Invltd Nm Share Discussion Threads

[fickena] 07/1/2005 10:58

qpr,

Fair enough, but give us some 2005 targets. Must be quoted directly from the company.

[bluemango] 07/1/2005 10:44

Thanks fickena. Good idea for a thread, about time UK biotech achieved more market recognition. Last post on Proteome (don't want to dominate this new thread) - there's interest for chartists too - shaping up to be a double bottom having drifted throughout 2004 from highs around 230p down to Dec 04 lows of mid-50s, currently 69p after a mild recurrence of interest following the year end.

[qpr67] 07/1/2005 10:41

2005....the year of OXB.......enough said.

[fickena] 07/1/2005 10:40

Yep that qualifies!

[bluemango] 07/1/2005 10:37

Try this - also from the September interims:

"Active discussions are ongoing with the major global diagnostic companies that
dominate the high throughput stroke field and further collaboration and licence
agreements are anticipated in the next six months."

This 6 month period takes us up to March 05.

[fickena] 07/1/2005 10:32

Bluey,

The only documentation I can find pointing to 2005 is the last paragraph in the last interims.

"ProteoSHOP® where we expect to enter into a
number of strategic alliances and from reagents where we expect to conclude licences for
several of the Sensitizer® family reagents. These should become increasingly visible as we
move into 2005 and should generate sustainable and growing revenue and royalties."

However I think this is a little too vague for 'the list' and would like to keep it to companies that have set actual dates or timescales for their deals. However if you can find me anything more definate in writing then I will gladly post it.

[sbs] 07/1/2005 10:25

As oil prices rise, the American People will move away from their gas guzzlers and start to insulate their homes.

My next car is a hybrid (congestion charge free in London). It uses a fraction of the fuel of a typical American car. In another seven years, this technology will have moved on another generation, and will be ready to fill the gap in the US market.

The electric motor on my next car takes a bigger share of the total power than in the previous version. Further down the line (eg 20 years) electric cars will be the obvious choice. The fuel cells electric cars will use for batteries use platinum as the catalyst.

So although gold may replace USD as the global reserve currency (ignoring the obvious possibility that the Yuan does), platinum is 80 times rarer than gold and may be used in the cars of the West as well as China and India.

I'm sure the market will find a solution. My platinum is available for UKP7500/cc ;-)

[bluemango] 07/1/2005 10:16

I imagine this thread could rapidly grow into having a list of almost all UK biotechs, nevertheless I consider Proteome Sciences (PRM) certainly deserves a mention. Low cash-burn, concentration on diagnostics (therefore without expensive drug trials and lengthy approvals process) and with patented claims to be able to diagnose (by protein analysis of blood samples), amongst others, vCJD in blood donations, BSE in live cattle, stroke, solid organ transplant rejection, and various forms of cancer.

Share price is at an historic low due to disappointments/delays over expected deals, however 'the word' is that around 3 deals are imminent, one of which is likely to be a lab-based stroke test with the likelihood of significant up-front and milestone payments.

Website:



As well as their diagnostic 'biomarkers', the company also offer leading-edge proteomics expertise, with applications including drug refurbishment, toxioproteomics (predicting toxicity of new drug candidates), prognostics and discovery of new therapeutics. Proteome Sciences also hold a 40% stake in US subsidiary Intronn which is developing novel gene therapy techniques including potential for cancer imaging and therapeutics for genetic diseases such as cystic fibrosis.

The company is headed by CEO Chris Pearce, ex-Merchant Banker and head of previous successful business Fitness First. Aim-listed Proteome Sciences is my personal target for highest-growing UK biotech for 2005.

[shadowside] 07/1/2005 08:49

Before I retired I had a lot of business dealings with the Chinese and learned that "Never underestimate the Chinese" would be a good slogan for any western company to stick on its boardroom wall.For most of the last two millenia China has been the worlds great superpower and if the West has forgotten this the Chinese certainly havn't.Americans are good at tactics, Chinese are good at strategy, and I know who I would have the long term bet on. Blew my mind a few years ago driving round a huge industrial estate at Tianjin which had been paddy fields a decade before and had mile after mile of gleaming western technology companies.For short term gain and stock market approval companies have been going to China and will find out in the end that all their technology has been nicked and there is nothing they can do about it.My guess would be they will wait until US is so fed up with disaster in Iraq that the public want no more overseas war and then take Taiwan.

