Biocompatibles Share Discussion Threads

[a3whd] 22/4/2003 09:16

CHART BREAKOUT TIME, NOW POSITIVELY ABOVE 120P , 140/50 NEXT STOP.

[qazwsx123] 21/4/2003 11:48

If you are interested in biotechs, you may be interested in the expected news from Alizyme (AZM) as follows:

1) May 2003: PIIb results for Renzapride treating c-IBS (514 patients).
2) Mid 2003: first licensing deal for Colal-Pred.
3) Oct 2003: PIIb results for Renzapride treating m-IBS (170 patients).
4) Oct 2003: PIIb results for ATL-962 treating obesity (340 patients).
5) H2 2003: PIIa results for ATL-104 treating mucositis.
6) Q4 2003: further pharmacokinetic/dynamic results for Renzapride (48 patients in USA).
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7) 2004: licensing deals for Renzapride treating c-IBS & m-IBS.
8) 2004: licensing deal for ATL-962 treating obesity.
9) H2 2004: PIII results for Colal-Pred (active disease and remission trials).
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10) H1 2005: Colal-Pred on market.

Sales of Colal-Pred treating active ulcerative colitis should exceed £100m pa, as should sales for maintaining remission; generating revenues of approximately £30 million pa for the Company (i.e. 15% royalties on annual sales of approximately £200 million) (Investor's Chronicle suggested 30% royalties, but that may be on the high side).

Sales of Renzapride, ATL-962 and ATL-104, should generate much higher revenues for Alizyme.

Brett Pollard of analysts Seymour Pierce estimates the licensing deals anticipated for Colal-Pred, Renzapride and ATL-962, during 2003/04, could bring in £50 million cash.

[a3whd] 07/4/2003 10:36

BIO CONTINUE THE SLOW UPWARD MOVE, A BREAK OUT ABOVE 122P COULD GIVE POTENTIAL TO MOVE UP TO 140P IN THE SHORT TERM.

[billy liar] 31/3/2003 17:37

2Bob,

I don't want to get involved in the argument going on here, nor do I have anything to say regarding LOM. However, considering that you were, once upon a time, to put it mildly, an enthusiastic bull of this stock and that you personally invested a great deal of time and effort in research and undoubtedly got your fingers badly burnt when the share price collapsed, you should not be in the least bit surprised that some people wonder about your motives when suddenly you have nothing at all positive to say about the company. Perhaps it is time for you to forget and move on.

Regards,

Billy

[oldtown] 31/3/2003 09:28

Me make myself look foolish?,2BOB tells again how you said on a thread how you know more about a company than its employees.
You started the argument, like I have said , I never even put your name against that misleading post.
You have shown to me at least, that self propelled so-called experts in this sector, may as well stick pins in the newspaper shares page's if investing in LOM is the outcome of such scrupulous research.
I have read posts on the LOM board that state that people have invested in Lom simply on the strengths and of your confidence and analysis of the company. That alone must be a hard weight to carry round, knowing that you have personally been part of individual capital loss.
Be a man and admit you post was misleading, rather than continue to make yourself look foolish.

[2bob] 30/3/2003 22:22

-->oldtown
The statement is not misleading. It stated there was news of a giveaway asset sale to come and that news duly came in the prelims results. End of story. If you can't or will not see that, then that is your problem. Enough is enough you can argue with yourself from now on.

Be a man and admit you were wrong rather than continue to make yourself look foolish.

Cheers
2Bob

[oldtown] 30/3/2003 21:28

2bob,let me get this right! you posted,and i quote
"Whispers of news of second tier defections and giveaway asset sales to come".
But what you are saying now is that the whispers of sales to come actually took place in 2002?
surly if you were "reporting historical information not making a prediction" you would not have used the words "whispers" and "to come", purely because they would have already happened and so no whispers would affect them.
I did not call you a lair ,and you can duplicate the accusation as many times as you like in follow- on posts .
What I actually said was that it was an misleading post.By your own admission the sales took place last year , so when you say "coming " and it actually
refers to something that occurred last year ,it is clearly misleading.
Its amazing that jpon know all these convoluted facts that are now unravering about what you actually intended in your post.
I repeat I did not name you in the article,as so to avoid a protracted exchage, obviously, i will explain my post as many times as you would like.

[2bob] 30/3/2003 20:42

-->oldtown
I was reporting historical information not making a prediction. The official announcement came in the prelim report after the date of my post. If your company takes 2 or 3 months to report a transaction that is your problem not
mine.

You said my post which you took issue with was misleading. Yet you have misled people by suggesting my post was misleading when in fact it was based on factual information.

Are you still calling me a liar?

Cheers
2Bob

[oldtown] 30/3/2003 20:13

I dont recall calling you or anyone else a liar?
2bob,what giveaway asset sales have occured since your post?it sems strange that you made the post saying "comming" when infact you now said that it happened in 2002?

