Alliance Pharma Share Discussion Threads

[cisk] 15/1/2013 09:15

2vdm, indeed this is good news and I'm hopeful that 2013 will be a good year for alliance, hopefully with production of ImmuCyst resuming later this year (although may be too late to have a meaningful impact on the bottom line).

I'm still wondering if Alliance will be able to get any comeback from Sanofi, given they bought the rights for the product, surely they would have some comeback if that product was not being manufactured for a prolonged period.

Regardless of this, I still expect solid progress this year, and with £13.5m of firepower I get the feeling that we can expect a few more acquisitions in the coming months.

GLA

Cisk

[2vdm] 15/1/2013 08:52

RNS out re anticipated profits fye Dec 2012. "Above expectations" Good news and will be interesting to see final results in March. Maybe we will get more news of further acquisitions as finance available in line with bod's plans.

[petethehippy] 08/1/2013 12:03

What is the sales growth of this company?
I read 16% growth.
Seems to be out of kilter with a PE of 7.

[mazarin] 02/1/2013 09:53

I'm now waiting to hear for news of when Toronto's Pasteur Plant is due to be back 'on stream' and resumption of Immuncyst production, that so badly hit APH during summer 2012. In July it was then forecast not be ready until end of 2013, I hoping it will be earlier.

[n69eil] 18/11/2012 16:45

Directors taking A LOT of profit instead.

[n69eil] 18/11/2012 16:45

Directors taking A LOT of profit instead.

[montyhedge] 10/11/2012 18:53

Director sells, time to abandon ship.

[mazarin] 31/10/2012 10:51

This news may account for the recent lull in current share price uptrend, however glad today to see modest northerly movement.
"Anthony Booley, Executive Director, sold 800,000 shares in the company on the 25th October 2012 at a price of 30.50p. The Director now holds 4,610,723 shares."

[this_is_me] 19/10/2012 09:49

It is hardly a transforming dea;l, but buying a firm at a P/E of about 5 can't be a bad deal.

[cisk] 19/10/2012 09:28

2vdm, sounds like a nice little deal for APH.

John Dawson is a canny CEO so I'm sure that he will have done his homework on this one. Good to see that it's earnings enhancing in the 1st year also.

[2vdm] 19/10/2012 08:15

RNS out.Well it appears that this is a ready made fit for Alliance. Profit for the 12 months to Match 2012 declared at 2.1m "before directors emoluments". Would be useful to know what the directors were paid and any planned "golden goodbyes/pay offs" if any, when the current directors of Opus leave in 6 months time. Also what will the financing costs be on the drawdown facility , to see what the company is left with as a net contributor to Alliances bottom line. Assuming APH has done their homework, this could bode well for the future, expanding its product range, as planned.

[napoleon 14th] 25/9/2012 08:12

Sanofi - lots of bad vibes inside the company. Plans of 900 redundancies by 2015.
Ee's complaining of a lack of investment & research & a policy of "easy markets" as the main thrust of the company.
It's all over the news channels here (France) this a.m.

I hope APH will go for compensation & get it....

[lucky_punter] 03/8/2012 13:37

Alliance Pharma (LON:APH) is taking its first major steps into Europe after acquiring a trio of antimalarial brands from pharmaceutical heavyweight AstraZeneca (LON:AZN).
Alliance's wholly owned subsidiary Alliance Pharmaceuticals will sell Paludrine, Avloclor and Savarine, mainly in the UK and France, after paying £4.2 million for the set.

[mazarin] 02/8/2012 07:28

At last today Alliance Pharmaceuticals has announced its acquisition of the antimalarial brands Paludrine(TM), Avloclor(TM) and Savarine(TM) from Astrazeneca UK Limited for £4.2M with additional £1M in further payments over next 3 years (sales dependant). APH expects this deal to generate incremental contribution before financing costs of approx.£1.1M per annum.

Have been expecting such an acquisition for some time, as strongly hinted at in the Company's recent TS, along with others, which hopefully now may help to give the share price a much needed boost.

It will be quite interesting to see what 'the markets and analysts' now make of this deal.

[mazarin] 25/7/2012 20:02

I sense that things are brewing quietly here so have decided to increase my holding today in advance of any news that may suddenly give a positive push north.

APH has been steadily ticking up over the last few weeks. Time will, as ever, tell.....!

[napoleon 14th] 20/7/2012 07:28

O/T -
Still in KMR, HA, in spite of the pullback.
I feel that the association with Iluka's statement has been overdone, as KMR's
product mix is very different.

APH.
Nothing 'till Sept 12th unless they make a deal.

[mazarin] 12/7/2012 09:24

Nice once more to see some positive movement returning following the Sanofi disaster and Company confirmation that APH continues to remain in-line with expectations. Surely APH's legal team will have some grounds for redress concerning the loss of Immuncyst production that so negatively affected sentiment and impacted upon the share price recently. Current update on Sanofi position :

I am also a little surprised that the Board haven't, as yet declared what action they're considering.

Its been a while since any new acquisition has been announced, so perhaps things may be about to change on that front soon. Finally, I note that today, our Final dividend falls due for payment.

[hyper ai] 11/7/2012 08:08

Yep - could be worse to come I fear.
Another "special" from SCSW - now how will it manipulate its pretend portfolio to fit this one?
Generics are cut-throat at the moment - too many players.
Lots of Indian cowboys out there too.

Have you still got your KMR Napoleon?

[napoleon 14th] 25/6/2012 11:44

Kick in the gonads, that.
Yes, one would normally find compensation clause(s) for non-delivery.
I just hope there is one...

I've held some of these for years - far too long!

[cisk] 23/6/2012 02:40

Gan, I filtered out Hyper Al some time ago so no idea what he wittered on about.

Agreed it's a nasty surprise about the production suspension - however you don't just licence a product from someone, for them to turn round and stop producing it without paying compensation- otherwise it would be a licence to print money for the licensee.

I expect that the directors will be in discussions for compensation - and indeed see this drop as an opportunity to top up at lower prices. this is a sound, conservatively run company, relatively immune from euro shenanigans.

I don't know the reasons why production has been suspended - and it's a good job that APH is not a one-trick pony. Probably to err on the side of caution and assume that production does not get re-started.

Also maybe there is a possibility that APH will be able to claw back some deferred consideration it recently paid.

[ganthorpe] 22/6/2012 18:10

Looks like Hyper Al has got his shocking drop.

Sanofi licensed ImmuCyst to APH but presumably no chance of any compensation?
If the impact for 6 months to 31 December is £1million and production does not recommence till late 2013 it suggests that the impact in 2013 could be £2million?

We are not being told what the actual problem is , but there is always the possibility that production will not recommence.An alternative treatment will have to be used for 18 months and maybe clients will not switch back.
Sorry to be negative but I was looking to get back in and it is disappointing for the Directors as well as shareholders.I expect we will see new product acquisitions but ImmuCyst may be a write off.
GAN

[stegrego] 22/6/2012 18:04

Not good news today re stopping production...