Eco Animal Health Share Discussion Threads

[beersford] 16/11/2009 17:34

what is that fall all about,10% without any news?

[smelleroo] 29/10/2009 10:02

yes but unlikely eco will still be a public quoted companies in a few years!

smell

[audigger] 29/10/2009 09:09

Plenty of pigs though! More good news. All we need now is FDA approval and the scene is set for a profitable few years ahead.

[topvest] 26/10/2009 20:50

Never new there were so many pheasants....30m/annum reared in the UK and France. Good news again. ECO is starting to deliver. US next.

[smelleroo] 26/10/2009 20:42

US approval for aivlosin is what i am waiting for and that is expected soon as outlined in final results. nice to have a company that juts gets on and does things with no fuss, and over delivers to shareholders!

smell

[audigger] 26/10/2009 08:46

More good news. Will be interesting to see where this takes projected sales for 2010-2012?

[ariane] 26/10/2009 07:56

Regulatory Approval (Eco Animal)





TIDMEAH

26th OCTOBER 2009


ECO Animal Health Group plc

POSITIVE OPINION ON NEW AIVLOSIN® PRODUCT FOR PHEASANTS IN EUROPE


ECO Animal Health Group plc is pleased to announce that its subsidiary ECO
Animal Health Limited (ECO) has received a positive opinion from the European
Medicines Evaluation Agency (EMEA) for Aivlosin granules for oral solution for
medicated drinking water for pheasants throughout Europe.

This positive opinion will allow Aivlosin to be marketed in Europe for use in
pheasants for the treatment of respiratory disease caused by Mycoplasma
gallisepticum, one of the most economically important diseases of farmed
pheasants.

The UK and France account for the vast majority of intensively reared pheasants
in the EU, with over 30 million birds being reared in these two countries
annually.
ECO will market Aivlosin for pheasants directly to specialist poultry
veterinarians in the UK.

Aivlosin granules for oral solution, as the first authorised product for the
treatment of this condition, will fulfil a currently unmet need in the market by
providing a safe and effective solution for the treatment of reared pheasants
and breeding stock.

The EMEA's positive opinion marks another important step in ECO's continuing
development of Aivlosin as a global veterinary product. It will extend further
the marketing reach of Aivlosin, ECO's patented macrolide antibiotic, which is
used for the treatment of respiratory and enteric diseases in pigs and poultry.


Contacts:
ECO Animal Health Group plc Marc Loomes 020 8447 8899

Spiro Financial Anthony Spiro 020 8336 6196

Cenkos Securities plc Stephen Keys 020 7397 8926
(Nominated Adviser)

ECO Animal Health Group plc is a leader in the development, registration and
marketing of pharmaceutical products for animals. Our products for these global
growth markets promote well-being. Our financial goals are achieved through the
careful and responsible application of science to generate value for our
shareholders.

[audigger] 16/9/2009 11:42

The buying continues with another tick-up. Looking good. Would be nice to have yet more positive news to push this to a new level. I was hoping for a dip back to 1.7-1.8 to buy more, but looks like that isn't going to happen!

[audigger] 11/9/2009 20:04

Well the buys keep rolling in and some big ones starting to appear with 20K at 204 and a tick-up. Lets hope it continues!

[smelleroo] 09/9/2009 12:45

finally hello.......

smell

[smelleroo] 09/9/2009 11:17

buys coming through today next tick up looming....

smell

[audigger] 07/9/2009 09:26

Well it has certianly impacted the SP! Will be interesting to see if this is sustained or if we quickly return to 1.6-1.7.

[ltinvestor] 25/8/2009 16:24

Recent release from Cambridge university regarding Aivlosin states that potential uses of Aivlosin include treatment for PPRS virus,Influenza virus,Hepatitis C virus,Ebola virus, SarscoV Coxsackie B3 and B5 virus!!!

