Btg Share Discussion Threads

[cockneytrader] 16/7/2018 17:34

And hopefully tomorrow the will be good news for Zytiga.

[bargainbob] 16/7/2018 17:28

But there is good news for EKOS

[cockneytrader] 16/7/2018 17:11

PS they will also have to update on wellstat.

[cockneytrader] 16/7/2018 17:10

Ali - Unfortunately I believe Varithena will prove to be the fly in the ointment. It has been almost four years and it has taken less than £20m in revenues. They will have a good idea by now whether to shelf it or not. As for CroFab only time will tell, but a cheaper generic in a finite market is a serious risk.

[gregsc] 16/7/2018 16:03

J & J 2018 interim results tomorrow 6.45am New York time.
BTG AGM Wednesday

[bargainbob] 15/7/2018 12:25

Yeah a short term ceiling . Louise expansion plans are probably at minus 2, at the moment as the fire powder to expand has dried up. Mainly because of the mis management .

[cockneytrader] 15/7/2018 09:13

J&J 2nd qtr results on Tuesday - expect strong Zytiga sales.

[spyder] 15/7/2018 08:53

2 interesting quotes from the Varithena article (well worth a read):
"These new non-thermal non-tumescent (NTNT) techniques are very lucrative for the companies that make them." - hmmmmm ... I wish!!!
"Dakota tribal wisdom says that if you find that you are riding a dead horse, the best strategy is to dismount." - I am starting to wonder if it is finally time to dismount from BTG?

[cockneytrader] 15/7/2018 07:42

Can't find fault with Ekos.

[bargainbob] 14/7/2018 22:01

Ekos appear very much in expansion mode with the amount of open jobs.

[bargainbob] 14/7/2018 21:58

Lots of jobs on offer at BTG . Either a big push or everyone's leaving .

[cockneytrader] 14/7/2018 21:25

Also keep an eye out for J&J appeal ref. Zytiga.

[cockneytrader] 14/7/2018 21:22

Yep. 40 reps according to BTG literature. FWIW I believe Varithena will be the next write down and soon!

[bargainbob] 14/7/2018 17:19

Will they have as much as 40 .Louise salary even higher.

[cockneytrader] 14/7/2018 17:15

Varithena costs.

40 sales reps @ say $100,000 = $4 million

2017/18 Varithena revenue = $8 million (includes three months with CPT codes)

[cockneytrader] 13/7/2018 17:31

For Anavip see

[cockneytrader] 13/7/2018 17:16

Interesting article ref Varithena. hxxps://www.happellaser.com/costs-venaseal-varithena-clarivein/

[fhmktg] 13/7/2018 17:04

Just been mugging up on Anavip on Google USA;I couldn't find much recent detail on launch plans- perhaps Louise might have something to say on the 18th.This season is well under way and presumably there will be some cautious buying for the 2019 season.There was a licensing deal to give btg single digit fee for the use of the technology after the court case on the patents.A smart move might be to cooperate with the sale of both products, but the authorities might not like that.More likely will be a re-pricing of Crofab in the face of competition and who knows perhaps a move by btg to other venom markets to maximise their expertise in manufacture.If not then we could see a gradual run down of the 'pharmaceuticals' group or even a sell off.Any idle thoughts before the 18th?

[fhmktg] 13/7/2018 16:42

If there isn't any comment, it could be curtains.They will have weekly sales returns on V by rep and customer and all the spread sheets turned into simple pics for the board.The early reports had some cracking incentive sharing programs to pass on best practice across the sales force- classic American techniques.Any chance to make even gentle hints of a new dawn must be ceased on!Silence will NOT be golden!

[cockneytrader] 13/7/2018 16:33

Date for diary: 0700 18th July AGM statement. They will have a full six months of data for Varithena since CPT codes were granted. Make or break time!

[bargainbob] 12/7/2018 14:59

On the wings of love , it going up £5 by AGM.