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| Share Name | Share Symbol | Market | Stock Type |
|---|---|---|---|
| Bioprogress | BPRG | London | Ordinary Share |
| Price Change | Price Change % | Share Price | Last Trade
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|---|---|---|---|---|
| 0.00 | 0.00% | 50.00 | 01:00:00 |
| Open Price | Low Price | High Price | Close Price | Previous Close |
|---|---|---|---|---|
| 50.00 |
| Top Posts |
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Posted at 30/7/2009 01:38 by dil poorold - 5 Mar'04 - 13:52 - 169 of 752yeah gmanhi, Why did you sell? If you had put your 200,000 pounds into BPRG, you'd have over 1,000,000 pounds PROFIT!!! in less than 8 months!!! Don't you research anything in which you invest??? Or do you just get off making a couple of pounds here and there and stressing yourself out??? Starting to get it guys ?????? Dil |
Posted at 18/7/2008 22:56 by ariesr Aha, found the thread the initially attracted me to BPRG.And surprise surprise, it was top of the BB thread list at the time. |
Posted at 23/6/2008 11:05 by mad foetus This fred aint wot it used to be back in the bprg days |
Posted at 11/9/2007 08:19 by nick2412 SC3 - thanks for your reply. There was some discussion on this thread by bracknell boy and others that speculated that J & J's Tylenol could be a candidate for a tabwrap deal. One single deal alone with a 3% royalty on such a product would put all foreseeable internal in-house projections into the shade.I reiterate that if you say the in-house products are the compelling reason to invest because BPRG's technology advantages will knock out the competition then you need to ask why won't TTP flock to the provider and patent holder of these disruptive technologies. Judging by the number of partners alluded to by BPRG they already are forming an orderly queue. That's even before Meldex begins to solve the global problem of counterfeit drugs with their professed superior technology. Of course if BPRG's technology isn't really up to much then the in-house products will struggle to take market share and there will be no partner deals whatsoever. So, yes, under this scenario your suggestion that TTP deals are not a significant reason to invest holds good. But I doubt if this is the reasoning behind the case you make. I don't think it's especially fruitful to get into the guessing game of weighted percentages although I am pleased you have moved up to 30% from 20% in terms of assessing the influence of external deals :-) Of course I can see in-house products being the more influential side of the business IF Meldex acquires a few more Mebrosin type companies by issuing truck loads of shares at 50P. We would then have the much quoted $1 billion company and an 'exhuberant' 45p to 60p share price for the next five years. It's what I fear from growth by acquisition companies. What RT has done has been admirable and essential but there is a time to pause and that time has been reached in my view. Building a great business is not always synonymous with building a great share price. With constant dilution invariably a lacklustre share price (as we have now) remains forever lacklustre. I want to see a halt to further acquisitions (and options) until the promised 'early fruits' are visible and shareholder value is delivered. I do think RT has done a great job in putting Meldex in a position where negotiations for third party deals can be conducted from a position of financial strength. In addition there is the useful negotiating stance of 'take it or leave it as we have the technology and infrastructure to go it alone and take market share from you if necessary'. I share and accept Inghu's view that ultimately Meldex could have the capabilities to put out in-house products for blockbuster markets. But the point being is that the stepping stones that leads the company there will be TTP third party royalty based deals for blockbuster markets. As I said before, this is not a self-induced pipedream but it's based on public domain company statements and broker notes from RT and associates over a protracted period of time. I think perhaps one explanation is that management have become obsessed with avoiding a share price spike and want to remove Meldex from the volatility and speculative nature of BPRG of old. Fair enough, but I think that is an unnecessary worry and is not in shareholders interests. You'll know the industry better than me but look at OXB, PTI and Silent Therapeutics. All had significant third party deals and the shares rocketed. Perhaps more importantly, the stock price stayed buoyant after the spikes. In the case of SLN the rise was a combination of spikes and a relentless northwards creep. That's the share price combination I'd like to see RT should aspire to rather than playing down prospective big external deals as a primary reason to invest! There is another worthy stock, Allergy Therapeutics, that has slowly but surely grown its internal revenues and profitability. It has also pursued going it alone and has raised significant