[ltinvestor] 10/8/2009 12:46

>Topvest.At least twice present sp!!

[smelleroo] 30/7/2009 21:30

takeout longer term, short to medium term the company will benefit the very fast growing animal healthcare market

smell

[topvest] 30/7/2009 21:27

Quite tightly held;

Substantial shareholdings

At 31 May 2009, the company had been notified of the following
holdings of 3% or more of its issued share capital.
Ordinary
5p shares %

Schroder Investment Management Limited 10,937,168 23.45
P A Lawrence and family 10,774,835 23.11
Prudential Plc 6,700,000 14.37
Artemis Investment Management Limited 3,180,911 6.82
Axa Framlington Investment Managers UK Limited 3,052,479 6.55
D Salmon & family 2,383,848 5.11
Hargreave Hale Limited 2,350,000 5.04
Vanguard International Explorer Fund 1,446,693 3.10


Difficult for anyone to takeout ECO until Peter Lawrence wants to sell imo. Not a good time anyway; should be worth x2 the current share price in a few year's time.

[smelleroo] 29/7/2009 20:37

the annual dividend on today's closing share price offers a 4.7% yield, definitely a lot better than what you can obtained from the bank and other stocks. also this is at a time where companies are desperate for the cash and have in fact been reducing or cutting their dividends. i for one will be opting for a script dividend. thought there were some interesting bits in today's results which allows shareholders to look to the future with excitement; USA approval, studies alongside Cambridge University (not sure if this is for humans or animals), re-assessment of dividend policy and current financial year started strongly.

not sure the company needs to hedge its currency exposure especially at a time when currencies are so volatile. the company does however need to increase its profile, consider moving off aim, better investor relations (i.e. results not even on the website yet) and improve liquidity in the stock only 2 market makers.

very exciting future, and despite being off most people's radar still has a very good shareholder base (schroders, pru and artemis), aim stock that pays a divi and quality management

smell

[topvest] 29/7/2009 12:13

Yes, results look solid. Looks like they are on the verge of generating cash with operating cash inflows starting to overtake the costs of obtaining new registrations. Not quite got there yet, but will do soon. Annual dividend rather than half yearly is a bit disappointing. Overall, positive. Happy to hold for the medium term upside.

[audigger] 29/7/2009 07:22

These results look very good with lots of upside to come. Haven't read all the detail, but didn't see anything around possibility of using hedging tactics to minimise impact of currency changes. Something they will have to consider longer-term. Strong start to current year is very encouraging. Will be interesting to see what the share price does today.....

[topvest] 28/7/2009 20:30

Results tomorrow. Prospects look good. More scope for positive surprises than negative. Held for about a year. I don't think we will get full value for 2/3 years yet, but very happy to hold and wait.

[ltinvestor] 28/7/2009 11:23

The US market is the largest mkt for Aivlosin sales and once this approval has been gained ( due 2010)I would expect several bids for the company at a significant premium to todays share price.

[audigger] 28/7/2009 07:33

As the trading update indicates, they have moved in to profit, albeit helped by currency movement. Main reason I bought in to these was due to potential for significant growth in sales based on the new registrations for Aivlosin. Most of the significant costs associated with gaining these registrations are now behind them. Will be intersting to see in the results tomorrow what sales potential they predict for Aivlosin and how much value they can extract out of the patents before it goes generic, which is some time off yet. The divi is good and there is also the possibility of them being taken out by a bigger player, so, aside from the large share price fluctuations on little of no volume (an issue they have tried to address), they look to be good value. There is also the possibility of new IP based on anti viral applications which could again bring additional value.

[topvest] 25/7/2009 09:33

This is still very illiquid. Company looks in a very good position though and I suspect patience will be rewarded. Even the 5% dividend yield is a reason to hold, if not buy. Buying depends on whether you believe the growth potential. I think I do; it's taken time for sales to take-off, but these things do normally take longer than expected. Things seem to be going well.