Evolutec Share Discussion Threads

[zooshare] 21/9/2005 07:40

am in with 5k. see how it goes HB. good luck all
not showing though and L2 might not be giving correct reading!

[milo78] 20/9/2005 22:29

This Company potentially has the biggest drug in the World. I's earning power is indescribable. However in Europe they have declared a patent. As of yet nothing in USA and elsewhere. Remember this product comes naturally from the Tick.

[spangles] 20/9/2005 20:09

Might have a punt myself in the AM (if I can free up some readies...from my oilies!)

Cheers HB. (CSR & ZYT did me very nicely BTW).

Spangles.

[zooshare] 20/9/2005 16:16

nice one HB...will have a look tomorrow! cheers

[horneblower] 20/9/2005 15:40

I bought them purely because I get hayfever and my dog has ticks but my dog is usually right about these things.
Oh, and I like the chart.

[pineapple1] 20/9/2005 15:36

I remember seeing him on bloomberg about 6 months ago and he tipped them then.Obviously quite keen on them.Don't normally take any notice of tips but did a little research when i first heard of them and liked what i found.The clinical trials look very promising indeed...imho

[advaita] 20/9/2005 15:30

This was tipped by Jeremy Batstone who is an analyst at some broker (can't remember which) on Bloomberg TV over the weekend. I was going to buy on Monday but the price was dropping so thought I'd hang on -(must learn to trust old Jeremy in future) - I bought earlier today. Mr. Batstone was very enthusiastic about them, said the price could double, he didn't give a time frame but usually they mean 1 year I think. So if they double this week I'll get out and get back in a bit later !

[abcd1234] 20/9/2005 14:47

how do u know there is one coming out tomorrow?
ta

[milo78] 20/9/2005 14:35

I agree in the long term, however Buy note coming out tomorrow to buy up to £260 short term.

[pineapple1] 20/9/2005 13:42

nice find milo78..

IMHO the potential upside from here is far far more than 50%.A potential 10 bagger if clinical studies continue as well as they have.The potential of the products if they come to market in their various forms is enormous.
We have a market cap currently of under £30m,with hayfever products alone having an estimated market of £6b per annum.Thats without the other variants and compounds undergoing evaluation recently reported on...IMHO

Wonder what will be said in the analyst conference call at 3pm

[milo78] 20/9/2005 12:54

Note from the House Broker. This looks to be a major breakthrough in Asthma/Allergy treatment.



EVOLUTEC (EVC - 154p - Outperform)


Positive Phase II results for rEV131. Initiation of coverage. Outperform.

Evolutec announced positive results for its lead product, rEV131, in a Phase II study of allergic rhinitis (hay fever). We had expected trial completion in Q4 CY05, so these results come earlier than anticipated.
Patients who received rEV131 showed a statistically significant reduction in hay fever symptoms 15 minutes after exposure to a nasal challenge of ragweed pollen. There was a notable improvement in late phase symptoms (nasal congestion and mucus production), which are poorly treated by antihistamines. Another key finding was rEv131's rapid onset of action in this study, which is now believed to be under 45 minutes. If confirmed in additional trials, then this would clearly differentiate rEV131 from intranasal steroids (the current optimal treatment), which can take days or even weeks to work. These efficacy results came as a surprise, as the study was small, and primarily designed to assess safety and to select a dose for further studies.

We will be formally initiating coverage with a more detailed company note shortly. In the interim, we are highlighting a valuation upside of at least 50% based on our NPV analysis of key products. We are therefore initiating coverage with an Outperform recommendation.

[popyezigalow] 20/9/2005 08:05

Yes very good news for both investors and hayfever sufferers. A conservative price of £3 has been mentioned, lets hope so.

[pineapple1] 20/9/2005 06:19

Todays RNS is big,big news.

The hayfever market is worth $6billion.This is fantastic news for the company and well ahead of schedule.I don,t think many realise the potential of this company.

I note that they are also in dialogue with potential commercial partners.

[horneblower] 12/9/2005 08:35

A very nice chart, currently in the second stage of a three-stage rise that should take us to around £2. From there it depends on the real quality of their research and how protected their drugs are. If they are still promising I would think the co will be taken out quite quickly at £3 to £5, otherwise, back down again.

