Btg Share Discussion Threads

[semper vigilans] 28/3/2018 20:47

Just wish someone would come for BTG!

[spyder] 28/3/2018 19:33

Novartis may buy Takeda - we can all play this game ;-)

[bargainbob] 28/3/2018 19:17

Shire may buy BTG

[a1ord53] 28/3/2018 12:39

Takeda may buy Shire

[fhmktg] 27/3/2018 13:37

US approval of PneumRx is a key target for 2018.

[dp1umb] 27/3/2018 13:18

The clot buster and the lung device both look promising

[bargainbob] 27/3/2018 12:02

Sorry , posted in haste , now edited

[fhmktg] 27/3/2018 09:28

Any one in particular B.B.?

[bargainbob] 27/3/2018 09:19

Do not buy the currency aspect , more the lack of good news. The first time I can say as a BTG shareholder we have not one exciting development in progress.

[fhmktg] 26/3/2018 17:26

Currency worries beginning to tell on the sp?

[bargainbob] 22/3/2018 18:05

Fhmktg ,

If the loyal holders cannot see anything positive why would the Market . Louise needs to up her game or move out imho.

[fhmktg] 22/3/2018 15:27

Hitting the bottom of the 750-650 channel ...time for a move up before the results or are we to suffer further drifting lower?

[semper vigilans] 21/3/2018 20:03

Probably backside?

[bargainbob] 21/3/2018 19:50

Louise could leave given us upside :-)

[cockneytrader] 21/3/2018 16:54

My crude calculations suggest revenue will come in at £600m (vs £570 2016/17).

The main weaknesses being no more Lemtrada, a weak performance from Varithena and lung coils, and strengthening of Sterling.


The bear case would incorporate £55 million Vistogard claim and acknowledgement of risk of CroFab revenues (re: Anavip) and weakness and possible write down of Varithena.

The question is why would anyone hold now? Where is the upside?

[cockneytrader] 20/3/2018 09:52

Fhmktg - don't forget Anavip launch in Oct 18. One tenth the cost of CroFab! Louise's take - 'Confidently paranoid'

Be careful, a revenue blip at Microfocus yesterday caused a 55% drop! This market punishes the unexpected.

[fhmktg] 20/3/2018 09:08

Two weeks to the close period update and sentiment seems to be against us.Apart from the known factors of the Wellstat settlement and the future of licensing revenues, is there anything lurking which could force a further drop in prospects for growth.US approval for PnemRx is in the offing.Hopefully there could be some early info on Varithena, recognising the board have said it will be end 2018 to gauge how the new codes are working out.My portfolio is heavily into BTG and My other horses of Vernalis and Vectura have not helped!A further year of sideways trading, or worse and I can't risk any more.

[cannyshoveyergrannyoffthebus] 12/3/2018 12:25

lovely reaction at 12.30 again today, bargain hunt finished.

[fhmktg] 09/3/2018 23:05

Profit of course; doing fine from 2011 but trading sideways since then. Still in until 2020/21 for my long term objective.

[matthu] 09/3/2018 16:42

Seems like you still got to decide whether you are in it for profit or fun?

[gregsc] 09/3/2018 12:57

fhmktg. I don't know about helter skelter more like snakes and ladders.

I have been a shareholder for over ten years now,and making a good profit, but will have to call it a day soon. No fun any more.

[bargainbob] 08/3/2018 15:30

Anyone in IMM

[cannyshoveyergrannyoffthebus] 06/3/2018 12:01

oh that a big jump over two days on no news.