Eco Animal Health Share Discussion Threads

[joeblogg2] 06/4/2011 15:36

Au. I thought we would have FDA news by now??

[audigger] 06/4/2011 15:34

Nice to see this gaining some upward momentum again after the drift down. Will be interesting to see if it can get to 280 again even without FDA news. With FDA news it could go 300+ very quickly

[audigger] 14/3/2011 14:47

Its good to see this kind of proactive update. I was wondering if the big fall this am was due to concerns over the Japanese side of the business. This update is reassuring. However, it doesn't feel appropriate to be too focused on the impact on personal investments given awful events in Japan.

[topvest] 11/2/2011 15:49

Agreed. Patience required!

[ltinvestor] 11/2/2011 15:30

Very illiquid stock so when they finally receive FDA approval it will,imho, go up many times todays fall.

[pugugly] 11/2/2011 13:44

News leaking ? However minimal volume. BBB.

[audigger] 11/2/2011 09:30

Ouch, that's a bit more than a drift!

[audigger] 08/2/2011 19:00

I guess its not surprising that this will drift back down after the recent surge whilst awaiting US approval. Sounds like they are on-track for another good set of results. Trying to decide when is a good time to add. Thinking I will wait a few weeks with an expectation it will drift lower. I think the market is also over-due a downward correction so, if that happens, they may become even cheaper. Time will tell!

[aim_trader] 04/2/2011 10:20

Thursday, February 03, 2011
ECO Animal Health: growing fast while awaiting US launch
The livestock therapeutic specialist is continuing organic growth in China, Latin America and India. In the shorter term, investors will want to look out for news of US regulatory approval for its flagship product Aivlosin this year as well as full-year results that are expected to show a substantial increase in both turnover and profits. Longer term, a trade sale may be on the cards, chairman Peter Lawrence tells Proactive Investors.

[audigger] 12/1/2011 22:55

Positively flying!

[topvest] 12/1/2011 20:26

Absolutely, going vertical!

[shroder] 11/1/2011 12:39

we are off again

[roverite12] 05/1/2011 15:23

joeblogg2 - The results in August mentioned FDA approval in the "current financial year" . This was a month or so before the "heavy workload " statement regarding the FDA . I suppose this could in theory mean approval not until after March ....

[ltinvestor] 05/1/2011 13:16

Research is ongoing and results will be published in due course according to the last report on 8/12/10.

[topvest] 05/1/2011 12:44

Someone has taken to these in the new year. Moves quickly when it gets going this one!

[joeblogg2] 05/1/2011 11:41

I thought the US approval was expected before 2010, any ideas as to delay? thks!!

[audigger] 05/1/2011 11:36

Vulgaris, given the cost of clinical trials, what evidence do you think would be needed from the raft of ongoing screens to justify initiating a trial? Is it a given that clinical trials would be required? I guess they would if their are no existing human data for Aivlosin although not sure if the primary focus would be safety or efficacy? Either way, it seems the share price is heading north in big leaps!

[vulgaris] 05/1/2011 11:25

Itinvestor. There are assertions that macrolide antibiotcs have some immun-modulatory /anti-inflammatory effect that may be relevant for influenza -- see e.g. along with the more specific assertions re. activity in cellular compartments made in the the patent and e.g. in for clarithromycin in

However:

1) Macrolides have long beeen used in human respiratory infections. Most of these infection are viral not bacterial and the accepted view is that antibiotics are being mis-prescribed in these viral cases. If macrolides had a dramatic effect irrespective of whether the infection was viral or bacterial, this would have come to light in 50 years of use. Most obviously respiratory infection trials, (mis)including many patients with viral infections would have tended to favour macrolides over penicillin, where there is no assertion of anti-viral activity----- And they don't. Morevoer, were there serious antiival activity, companies like Pfizer (which had the patent on azithromycin) would have exploited it to the hilt esp when public health agencies began saying 'Don't prescribe for coughts & colds; they're viral').

2) A patent, put together on some prima facie evidence, is not the same thing as a controlled trial and I can find now published controlled trial of Aivlosin in this context.

I hold the stock long term, as part of an IHT mitigation strategy. I would be delighted if they got a boost from antiviral activity. But, I've also got 30+ years of expereince working on antibiotics and wouldn't bet the bank this flu assertion, interesting as it is!

[audigger] 04/1/2011 20:14

The patent makes intersting reading. Its not my field of expertise but the patent does suggest a mode of action for antiviral activity based on disruption of intralysosomal pH and prevention of replication rather than any enhancement of the immune system. What I find interesting is that it was the observation of antiviral efficacy in pigs being treated for bacterial infection that triggered this additional research. I've no idea how unique such an observation may be, but it suggests that tylvalosin may be more efficacious than some of its counterparts which may be more about bioavailability than intrinsic potency against the target. If this did prove a commercially viable option, then the upside would be huge. I'm invested soleley on the basis of the antibacterial application and the growth/profit that will come from US approval. Anything in addition to this would be a bonus!

[ltinvestor] 04/1/2011 17:35

Vulgaris.Just following on from my previous post there is evidence that macrolide anti biotics have shown antiviral activity eg tilmocosin which was found to be too toxic.A US patent application was applied for in January 2010 regarding the antiviral properties of Aivlosin and is worth reading.The application number is 2010/0010080.

[ltinvestor] 04/1/2011 17:17

The Virology dept at Cambridge have been working on the antiviral properties of Aivlosin having received a £500k grant from the Medical Research Council.In its latest release Eco are continuing this research,I presume, as a result of findings.It appears to be active against the influenza virus and several other viruses and so is more specific than a general immune system stimulant.

[vulgaris] 04/1/2011 16:43

AuDigger --- S Times tip predicated on likely FDA approval of Aivlosin; Itinvestor--- whilst there is research in the area I'd be sceptical of any macrolide antibacterial such as Aivlosin having antiviral proporties. They work by inhibiting the bacterial ribosome and viruses have no ribosomes, parasitising the (macrolide-uninhibited) human ones instead....... So, you'd have to postulate that the molecule has some other activity, perhaps by stimulating the immune system --- and there's lots of claims of that for lots of antibiotics over 50 years, but little you'd call hard proof of anything significant.

[ltinvestor] 04/1/2011 16:36

>Audigger.Basically just says that US Aivlosin approval will be transformational for the company .

[audigger] 04/1/2011 15:56

Very nice. Can someone please post the tip. I can't get on to Times online from my blackberry as subscription is required