Instem Share Discussion Threads

[mw8156] 27/9/2021 17:22

just listened to the presentation on their results, seems generally very positive with strong/dominant market positions in all areas cemented by the acquisition of PDS, 700 clients, retained staff from their acquisitions, great potential in their discovery/in silico business, a full portfolio of products covering all the drug development stages, some individual items of which may act synergistically in obtaining new business, and a strong position in China hence suspect they are highly attractive to ubiquitous private equity which presently has plenty of firepower. Shares seem to me now fully valued but ought to progress over the medium term if they're not bought out. Others' views welcome.

[p1nkfish] 27/9/2021 07:11

Results, keeps chugging along.
Integration of acquisitions etc.
GLA.

[mw8156] 03/9/2021 20:44

good deal of consolidation going on in drug development software, INS having acquired the smaller Swiss competitor and Certara having acquired Pinnacle 21 in the USA.

[p1nkfish] 01/9/2021 16:37

Indeed, just let it climb under cover.

[p1nkfish] 10/8/2021 20:59

Not annoyed.

Perhaps I'm just a good guesser! Nod, nod, wink, wink.

[davr0s] 10/8/2021 20:22

Close to ATHs - some of those spikes up are rogue UTs. Any break up and I'll be adding again

[davr0s] 10/8/2021 17:03

Ticked up after your post just to annoy you?

[p1nkfish] 10/8/2021 15:10

Been a good ride, GLA.
Patience rewarded.

[davr0s] 09/6/2021 20:22

Who knows, but there was a lot of volume today

[lomax99] 09/6/2021 20:05

News tomorrow, something leaked?

[lomax99] 12/4/2021 08:45

Small top up for me, still a buy in Techinvest following d-wise acquisition.

[tradertrev] 12/4/2021 07:58

Usual excellent delivery from Instem in their annual results today. Presentation on InvestorMeetCompany later this afternoon.

[p1nkfish] 06/4/2021 07:02

Wonder how long before the likes of EVOTEC take an interest. I was a shareholder of Cyprotex when they bought them. Instem could very well be of interest and on the list & they could afford £200M+.

[p1nkfish] 30/3/2021 16:06

Missed the call. Will watch later or tomorrow. Was it ok?

[jombaston] 30/3/2021 15:56

I don't think there are any in the UK, not listed anyway. Phil Reason mentioned a company called Cetara which is NASDAQ listed. They have a $3.9bn mkt cap which is 14x their projected 2021 sales. Instem mkt cap of £133m is 2.7x 2021E revenue. EV/EBITDA Cetara is 38.2x whereas INS is 14.4x.

Their products are more complements than substitutes even though they operate in the same field and obviously you would expect NASDAQ companies to be rated more highly because, er, well, they just are!

[mw8156] 23/3/2021 12:27

seems they now have an end-to-end capability from drug discovery to drug surveillance once marketed, so if they can integrate the acquisitions successfully the company should be well-set to grow. Does anyone else have the same capability?

[tradertrev] 22/3/2021 08:20

Looks a nice deal - only paying 10x pre-tax profit.

[mw8156] 15/3/2021 22:41

buy price 577 sell price 580 this morning albeit for only 500 shares...market maker short of stock?

[tradertrev] 01/3/2021 19:09

At last, we've spent some money - and reasonably wisely too by the looks of it.

[tradertrev] 04/1/2021 15:43

Hopefully! Been a long time coming.

[lomax99] 04/1/2021 14:37

Finally creeping up, acquisition news soon?

[lomax99] 15/12/2020 07:54

Great news, I had wondered why we saw some share price strength yesterday.