[2bob] 30/3/2003 20:06

-->oldtown
I noticed a couple of days ago you had put stuff up on this board and it was clear to me to whom you were referring. I chose to walk on by. If you don't believe the information that is your choice and not my loss since I am neither long nor short the stock.

As jpon (who has posted on the LOM board many times both here and on iii for your info) pointed out the post you took exception to was trailing the departure of the Compsny Secretary and Human Resource Director from the Executive Committe of the company which was never publicly released. I class the Executive committee, who actually run the nuts and bolts of the company, as second tier just below the main Board. Look in vain for the name of the Company Secretary Fiona Evans. You can find the new exec committee here:-


In post 53 you go on to say "If an asset is "given" away as you say with debt that hardly implies that it was sold on the cheap. I am not aware of such sales................"

If you are not aware then you did not read the prelim results statement fully then did you?


"During 2002, Biocompatibles reviewed its position in urology and in December sold its small urology business to Medi-Globe GmbH for nominal consideration. This business was operating at a loss and the Board determined that resources would be better deployed in the areas of greater opportunity that have been selected as the Company's focus. Biocompatibles thanks the employees for their contributions over the past few years and wishes them well as they transition to their new employer."

And this sale was just 9 short months after urology was flagged up as one of the great white hopes for the business post the sales of cardio and eyecare divisions. It is not possible to easily demonstrate to you the extent to which this was highlighted since this was done in open foru such as the cardio EGM sale meetings etc which I attended. Did you? But to give you a flavour of the expectation:-

"Further details will be provided to the market shortly on two of the areas under investigation: urology devices and minimally invasive embolisation therapy where the Company's EPIC Technology was patented in 1999."

I only ever post as 2Bob or alphanumerical combinations thereof on all boards that I contribute to in the UK and the US.

Are you still calling me a liar?

-->jpon
Thanks for your efforts but some people are not worthy of them. I would just walk on by and ignore. I get used to the cheap snide shots. But to avoid you becoming further involved I chose to present my evidence above that justifies the statement that I made.

Cheers
2Bob

[oldtown] 30/3/2003 17:57

Hello JPON, Please explain Just How you would know what that post did or did not refer to in that post ?The only two explanations for you knowing what that post referred to is that you are the poster using a nom de plume, or you have superhuman extrasensory powers.
I also note that you have not made any post on The LOM board yet feel you have to contribute to a this thread to pontificate about someone else's posts?
You have established what?, that in your opinion the post refers to a H.R manager that quit! does this represents 2nd tier defection. Do you fully understand the circumstances of this alleged job loss. It could have been totally unrelated to any dissatisfaction with BII. Additionally, no shortage of HR managers exists to my knowledge, and I do not see how this would affect BII in any way shape or form..
If an asset is "given" away as you say with debt that hardly implies that it was sold on the cheap. I am not aware of such sales and have every confidence that Hambro, in looking after their own 30% will look after my interest as well.
If such assets were sold for £1.00 plus debt, them this could have just as easily been looked on as a favourable move by the already mention poster.
That post tracked a trend of down beat posts from him about BII whilst on the Lom board at the same time he was markedly more upbeat.
I have not defamed as you say anyone, I even removed his name from the post , if any post is to be removed then I would strongly suggest its the misleading post that we have already talk about.
It is noted that you do not mention just what BII and Lombard have in common when you say that they are the same!
btw how long have you been registered with advfn ?and what other threads can we find you on before yesterdays post?

[jpon] 29/3/2003 23:51

Hi oldtown,

I don't want this to develop into a 2way but briefly that posting referred to the sale of the Urology division which went for 1 dollar and the debt that went with it. This wasn't publicly announced at the time or indeed at all. Correct me if I am wrong but this wouldn't be the first time an RNS failed to appear on matters pertaining to shareholders rights. Urology appeared in the first BII strategy review as one of its new directions but ended up as a lossmaker and so was disposed of on the quiet. I also remember the "second tier defections" as being the company secretary and the HR manager who quit their posts. Again this wasn't publicly announced by the company. The post 27 of 50 can easily be retraced by anyone wishing to find out who it was and is unfair to draw attention to it in this manner. I am not in the business of publicly defending anyone but the post was based on 100% fact as I have now proven. I think you have been very naive to expose yourself in this manner and should out of all decency to the person you have defamed, withdraw your post.


jpon

[oldtown] 29/3/2003 21:59

Jpon , what fact relating to BII is the post below based on? This is the very post that I refer to when taking about unfounded stories about BII.
This was posted on the thread by someone whom like to give the outward impression of being an expert in this sector.
xxxxxx 26 Jan'03 - 13:57 - 27 of 50


