Alizyme Share Discussion Threads

[capricious] 16/7/2009 13:51

Someone is determined to buy azm whatever

[mad mike] 16/7/2009 13:49

Rather than all that repeated navel gazing. Why has the share price shot up by about 33%. Is there something positive about to be announced? Or is it a false rally (so someone to exit)? Who knows, but welcome if it continues.

[silverbackalpha] 16/7/2009 13:46

I think the pending agm will at least be a basket job. We know about the financial difficulties and the mis management.

I think we can also expect a more open discussion about the likelihood of a ceti deal.

Personally I expect some dilution regarding the shares. I am watching with interest here.

[silverbackalpha] 16/7/2009 13:17

Dunderheed - 16 Jul'09 - 12:14 - 204 of 206


I think if we do get soem form of funding that is not overly overy dilutive - then the fact that we are rid of the Tim will actually encourage investors into azm - I belive a lot have been burnt by his - shall we say - version of events and thus were very wary of throwing further money into the 'pit'.
Hopefully there will be a good clear out of 'informatioon' and we will be in a position to see the 'truer' picture - which as I say may create a price uplift - even if the true picture was a little more negative than that previously errr portrayed!!

[ecohouse] 16/7/2009 13:07

Third buyers auction today now in progress.

[ecohouse] 16/7/2009 12:52

In a buyers auction for the second time today ..

[dunderheed] 16/7/2009 12:14

I think if we do get soem form of funding that is not overly overy dilutive - then the fact that we are rid of the Tim will actually encourage investors into azm - I belive a lot have been burnt by his - shall we say - version of events and thus were very wary of throwing further money into the 'pit'.
Hopefully there will be a good clear out of 'informatioon' and we will be in a position to see the 'truer' picture - which as I say may create a price uplift - even if the true picture was a little more negative than that previously errr portrayed!!

[the_doctor] 16/7/2009 12:06

Dunder - the strategy wasnt that wrong. The products they had were clear for all to see. If you didnt like the look of them, you didnt have to invest

ColalPred: they really were unlucky

Renza: the hurdle changed. Also a bit of bad luck

Ceti: again, the landscape changed. However, the product NEVER showed any evidence of actually doing much

Re PRM:
"your ceo has been going on about the value in these products for ages - something which you pi's seem to have either got your timing wrong on or is plainly wrong"

A bit of both. It is a new area and yes, they were far out in how long it would take. This is primarily because pharmas have not been willing to invest at an early stage, resulting in co.s like PRM having to invest much more themselves in validating markers.
Pharma has also been reluctant to take on biomarkers, but is now finding out that it has no choice

I dont blame PRM management for that.

I'll reiterate again, Tim was not nearly as much to blame as you think.
He made a decent job of what he had!!

[ant15] 16/7/2009 12:06

Lots of hot air How about some serious discussion.Albeit in small bites but this is still being bought and the price is showing upward movement.Has anyone else done a serious analysis of the revenues that might be generated...taking into account the various jurisdictions. Unlike most I REMAIN CONFIDENT THAT THE PIPELINE IS WELL UNDERVALUED and possibly misunderstood.If this gets funding at the end of the month in whatever form...where do you all see the shareprice going...and will we be looking far more positively at the stock I tend to think so.

[silverbackalpha] 16/7/2009 10:15

CIT Announces That Discussions with Government Agencies Have Ceased
NEW YORK--(BUSINESS WIRE)--CIT Group Inc. (NYSE: CIT), a leading provider of financing to small businesses and middle market companies, today announced that it has been advised that there is no appreciable likelihood of additional government support being provided over the near term.

The Company's Board of Directors and management, in consultation with its advisors, are evaluating alternatives.



Finally one not too big to fail (not surprisingly, the one who services Main Street). How many billion in CDS was Goldman long CIT? Due to the lack of a 80% unionized workforce, Obama will not hold a press conference on how Steve Rattner will get the company out of chapter in 30-45 days.

