Clinigen Share Discussion Threads

[cfro] 18/3/2013 18:17

That is all the gains now wiped out which is kinda strange but the stockmarket works is very funny ways at times.

Looking at the fundamentals, we now have two highly profitable drugs in our portfolio, Foscavair and Vibativ. The recent deal was very shrewd imo as this is a drug in the 'right time and place' with anti-biotics all over the news.

The profitabillity of these two drugs alone supports a share price imo much higher than where we today and thats without the rest of the business which is also nicely profitable.

And we just dont know if or when another drug deal might happen.

[john09] 18/3/2013 16:55

Well the rise was BS lets be honest

[sumitos] 18/3/2013 16:51

Yep that's all of the gain for March wiped out. Can't see why other than profit taking by those in nearer the float price. Longer term these look like a great share IMO rather like Abcam where much of any revenue falls to the bottom line.

[nurdin] 18/3/2013 16:27

what the....

[cfro] 15/3/2013 18:05

Spreads gone really wide today too, which im sure will tighten up again soon.

Like i say, the share price has been disapointing since the news announcement but with anti-biotics all over the news this looks a very shrewd deal to me.

....and i wouldnt be surprised if there wasnt other deals coming down the pipeline either.

[sumitos] 15/3/2013 17:31

SHANSAJ - Looks like lots of people thought so. Still we've been marked down on massive buying! Hopefully the uptrend will continue next week

[shanksaj] 14/3/2013 13:33

Its just profit taking after steep rise. Could be a good time to buy more.

[mechanical trader] 14/3/2013 10:34

SCSW tip sheet thought they would get at
least one new deap perhaphs 2, so I cant
see it being due to that.

Just a liquidity problem.

[cfro] 14/3/2013 10:22

Disapointing share price reaction today. But just some food for thought.......they were talking to four potential offerers. WE have got one of them secured this week. I wonder if they have walked away from the other three or not.......

[mechanical trader] 11/3/2013 16:49

Speciality pharma firm Clinigen (CLIN:AIM) improved 6.9% to 272p as management delivered on its promise to add a new drug to its portfolio within six months of the £210 million cap's listing on Aim. The company has secured the European rights to Vibativ, a treatment for pneumonia caused by MRSA, from US firm Theravance. Charles Weston at Numis expects sales to commence in the first half of 2014 and expects the treatment to generate up to £6 million a year.

[mechanical trader] 11/3/2013 16:35

CLIN - Numis Buy; Ups target to 310p

[interceptor2] 11/3/2013 13:02

Thanks for the interview link, helps me understand the company better, having only held here for two weeks.

ic2...

[cestnous] 11/3/2013 12:49

Good interview. Clear, understandable and confident.

[kayha2] 11/3/2013 12:42

Nice bit of news to start the week off!
Found this interview with Peter George:

[gbb483] 11/3/2013 10:09

Looking at the response so far today it looks like someone made sure it was all in the price by last Friday.

[snatander] 11/3/2013 09:16

SP has the look of a fiver to me

[mechanical trader] 11/3/2013 09:09

Should get these figures upgraded over next 48 hours.


Date Rec Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Numis Securities Ltd
27-02-13 BUY 17.20 15.40 1.80 19.80 17.30 2.30

2013 2014
Pre-tax (£) EPS (p) DPS (p) Pre-tax (£) EPS (p) DPS (p)

Consensus 17.20 15.40 1.80 19.80 17.30 2.30
1 Month Change 0.20 0.90 -0.05 0.20 0.60 0.07
3 Month Change 0.20 0.90 -0.05 0.20 0.60 0.07


GROWTH
2012 (A) 2013 (E) 2014 (E)
Norm. EPS 52.96% 92.58% 12.34%
DPS % % 27.78%

INVESTMENT RATIOS
2012 (A) 2013 (E) 2014 (E)

EBITDA £11.76m £12.30m £20.10m
EBIT £10.54m £17.20m £19.40m
Dividend Yield % 0.71% 0.90%
Dividend Cover x 8.56x 7.52x
PER 31.83x 16.53x 14.71x
PEG 0.60f 0.18f 1.19f
Net Asset Value PS 17.64p p p

[interceptor2] 11/3/2013 08:07

A great start to the week :o)

With todays announcement and the SCSW tip, I thought I would struggle to buy some more, but managed 261.16p at the open. Very surprising!

ic2...

[cfro] 11/3/2013 07:55

Small co sharewatch said a deal was likely coming sometime this month. Didnt expect the news as soon as today! Nice one. :-)

[cestnous] 11/3/2013 07:43

Yes it is sumitos. Will be a good day today, though I think someone was already in the know.

[gbb483] 11/3/2013 07:32

Those in the loop probably knew late last month. Insider trading? What's that?

[sumitos] 11/3/2013 07:15

Is this the exciting news we've been waiting for? I suspect so.

[cestnous] 07/3/2013 14:46

I suspect something is happening in the background here. Up again.

[cfro] 06/3/2013 18:17

A great day again today. If the share price can rise like this on a non-event day, then would could it do if/when a new licencing drug deal is announced?