Bioprogress Share Discussion Threads

[fatboy9] 13/9/2007 10:15

matto - correct as we already had the relationship with Sanofi via Zentiva. FB9

[entj] 13/9/2007 10:15

from today's FT:

"By John Authers, Investment Editor

Why do some stocks do better than others? There can be many reasons but one, it appears, could be a change to a new and catchier ticker symbol.
...
Academic research confirms that there is a pattern. A study of flotations on the New York Stock Exchange by Adam Alter and Daniel Oppenheimer, of Princeton University, shows that stocks whose tickers could be pronounced as a word beat stocks with unpronounceable tickers for up to a year after flotation, by a small but statistically significant margin."


Allez, allez, allez, allez...

[m5] 13/9/2007 10:14

Hambi, thats a very interesting post,thanks. Definately food for thought, be nice to know if you are right.:-)

[hotlipslewi] 13/9/2007 10:13

Thoughts:

The deals associated with today's announcement are still intrinsically linked with BPRG.

It would be nice, therefore, if someting big is announced between official incorporation of MELDEX and the interim results on the 25th.

Perhaps RT has seen fit to announce and validate tabwrap with a deal now for several reasons:

1. Put a stamp on MELDEX.

2. Declare to the big boys (as if BarrPliva aint big enuff in the generics world) that if you wanna deal, we aint playin wiv shirtbuttons no more!

3. To force the hand of any present lingering/dithering doubters to close the deal and sign on the dotted line or get lost in the dust of the gathering competition stampeding to the door. The SCP deal/deals spring to mind.

Any finally...now the tabwrap technology (one of our potentially biggest earners) has finally been validated....don't be surprised if there is increasing evidence of players sniffing round with a bid in mind. Not necessarily a bid, but the sliderule will be out(as if it hasn't been already), don't doubt it!

Thoughts..........?

[aflynn] 13/9/2007 10:13

Poorold

You mean "LOLLY"

[blackfox] 13/9/2007 10:12

Like I've been saying we should give our CEO all the support he needs to get the job done. Excellent news this morning, well done BPRG ,the EGM should now be a walk in the park for RT. Lets hope the big one comes soon and we can screw whoever is messing with our company share price

[poorold] 13/9/2007 10:12

Hambi,

why are you twisting this with nonsense speculation? You are not even at the EGM.

It's an analgesic announcement. 100 million+ potential.

and you want to "speculate" on women's healthcare with pages and pages of 16 paragraph long posts.

give it a rest.

[poorold] 13/9/2007 10:10

I've highlighted what I believe to be the most significant element within the 2 RNS's today:

Richard Trevillion, Chief Executive Officer, BioProgress said: "I am pleased to announce further significant progress in the execution of the Group's commercial strategy. The additional manufacturing and distribution agreements, along with the pivotal agreement with a third party on TabWrap(TM), clearly show the level of momentum within the business.

Pivotal being the operative word.

Much of the risk has been removed from this share as a result of this deal and the issuance of the TabWrap patent (how many of us thought those "enrobing" patent applications were for NROBE? LOL!!!).


Go back and re-read the Nomura Note where FC stated a major driver of future growth "could" be these kinds of deals, but she did not include anything in her forecast--despite recognizing the 100,000,000+ nature of some of the products in this branch of the pipeline!!! Nor anything for SCP. Nor hardly anything for BPRG, excuse me, Meldex's own product pipeline, let alone the mind-boggling potential forecast in last week's RNS.

I expect a formal update on the Nomura Note, possibly after interims...but one that will include revenue from areas Francis did not forecast previously. It is not difficult to see a rather significant upgrade coming from this deal alone...

A new Broker's Note from a JHB or just independently done by someone initiating coverage will further cement the "general concensus."

It's not a function of today's share price by which you value the company...you value it by the obvious operational and technological advances achieved that have, today, turned into commercial deals with 100 million+ potential on just the first one announced.

LOL!!!

[matto] 13/9/2007 10:08

Looks like we might be big in Central/Eastern Europe anyway.

[hambi] 13/9/2007 10:04

TE: that was my point. if meldex has retained the core product rights we could work with merck on one variant and Barr on another. the best way to retain the product rights seems to me to be to initiate a development or at least a feasibility prior to the first partner coming in and you can then say we have this product in our pipeline and you can partner it on these terms. if its the partner coming and saying we will fund a development of X then the partner will say we want the product rights and you are in a much weaker negotiating position and normally the pharma could want an exclusion clause to prevent you developing competitive products.

if this is the strategy then i think that it would do a lot to explain the newsflow and lack of visible big deals. imo it would, however, return the maximum value to meldex shareholders.

if you take an example:

say that bprg could do a really good female contraceptive pill/strip/solupol/meltums (whatever) with some unique benefits and features. rather than do this as a dds business for one client do an internal feasibility and basically initiate a meldex internal development of a product. you can then go to pharma Co1 and say we have this product in out pipeline, do you want to partner it? however, the deal is we retain product rights but you could have a specific version, exclusivity on some territories, whatever. you are not, however, excluded from doing other products in the contraceptive pill market or perhaps selling the same thing to other pharma co in other territories. it seems to me that this is effectively the deal with zentiva.

its also not surprising if the pharma co turns round and says ok we will enter into an agreement in principle such that if you develop the product to this stage we will take a license on these terms. sounds very similar to what we have been told about zentiva.