And here is the summary assessment compliments of Egan-Jones:

Synopsis: No help - " no appreciable likelihood " of US support near term is a massive blow to all CIT stakeholders. Unfortunately, given CIT's distressed state, there are no other likely capital providers. Calls might be made to large sophisticated investors such as Buffett but success is unlikely. Liquidity will be pressed and we would not be surprised by a filing in the near future. CIT reported weak March 2009 results with operating income sliding from a $2M loss last year to a $453M loss this year. Interest income fell by $174M and provisions rose by a stunning $288M. Over the past two years CIT's shares have fallen from $60 to merely $1.53 providing a market cap of just $637M vs. $60B of debt. The short term debt will suffer along with all other debt.

[silverbackalpha] 16/7/2009 09:57

chronicler: I dont disagree with you, but you may need some guidance, which you will be well advised to at least consider.

[vow] 16/7/2009 09:16

Squirming eh Qaz? Great effort getting 8 avitars to all change their minds at the same time, genius. And still fascinated with mens genitals, what would Freud have to say about that?

Don't worry you will be put out of your misery in two weeks time.

[vow] 16/7/2009 09:13

I would leave it VOW, everyone on here knows the guy is a freak.

[vow] 16/7/2009 09:13

"probably best not to respond"

LOL! except to yourself Qaz.

So sold out or just trying to save the embarrassment of when this goes under?

Why the fascination about genitals? Too much time away on your German nudist holidays?

[city chappy] 16/7/2009 09:07

Chronicler
I am sure we would all agree with you about Vow but its probably best not to respond to the idiot as it might make matters worse.

[chronicler] 16/7/2009 08:49

Have you heard the latest? Apparently VOW has been putting money into Alizyme for six years and lost every time.

To make matters worse, he has no job, no money, no house, no wife, no kids, no pension and no bits according to some sources. Cannot be much of a life but he seems to get some enjoyment at least from continual sarcasm, misinformation and fantasies about someone called Qaz.



VOW - 16 Jul'09 - 00:21 - 23957 of 23958

Birdie,

Have you not heard the latest? Apparently Qaz was only interested and was waiting for the AGM before buying.

No shame.

[dunderheed] 16/7/2009 08:46

t_d - prm is not different your ceo has been going on about the value in these products for ages - something which you pi's seem to have either got your timing wrong on or is plainly wrong.

Tim was in charge of company and he and BOD were responsible and accountable for the strategy of company - this has clearly gone wrong - who else do you blame?

Ph II Renza looks distinctly dodgy now and should have been thrown in the bin prior to Ph III.
Ceti mktg has obviously gone wrong - there is value in this product but due to the way azm senior mgt have gone about extracting this value they have gone wrong.
The CP Eur trial was wrong in as much as it set about unrealistic expectation from the start. Whose fault is that?

[the_doctor] 16/7/2009 07:24

dunderheed - PRM is different. I dont blame things on the management aside from their inadequate level of detail in financial reports. I'm not aware of that being a problem with AZM.
At the end of the day, people here are blaming everything on Tim, but you have to accept that a) they were unlucky with trial results b) did as well as could be hoped in terms of funding and deals c) the products are the products. You invested in duff products and that is not their fault.

silver - maybe they were at the time. And in fairness, he got deals across the rest of the portfolio and if PIII trials had occurred, for a virtual company, they would have been transforming. Also, what do you expect him to do other than be optimistic. I can tell you that if he hadnt taken that attitude, the co. would have gone bust before when they tried to raise cash in the placing - which he managed at a premium!!



Dunderheed - 15 Jul'09 - 12:58 - 23950 of 23957
Re post 23948 - well I must be a fool then!!

silverbackalpha - 15 Jul'09 - 13:30 - 23951 of 23957
doctor: I hardly think blaming someone who many people consider to be a complete lair is totally irrational or unusual behaviour.
he told me personally that negotiations were late stage and progressing

[johndee] 16/7/2009 00:22

I am happy to have got out while some money still left as there are many other stocks that are much safer and capable of multiple gains in a short time.

[vow] 16/7/2009 00:21

Birdie,

Have you not heard the latest? Apparently Qaz was only interested and was waiting for the AGM before buying.

No shame.

[silverbackalpha] 16/7/2009 00:21

Does AG have a track record of turn arounds? I couldnt find anything.

[johndee] 16/7/2009 00:19

I guess everyone here is resigned to defeat now.........nothing left to inspire.

[fidra] 15/7/2009 21:53

birdie4, just wondered if you were on twitter?