Beximco Pharma Discussion Threads

[panic investor] 10/3/2017 09:25

But why the fall - anybody contacted the company - 2 heavy days on the trot

[jswjsw] 10/3/2017 09:23

Has eveyone gone mad?

This is like buying £1 for 50p now. Just put all my free cash into this.
j

[zcaprd7] 10/3/2017 08:54

Getting a bit silly now...

[rogash] 09/3/2017 08:52

new high Dhaka + weak sterling.

[someuwin] 08/3/2017 09:23

Certainly looking good over there.

[greg the grinch] 07/3/2017 11:23

:o) ...... ready... steady....

[greg the grinch] 02/3/2017 17:39

OK... looks like next few days might be the dhaka breakthrough

:o)

[zcaprd7] 17/2/2017 13:39

Usually get a move down followed by a big move up..

[greg the grinch] 13/2/2017 11:50

:o) just a matter of time until dhaka goes for a blue sky rise... big rise to come over the next two years... 'sittin and waitin'

GLA

[deltrotter] 13/2/2017 10:46

on big volume as well

[rogash] 13/2/2017 10:45

fast reaching a 2 year high in Dhaka.

[zcaprd7] 09/2/2017 10:13

I think glaxo warned on the threat from generics for 2017, yesterday?

[outsizeclothes.com] 03/2/2017 13:14

The incentive for US companies to take on a 'Global market' generics manufacturer like Beximco, with their much lower wage structure and "manufacturing facilities in place" isn't that great that it will pose any significant threat.
As well as US wage levels, any manufacturing plant will have to pass FDA, and that's going to take a large amount of time, as well as money.
I can't see it happening if Trump is half serious about getting drug costs down, and what I see as more likely is that Beximco gets more approvals for generic rivals to currently high-priced prescription drugs.

[ginko3] 31/1/2017 19:40

At the end of the day if Trump makes the US uncompetitive then all other manufacturers will benefit . . . .so lets pray for that

[greg the grinch] 31/1/2017 16:38

Also if he does allow the US co's to bump up their prices to other countries then BXP products are even more attractive to all non-US countries.

[greg the grinch] 31/1/2017 16:34

Seems like you wont be at the BXP £1 party :o)



'competition is the key'

also he wants US drug makers to bring back their outsourcing... BXP are not that.

Some of the things he mentions are not going to happen at any scale... US co's will not be able to massively bump up prices to foreign countries... etc

I'm off to do some 'sittin and waitin'

GLA

[panic investor] 31/1/2017 15:04

I've now sold

Trump meets with top drugmakers, calls on pharmaceutical industry to boost U.S. production, lower prices hxxp://reut.rs/2kLESwY

[panic investor] 28/1/2017 18:09

Anybody worried about American imports ? Just raising the subject as America first seems to be moving forward

[greg the grinch] 27/1/2017 12:29

Those results are the trickle before the torrent. :o)

US sales set to rise in a big way.

Share was too cheap... still is... should be x2

DYOR :o)

GLA

[nfs] 27/1/2017 12:25

Super breakout today,but why so much ,interim results seemed to be inline and nothing new and exciting. Still catching up the discount to the price in Bangladesh?

[ginko3] 27/1/2017 10:54

Only recently on my radar and bought a few a couple of weeks ago but this does seem to be a solid, professionally run company and will start to move cash from less well performing stock in my portfolio into BXP.

[mustau] 27/1/2017 09:24

Sold this am but have decided to buy back in, as this is rightly a sit and ride now. As many have said more to c0me. All buys ticking up.