sums of money. It also is tackling blockbuster markets. Does the market pay attention to the slow but steady growth from its in-house sales? Not at all, look at the graph, the market awaits the 'big deal' that allows the company to offer mass market commercial product after possible Phase 3 trial success. The difference between AGY to Meldex is that AGY is tied by clinical trials and has limited product line in terms of getting that deal that makes the share price motor. The fact is that significant deals will move stocks swiftly northwards. Almost invariably they start to move before a major deal. BPRG's stock price is stagnant so I suspect that the message which I take issue with of 'don't invest for big external deals' is half correct. I hope it is just a half completed sentence and just misses out 'because we are slightly late so need to dampen expectations for a few weeks.' Anyway, all the best and maybe I'll see you and DW at the EGM. |
Posted at 10/9/2007 17:18 by i_am_a_walrus Good Day All...I will apologize in advance for any redundancy in the following comments, and in general a lack of continuity in keeping up with the commentary on this thread. I keep up to date as best I can but really don't think a moment by moment tracking serves my personal strategy for owning BPRG shares. That said I thought it might be fun to say a few words on the cusp of our EGM. SPC3... I certainly appreciate you perspective, and expertise in the pharma arena. That said you might benefit by considering some of Poorold's comments; unless you have no respect for history and its nasty habit of repeating itself. The problem (from my perspective) is Poorold's unique (and some would say borderline psychotic) way of prompting thoughtful discussion is totally lost on you. (By the way Poorold will certainly understand the true fondness I use in this description) Maybe, just maybe you should question is RT just playing the tune you want to hear? I'm not saying there is deception going on here, just manipulation. Of course if it makes you (and others) lots of money what's the harm? If you want clarification on what I am saying, call me. I'm sure you can find out how to do so. Mad Mike...You sir have made a grave error in stating Poorold has been dishonest. The good news is time is a great validation mechanism. Your problem is his cynical and sometimes contrarian manner befuddles you. It's OK really as sometimes the written word is hard to discern. Make no mistake, Poorold is highly educated and more capable as a CFO than ANY person on BPRG's staff past or present. If his method of making his point disturbs you, I understand - that's his objective. I'm just a bit surprised you don't get the real point. I am sure some on this thread will view my comments above as either a defense of Poorold, or an attack at the named posters - they are neither. I simply feel that most on this board are bound by a common goal of our stock realizing a meaningful gain and above average return. That "brotherhood" established I find it sad that rather than examine the point of Poorold's commentary, his lack of a bath becomes the main issue. That said it is easier to use basic senses than engage in complex thinking. I for one could care less about Poorold's cyber hygiene. Lastly...I had crafted a complex and IMHO an interesting post that I decided to delete. Instead I think it worthy on the "eve" (yes I know it's technically NOT the eve) of the EGM to make a few comments. If you measure business performance in Dollars and the Score in sports - My highest account value was while BPRG was guided by Graham Hind. Furthermore, it was Graham Hind who commissioned the TabWrap machine to be designed and built by parties other than HH, as HH did not have the resources to build up NRobe and TabWrap simultaneously. He did this because he had a clear understanding of TabWrap's potential. It was GH who purchased Biofilms and he did so with institutional funds raised in very short order at levels RT can currently only dream of. It was GH who funded payroll with his own debt, putting his house and credit card up as collateral. It was GH who signed FMC to a real, RNSable deal. The ONLY "Pharma" contact that has yet to be completed and announced. Oh yes GH was not perfect, of course that's why he thought RT would be a great addition to BPRG. Sadly, he thought the same of DF. Now current management might say that had GH stayed at the helm we would have shipwrecked - a Titanic if you will. The problem is we'll never really know that will we? Furthermore current management would like to point to all that has been done in the last 24 months to improve BPRG. Ok, but what's the share price right now? Please be clear I am not trying to clear GH from any "sins" he did or did not do. I simply would like to point out current management sold at a high and that high was lower than our share price was AFTER a questionably timed profit warning. (and only as high as it was after a barrage of RNSNON's! In hind site (no pun intended) it seems contrived to benefit the seller. Of course if we were