Aura Renewable Acquisiti... Share Discussion Threads

[vow] 10/8/2007 07:43

The most over looked Biotech on the market!

[knackers] 01/8/2007 16:04

Was able to buy off the bid today.

[gnomet2] 18/7/2007 22:16

Another mention in the IC



Even if we have to wait a bit longer for a deal - which could rocket the share price - I think phase II results for tev should be due very soon, and that could give the price a nice lift.

[n_w_b] 07/7/2007 08:00

Buy tip from yesterdays Investors Chronicle:

"Our pipeline is maturing very nicely" boasts chief exec Maureen Lindsay. Certainly, the Scottish biotech now has three products on the market following the deal last year with Novartis to promote overactive blabber treatment Emselex in the UK, and a burgeoning pipeline of late-stage drugs.

The company's Testosterone cream recently entered Phase III testing, and a study of Ardana's growth-hormone deficiency diagnostic, GHS, is also underway. Both products are expected to launch in 2008, while erectile dysfunction product Invicorp is due to launch in the UK and Germany.

The long-awaitied deal for Teverelix, the company's treatment for prostate cancer, benign hyperplasia(BHP) and emndometriosis, has not yet materialised, but Ms Lindsay says it remains Ardana's "Top priority" and discussions are in the late stages. The BHP market alone is worth almost $5bn(£2.5m) in annual sales.

So, overall, product sales were down on last year, but finance director Graham Lee blames this on lumpy revenues from third party distributors in Europe. House broker Piper Jaffray is updating forecasts, but notes that the full-year loss was lower than its forecast.

[joan of arc] 29/6/2007 08:08

Good grief - well spotted.

[goodgrief] 29/6/2007 06:41

A couple of articles in today's papers

[gnomet2] 15/6/2007 20:55

Did they make any interesting comments? We were told that there would be results from the phase 2 trials in prostate and benign whotnot by end of H1, and ideally the big deal to fund the phase 3 s. Let's hope Piper J's judgement and fair price target for this share is realistic

[anusol] 15/6/2007 12:14

not much chat on here - usually seen as a good thing?
I read the IC buy tip today and quite interested in ARA, and seem to have a good line of products coming to the market over next 5 yrs. Expected it blue today. Just wondering when the right time to buy in is?

[fickena] 05/4/2007 13:28

Welcome aboard Doc,

I used to have a tactic of covering many biotechs with the hope that one would come good and make me the returns. Although I was lucky with a couple, like AZM and OXB, I also have numerous failures.

I am now sticking to ARA, PTI, VER and will buy AZM again if it falls or breaks the 120p barrier.

In regards to ARA hopefully this has been a double bottom and we can look forward from here. Volumes have picked up, but are no where near where they need to be.

Hopefully as the word spreads.

[dr biotech] 05/4/2007 13:16

I picked up a few of these earlier this week - I'm trying to think about shorter term holdings rather than the "hold & regret" tactic I've used in the past. I think going for companies with later stage products seems to be more reqarding than the higher risk ones that are too distant from becoming profitable (of course there are the exceptions such as SPA whose price I still can't quite believe but of course I never held them). Hopefully 108 was the bottom, it seemed to bounce twice from there.

[n_w_b] 03/4/2007 14:47

They're exibiting this week in Birmingham:

[fickena] 03/4/2007 14:28

ticking up nicely again.

[knackers] 02/4/2007 19:29

Share overhang cleared(?). The manifestation of that of course will be in the SP's performance over the coming weeks. Time we cleared north of this tiresome trading range m'thinks.

[tobie_1] 02/4/2007 16:35

A lot of trades today. Any thoughts?

[flagon] 27/3/2007 08:50

I too have recently bought in here. Also holding both ASM & OXB. When one of these biotech's or any other get taken out or sign a licensing deal investor attention will focus on this sector IMHO. Good place to be at the moment.


Good luck,


Flagon

[mercury123] 27/3/2007 08:21

Well having read my way through the thread on this one I've decided to buy in at 1.085. It's another one like AZM which I also follow. Waiting for that elusive licensing deal but no bad news so far on the development of its' key drug and everything to play for........

[alanrex] 18/3/2007 19:37

what did it say?

[n_w_b] 16/3/2007 07:34

Mentioned yesterday in shares Mag. "Making Money from biotechnology and pharmaceuticals:"

[n_w_b] 09/3/2007 09:12

Todays FT

Ardana shares were unchanged at 113p in spite of speculation that the drug developer could strike a licensing deal with one of the big pharmaceutical companies for Teverelix, its treatment for prostate cancer, before the end of the month

[olivercromwell] 04/3/2007 13:02

I see Dr S Best is a non-executive director of virtual patient drug testing company Entelos Inc (AIM). The company as some very high profile clients. The most interesting aspect about this area is that from 2009 the EU have prohibited the sale of all cosmetics that have been tested on animals. Johnson and Johnson have already secured the company's services in preparation of this eventuality. Need to do some more digging though

OliverC

[n_w_b] 22/2/2007 17:51

Found this on the BBC website from last month



"We want to be financially self-sufficient as soon as possible," says Dr Maureen Lindsay, chief executive of Ardana Biosciences.

The Edinburgh firm, focused on reproductive health treatments, has set itself a goal of launching a product each year for the next five years.

Generating regular income this way and keeping its balance sheet healthy is essential for a business to which investors have committed £60m in the past seven years.

"Cash is king for a company like us," explains Graham Lee, Ardana's chief financial officer who oversaw its flotation last year.

"You do want to have a number of products in your portfolio but you don't want to be so thinly spread that you can never get a product to market."





Ardana is considering similar US relationships and potential acquisitions, ahead of the launch of two drugs there in 2008.

It is ambitious, buoyed by the fact that few of the biggest US drug firms specialise in reproductive health.

"We want to build a globally networked company and commercialise our products globally," Maureen Lindsay says.

The reality, though, is that many will be bought before achieving the kind of growth that policymakers aspire to.

"At any time, we could be acquired," Ardana's Graham Lee acknowledges. "Big pharma are hungry at the moment.

"But we have a great platform, a great pipeline and there is no reason why we can't continue to grow."