Futura Medical Share Discussion Threads

[j777j] 17/6/2019 10:47

Liberum "The multi-billion dollar market for erectile dysfunction (ED) therapies continues to be dominated by PDE-5 inhibitors, despite a slow onset of action and negative side-effects. We believe Futura’s MED2005 addresses these issues and expect positive P3 data in December. Our confidence is driven by compelling P2 data, a non-binary set of potential outcomes, and a rock-solid safety profile. With a market cap of just £50m vs a peak sales potential of c.£500m, we think the market misses this low risk potential. BUY." "Key catalyst due by Dec 2019 Unlike with most drug discovery businesses, there is not long to wait for the key catalyst, with the headline P3 data due by December. This could drive >500% upside." Yes >500% upside!! "Liberum view: Headline data from FM57 is due by the end of December 2019, which is the key catalyst for the shares. This data alone should be enough to secure a significant outlicensing agreement, but more importantly de-risk the confirmatory second P3 study." "We have not provided much detail on potential competition in the pipeline, as frankly we do not see any at this stage."

[ny boy] 17/6/2019 10:34

Just a game of patience here, happy holding.. chart looks good though! One on the move, outdoors be under valued too (C4XD) dyor as usual

[timbo003] 17/6/2019 08:49

>>>martinelwick You can download the note from Research tree https://www.research-tree.com/companies/uk/pharmaceuticals/futura-medical

[martinelwick] 17/6/2019 07:46

Hi can you provide the link.

[j777j] 17/6/2019 07:18

Liberum 60p price target fair value and 137p high end

[j777j] 17/6/2019 07:10

Bullish research report from Liberum today."High probability of success,low valuation......"

[mikethebike4] 12/6/2019 14:18

I always blame my partner !

[wantage] 12/6/2019 07:51

Down to Liberum finding realInstitutional support.

[glavey] 12/6/2019 01:57

The repartition is vapid.

[j777j] 11/6/2019 10:16

Between 8 aug 2016 and 5 sep 2016,the share price went from 21p to 80p on positive news regarding the med gel. Can have quite some moves.

[j777j] 11/6/2019 09:57

Needs some decent new US investors onboard. The rating Fum gets here is minuscule to how it would be valued stateside,for a co with so much potential. Smaller caps in general are cheapest they have been for decades.

[ny boy] 11/6/2019 07:34

The pond is shrinking these days, I know a few traders in NYC that are buying into U.K. equities as the exchange rate is so favorable, they have taken the view UK equities are trading at a big discount.

[j777j] 11/6/2019 07:12

I note the author of the Guardian article is a regular contributor to the New York Times. It would be nice if the article makes it across the pond.

[j777j] 11/6/2019 06:17

They simply need to trumpet the investment case. Awaiting UK regulatory approval for the first pain gel product. Med2005 In commercial negotiations with licencees.. 15% royalties are forecast. Total upfront and milestone payments for EU and USA $90 million are forecast. Over $1billion peak sales are forecast. First major ED development in 20 years. 300 million men suffer ED and that is climbing rapidly as populations age and obesity and unhealthy living are on the rise too. Futura have a topical product that is fast acting.Completely bypassing any risks incurred by swallowing a pill like viagra.

[glavey] 11/6/2019 04:05

Maybe they should try ramping instead, that seems to have been more successful of late.

[j777j] 10/6/2019 17:27

Well hopefully like the rest of us they will learn.

[mikethebike4] 10/6/2019 15:43

'management' is not Futura's forte !

[ny boy] 10/6/2019 15:21

Many bags, over time, I am holding for a few years initially. In the short term a break through 28p will be significant and opens up a larger move to 40’s Good to see some press coverage Still under the radar, good chance to get in early. Reminds me when I was the only one on the (STX) thread accumulating in late 20’s & 30’s, now 110p+ I have been doing the same with (MSYS), on the pull back to 1p, just have to dyor and trust these Companies have solid management to deliver going fwd GL

[j777j] 10/6/2019 15:19

Multibagger staring us in the face. The market size is massive.

[glavey] 10/6/2019 15:00

That article reads like scripted PR.

[j777j] 10/6/2019 14:23

Futura Medical PLC (LON:FUM) saw its shares shoot higher on Monday after ‘house’ broker Liberum Capital highlighted an article published in ‘The Guardian’ newspaper which could spark interest in the group’s main product. In a note to clients, the City broker’s analysts pointed out that over the weekend the newspaper published an in-depth piece on the emerging treatments for erectile dysfunction (ED) with a significant focus on the AIM-listed firm’s MED2005 which is in a P3 study due to read-out by the end of the year. They said: “The article highlights the lack of clinical advances in ED over the past 20 years and the emerging opportunity for products that can address the shortcomings of the PDe-5 inhibitor class (Viagra) with MED2005 appearing to offer convenience and side-effect profile benefits.” The analysts concluded: “This will help to drive interest in what appears to be a very over-looked product in terms of its potential to address a very large market

[j777j] 10/6/2019 10:39

How many bags do you see here going forward?

[ny boy] 10/6/2019 07:31

Yep, it’s why we are invested for the long term, should bounce nicely off support here, buy with confidence imo but dyor