Eco Animal Health Share Discussion Threads

[topvest] 10/8/2010 08:29

Yes, but slow going as ever. I suspect there will be great value here at some point, but that's 5 years or so off. Dividend cut not particularly pleasant. Patience will be rewarded...I hope!

[ltinvestor] 10/8/2010 08:11

Good results and just love the throwaway one liner regarding the research into the antiviral,in particular,influenza, activity of Aivlosin.The mere fact that Eco is going to fund further reseasrch shows that the Cambridge results have obviously shown Aivlosin to have anti viral activity.This is, in my view, very significant.

[audigger] 07/8/2010 18:46

FDA have approved the facility. Hopefully FDA approval of aivlosin will follow soon.

[joeblogg2] 07/8/2010 12:29

Have just picked EAH up from KIO board and read your posts and looks a good company!! Have fda aprroved Aiv. or the facility approval is one aspect before final approval? thanks!!

[audigger] 30/7/2010 11:25

Indeed, but no different from pharma or agchem in that regard. When does Aivlosin go off-patent? That will have a major impact on value.

[ltinvestor] 30/7/2010 08:28

>Audigger.They will be bought out because it now takes 20 years to produce a new veterinary drug which has FDA and worldwide approval.

[audigger] 29/7/2010 19:57

Lets hope so! That aside, I think there is plenty of potential upside just based on the value that Aivlosin can bring EAH with US approval in place and full realisation of sales potential across multiple regions. I'm not sure how much of a premium they can charge on the price of Aivlosin in the different markets, but with the opportunity for cheaper manufacture the company must only be 2-3 years away from significant profitability. This will mean they will be a cash rich company and thus very likely to be bought out.

[smelleroo] 29/7/2010 10:12

£4 getting nearer

smell

[ltinvestor] 29/7/2010 10:11

>AUdigger.You will soon be in serious profit.I am convinced that EAH will be bid for at several times todays sp!!

[ltinvestor] 26/7/2010 10:07

No stock available only 5k on offer.The so called big boys are on board and the company will probably be a bid target once US approval is confirmed.My guess for a takeout price of at least £4 possibly more if there is a bidding war.

[audigger] 26/7/2010 09:50

I would love to buy at these prices, but ain't got spare cash at the moment. I last bought in April/May at 1.40 and thinking they wouldn't get much cheaper. Although I'm nursing a large paper loss there's no way I'd consider selling whilst the fundamentals remain sound. I wonder if the walk down in price is also to allow some of the big boys to get on board before it takes off?

[ltinvestor] 26/7/2010 08:57

Aivlosin approval by FDA now a formality and should be received within a few months.I have been able to buy stock at 115 over the last couple of weeks and will try to buy more today.The mm's are short of stock and so are trying to frighten a few pi's into selling by lowering the sp!!Anybody who sells today shouldn't be investing in the market.

[audigger] 26/7/2010 08:45

Good certainly do with something to inject some upward momentum in the SP!

[topvest] 26/7/2010 07:42

Good news this morning ahead of the results in a few weeks time.

[ltinvestor] 02/6/2010 09:06

I believe back end of Autumn .That would be the day to buy even if mm's mark it up initially by 20p cos it will be much higher two weeks later.

[audigger] 02/6/2010 07:32

I hope so. I wasn't sure about the timing of the FDA approval. Was the end of this year mentioned somewhere?

[ltinvestor] 01/6/2010 09:32

I would think well northwards of £2.00 with FDA approval which is expected towards back end of this year.I am considering adding myself in the next couple of months.

[audigger] 28/5/2010 15:52

All quiet on the EAH front. Added a few more today to average down having previously bought @1.98 & 1.65. Hopefully there will be a quick return to around 2.00 on news of FDA approval.

[audigger] 19/3/2010 15:34

A healthy turn-around. Long may it continue!

[smelleroo] 17/3/2010 20:41

yes Au plus eco already have a factory in china so may be there will be cost synergies from this JV

smell

[audigger] 17/3/2010 20:25

Agree. They wouldn't embark on such a joint venture if they weren't confident the FDA approval was in the bag. It appears this deal gives them access to low cost manufacturing in China and the fact this facility is already FDA approved is one less hurdle.

[smelleroo] 17/3/2010 19:21

imho i think today's agreement implied something about that...

smell

[audigger] 17/3/2010 07:28

All we need now is the FDA approval and away we go!

[smelleroo] 15/3/2010 21:11

up all of 1/2p today, but the recovery continues

smell

[smelleroo] 12/3/2010 19:51

it seems to me that there was an overhang i.e. someone wanted to sell their stake and the eco share price had to be worked to a level to attract a buyer(s). 136p looks like the price at which this overhang cleared, this is going back up! would explain share price movement of late- going down on tiny volume.

smell