Horizon Discovery Share Discussion Threads

[adorling] 14/4/2015 07:57

Very impressive maiden results - revenues doubling, gross margin increasing, customer base increasing, cash position still strong to continue expansion strategy. Expect a very blue day!

[deltrotter] 13/4/2015 09:16

Results tomorrow guys....

[nurdin] 29/3/2015 19:28

Thats a very impressive presentation...thanks.Glad I added...

[aim_trader] 27/3/2015 14:57

To view Horizon Discovery Group's presentation from last night's Proactive Investors One2One Forum, click on the following link:

[mirabeau] 27/3/2015 13:59

Redx Pharma floated today as well. A slightly different pharma from HZD but backed by John Moulton. Does have a milestone payments agreement with AZ I believe (up to £300m)..no idea if it's a decent punt or not so dyor

[nurdin] 27/3/2015 13:55

The prospects were well summed up by SCSW in their 2015 nap write up..Sorry to repeat but worth a reminder:

'Cambridge-based Horizon Discovery (HZD; 216p) specialises in tools for researchers engaged in genomics and the development of personalised medicines. It is enjoying barnstorming growth in sales from £6.6m in FY13, a forecast of £11.1m in FY14, £20m in FY15 and £28.8m/first profits in FY16. Before personalised medicines came along, all patients with a specific type and stage of cancer received the same treatment. However, treatments that worked well on some didn’t work for others. HZD was set up in 2005 with backing from some of the founders of Abcam and its flagship product is X-MAN where it supplies paired cell lines, one with disease-causing genetic anomalies and one “normal” to enable scientists to direct medicines at the genetically determined features of a disease. High 65% gross margins. HZD’s ‘patient in a test tube’ has barely scratched the surface. '

[nurdin] 27/3/2015 13:00

Looks like you can buy at 210p today...I have taken advantage of that offer to top up.

[sharesoc] 21/3/2015 12:36

HORIZON DISCOVERY are presenting at our next growth company seminar on April 21st, investors and potential shareholders may be interested in attending. More details and registration at...

[nurdin] 20/3/2015 14:12

Tipped in IC ?

[jeffcranbounre] 17/3/2015 16:23

Technical analyst Nicola Duke charts Horizon Discovery #HZD on today’s ADVFN podcast.

To listen click here>

[aim_trader] 17/3/2015 10:08

CEO Darrin Disley will present at the Proactive Investor forum at the Chesterfield on 26th March. Click here to register:

[tjbird] 16/3/2015 07:57

Let the noodle see the doodle

[nurdin] 09/3/2015 09:19

Odd that we are still sliding...time soon to add imo

[miss womble] 06/3/2015 15:42

Almost certainly market makers getting stock in by triggering stop losses that have accrued over the past few months. A good climb from now on. MW

[nurdin] 03/3/2015 11:36

Was going to ask the same....nothing I can see though

[masurenguy] 18/2/2015 10:11

Any discernible reason for todays price fall on negligible volume ?

[mirabeau] 16/2/2015 11:45

Many thanks to dreamcatcher on M.A.M for this note:-


dreamcatcher [View dreamcatcher's profile] - 13 Feb 2015 15:00 - 18 of 19

Horizon Discovery primed to take advantage of new era of personalised medicine, says Peel Hunt

By Ian Lyall

February 13 2015, 11:36am

“Horizon is the go-to provider of genetically defined cell and animal models of disease, with significant expertise in combination drug screening that is well aligned with trends in big pharma,” Cuddon said in his note

The broker Peel Hunt described Horizon Discovery (LON:HZD) as a “long-term buy and hold” as it initiated coverage of the life sciences specialist with a 30-page research note.

Setting a 280p price target, it gave an upbeat assessment of the group’s prospects, suggesting it is primed to take advantage of a fundamental shift in healthcare.

“Horizon Discovery is a sector-leading UK company focused on providing products and services in a new era of personalised – or as President Obama recently described it – precision medicine,” said analyst Dr Paul Cuddon.

“We are particularly attracted to Horizon’s fast-growing products business that benefits from the greater commercial scale provided through recent acquisitions.”

Horizon is a specialist in the cutting-edge arena of gene editing, which allows it to produce a pair of human cell lines identical with the exception of carefully selected mutations.

These cell lines act as a surrogate for a patient in a state of good health versus diseased health and enables drug makers to develop novel medicines that target the specific genetic drivers of a disease and implement shorter, less costly and targeted clinical trials.

Cuddon reckons gene-editing is in a similar position to the antibody industry two decades ago, and he believes it is poised for “similarly rapid growth”.

Drilling down, the analyst said Horizon’s products division has the capacity to treble its revenues by 2017 “given alignment with the rapidly growing clinical sequencing and molecular diagnostics markets”.

“Importantly, the recent acquisition of Haplogen has scaled its catalogue significantly, opening up mass-academic markets with lower-cost cell lines that have the potential to become industry standards,” he added.

At the same time, he said the services business also has “sufficient scale” in pre-clinical services, which are increasingly being outsourced to firms such as Horizon.

He reckons this ‘niche’, as he describes it, is worth US$13bn a year.

“Horizon is the go-to provider of genetically defined cell and animal models of disease, with significant expertise in combination drug screening that is well aligned with trends in big pharma,” Cuddon said in his note.

“Horizon has leveraged this division and its cell lines to secure long term commercial agreements with AstraZeneca and Novartis that offer additional long-term upside.”

The shares, up 56% in the last three months alone, were changing hands at 203p earlier, valuing the business at £179mln.'

[cyman] 13/2/2015 01:08

Interesting little company. Seems to have earned itself a place on my watchlist.

[mirabeau] 10/2/2015 11:48

On the verge of a breakout here. Needs a tad more volume coupled with news

[nurdin] 07/2/2015 17:01

Subscribers only I am afraid

[rufio90210] 07/2/2015 15:37

Gotta link nurdin ?

[nurdin] 07/2/2015 14:03

One of the main tips in SCSW...should attract new investors :o)

[gbb483] 04/2/2015 14:50

JeffCranbounre 3 Feb'15 - 19:46 (Filtered)

[jeffcranbounre] 03/2/2015 19:44

In today's podcast I discuss Horizon Discovery with Alan Green CEO of TradersOwn.co.uk

To listen to the podcast click here>

Other companies mentioned in the podcast are:

Quindell #QPP
Tesco #TSCO
Ocado #OCDO
Blur #BLUR
Horizon Discoveries #HZD
Britvic #BVIC
National Express #NEX
Senior #SNR
Capita #CPI
Meggitt #MGGT
Melrose Industries #MRO
Hunting #HTG
Vectura Group #VEC
Aquatic Foods #AFG
Synety #SNTY
Rose Petroleum #ROSE
Elementis #ELM
Paternoster Resources #PRS
Croda International #CRDA
St Modwen #SMP
Schroders #SDR
Santander UK #BNC
BP #BP.
Royal Dutch Shell #RDSB
Associated British Foods #ABF
TalkTalk #TALK
Aberdeen Asset Management #ADN
BG Group #BG.