above 70 pence right now that statement would seem less nefarious. Which leads me to this. I would love to be at the EGM as management announces with much fanfare and drum rolls "We're MELDEX!" (One more time :) "Announcing MELDEX!!!" "Ta Da!!!" "Catchy, don't you agree?" I'm not yet sure what Meldex has, I do know what it doesn't have. Barry Muncaster, Malcomb Brown, Graham Hind, Larry Shattles, Jason Techoe to name a few. Of course some would say they played no significant part in where we are today and in fact it's really great we can shed that albatross "Bioprogress". And by now most of you must be thinking I have sold my shares and if RT were Prime Minister I would call for a Vote of Confidence. Not true. I hold my shares. I am excited about the potential Meldex holds. I am appreciative of RT's hard work; But if RT, Steve Martin or anyone else thinks ANY RNS short of TabWrap partnered with a major Pharma, and completion of the promised near term SCP deal with a Global Partner will drive our share price upward, then I strongly disagree. Richard Trevillion. Steve Martin. Please take notice. The last RNS is PROOF the market needs you to DELIVER on your promises before it will take you serious. (The good news is I think they know this far better than they let on to some). Hey, Mad Mike maybe you should cc RT and SM on your post on lost credibility and lies. Your remarks might be better aimed that way. And finally for the record Meldex will be a world class company because it will usher in a revolution in drug dosage technology proprietary product sales will simply give it fuel to get there. At least that's my opinion. Walrus |
Posted at 10/9/2007 12:58 by throd Thursday will either see: -1. PI's buy the short / medium / lomg terms story set out by RT 2. Some PI's totally sell out from BPRG 3. More institutional investors it is apparent to see from the BB that the normal PI lives hand to mouth and lives on short timescales. The City does not work like that. "Short term" to the city is 6-9 months I had a meeting this morning with a few colleagues, i asked for pertinient action plans to be put into place and a colleague stated he would do this as a matter of priority, i asked him for an end date, he stated it would be his priority and that it would be done in 6 months. Just shows priorites can have short timescales lasting 6 months. This is the speciality pharma world that RT is in and 6 months is seen as a "soon". RT's language in RNS' was that of speaking in his world, not the PI world. The story behind BPRG as evidenced by the NC note is as strong as it can be. We are at the start of a potentially momentous 12-18-24 months. I for one will be here when the strategy delivers. HOWEVER, it does still mean i will challenge RT and SM at every turn to ensure that we get more transparency, accountability and responsibility from the Board. The City wants these things otherwise it will push BPRG and look to other companies and BPRG will be a pariah, either BPRG embraces this changes and moves forward or rejects this change and is cast aside Decision time for RT. |
Posted at 07/9/2007 10:33 by marick Alch, for confirmation my current thoughts:-BPRG management beleive that our firm is a lot more valuable than the market think currently. They have identified the legacy issues of BPRG as being one of the components in the disconnect in value and share price. When compared against any other speciality pharma in the world we are priced at a fraction. IN changing the name of BPRG to reflect what we have become it will go some way to change the perception of the market. THis will not happen in isolation and the Company will want to ensure the market and institutions understand and appreciate the MELDEX. It would therefore be logical to get widespread coverage of the new Company and propel it forward with a variety of events and issues. THe sponsoring of the Menoflavon conference, the launch of the anti-counterfeiting, update of the progress of the company have all been released to the market already via RNS. If I were the boss I would be trying to co-ordinate the efforts of the Company to getting the Meldex name and message across as soon as possible. I think that the analyst FRances Cloud has accurately conveyed in her notes the salient points about BPRG, but there is no support from the institutional brokerage team at NC, therefore I would look to retain the services of Frances but somehow get a credible and large institutional team on board as soon as possible. I am unaware as to what and how Buchannons are operating currently but my attention would also be on the PR and IR functions and plan accordingly with them and or others to ensure that MELDEX starts on the right foot. It is not rocket science to think these thoughts, but I currently think that the senior management have acheived a lot already, and are now turning some of their considerable talents to the disconnect issue. As with all of the other issues that they have dealt with, I am quietly confident that they will acheive their goals and as with the other issues in