[daveperry] 13/9/2007 10:00

Kick off time.

[poorold] 13/9/2007 09:56

Happy Birthday Raf!

[bullinachinashop3] 13/9/2007 09:54

this has been one long ride!

[bullinachinashop3] 13/9/2007 09:54

lets hope so aero.

[the_equaliser] 13/9/2007 09:50

Hambi

its is abit strange as you mentioned female healthcare that the previous rns with Merck Serona is of the same area of the business

"we are working with a specific division known as Theramex within the Merck-Serono group"

[aerotus] 13/9/2007 09:48

Gentlemen, Fill your boots and hold tight imho. This should be £1 by end of the month.

[shesheny] 13/9/2007 09:47

I presume todays Tabwrap deal is one of the partners we have been working with as previously announced in RNS releases, so the big two expected Tabwrap blockbuster ones must still be to come, hopefuuly soon.

[garbil] 13/9/2007 09:44

Many happy returns, raf.

And a nice birthday present that we're in bed with Barr !

[rafboy] 13/9/2007 09:39

shesheny - Thanks, regards.

[uppompeii] 13/9/2007 09:36

More to the point, the Led Zep ticket page is constantly crashed, didnt they expect any demand ? Wasnt like this in '78 at Knebworth.

[matto] 13/9/2007 09:35

If anyone's going to the EGM could they try and ask and find out which TabWrap analgaesic this RNS relates to? Is it DBP167 (Ibuprofen), DBP216 (paracetemol - identified as US market product) or the recently announced German one (presumably aspirin).

[hambi] 13/9/2007 09:29

The_Equaliser - 13 Sep'07 - 08:55 - 64064 of 64073

the reason i noticed the reference to female healthcare is i wondered (just idle speculation on my part) whether this could in some way reveal a bit of meldex's strategy. rather than take partner products, use the technology (say tabwrap) and give the partner a new product back (with the partner owning critical rights in that product) meldex could develop products themselves (as they have with scp) and then out-license them but retain all product rights. with scp i still believe that the out-license is likely to be with a single partner. however, many other companies license a product to one partner, make a small tweek and license the next version to another partner, etc. and eventually license effectively the same product to multiple partners.

in female healthcare it would be far better for meldex to develop the products effectively as meldex owned products and to then have freedom on out-licensing. There is nothing to stop one license coming in during the development or scale-up but meldex own and retain the core product rights. i suspect that the zentiva deal is along these lines because there has been specific reference to bprg (meldex) licensing the product to other companies in other territories.

its clear from several announcements (including the one announcing the relationship with merck) that female healthcare is a target market for meldex.

this strategy would also explain why meldex does not simply want to enter into exclusive partner deals at the outset of developments because then they would probably have to give away at least some entitlement to the product rights - albeit in return perhaps for joint funding of the development. however, in pharma industry terms meldex's development costs for products are trivial so i think that its far better for meldex to avoid deals prior to development (when they would have to negotiate on fundamental product rights), at leaast part develop a product as meldex and then enter into out-licensing deals. this is also clearly what is happening with the uluru collaborative product - where we have been told the first out-licensing deals and revenues could be h2 2007.

[shesheny] 13/9/2007 09:28

Firstly Happy birthday Raf Boy, sorry if i was a little insensitive yesterday.
So more good news released, surely the city should be sittinG up and taking a bit more interest in us now.
This share price seems unmovable whatever the news, surely this selling on rises must come to an end soon.
When we become Meldex, maybe a change of tactics is needed, start releasing news at unexpected and different times to foil traders etc.
When the EGM is over and a little more clarity exists later today, hopefuuly we may see a better reaction in the share price

[j bravo esq] 13/9/2007 09:19

baton>
...aye but cod liver oil gives you brains!!! and lubricates all the parts that others cannot reach...and you wonder why gayrac wants cod liver oil!!??


...always thought he was just an old fish wife!!!

[baton] 13/9/2007 09:13

Rayrac - 13 Sep'07 - 08:42 - 64055 of 64070

Ask yourself, would you pay extra to have any tablet coated in XGel? I doubt it. Oil based, ie, codliver oil wrapped, is what I'd like to see!

I would pay a lot extra if the wrapper made it easier to swallow and far more importantly, if the analgesic was much, much faster acting than anything else currently on the market. This is what Tabwrapped analgesics are all about.

Cod liver oil?

You're so 19th century...