Btg Share Discussion Threads

[spyder] 16/5/2017 07:35

I'm not sure these results are good enough to sustain the recent surge, but who knows.
There is no total revenue projection (that I could see), I wonder what that means?
They still seem to be optimistic about Varithena, albeit on £4m of sales last year.

[doctor 69] 16/5/2017 07:12

well they look good to me

[tjay09] 15/5/2017 17:56

People excepting a rise or fall tomorrow

[fhmktg] 15/5/2017 16:59

Not long to find out!Up bright and early.

[tjay09] 15/5/2017 16:54

The calm before the storm I wonder?

[fhmktg] 13/5/2017 08:11

Looking up Anavip via Google shows ongoing trials to determine the shelf life of Anavip on production batches, with 24 months as the target. Results due Autumn 2018 ,missing the biting season for that year.Then it's down to assessing the cost for treatment and that isn't clear cut.Btg meanwhile are emphasising confidence in the existing Crofab and providing additional data on extending use to less serious bites, showing people get back to their daily lives faster.If this can be shown to lessen the time spent in treatment for serious bites, that could damage the commercial case for Anavip.All to play for and BTG have room for manoeuvre.

[dp1umb] 12/5/2017 21:43

Most probs into Astra massive jump today.

[bargainbob] 12/5/2017 20:19

Wonder if any Glaxo money goes into BTG or maybe already has.

[spyder] 12/5/2017 20:14

Hi all
I thought you might be interested to see this update today from Neil Woodford -
"Another positive performer was BTG, whose shares climbed higher following a reassuring trading update. We have been investors in the company for many years, and have seen it progress a number of key products across its interventional medicines pipeline. As so often happens with early-stage companies, the development process has taken longer than initially expected, as has the process of market penetration once products have made it to market. Following a period of slower-than-anticipated growth, however, a trading update in early April provided evidence that business momentum has started to pick up."
Encouraging ...
I am less happy that he has also sold all of his Glaxo shares, he has finally thrown in the towel because the company refuses to agree with his strategy of breaking it up, one can't help agree with him though, that something there needs to change and not just the CEO ...

[retsig] 12/5/2017 19:12

BB,the codes will be sorted out in January (close preriod update)

Varuihena - BTG has its own salesforce and so has no need of a partner.

[bargainbob] 12/5/2017 12:27

Another bolt on for 400 million would be good any British Biotech companies in the frame or have we already cherry picked the best .

Also would like to see The codes sorted out and a partnership announced for V .

[ali47fish] 12/5/2017 09:59

it is not as if all in unknown- going by the last update, it was good- but i know this share always throw a surprise or two?

[fhmktg] 12/5/2017 08:55

The 3 year chart shows this £7 area as a key level to break through if btg are to become the ftse 100 star of our dreams by 2020/21Dum spiro spero s always.

[steeplejack] 12/5/2017 08:46

The stock is up a third in the last three months.If there isn't good news in the wings to support this strong performance,I will lose all faith in the inherent 'leakiness" of stockmarkets.

[fhmktg] 12/5/2017 08:22

The ability to disappoint is all too prevalent with my largest holding.Apart from the fine and currency failings, which are already known, let's hope for a bright day next week and good progress across the board......particularly for 'V'.

[dp1umb] 11/5/2017 18:49

What about the recent market high was it about 840p ?(2015) Because of the latest takeovers and share issues we may be above that market cap?

[bargainbob] 11/5/2017 17:56

Dp1umb

There was only cira 80 million shares in issue back then .

Sadly most of the growth had to be bought in , increasing the amount of shares in circulation .

[elgordo] 11/5/2017 13:46

Market cap £787m in January 2000, £1,419m in January 2001, according to the LSE's own data -

[dp1umb] 11/5/2017 13:19

£2.8b as it stands today.

[dp1umb] 11/5/2017 13:18

Good to get this board reminiscing! But nobody could find the answer to my question ( what was the market capitalisation then circa £18 to now £7 is I bet today it's higher ? More than Mondays cap was the highest BTG has been valued at.)

[gregmorg] 11/5/2017 12:57

BargainBob, I am pretty certain from memory you are correct on the £20 share price but when around 2000 I cannot recall .

Besides the £12 rights issue quite late in the day of the technology boom there was a share split at some stage before that rights issue. The rights, which was completely opportunistic in many peoples eyes , really weighed very heavily subsequently on the then management with many institutional holders unhappy with progress. It did lead to departures. A completely different management team these days.

[bargainbob] 11/5/2017 12:41

Oh and i remember instead of paying divi's BTG gave out free shares .

[bargainbob] 11/5/2017 12:37

Bscuit
Looks like charting tool in FT is wrong , unless it included the Torotrak divesting .
Torotrak it's self motored to £6.26 after the float.

[bargainbob] 11/5/2017 12:17

Trust me intra Day it did .

The price started to fall From £ 16 at the £12 rights issue . However previously to that it skimmed £20 intra day .

Hard to find any back up apart from the rights issue .





"
BTG's share price is unchanged at 1605p.The market seems to view the rights issue positively given that the institutions will be able to buy shares at a 25% discount to the current price. " They also divested Torotrak at £ 3 a share to holders around that period .

During this period shares like BTG were gaining pounds per day then losing them within weeks .

I remember buying the rights issue at £12 , thinking i was getting a bargain , as the potential seemed huge given the then market cap.

[gregmorg] 11/5/2017 12:13

Re Torotrak and going down memory lane. No connection between the companies these days
Yes, at one stage the supposed valuation of this then 100% owned subsidiary, prior to its flotation, was supposed to account for almost half the valuation of the then multifaceted BTG.

Toyota, Ford, a major world wide tractor manufacturer were interested in the infinitely variable transmission (IVT).

It was fascinating and I actually was driven on a test run in one of the cars fitted with its IVT gearbox. It gave a lovely seamless forwards ride but technology meant it could go just as fast backwards- a bit disconcerting-plus a few problems with lack of O rings! Antonov was regarded by the financial markets as a competitor but essentially,and from memory, its technology was formed around a six gear traditional gearbox.

BTG did reach £20 but in the technology bubble of around 2000.Who knows, it could happen again!