/2016 12:13

(4) A validated pipeline of new products being approved and launched substantially more effectively than previous.

This will help greatly.

90p!

[fillipe] 22/8/2016 11:41

rivaldo, thank you.

Along with a divi of 1.8p and 2.3p, respectively.

f

[rivaldo] 22/8/2016 11:03

Yep, great recovery - but with consensus forecast 6.86p EPS this year and 8.01p EPS next year it's still good value imho.

[hazl] 22/8/2016 08:23

I am pleased people are starting to see the value here.

IMO

[mw8156] 21/8/2016 21:36

absolutely disastrous investment thus far but re post 217 above there is money in these pills; a friend has been on steroids for 37 years - 10 mg hydrocortisone used to be a about 1p a pill now the NHS price is £85 for a pack of 30....something the Daily Mail has picked up on.

[werewolfie] 20/8/2016 10:04

I asked the same question on LSE website and someone responded with a very interesting post -

QP's share price has a lot of ground to make up... But is making great progress due to the following:-

(1) Appointment of new CFO Chris Rigg currently acting CEO
(2) Appointment of a new CEO (details awaited)
(3) Removal of Andrew Scaife
(4) A validated pipeline of new products being approved and launched substantially more effectively than previous.
(5) Uniqueness of Bio Dose / Bio Dose connect.
(6) On track to meet target earnings and EBITDA for 16/17
(7) The appointment of Lisa Brigham as its corporate communications manager,This is real evidence that QP is serious about improving its Marketing and Wider Communications ability to improve both Sales, Margin and importantly Communications with shareholders / stakeholders... Including Institutional shareholders..
(8) The addition of the Slater Investments to the Major Shareholder List.

There appears also to be a number of large trades going through the market over the past week... It might be Mr Scaife reducing his not insubstantial holding... But it appears at least to me either other Major shareholders are topping up ( an RNS will confirm this in the near future) or a predator is stake building..

There are a limited number of free Float shares and if institutions are topping up then we can expect further rises in the value of QP shares in the run up to interim results..

The appointment of the new CEO should add further impetus to the share price...

Product launches should remain a secret until final approval and launch plans confirmed in order to stop competitors either copying or attempting to derail QP's launch plans ... Hence no sight of them on the Company website.. QP has previously quoted a total Pipeline of X products (audited externally) and an estimated overall value to the company... No doubt that this is being added to continuously.

This is a unique company and with the changes detailed above and a set of unique products and services .. We have a real opportunity to retrace previous high's in its share price,

[r ball] 20/8/2016 06:39

It's needs a CEO and to relocate to SUrrey.

[werewolfie] 19/8/2016 21:46

Thanks L666. This is exactly what I was looking for. Very exciting news for us all and it looks like the recent launches are only the tip of the iceberg. If the company continues to be profitable then QP is going to be a superb investment

[lanzarote666] 19/8/2016 21:06

Wolfie. Re further product launches;

The Annual Accounts statement in May 2016 refers to the following;

- Product pipeline significantly increased in size and value
- Over 20 products submitted to the Regulatory Authorities
- Over 40 products in pre-registration development or assessment and others being added.
- UK marketing authorisation for 800IU and 1000IU vitamin D capsules
- An agreement with a large pharma co to distribute a cancer treatment
- Successful launch of the first two products in the Mucodis range (there has been two more announced since)
- Entered into a contract to supply Moorfields branded ophthalmic specials


This is the relevant extract from page 9

‘What products have the Niche Pharmaceuticals division launched?

The division has launched (or is about to launch) 11 products with 18 product lines, including:

Licensed pharmaceuticals (four products, seven product lines) being four different strengths of vitamin D capsules with seven product lines (in both branded Aviticol® and generic presentations).

Medical devices (three products, three product lines) including two in its Mucodis® branded range of products to treat the side effects of cancer treatment.

Dermacool (four products, eight product lines) which is the leading prescribable Menthol in Aqueous cream brand in the UK.

What is in the Niche Pharmaceuticals Pipeline?

The Niche Pharmaceuticals division has a pipeline of over 60 products in different stages of development or assessment, a combination of unlicensed to licensed, generic plus, generic and medical devices. Over 20 of these products are currently in assessment with the relevant regulatory authorities. Through both the Specials division and Medication Adherence division, opportunities are continually being identified by the Group product development team to continue to grow the Niche Pharmaceuticals pipeline.’

GLA