Btg Share Discussion Threads

[fhmktg] 06/10/2016 08:36

All cash in the bank.I wonder if the next bolt on might be sterling based.Any candidates?

[spyder] 06/10/2016 08:31

CT - if Varithena sales hit £2m, if my memory serves me correctly, that would be a near doubling of sales!! So I think it will be less than that, BUT I still don't quite get your point as BTG have maintained all along the 2016-2017 will be an inflexion point, from static sales to growing sales, the bigger growth numbers as I understand it are not anticipated until 2017-2018 and beyond.
BTG clearly still believe in Varithena, check out Louise's comments in the recent magazine article, I though they were encouraging. And, they are investing in a Canadian launch - why bother wth that if the product is floundering?
All in all, I think this is the best news we could have anticipated. I'm happy.

[bill hunt] 06/10/2016 07:59

If unsure then?

[cockneytrader] 06/10/2016 07:55

Will not surprise me if varithena revenue for first half is less than £2m.

And what about expiry of Btg patent in dec 2016 on abiraterone? The combination patent out until 2026 is owned by j&j.

[bargainbob] 06/10/2016 07:47

Also Varithena also ready for uptake in Canada , so though it is slow it is starting to gain coverage.

Overall a steady set of results , giving the company the strength to do an earning enhancing deal in the near term .

[cockneytrader] 06/10/2016 07:15

As expected. Varithena sales show gradual increase. Gradual means weak in business talk, hardly the strong growth as expected in 2016/17.

[fhmktg] 04/10/2016 15:11

Traders heaven today!

[bargainbob] 04/10/2016 12:28

hope it shows potential to retain the £7 level this week

[fhmktg] 04/10/2016 10:16

Close period update Thursday, fingers crossed!

[cockneytrader] 26/9/2016 16:09

No. It completed Phase III trials in Europe with good data, but was never put forward for approval.

[jadeticl3] 26/9/2016 15:48

Is Varithena available in UK? On NHS or Private?

[bargainbob] 23/9/2016 15:50

Great write up.

[fhmktg] 23/9/2016 13:16

Message getting out?

[fhmktg] 23/9/2016 11:19

What a cracking read CT, thanks for posting it.That should cause some re-thinking in potential investors.Has this been placed ahead of the announcement that the inflexion point has been reached with Varithena, or to plug any market traction to a further period of low income?The comments on patient and clinician feedback are particularly welcome.

[cockneytrader] 23/9/2016 10:54

an excellent overview review of btg now on their website. still think varithena will be a problem in the short term.

[bargainbob] 21/9/2016 17:26

Oh post 4102

[fhmktg] 21/9/2016 17:25

Invesco modestly increasing.Optimism or a whisper?

[tratante] 19/9/2016 14:37

Bargainbob. 'However the city investors ...' That much we know for certain!

[bargainbob] 17/9/2016 16:10

Needs to show good news on varithena before any take over. However the city investors will know months and maybe years before us.