Abcam Share Discussion Threads

[davidjljackson] 28/4/2014 20:42

I would agree, bought some myself, over last few months
4 directors at between £30K & £50K each
Milners wife (Gounari) £1M+
Milner 600k of share optiions
WASATCH increased holdings with 3 purchases of 2.2M, 2.4M, 2.5M shares
Blackrock have reduced to less than 5%
So i'm guessing that they might still be reducing holding

The WASATCH site, views abc as amazon of medical world, with their on line website linking medical establishments to suppliers. They typically look for companies with growth rates of 15%+ PA.

As all ways just a personal view, DYOR
David

[trident5] 27/4/2014 10:55

Did a lot of research on ABC the last couple of weeks and noting the recent heavy director buys filled my boots on Friday - seems a really good company at a reasonable price to me. Just saying.

[scottishfield] 24/4/2014 22:44

tks again !

[richscotsman] 24/4/2014 19:36

No worries ... Check out the longer term charts and growth trends... Also worth comparing director remuneration compared to other aim listed companies and you will see a positive growing company with good directorship!

[richscotsman] 24/4/2014 18:29

Scottishfield

I like the ft tear sheets for financial summaries...

[scottishfield] 24/4/2014 16:09

what's the annual yield here guys please?

[cockneyrebel] 24/4/2014 11:26

Another £24k director buy.

CR

[richscotsman] 23/4/2014 21:46

My tuppence worth... A brief blip in the chart where we have seen real value add. Those in from float or those that have done their homework will understand the growth potential in markets... Abc have invested a lot recently in research and growth and whilst the most recent results reflect a slight pull back in momentum we have the best mgmt board on aim, a growth sector within a growth market and no reason not to see an increase in share price or another take over attempt... Last one was 2007 I think...


Rich

[apad] 23/4/2014 16:05

IC analysis doesn't add anything in my view. more director buying today. not a large amount though.
apad

[cockneyrebel] 23/4/2014 16:02

£50k director buy

CR

[apad] 23/4/2014 16:00

ed
Just means that ordinary investors are not taking much interest and the algorithms are chuntering away I suppose.
apad

[artibee] 23/4/2014 13:21

dont know why but I feel strangely reassured by the IC analysis!

[buywell2] 23/4/2014 08:11

Exciting times in the Pharma Biotech sector with AZN and Pfizer , Novartis and GSK


Cancer drugs are playing a MAJOR part in what is going on



Today we hear of yet another new cancer drug making the news, this time for breast cancer and with a cost per treatment of £90,000 per patient.

This new drug has not been approved by NICE for NHS due to the cost of it.

But Cancer charities and other bodies have been/are paying for its use to date in women that have been diagnosed with HER2 +ve breast cancer , (involving a genetic mutation of a gene in the cancer cell).



The drug extends the life of women with this cancer type by around nearly 6 months. Can a price be put on that ?

With R&D costs going up, new drugs costing over $1 BILLION to get to market, new approved Cancer drugs are getting more expensive year on year. This one made by ROCHE has been approved in the EU and the USA.

Testing the cancer tumour to ensure it is HER-2 and that it is +ve , as there is also a -ve HER2 so as to effectively treat the patient with the RIGHT drug first time is therefore a must. Doing this quickly to ensure that the drug has a chance to be as effective as possible is also a must.

Globally, breast cancer is the most frequently diagnosed cancer and the leading cause of cancer death in females. In the United States, breast cancer is the most common female cancer, the second most common cause of cancer death in women, and the main cause of death in women ages 40 to 49 years. The lifetime probability of developing invasive breast cancer is one in eight.

Breast cancer is a heterogeneous, phenotypically diverse disease composed of several biologic subtypes that have distinct behavior. Amplification or overexpression of the human epidermal growth factor receptor 2 (HER2) oncogene is present in approximately 18 to 20 percent of primary invasive breast cancers



HER2 type tumours are not just constrained to breast cancers, they also occur in other forms of cancer.

Molecular Diagnostics testing is therefore playing an ever more important role within Cancer treatments


The Source BioScience Group provide a HER2 testing service

[apad] 23/4/2014 08:08

Mkt. Cap £761milliion. Move to main market?
BVXP due to join AIM next week.
apad

[apad] 22/4/2014 12:57

32 vacancies, 130,000 products, most trades automatic.
apad

[apad] 19/4/2014 08:32

IC
Since releasing half-year results and exposing sluggish Asian sales, medical-proteins supplier Abcam (ABC) has seen its share price crash, tumbling 12 per cent on the morning the figures were first reported. While underlying sales still managed to grow 9 per cent in Japan during the six months to December, this did not live up to analysts' expectations and even Abcam was surprised, having previously identified US sequestration as the bigger threat to growth last year.
But efforts will still be made to consolidate the group's position in China this year, with a new office in Shanghai due to open. Chief executive Jonathan Milner has said he is focused on 'getting it right' in Asia and subsequently picked up an extra £1m worth of new shares in the group after seeing the price fall and present a cheaper entry point.
Before dropping to its current price of 383p, the shares carried a pretty punchy rating of 27, prompting us to maintain our bearish stance and recommend offloading more of the stock. Considering emerging markets remain crucial to the future growth of Abcam and certain parts of Asia are failing to meet ambitious expectations, the shares probably have further to fall. Sell. HR

[apad] 17/4/2014 14:14

doubled holding. Gulp!
apad

[richscotsman] 09/4/2014 21:40

Which makes my recent timing lousy but happy to ride out the bumps along the way!

[apad] 08/4/2014 17:24

PER 21. Much better timing than mine artibee.
apad

[artibee] 08/4/2014 17:09

topped up at 346 - falling knife or what!

[artibee] 03/4/2014 10:55

at some point there will be a buying opportunity here!