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Share Name Share Symbol Market Type Share ISIN Share Description
Btg Plc LSE:BTG London Ordinary Share GB0001001592 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +1.00p +0.12% 834.50p 834.50p 835.00p 835.00p 834.00p 835.00p 630,519 13:01:16
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Support Services 620.5 -70.6 3.9 214.0 -

Btg Share Discussion Threads

Showing 5251 to 5270 of 6175 messages
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DateSubjectAuthorDiscuss
07/4/2018
08:06
(ShareCast News) - Analysts at JP Morgan took a fresh look at British pharmaceutical company BTG on Friday, cutting their target price on the back of lower forecasts for sales of its Roxwood and Varithena products, but above all as a result of the anticipated lower contribution from PneumRX - its upcoming lung therapy - and due to foreign exchange headwinds.The company's 2018 pre-close trading update was as expected, but the outfit's caution on its PneumRx product, which management warned would not live up to expectations, saw its shares register their biggest single-day decline in a decade.JPM's analysts noted that while overall top-line performance was in line with guidance, BTG's update on PneumRx led to a £150m impairment on the asset, lowering expectations and leaving the group looking at "immaterial" sales for that product across the next two years."We await FY18 results on May 15th to get a clearer view on BTG's longer-term growth outlook, but we do see current levels as more attractive from a valuation perspective, with PneumRx now de-risked," they added."We take our PneumRx sales down to low-single-digit for the next two years, with sales remaining only mid-single-digit longer term. After also lowering PneumRx OpEx, PneumRx no longer makes a positive contribution to our NPV," James Gordon and his team at JPM noted on Friday morning.JPM also said that BTG's lower group tax rate as a result of Donald Trump's recent amendments to the US tax code, down from 25.5% to 21% for its current trading year, was likely to be "largely offset" by marking-to-market on FX due to the strength of sterling against the US dollar.JPM reiterated its 'neutral' rating on BTG.
steeplejack
06/4/2018
17:24
I am not anti BTG and I am not short. But, I am afraid that a lot of you cannot see the wood for the trees. Somebody come back with a bullish case for Varithena and CroFab. Nobody can. As for further acquisitions, BTG cannot even deal with what they have. It has been one debacle after another. Why should this trade on over 50 times earnings? Also, looking at revenue is a red herring. The cost of sales, admin, R&D and revenue sharing are significant.
cockneytrader
06/4/2018
16:45
CT , if BTG is in so bad shape, why share price rebounced so strongly on good volumes ?
a1ord53
06/4/2018
16:32
CT btg is currently at #153 in the all share index, with a market cap of £2612 million.M& S is at #100 with a market cap of £4390 million.That's where Louise want s to be and 2020/21 was the original timing.At that point, or before BTG will need to have established a committed dividend policy.Until then we are a company growing by acquisition and development in proven technologies meeting currently unmet needs and offering more cost effective therapies to attract insurance based providers or national bodies such as NICE.True profit will continue me and with it a dividend, but until then what matters is that as much of the development or acquisition needs are met from free cash flow.The oncology, pharmaceuticals and licensing parts of the group have and continue to throw off cash and plenty of it.It's frustrating I know, ,but patience continues to be needed.
fhmktg
06/4/2018
15:35
There are some panicky people about.
minerve
06/4/2018
14:29
Any sale would involve opening the books - can of worms springs to mind. The £55 million settlement alone is at least two years worth of profit!
cockneytrader
06/4/2018
13:52
A sale of BTG is the sensible path now.
semper vigilans
06/4/2018
12:29
Have you ever wondered why BTG have never promoted their profit line? It's always been about revenue, the company has hardly made any money. And this will continue for many years to come.
cockneytrader
06/4/2018
12:25
I wonder what nasties the new finance director might find?
cockneytrader
05/4/2018
16:42
I can see much more upside in Vectura at this stage IMHO
dp1umb
05/4/2018
16:16
Sorry adejuk, I thought you were referring to Black Monday. Yes, involved with BTG since April 1992. That's 26 years!
cockneytrader
05/4/2018
16:09
Adejuk, I was a teenager at the time. However, I have been involved in some way, shape or form with BTG since 1992!
cockneytrader
05/4/2018
14:22
is there anyone here who was here on black friday? so many years ago.
adejuk
05/4/2018
13:49
Shore capital have earmarked £70M combines sales for Varithena & PneumRX coils by 2022F and conservatively modelled a CAGR of 7-8% 2023-2030F for IM oncology and vascular (despite their current mid-high teens) and still end up with a TP of 780p based on their model.
minerve
05/4/2018
13:47
Rrb. Ref Varithena, no is the answer.
cockneytrader
05/4/2018
13:45
Personally, I would have thrown the kitchen sink in today. Looking forward: Write down/off Varithena Write down CroFab £55 million settlement £10 million charge lung coils Potential Zytiga competition from Oct 2018 And that is what we know about.
cockneytrader
05/4/2018
13:38
Rrb. Please don't be naive when it comes to Institutions, most can't beat the market.
cockneytrader
05/4/2018
13:35
Varithena revenues: 2016/17 4.1 million, based on what BTG have said today the best case scenario for Varithena for 2017/18 is 9.2 million. This after almost four years on the market with new codes issued is not sustainable. Mark my words!
cockneytrader
05/4/2018
12:45
Aviva‘s holding
a1ord53
05/4/2018
11:47
where growth in Varithena(R) sales was offset by lower sales of the PneumRx Coils(R) Tells me that Varithena sales are growing but were offset by lower sales Pneumrx coils, IN fact so low that they have warned that money will be put asside in results .
king1pin2
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