double quick time! RT was originally deployed as an NXD and then as the boss. At the time he was handed the baton, we were very nearly bust. He has turned the situation round in a relatively short space of time and built solid foundations for a highly profitable business model. The team he has assembled around him are very credible and well motivated and have acheived a great deal. The technical innovation at BPRG has been mind blowing on half the number of techies that were previously there.Legally, contractually, technically and on the bottom line delivery has been swift and we are in good shape. I consider the change of name to be the first step in the market recognition of what we do and where we really are. The overview of the othyer actions that have been embarked upon make me think that the disconnect with the market price will be covered in the very near term. I have added to my holding and will as and when funds permit continue to do so. Caveat Emptor |
Posted at 06/9/2007 10:58 by hambi poorold: i made the comment about deals v yesterday's (and May's) rns and hypozalix in a context.i have made clear my view that a deal will make a significant difference to sentiment and thereby the share price. that continues to be my view. however, - clearly deals come in all shapes and forms. however, a deal almost invariably means the licensor is dependant on the licensee in a whole variety of ways. - a deal does not necessarily mean that the product will actually come to market or be sold. it does not necessarily mean that at the time of the deal everything works and has been checked. it therefore cannot be taken as an absolute assurance. - in contrast approval of a medical product requires verified hard data. it requires tests and test data. it confirms that the products actually exist and can be produced to a set standard. imo it therefore provides substantial validation of both the underlying technology and the specific products - the rns in May and the rns yesterday set out specific developments with real numbers. contrast that to the announcements of the Zentiva and Merck deals. which actually allowed greater quantification of the value of the business. - consider the MuGard agreement with Access. I am sure Access were really happy to have licensed their product. However, the licensee's (bprg's) business moved forward and they decided not to complete the license so a deal which Access shareholders would have ramped faded and went away. This has happened with bprg in reverse in the past. - also the 2x rnses confirm that bprg has very high value products in its own pipeline - in addition to partner developments to make improved version of partner products. this is very important and good news for bprg shareholders - where bprg has the resources, finances, etc. to actually commercialise the products that it is developing it will make far greater return from them by doing so alone (perhaps with distribution partners, retailers, etc.) than by licensing to a ttp. thus a deal to out-licensing is actually reducing potential shareholder return from what could be massive products. there is a balance because a ttp/licensee may bring brands, size, resources that increase the overall sales and therefore compensate for the reduced return by increasing volume. however, imo a simple concept that all deals are good is niave whereas the rnses (x2) and approval are imo hard data. thus my comment |
Posted at 05/9/2007 17:47 by 6foot5 Thanks to all those that commented on my little issue of this morning.In IT it is always the user who is wrong ....... For my sins I did not know Kudos was a BPRG division. In that case the issue is of even greater importance. I searched the term used in the note. If I cannot find it using that term then why use that term in the note? Use one that will work in the search engines (and provide a link). Everything is connected these days and BPRG need to think "Internet". I did look on the BPRG website and could not find a link [to Kudos] there either. If it is there it is very well hidden. Those who are successful at internet selling make sure they can be found with every search phrase a [stupid] user might use. Anyway I have it now thank you. If PI's could do that another 5/10 million times we may have a business...... Grumble over and subject closed. Back to lurking...... Oh, BTW thanks to all those that post very interesting stuff here, its an education. |
Posted at 05/9/2007 13:31 by poorold yeah, let's discuss the Kudo's website when BPRG just announced they have broken through bigtime into the global pharmaceutical industry with their 11 enabling drug delivery systems and in the past 3 months have experienced 50% growth in their development pipeline.it's no longer "maybe" the global pharma's will like what they see. it's not "BPRG may do a deal with Wyeth" or "BPRG may do a deal with Perrigo". IT'S A LINE OF GLOBAL PHARMACEUTICAL COMPANIES FORMING AT BPRG'S DOOR TO PUT THEIR PRODUCTS INTO ONE OR MORE OF THE NEW PROVEN ENABLING DELIVERY SYSTEMS. |
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