Horizon Discovery Share Discussion Threads

[jurgenklopp] 23/4/2019 15:26

A huge trade of over 1 million shares gone through this afternoon after a couple of hefty deals this morning.

Hopefully an RNS out in the next 24 hours regarding the holding.

This is livening up.

;o)

[carpingtris] 17/4/2019 21:06

hxxps://bioprocessintl.com/bioprocess-insider/upstream-downstream-processing/crispr-consortium-launched-to-improve-cho-cell-lines/

[carpingtris] 17/4/2019 19:28

Building up towards results? Not too long to wait.

[mamcw] 17/4/2019 16:50

Interesting few minutes around the close, with some aggressive buying. Maybe something is finally up.

[seaking1] 16/4/2019 18:56

I’m expecting ABCAM to come back with a better offer. In the meantime expect the share price will improve as the 29th approaches.

[bouleversee] 16/4/2019 18:26

OK, thanks. Will mull it over.

[carpingtris] 16/4/2019 18:19

Woodford sold but valueact brought did they not... personally I can see this being snapped up by a bigger player... just my opinion.

I wouldn't expect a divi from this company.

[carpingtris] 16/4/2019 18:06

Not long to wait.

[carpingtris] 16/4/2019 18:05

Results out 29th so hopefully you'll see progress :)

[bouleversee] 16/4/2019 16:07

I was thinking of topping this up but I see that there is quite a big spread on the price and also that the p/e ratio is minus 26.35. Am not sure what that indicates. I am losing over 10% on current holding and don't want to lose more. I felt this was a field in which there were good prospects but so far they haven't made a profit or paid a dividend and Woodford has reduced his holding and having lost out by topping up Interserve and a few others am a bit nervous. How certain is their future?

[jurgenklopp] 14/4/2019 21:43

The c i t y w i r e article dates from last Wednesday so any potential impact on the share price has already been effected I suspect.

However I agree with the observation that HZD is by some way the cheapest price amongst it's peers.

I suspect things will start really livening up after the results on 29 April.

You can see this being a tasty morsel for the 'Health Tech' division of the $100 billion Softbank Vision fund.

[carpingtris] 14/4/2019 19:54

Anyone think this could be a takeover target in the near future? Just such a small MCap would be small change to some of the other larger biotech companies out there.

[seaking1] 14/4/2019 10:39

It certainly was fortuitously timed with gene silencing being looked upon as being a new medical field. I will be increasing Monday, expecting a move up in share price

[rambutan2] 14/4/2019 02:52

From c i t y wire:

Gene editing company HZD looks set for an uplift from developments in the market for RNA interference (RNAi), a technology that blocks the expression of proteins in a way that does not require the editing of DNA and is therefore faster and easier than gene editing.

Numis estimated that RNAi accounts for around a third of Horizon’s group revenue and around 70% of its research products business.

Analyst Paul Cuddon noted that leading RNAi therapeutics company, Alnylam, announced a development and collaboration deal with Regenron, confirming that RNAi was ‘coming back into fashion’.

‘Horizon Discovery, through the 2017 acquisition of Dharmacon, is one of the leading e-commerce-based suppliers of RNAi tools and reagents for academic researchers,’ he explained. ‘If RNAi has potential value in therapeutics, its perceived value as a research tool increases.

‘We continue to think Horizon's acquisition of Dharmacon was fortuitously timed, with market growth picking up significantly shortly after completion.’

Cuddon said the stock was a ‘buy’ particularly given that it was the cheapest among its peers by some way, trading on an enterprise value-to-sales ratio of 3.4 times versus a range of between 6-10 times for competitors.

[srichardson8] 01/4/2019 16:06

perhaps a last minute bit of luck after dodgy recent performance jurgen?

[jurgenklopp] 01/4/2019 13:06

Multiple director purchases.

Good news.

Bodes well for a run up to the results at the end of the month.

[srichardson8] 27/3/2019 18:37

on jurgen's link a doctor in the field comments
'Good to have this as we are relying more and more in NIPT rather than eg amniocentesis'

[carpingtris] 27/3/2019 17:28

Bit of a drop today??

[bouleversee] 19/3/2019 19:33

I have to say I was rather surprised to read the other day that Terence Pizzie had been awarded 70,730 options at 1p p.s. considering the share price performance and lack of dividend. Anyone know what the conditions are or does he just get them automatically on the due dates, i.e. 2nd and 3rd anniversary of the grant?

[srichardson8] 19/3/2019 18:38

I think it is fair to say that most institutions (or, rather, the funds they manage) can invest in Aim companies but many choose not to do so. Larger funds find most Aim companies too small though there are exceptions. To give you an idea the new Smithson Investment Trust(buying what it considers small to mid cap companies only)restricts itself to companies with a market capitalisation of (from memory) £500mn to £15bn roughly and that would automatically preclude most Aim stocks. As a very general rule more Aim stocks have a higher risk profile - frankly a lot of Aim stocks are rubbish or illiquid. But as you can see here one of the reasons the stock may be performing relatively badly is the steady selling of one of the Woodford funds whilst the US fund ValueAct has become the major shareholder. Moving to the main market can help but it has not hindered the top Aim companies like (for instance) Asos and Boohoo to stay put (though I note Asos has nearly halved in the past 6 months or so). A 2015 FT article quoting Numis research suggested that most Aim stocks transferring to the main market had performed badly. I believe a good company will do well pretty much wherever it is listed and a bad or crooked one badly in the ens (see CAKE etc).

[carpingtris] 18/3/2019 19:52

Just musing but would this company benefit from moving from AIM to FTSE small cap?

Is it the case that institutions cannot invest in AIM companies? If so why choose AIM.

Also what fundamental differences are there between AIM and Small Cap? Is it a cost thing or tighter regulations?

[carpingtris] 13/3/2019 14:31

12:57 - 13/03 n/a 1156945 168.25p £1,946,559.96

Well if it was a sell someone must have brought..

[bouleversee] 13/3/2019 13:56

I'm afraid I missed the conference broadcast. Did anyone watch it and if so, did you think it went well? S.p. seems to be finding it difficult to stay up.