[shoggoth] 07/1/2005 07:10

There is a real danger, but also a danger of getting ahead of the game. What of the economic interdependence of China and the US? If they both decided to rein in economic ties, the consequences would be terrible indeed for both. China would be the first to jump I feel, as they are in the stronger position economically. You need dollars to fight a war.

[fickena] 06/1/2005 23:05

Plj,

Agree that something interesting could come from them this year, but if you want to do me a favour and pick out the interest news flow from this lot then I will paste it up:



They have put everything down, not just the important mile stones.

[pljohnson] 06/1/2005 22:43

F

Nice thread. I think OXB are a good one to add to the list. 2005 should be a turning point one way or another.

Cheers

PLJ

[fickena] 06/1/2005 22:08

This thread has been moved. See Epic BIOS on ADVFN or the full list on

[gedy] 04/1/2005 22:02

There is a significant military dimension to the developing collision between the US and China. I just hope my worst fears are not realised. I spent some years working in the defence industry. The potential flashpoint is Taiwan, if China does carry out their desire to bring Taiwan under their control.

[bhg] 04/1/2005 18:36

Booming China heads for collision with West
Intransigence over fixed exchange rate will cause tension, 'prophet of doom' Marc Faber tells Michael Sheridan



FROM where Marc Faber sits in his stately pleasure dome by the banks of the placid Ping river in northern Thailand, the latest corporate scandal in Asia over $550m (£285m) in trading losses by a Chinese oil company looks like a perfect storm. --

[energyi] 04/1/2005 18:33

Jabber,
Your:
"War between China and US is unthinkable - between proxies maybe, but I don't want to talk or hear about it"
Will not make the risk go away. Feel free to avoid the thread altogether,
if it makes you feel better

[jabberstocky] 04/1/2005 18:12

Energyi this is a deeply depressing thread: I am worried that US's war games post 9/11 have in part been determined by a desire to position their military bases closer to China. War between China and US is unthinkable - between proxies maybe, but I don't want to talk or hear about it.

[adorling] 04/1/2005 17:29

Sounds like financial reckoning day is coming in the next 1-3 years!

[energyi] 03/1/2005 20:12

Here are some Important LONG TERM charts...

First, inflation. We may have seen important lows:


Next, stocks. Think of the inflation adjustment, it is important:


"There are several key points to note on the non-adjusted (pink) chart:

The 1906 peak is not visible on the actual DJIA.
The 1966 peak and 1970's volatility shows the ravages of inflation well.
Channeling is not suitable on the actual DJIA.
Robert Prechter's DJIA 400 is just above 1929 peak instead of the inflation-adjusted peak in 1835.
The inflation-adjustment during the time from 1966-1982 represents something very important. While the buying power of the Dollar was severely degraded through inflation, the DJIA maintained a higher trading plateau range. All of the 1970's bear market bottoms stayed well above the 1929 peak on the non-adjusted DJIA chart, while in the inflation-adjusted chart the final 1982 low came down to the same level as the 1906 peak.

As for Prechter's outlook, I think inflation adjusted is more appropriate since when we get there, his 400 will be in terms of the value of the Dollar at that point in time. Everything else in history will then be adjusted relative to the cummulative effect of inflation up to when we get to 400 (like pushing a wet noodle). Elliott Wave does not automatically build in inflation adjustments, instead it assumes a consistent valuation with which to measure wave extensions, overlaps, etc. Thus, the really long term charts need to be -- in my opinion, MUST BE -- adjusted.

The 1929 adjusted peak is just under 3000 on my chart. So if Prechter intended to use 1929's peak as his likely low point, then DJIA 3000 is probably a better guess. If so, then he and I are really making almost identical projections. I think he is making a big mistake by overlooking an inflation-adjusted view of it."

@:

[collection agency] 02/1/2005 19:19

lol!

At least it wasn't aimed into the wardrobe! Might have to rename you - Swampy?

[thedickster] 02/1/2005 08:23

my mate's dad did that last year, only unfort all over the new DVD player, his wife failed to c ne humour at al lol Your'e on cleaning duties then?

[theape] 02/1/2005 01:51

wife went to bed at 10 new years eve.

just happened to have a ticket for my local, acoustic set, fullers pub, fantastic, home at 12.30

wife wakes me up at 4 in the morning.

while I'm standing up urinating all over the bedroom floor whilst asleep.

quite shameful really.

but funny on a level she doesnt understand :))