Clinigen Share Discussion Threads

[cafe tabou] 23/1/2015 11:08

I'm in with 1500 at 492.5p. (It shows as a sell!) Jim Slater said buy under £5, if I remember correctly from the Telegraph.

[rufio90210] 23/1/2015 10:13

after a good update its disappointing to see the share price still around here, anyone got any views as to why?

[hutch_pod] 16/1/2015 13:52

Edison update, in case not seen.

"Clinigen has reported a positive trading update that confirms progress is being maintained as expected. Clinigen operates in highly specialised and defensive niches that benefit from the pharmaceutical industry’s greater outsourcing of non-core functions. This, together with the rising regulatory burden and requirement for auditable supply chains, suggests the solid growth will continue. Our valuation is based on a number of parameters and the range is wide at £479-510m (580-618p a share), suggesting our current value of £495m (600p a share) has scope to rise over time."

hTttp://www.edisoninvestmentresearch.com/research/report/clinigen-group1

[proactivest] 15/1/2015 14:11

Video interview with Clinigen CEO Peter George

Peter George, the chief executive of specialty pharmaceuticals group Clinigen (LON:CLIN), tells Proactive Investors he is particularly pleased with the performance of the clinical trials supply business.
George adds that the group is keen to make more acquisitions that will help it grow geographically, especially in the southern hemisphere.

[hutch_pod] 15/1/2015 11:32

Agree, i thought the cash increase looked reasonable and can help fund 'product acquisitions and global expansion'.

[cestnous] 15/1/2015 10:43

More cash buys more new products, (hopefully).

[rufio90210] 15/1/2015 09:30

Look like its in line with positive sentiments.

Maybe the net cash doubling is troubling buyers.

[nhb001] 15/1/2015 09:15

Anyone know how the results compare against expectations?

[rufio90210] 15/1/2015 08:47

was expecing a morning rise after that update!

[hutch_pod] 09/1/2015 08:38

Yes, I just dug out the tip.

[gswredland] 09/1/2015 06:18

Bought in yesterday morning on this dip. Looks a very solid company. Slater in here too?

[hutch_pod] 08/1/2015 11:31

Yeah - interims next month I believe. Amazing ride last year and i think solid fundamentals.

[cestnous] 08/1/2015 11:07

Still well in profit here and no intention of selling atm.

[gucci] 08/1/2015 08:53

on support

[rjd1233] 07/1/2015 19:03

Bit of a drop today?

[hutch_pod] 07/1/2015 16:38

No idea - a few sales just killed the bid and limited number of new buy orders popped up.

[gucci] 07/1/2015 16:02

hopefully will bounce here
might be a place to top up

[hutch_pod] 15/12/2014 14:49

Might be it. Downgraded to hold but price target upped to 530 from 512. I can't see any other broker changes.

[nhb001] 15/12/2014 13:52

Could be. This has dropped further than I expected. Any fundamental reason for that?

[gucci] 15/12/2014 13:22

time for a top up?

[hutch_pod] 07/12/2014 21:44

Retipped in Telegraph by Jim Slater yesterday for his IHT portfolio. (alongside Telford homes, Restore and Redcentric).

[apad] 04/12/2014 18:56

I wonder is gsk's failure to sell off its old drugs as a package will create some cherry picking opportunities?
apad

[mike740] 24/11/2014 10:09

24 Nov 2014 Clinigen Group CLIN Oriel Securities Buy 546.50 549.00 650.00 650.00 Reiterates

[hutch_pod] 13/11/2014 15:50

excellent call, agreed. amazing to spot that. either I wasn't looking or not looking hard enough.