Evolutec Share Discussion Threads

[nobbygnome] 21/3/2005 07:57

Yes this and York Pharma were given away to the market due to the difficulty of IPOs last year particularly in the biotech sector. Consequently there is great potential value for us private shareholders!

As for valuing EVC as always for biotechs it is very difficult. They are always news driven and since EVC is expecting a strong news flow year, I would be happy with a £25-30 million valauation now. This will of course rise if the phase II results and the cattle vaccine results are positive.

Nobby

[simon gordon] 20/3/2005 20:54

Evolutec is an inflammatory biotechnology business that is seeking to develop allergy treatments derived from the saliva of ticks.  Ticks had developed techniques for suppressing a hosts inflammatory system while they attached to it.  The company is based in Oxford.

Vacs of Life was founded in 1996 by John Watermeyer to commercially exploit the work of Professor Patricia Nuttall.

In September 1998 Evolutec acquired Vacs of Life.

In June 2001 it was reported that Evolutec was seeking to raise £5m in funding.

In August 2002 Evolutec announced that it was planning to float in the next fifteen months.

In August 2003 it was reported that Evolutec was planning to float on AIM in 2004.

In June 2004 Evolutec unveiled its plans for a £75m-£85m listing.

In July 2004 it was reported that Evolutec was planning to float on AIM at a valuation of £12.7m.


The above is taken from a biotec directory.

[simon gordon] 20/3/2005 17:17

Nobby - comparing EVC to it's peer group what do you think fair value is right now?

[simon gordon] 19/3/2005 17:10

From the telly pundits Jeremy Batstone is top tier and he is very level-headed, so when he utters the above words and I read Nobby and Prophet, I have to consider stocking up.

[simon gordon] 19/3/2005 14:12

Watched it again on SkyPlus:

'enormous potential'

'sky's the limit'

[simon gordon] 19/3/2005 12:10

While I was watching Bloomberg Money this morning, Jeremy Batstone from Charles Stanley tipped EVC for the second time this year. I noted the 50% rise since his tip and headed straight this way.

He mentioned a fund raising in the future.

[the prophet] 18/3/2005 08:59

-seems everyone having a top-up!!!
-anyone own up to the 5,000 buy?......

[horneblower] 18/3/2005 08:56

Thought I'd give it a nudge...bought 2000 at 180p

[the prophet] 18/3/2005 08:45

-thanks for your views, Nobby.

-seems there not too much stock around, could you buy a few more shares + really get the share price motoring?!!!!

-this could be a 10-20 bagger here, imo.

[nobbygnome] 18/3/2005 08:38

Looks like I just moved the price with a purchase of 4k. The MMs are obviosuly very sensitive at the moment so I wouldn't hang around if you were thinking of making a purchase. Just IMHO of course...

Nobby

[nobbygnome] 17/3/2005 21:02

>> TP

It has become increasingly common for biotechs. Of course they will only hold them if they have got something to say. For a new company like EVC I think it is vital to get on the radar of analysts and fund managers. They of course come for the free lunch but hopefully will be impressed by what is presented to them. I just think that a certain % will go away and buy a few shares after the meeting and as we know usually it does not take much to get the price going. As I say above I think we are poised to take off again.

Nobby

[the prophet] 17/3/2005 18:41

-Nobby
-is a R+D day usual for bios like EVC to give to analysts?
-coming so soon after the annual results, I would think it would be a re-run and explanation of what was said in the AR?
-although I would obviously welcome it if they said anything new...presumably that would require a RNS if it was anything of substance.

-I get a strong feeling that these guys are very switched on, and are mindful of the need to drive the share price with news-flow, in order to facilitate further fund-raising, hopefully at substantially higher levels.

[nobbygnome] 17/3/2005 17:48

Looks poised for the next upward move. The R+D day (next Wednesday) may well be the catalyst for that rise.

Nobby

[pineapple1] 17/3/2005 14:12

23k buy,quite large for this stock(over 40k).

Agree that the tech is very interesting indeed.Have a good feeling about this one.

[the prophet] 17/3/2005 14:01

-had a good read of the annual results, which were very thorough in explaining exactly what they were doing,in terms of the development and commercial strategy.
-Also had a look at the web-site



-lot of info on there, including a presentation for investors.




-my overall impression is very positive, the technology is very interesting, and with the expectation of the results of two sets of phase II results this year, it is a realtively near term opportunity as well.
-considering they are addressing multiple billion dollar + markets, the risk/reward looks very attractive here.
-Market cap of some £17m is v.low, for the stage the company is at and the track record of the management.

[nobbygnome] 12/3/2005 09:02

Don't forget the R+D day on Wednesday 23rd March. I don't think you want to be light ahead of this day. Companies like this don't get a lot of opportunity to have their day in the spotlight and I have every expectation that it will be very impressive. Those analysts will just love it!

Nobby

[horneblower] 09/3/2005 08:38

Nobbygnome,
I would say there is a very definite channel, sharply inclined and very narrow. Quite short, obviously and therefore less predictable, however, drawn on a 3-month timescale and in log (although it doesn't matter quite so much yet, linear will do) you get a nice channel with anomolies above and below the lines. The trick is to be able to interpret the anomalies. It takes experience and is obviously not an exact science, especially with a small, thinly traded stock like EVC. However, up 'till now it is behaving pretty well and gives confidence about continuation.

At the moment it is still near the top line and could fall a little without worry. I would not like it to close today below 172 though.

[nobbygnome] 09/3/2005 08:02

>> hornblower

Out of interest, when a price is hitting the clear blue sky, how on earth can you tell what its going to do next from a TA point of view? There are no support levels, resistance points or trading channels to help you. It can't keep going up more or less in a straight line surely.

TIA

Nobby

[kkioto] 08/3/2005 21:10

keep buying but mind you at the same time quite risky advice!

[horneblower] 06/3/2005 23:05

Chartist view: Keep buying.

[dcb] 06/3/2005 15:03

Thanks, TP.

[the prophet] 06/3/2005 14:43

-yep, seen it.

-very positive write up, reckons news-flow should continue to move the shares forward, R&D updates to come, recent presentations went well, experienced management team

[dcb] 06/3/2005 14:36

I believe these were tipped into today's Telegraph. Anyone see it?

[the prophet] 02/3/2005 14:32

-no probs, pineapple
-agree with your view, an undiscovered gem
-nice bit of info in the results today.