Clinigen Share Discussion Threads

[marine boy] 11/11/2015 12:06

Buyers returning it seems.

[gargleblaster] 11/11/2015 11:58

Thanks MB - Edison basically confirming that CLIN is massively undervalued, with fair value on their estimates 49% higher than current sp!

[gargleblaster] 10/11/2015 01:14

There is an interview with Idis managing director Simon Estcourt on www.proactiveinvestors.co.uk;

Clinigen told investors this morning that its Idis arm will manage a programme that will give young children with brain cancer access to a treatment not yet commercially available in certain countries.
Clinigen’s Idis division will run the entire managed programme – from regulatory and availability checks to the delivery of the UNITUXIN medicine to patients - on behalf of United Theraputics Corporation.

[healthtech] 09/11/2015 15:57

There is also a 102% forecast turnover growth and 490% forecast pre-tax profit growth according to brokers, way higher than the corresponding 3 year averages. Unjustifiable sell-off based on a non-exec director selling and three more exercising options over a month ago. Buying opportunity imo.

[marine boy] 09/11/2015 12:24

Real tug of war at 600p. Confident large 25000 buy today (£151,000) at 604p.
Peel Hunt broker 1000p, others circa 800p. Think this is a tad oversold.

[gargleblaster] 04/11/2015 16:13

All despite the good news today. Agree that the valuation looks attractive - fwd PER of 17 for a fast growing, profitable biotech/healthcare stock looks great value.

[hutch_pod] 04/11/2015 15:39

Guess it just hasn't quite recovered since the directors sold their options (and Sibson sold a chunk of shares) in early Oct. Looks pretty good value at the moment to me though.

[rjd123] 04/11/2015 14:16

Why are we seeing a sell off?

[nw99] 27/10/2015 14:23

Chart primed for leg up

[marine boy] 23/10/2015 09:29

Bought back in at 616p now ready for the recovery.

[essential] 16/10/2015 20:34

A very short term double bottom but more importantly at 1 year support

[gucci] 16/10/2015 15:15

yes looking good

[arc en ciel] 16/10/2015 15:12

The share has just formed a rare chart double-bottom.

I find this formation almost always indicates a following rise.

With this chart, this should be a sign we are going back up to at least the 700p level. I've added at 639p accordingly.

[hutch_pod] 14/10/2015 14:51

Good new Edison note.

(PS i see Edison have aligned their EPS treatment with that of CLIN, so 28p for 2015 and also upgraded their forecasts giving 35.9p in 2016)

[gucci] 14/10/2015 10:03

started next leg up

[hutch_pod] 08/10/2015 14:16

hi gargleblaster

22.3p looks very much like the underlying figure that CLIN reported. (Their adjusted figure is 28p which further adds back amortisation).

I would want to drill into the forecasted 32.79p figure though to ensure it didn't add back amortisation? In July Edison had 28.9p normalised EPS, which did not add back amortisation, unlike the company treatment. Of course it's possible that analysts have higher forecasts now.

I wonder if Sharescope could state that the analyst's forecasts they use were normalised on the same basis as their actuals...

HP

[hutch_pod] 08/10/2015 10:29

Agree Essential, a near perfect bounce at 612.50 - if that was the bounce..

Is the EPS growth 47%? I thought adjusted EPS for 2015 was 28p vs forecast at 33p in 2016..

[essential] 08/10/2015 07:29

Price has retraced to nearly the 200dma. Looks a good opportunity to top up today.

[gswredland] 08/10/2015 06:54

Not looked at the PEG recently - thank you for that gargle. Also topped up yesterday but unfortunately in the morning!

[gargleblaster] 07/10/2015 23:18

Jombaston/lomax - agree with you both - back to the same levels the share price was at at the start of 2014 - and in the last 21 months the company has been growing like crazy. Forward rolling PE of 18.1 - seems v cheap for a company with a forecast eps growth of 47% for 2016 - is now on a fwd PEG of 0.47. Good luck to all, dyor etc.

[lomax99] 07/10/2015 22:42

I also view this as an opportunity and bought some more today.

[jombaston] 07/10/2015 16:41

I'm very pleased to top up at these levels having been considering around the £7 mark.

I agree it is always good to see Directors with decent shareholdings.

My initial reaction when Robin Sibson CFO sold was to be concerned. However, he has already announced he is stepping down from that position which is transitioning to Martin Abell. I wouldn't be surprised or concerned if Robin Sibson sold more over time. He still retains a very sizable holding.

Peter George CEO has over 5.5m shares - you don't need a calculator to work out that is a still a decent stake! How much would you like him to have?

I am not sure how old Mr Sibson is but Mr Abell looks a lot younger in the official photos!

[aishah] 07/10/2015 16:10

Agreed. Don't like to see such heavy sells.