BTG Share Discussion Threads

[doctor 69] 11/3/2012 20:32

SPYDER

I BELEIVE btg ARE LOOKING TO BOLT ON PRODUCTS, THEY GREAT THING ABOUT BTG WITH A SALES FORCE IN POSITION THEY CAN BRING IN LATE ASTAGE PRODUCTS AND WITH NO CHANGE TO COST BASE SELL EM.

SORRY FOR UPPER CASE.

YES AGREE MY 50% IS OPTOMISTIC

[spyder] 11/3/2012 20:01

p.s. The Biocompatibles acquisition will help a fair bit too!

[spyder] 11/3/2012 20:01

Good post Doc, but I agree with BB and I would rate cytofab's chances of reaching the market at less than 10%. However, to be fair, I agree with you that IF cytofab works, the shares could easily double over 12 months.

As an aside, I have been following this share for many years, but only became a shareholder with the Biocompatibles acquisition. From what I recall, BTG arrived to market with a lot of legacy patents? Does anyone know if they are actively acquiring other IP to replace the run-out that we are all currently enjoying?

[bargainbob] 11/3/2012 19:39

Doc Edison are very low beat for the stage of current trials less than 15% if I recall on cytofab.

The Bead tech looks very good and I expect it will become a major player.

[doctor 69] 11/3/2012 18:08

The story has come along time , however there are several really big material events , now , 1 yr , 2 yrs , 3 yrs just to think of 4

Now : zytiga peak sales of £20 m were expected before this announcement , so rising towards the £40 m expected . The rise in sales from j&j for zytiga is startling , already I think it will be £4m a quarter to btg and it has only just come on market . Expect upgrades to 2013 sales by £20 m

1 yr ; cytofab data will be risky but if it woks then the £10 talked of above will be easy in 2013; but chances have to be < 50% my guess

2 yr : ms treatment , again rapid sales should be quickly above £1 billion with royalty of £39 m quickly , but patent expires too quick

3 yr : varisolve sales will grow and this could be massive and > £ 100m soonish

If all work then £20 is really possible , especially if profitability is £200m by 2016

[moretimeforlife] 11/3/2012 16:02

....and I am still expecting £7+ by 2013 which seems more likely by the month......good luck to all fellow investors.

[bargainbob] 11/3/2012 14:04

ssords

He was if I recall £10 before christmas. I have a slightly longer time scale.
It is my price target for 3 years.

[ssords] 11/3/2012 11:12

Bargainbob
Your £10 share price target reminds me of a regular poster to this forum a few years ago continually saying £10 tomorrow (based upon Varisolve)or similar. Of course £10 never came indeed the share price entered a very rocky period and V is still not a profitable venture. This time; though I think £10 a tad fanciful; the Co certainly has great potential with its better/wider range of products..
So here goes, I am hanging on in -might even recover my losses of those "dream on" days - don't laugh.
Ssord

[bargainbob] 10/3/2012 18:44

Good summary if a little old.

[cumnor] 10/3/2012 18:27

Thanks Doc. If true that is hugely significant to BTG's prospects.

[bargainbob] 10/3/2012 18:20

Thanks Doc that is good news.

To all thanks for making this such a good thread.

BB

[doctor 69] 10/3/2012 17:44

Zytiga patent 2024 for btg

[bargainbob] 10/3/2012 14:31

Do not laugh £10:-)

[cumnor] 10/3/2012 12:39

BB, up certainly, ? £7 as the company combines increasing profit streams (like all good pharmas) with the potential for explosive growth (as with small biotechs)if we get really lucky. Varisolve hopefully but I also think Biocompatibles has the potential to surprise as well. We have several profitable products. I expect though we won't be here in a year, given the poor state of many big Pharmas who lack a lifeline. What is your target? imo

[bargainbob] 10/3/2012 11:50

cumnor

what are your targets for the share price over the next 12 months.

[cumnor] 10/3/2012 11:24

toffeeman, the patient base (age related) for prostatic cancer treatment is increasing dramatically. Up to now few, even with matastises, were not treated aggressively enough as the cancer was sometimes regarded as being slow growing in the eldery and few really effective options were available in any case. It is only in recent years with the advent of relatively few safe but very effective drugs (like Zytiga) are doctors now beginning to see there are worthwhile options available which prolong and improve the quality of life for older men with prostatic ca without the side effects of traditional chemo. imo

[toffeeman4] 10/3/2012 11:07

Although income from Zytiga for BTG could significantly increase, don't forget there is potential competition from the drug being developed by Medivation.

Interesting to see takeover talk in respect of Shire in this morning's papers. BTG won't be far behind!

[cumnor] 10/3/2012 10:23

Enough to get BTG off to a flying start. By then we will be another Shire IMO. (mgmt know exactly what they are doing). The stable of potential products is very significant, esp with the bolt=ons, esp Bio-weve had. If Zytiga is as good as it seems I feel it will be giving us big income for many years, patent or no patent. Oncology is not an easy area for generics and with J&J they wont make it. In any case the likes of AZN could take us out next week. who knows. I like theway thecompany is run ad going, anyhow, and really feel, with a bit of luck, we could be a small multi-billion pharma with no time, Remember most big pharmas re going backward in the rush to unveil new products, big or small (the latter, like cro-fab or voraxze are the jewels-adding millions plus to the bottom line)

[bargainbob] 10/3/2012 08:43

cumnor,

Not a large patent life left for us 2017 if i recall.

[cumnor] 09/3/2012 23:18

Zytiga not just a bonus. Cpuld be 3-4bln bb, at 3-5% to bGC very significant. I have discounted the Sepsis drug when I bought bGC as these usally fail, and given the hx it is likely to. If....it suceeds BGC will quintuple. There is no other drug and the market is big. But BTG has more than enough without to fly.imo

[doctor 69] 09/3/2012 23:06

the sepsis drug is high risk but if it works these will double overnight.

[bargainbob] 09/3/2012 22:05

Doc

Good but only a bonus with BTG.

Any views on the Sepis drug. I understand this is very high risk , can bgc have something that others have failed in this area with many times.

[doctor 69] 09/3/2012 21:45

zYTIGA SALES IN LAST QUARTER WERE $150M , not bad as only just come on market.

My guess based on rate of rise is $200m next quarter and $250m the following. So sales of £1b will be easily by 2013 , but could be £2b.

[toffeeman4] 09/3/2012 20:45

You do have to wonder what caused Soderstom u-turn, initial approach by AZ?