[pineapple1] 12/9/2005 08:25

This little company could be a real blockbuster.The innitial studies have all without exception produced positive clinical results.
The fact that the pesky tick has managed to survive and thrive for as long as it has tells me that the chemical makeup of its secretions must be extremely powerful.Obviously EVC have woken to this and we now have the tick as an allie and will use its undoubted benefits to control many conditions
Some of the most powerful/toxic substances known to man occur naturally in many animals and have ensured their survival over the ages.
Man has only just started to create thir own synthetic compounds,nature was in the research lab about 100 million years ago.
imho this company has such great potential with a share price of £20 obtainable with further positive results.This will not happen overnight but we have only just started.IMHO,DYOR

[popyezigalow] 12/9/2005 08:02

Yet More Positive News
LONDON (AFX) - Evolutec Group PLC reported positive preclinical results for its rEV576 product for the progressive paralysis disease myasthenia gravis.

The AIM-listed drug company developing drugs for the treatment of allergic, inflammatory and autoimmune diseases, said that in preclinical studies a single dose of rEV576 completely prevented paralysis and weight loss over a five day period. There is currently no cure for Myasthenia gravis, which causes progressive fatigue, loss of muscle tone and increasing paralysis.

Evolutec said the study suggests that rEV576 may have potential in acute conditions, such as heart attacks and heart bypass surgery, and chronic autoimmune conditions, such as rheumatoid arthritis.

[popyezigalow] 31/8/2005 13:26

Good news on the anti-tick vaccine. Good fortune is ours soon.

[simon gordon] 18/5/2005 20:03

Chart is a throwback to 2000.

Rapid rise.

Peak.

Cliff like fall.

Good fortune to you.

[pineapple1] 18/4/2005 22:13

Well the management reckon that the market for hayfever products is worth £6b in the US alone.
The fact that they have been given the go ahead to conduct further tests at least indicates that administration appears safe enough .Lets hope it is effective.
If it is then this stock from these levels will be worth a small fortune.Perhaps open my own tick farm with the proceeds.

[popyezigalow] 28/3/2005 06:32

notforc: If I recall the comments made by J.B. It was said that fund raising could be expected which might result in a temporary downside.

[notforc] 25/3/2005 08:47

I saw Jeremy Batstones presentation on Sunday, it looked very promising so after some research I decided to get in early Monday. Two days later - ZAP the fundraising announcement come out and the price plumets. What irks me is the fact that it is a PLACING and at a substantial discount. Did J.B. know these little facts, or is he innocent/ Once again the small investor loses out to the benefit of the institutions. I believe longterm it will come good but I sure would rather have got in at the lower price.

[simon gordon] 23/3/2005 15:38

Mr Batstone alluded to share dampning in the short-term.

After much digging I have decided not to buy, as EVC is a bit 'blue sky' for me.

Good fortune to you and thanks for an intelligent thread!!!!!!

[the prophet] 23/3/2005 08:57

-Nobby, have to agree with you....thought they would hit a few milestones first + try to raise at a higher level.....
-Ofcourse, it is a Collins-Stewart stock, which always makes one slightly wary...
-+ it is disappointing there is no 140p shares for existing investors
-having said all that, first law of biotech is to ensure yo uhave plenty of cash, and that they have done
-potential here is still the same, with the cash concerns now taken care of.
-market cap, even with the new shares in issue, is still pretty light.

[nobbygnome] 23/3/2005 07:54

Well well. I wasn't expecting a fundraising so soon. It was clear they would need more money but I am surprised they went for it this quickly. Of course it is good news that they have got enough money to carry out a lot of the trials. The disappointing aspect is that it was done at 140p; such a deep discount is surprising.

Good for the medium term but not so good for the very short term I fear!

Nobby

[nobbygnome] 21/3/2005 21:42

Well we reached a new high today and I guess that means we will go even higher in the next few days. The selling on Friday above 180p was somewhat surprising and might mean that hurdle is quite difficult to breach. However, any sort of news on Wednesday and I think we will see at least 200p IMHO.

Nobby