Btg Share Discussion Threads

[cockneytrader] 10/10/2018 13:53

The 2019/20 calendar year for BTG quite honestly fill me with dread.

[cockneytrader] 10/10/2018 13:49

Zytiga has been a phenomenal success for both J&J and BTG. However, these royalties are under threat make no mistake. And going forward, the loss of these will impact the bottom line.

$300m for 2018/19 is wishful thinking.

[cockneytrader] 10/10/2018 12:46

Dbford, so you are expecting $150m from Zytiga in 1st half - good luck with that!

[dp1umb] 10/10/2018 00:37

Yes just imagine if we would of taken Zytiga all the way and not partnered it?

[dbford] 09/10/2018 23:32

J&J sales of Zytiga up >60% this year
BTG income from Zytiga ~ $200M last year
BTG income from Zytiga should be at least $300M this year

[fhmktg] 09/10/2018 21:23

Desperation, maybe!I have a lot riding!

[cockneytrader] 09/10/2018 18:16

Fhmktg, I have to admire your stubbornness when it comes to the UK pharma sector.

[fhmktg] 09/10/2018 18:08

CT, Crofab isn't going to disappear overnight and we haven't yet seen the full BTG strategy to deal with the newcomer. Similarly J&J aren't going to let Zytiga decay without a fight.The remainder businesses and the recent acquisitions will begin to contribute increasing cash flows to plug some or all of the gaps.PneumRx could still have some life outside the US.Dum Spiro Spiro!Keep the faith.

[cockneytrader] 09/10/2018 17:16

But, then there is always Varithena to the rescue.

[cockneytrader] 09/10/2018 17:14

Not to forget the possible complete write off of Pneumerx, because let's face it who in their right mind would purchase it?

[cockneytrader] 09/10/2018 17:11

Worst case for BTG is a loss of around £100m in CroFab revenue per annum! Also, add to that the potential reduction of Zytiga revenue when generics begin to hit the market sometime next year.

[cockneytrader] 09/10/2018 16:58

RDT have been selling Anascorp for several years. They have now launched Anavip, which will directly compete with CroFab. Ironically, BTG will receive a royalty in the region of single digit % of Anavip sales, until 2028.

[fhmktg] 09/10/2018 16:25

www.raretx.com if you want to see the product details.Comes in the form of a powder to be dissolved before injection.20 vials as an initial dosing with further as needed.All down to the costing per treatment and real time experience.Explains btg policy for re-cycling out of date vials!

[fhmktg] 09/10/2018 16:09

Thanks CT, that explains the drop today.

[dp1umb] 09/10/2018 15:05

FHMG I know how you feel especially Vectura all the signs were that it had bottomed and to start recovering only for it to stagnate around the mid 70s

[cockneytrader] 09/10/2018 14:48

It's here:

hxxps://www.morningstar.com/news/pr-news-wire/PRNews_20181008DC31549/new-antivenom-for-rattlesnake-bites-introduced-by-rare-disease-therapeutics-inc.print.html

[fhmktg] 09/10/2018 13:39

Only beaten by ver my other major holding on 4.9% and counting.

[fhmktg] 09/10/2018 13:35

Pharmas taking a hit today, but btg is leading the pack.3% ffsk!!!

[fhmktg] 09/10/2018 08:22

Back to 'normal' with daily shorting pressure.Nothing now until the actual results in November.How depressing!

[1tcm1] 05/10/2018 10:44

Minerve makes a complete idiot of himself wherever he goes. He never engages that modicum of grey matter that resides in the darkness of his bonce before committing to write.

Then when he is challenged or caught red-handed fibbing (as soo often) he resorts to that most juvenile of ploys, the filter. I can reassure you that he is reading everything, in case it's about him. More often than not he cannot restrain himself and bursts into print to air his considerable resentment answering directly the "filtered posts".

Thus making a fool of himself once again for the hundredth time.



P.S. He is totally bloody useless at investing.

[spyder] 04/10/2018 17:44

Ha ha, another first for me Minerve, my day just gets better and better :)

[minerve] 04/10/2018 17:30

spyder 4 Oct '18 - 17:26 - 5782 of 5782 (Filtered)

[spyder] 04/10/2018 17:26

Thanks 1tcm1, that helps to put the unprovoked outburst in to some context.
With the FTSE down 92 points and the Dow down 308 (as I type) and BTG closing up 29p, this simpleton would like to reiterate - HAPPY DAYS!!