Horizon Discovery Share Discussion Threads

[deltrotter] 01/5/2015 19:46

Yup, you gotta think so. A tiny discount and shares moving from weak to strong hands at the same time....

[phowdo] 01/5/2015 18:52

Del, think you could be right. There must be high demand for shares if other shareholders are able to sell into the placing too. I watch with interest.

[deltrotter] 01/5/2015 18:19

Good news IMO.

I reckon this is going to be a world leader in its field.

I also wonder whether Woodford has taken a big chunk for this Patient Capital Fund, and indeed whether this was a key driver behind the fundraise.

[cestnous] 01/5/2015 12:38

A little disturbing. Not in but have been watching. Leaving it alone for now.

[nurdin] 01/5/2015 11:49

That is a bit worrying.Hopefully the sells have been triggered by a need to book some profit rather than anything company specific.In any case,looks to me that the amounts being sold by each are small.

[phowdo] 01/5/2015 11:44

Selling Shareholders being DFJ Esprit Capital III, L.P.,
DFJE III FP, L.P., DFJ Europe X,
L.P., Telegraph Hill Partners III,
L.P., THP III Affiliates Fund,
LLC, Execute Technologies, Inc.,
David Smoller, David Evans, Genentech,
Inc., Edward Weinstein, Dan Cowell,
Haplogen GmbH and CF Odey Absolute
Return Fund


Quite a few taking, at least some, money off the table.

[nurdin] 01/5/2015 11:33

Yes,somewhat disappointing but looked inevitable.

[mirabeau] 01/5/2015 11:26

Explains why the stock refuses to advance

[anilgrg11] 20/4/2015 12:39

Go news after long wait, let us see where it take

[deltrotter] 16/4/2015 07:34

Thanks paleje

[nurdin] 15/4/2015 14:10

'Going forward, we believe that personalised medicines are the future way of treatment for complex conditions. Thus eyeing the immense opportunity that lies ahead and the suitability of the company’s product for the same, we retain a Speculative Buy on the stock.'

Thnx Del

[deltrotter] 15/4/2015 13:51

Proactive view - speculative buy:

[miss womble] 15/4/2015 09:41

What an opportunity to buy. There can hardly be a company with a better potential than this one. Happy investing MW

[deltrotter] 14/4/2015 13:50

Tx paleje - a very impressive CEO IMO.

[deltrotter] 14/4/2015 13:36

One of SCSW's Naps so guess they will have a comment in their May issue.

[oshy92] 14/4/2015 12:09

Thanks Del!

[paleje] 14/4/2015 11:26

Proactive have a video interview about 6 mins long this morning:-



IC reinstated their buy rating in this morning's summaries, wouldn't be surprised if they follow up with an article.

[deltrotter] 14/4/2015 11:26

Panmure Gordon increase their target to 298p from 247p.

[deltrotter] 14/4/2015 11:24

Thanks oshy92 - I always watch your company's videos. Very helpful for PIs to see the chief exec's talk.

[oshy92] 14/4/2015 09:17

Morning all. We have just posted two short interviews (2mins each) we did with CEO Dr Darrin Disley. One is a general overview, the other based on today's results. You can watch both at the link below. I would welcome your feedback!!

www.fmp-tv.co.uk/companies/horizon

[mirabeau] 14/4/2015 09:07

I agree. A quality British company. A solid 'slow burner' here but with serious potential for years to come. A company in good hands and evidently well managed

[mamcw] 14/4/2015 09:05

My appreciation of this company continues to grow. What caught my eye was the comment that some of the milestone payments may be triggered in the near term - IMO as soon as these hit the p&l, the value attributed to them by the market (currently negigible) will be transformed, as these are pure profit to Horizon.

[nurdin] 14/4/2015 08:56

Indeed...very warming results.Revenues at £11.9m ahead of market expectations of £11.2m....milestone payment book increasing and doors to the USA market opened with offices in three key states.As you say Deltrotter,a great British company in the making.

[deltrotter] 14/4/2015 07:58

A great British company in the making imho. I hope to hold this for many many years