"Whispers of news of second tier defections and giveaway asset sales to come".

end --------------

Jpon with all due respect BII is most certainly not facing the same problems as Lombard in any respect whatsoever. You would have to be naive to suggest that BII would ever be in default of listing regulations.
In an almost reverse of Lom BII have proven cash flow generating products against at loms, what remain, at best, jam tomorrow solutions.
BII also has no debt and is not in breach of banking agreements and is also trading at least 35% less per share than net cash value.
I do not enjoy Lombards shareholders position, my whole point is that no one really understands this sector in its infancy enough to pick clear winners against also runs even if they do consider themselves to be informed.
I feel that posting incited stories about any companies sales of assets below par value is also misguided.
Oldtown

[thecynicall] 29/3/2003 12:37

that makes 14 in a row!!!!

[jpon] 29/3/2003 12:05

oldtown,

seems to me like you are actually enjoying the goings on at Lombard at present. I don't recall anyone claimimg to be an "expert" on either this BB or the LOM BB for that matter. I think if you read the posts more carefully you should notice that they are based on fact and not pure speculation. I mean in your last post above, are you not speculating? I have found the BII and LOM BBs to be very enlightening and informative and am very grateful to the people that go to extraordinary lenghts to provide other investors with an insight. I have yet to come across anyone that I could remotely accuse of ramping/deramping either stock. Sometimes the products are top class but are screwed by incompetent management. I think we have seen that with BII and are now witnessing the same scenario with LOM. One thing is for sure, we are all on the outside looking in and need to share whatever we can to achieve a common goal, ie to make a few bucks along the way. I don't hold any monetary interest in BII but I wish you all well and hope you prosper with this stock in the future.


jpon

[oldtown] 28/3/2003 17:57

Seems like some of those experts got their fingers well and truly burnt today, LOM down 47%
Meanwhile BII continues to outperform both the sector and the allshare index over the last 12 months. I feel reasonably assured that there will be no sale of assets under book price, J O Hambro Capital Management Ld would simply not allow this and with a pile of cah in the bank why would they need to?
As for the future well , corporate action must be due,and with cash in the bank and escrow of over £1.55 per share its difficult to see much downside from here.

[oldtown] 20/3/2003 11:17

I agree A3whd,This board and lombards board is full of so called inside news that never,never seem to pan out.

[a3whd] 20/3/2003 08:38

Share price is now moving well. It seems to me that 2BOB who has been a bit of a bear on this stock and a bull on Lombard has got it wrong in the short term.When Directors invest nearly 100k in their own stock. they do not do this blindly. CS obviously has knowledge of the technology that some of us do not understand. Looking good for the future. IMHO DYOR. Any comments re the new technology in laymans terms would be useful.

[2bob] 15/3/2003 00:32

BTW the analyst presentation is available on the BII website.

[2bob] 15/3/2003 00:31

-->multimillionaire
10 bagger on what timescale? A year? Market cap from £40 to £400M I doubt it. May be starting from £20M market cap with the £22M capital repaid you might have a chance but only if the HCC trial is succesful and that is a long shot but not impossible.

Cheers
2Bob

[wakeland] 14/3/2003 19:46

Director's buying shares today , Crispin Simon buying 80,000 .

[multimillionaire] 14/3/2003 13:41

the areas that bii are now moving into have massive potential...over the next3 to 4 years...imho

[multimillionaire] 12/3/2003 16:42

i went to the presentation today....still a potential 10 bagger....imho...

[2bob] 12/3/2003 15:13

I wonder how this works. Terumo already distribute embolism products for BioSphere, who are one of the main competitors for the BII product, in the UK France Germany etc etc. Have Terumo dropped Biosphere or will they do both?



Cheers
2Bob

[2bob] 12/3/2003 14:10

-->baa
Isostent plus repayment of capital fees will cost BII £6M. Lets be really generous and say it costs £2M to distribute the £22M cash back. That means Isostent will have cost around £4M. Don't know what cloth they use but that sum is material to me. Perhaps the settlement was low and the rest is legal fees for them and Abbott. Yes, they have to pay Abbott's fees as well.

Did you notice the reference to merger options being explored in the Chairman's statement which will refer to Angiotech and Lombard Medical?

-->Rayrac
Not high on this technology. My beady eye notes BII could not develop their own in-house technology and had to buy-in from BioCure. As for the drug eluting beads in HCC. The Barcelona group are one of the few to have shown any utility in eluting a drug from a polymer in this area. Perhaps they have some special insight. Not what I would call a low risk strategy for BII. As for the uterine fibroids market, Boston Scientific have moved their tanks onto that lawn already.

Anyone remember Colin Blackbourn suggesting this stock was ten bagger late last year in the T1PS comment on the stock? Not on this evidence that's for sure.

Cheers
2Bob