Invltd Nm Share Discussion Threads

[electron230] 10/1/2005 17:29

Fickena, a nice idea to have biotechs on one thread. Skyepharma (SKP), although not stricly a biotech ie. concerned with drug delivery technologies, should do well this year and may be target for takeover - see SKP web site for pipeline. AZM, BPRG, OXB, PRM, PTI and SKP in my portfolio.

[fickena] 10/1/2005 17:03

Fidra,

Dodgy Company!

I tried to email them and their investor relation address is

[e-mail]

However they do not even own the domain akers.com, some family in San Fransisco does! The mail bounced.

Their site is over a year out of date and every announcement they seem to make is followed up by a correction, issued the wrong amount of shares and even published another companies trading update instead of their own.

Plus the company's share price has been plumenting, all the while the directors are issuing themselves shares!

Will wait and see with this one.

[fickena] 10/1/2005 16:33

Super,

If there are any 2005 dates in that report I will put them up.

[fickena] 10/1/2005 16:32

Fidra,

Cheers for that, had a butchers at the last Results 06/04 and their trading outdate 10/04 and their is no news due in 2005.

They may be worth adding after their next reults due in June.

I am finding some of these companies very hard to find data on. Most of their websites have not been updated for a year, this one for example, and don't even show up on web searches!

[supercity] 10/1/2005 16:30

mentioned gwp yesterday...result date was announced today - worth sticking on your monitors.

[fidra] 10/1/2005 16:10

How about Akers Bioscience?

[briarberry] 10/1/2005 14:20

pinched this from another site, cannot imagine that Roach called Greenie a bum, but it says here that he did...


World On Brink Of Ruin
Dan Ackman, 01.07.05, 9:20 AM ET
Forbes

NEW YORK - Alan Greenspan, that Matador of the Money Supply, the esteemed Impresario of Interest Rates, has suffered precious few slings or arrows over his many years as chairman of the Federal Reserve. Even the White House has had to offer its critiques off the record for fear of roiling the markets or upsetting the chairman's Elvis-in-Vegas-like following. So when the chief economist of one of the world's most prestigious banks calls Greenspan a bum, that's a big deal.

And yesterday it happened. Stephen Roach, the chief economist for Morgan Stanley & Co. (nyse: MWD - news - people ), one of the most powerful investment banks and one of the 50 largest companies in the world, says Greenspan has "driven the world to the economic brink."

Writing in an upcoming issue of Foreign Policy, Roach says that when Greenspan steps down as chairman of the Federal Reserve next year, he will leave behind a record foreign deficit and a generation of Americans with little savings and mountains of debt. Americans, Roach says, are far too dependent on the value of their assets, especially their homes, rather than on income-based savings; they are running a huge current-account deficit; and much of the resulting debt is now held by foreign countries, especially in Asia, which permits low interest rates and entices Americans into more debt.

The "economic brink" line is from the headline of a press release sent by Foreign Policy. In an interview this morning, Roach said, "That's a little extreme." He does admit the nation has prospered on Greenspan's watch. Still, he does not disavow the haymakers he directs at the chairman's chin.

"This is no way to run the global economy," Roach says. So far, the Fed has bucked the odds, Roach adds. But the longer the situation exists, the more chance there is that it will spell danger for the United States and the world.

Roach lays the blame for the peril at Greenspan's door. But first he takes out after his outsized reputation. Greenspan is not responsible for defeating inflation in the 1980s; Paul Volcker, his "tough and courageous predecessor," deserves more of the credit, Roach says. Greenspan's monetary policy deserves some accolades for the 1990s boom, but former President Bill Clinton's fiscal policy and other factors were equally responsible, Roach says. Greenspan may deserve some praise for softening the recession that followed the stock market meltdown, Roach concedes, but the chairman's cure may result in "bigger problems down the road" and "the biggest bubble of all: residential property."

Many have credited Greenspan with saving the world following the 1997-98 Asian financial crisis. Time magazine went so far as to put the gnome of Constitution Avenue on its cover, under the headline "Committee to Save the World." Though it is the case that the world did not end, "In truth, the world weathered the Asian financial storm only to chart increasingly dangerous waters in the years that followed," Roach writes. "Global economic imbalances have intensified dramatically since 1999."

A good chunk of the U.S. prosperity is owed to these imbalances, Roach says: "Asian countries holding enormous stocks of U.S. dollars recycle this cash back into the United States by buying U.S. [Treasury bills]. This process effectively subsidizes U.S. interest rates, thus propping up U.S. asset markets and enticing American consumers into even more debt. Awash in newfound purchasing power, Americans then turn around and buy everything from Chinese-made DVD players to Japanese cars."

While the economist has nothing against DVD players, he does say, "Asia and Europe are increasingly dependent on overly indebted U.S. consumers, while those consumers are increasingly dependent on Asia's interest-rate subsidy. The longer these imbalances persist, the greater the likelihood of a sharp adjustment. A safer world? Not on your life."

Roach even questions Greenspan's political independence. He does not claim the chairman is a partisan Republican, but he does fault him for being a "cheerleader for policies such as tax cuts...that could make the endgame all the more treacherous."

Greenspan is to central banking what J. Edgar Hoover was to fighting crime. He will soon surpass the fondly forgotten William McChesney Martin as the longest-serving Fed chairman. But his term as a member of the Federal Reserve Board of Governors expires in just over a year from now, and America will have to do without. Roach says, "Greenspan will be a tough act to follow." But the difficulty may not be living up to the chairman's reputation so much as cleaning up his mess.

[fhmktg] 10/1/2005 13:29

Good board Fickena, keep it up!

[fickena] 10/1/2005 13:21

Updated to reflect the change in ASM's timelines, since the proposed acquisition of Aptamera, which is likely to happen in Feb.

[fickena] 10/1/2005 12:01

New companies added. Keep them coming.

[energyi] 10/1/2005 00:00

sure. if you like...
Check my GAIN thread.
I have already laid my bets

[fickena] 09/1/2005 23:37

Refer to my previous post.

[qazwsx123] 09/1/2005 22:47

Fickena, the use of inverted commers clearly shows what came from the article.

In the last two days, have you ever stopped to consider that Investor's Chronicle last week could have been correct in reporting OXB are considering funding some of the PIII Trovax trials themselves and your criticism of me is unreasonable?

IC, 7/1/2005 (p28):
"...[Trovax] the drug has not yet found a partner and Oxford Biomedica is considering funding a Phase III trial itself"

[fickena] 09/1/2005 22:40

I am accusing you of quoting part of an article and then throwing in some of your own LIES and trying to give the impression they came from the same source.

You are a bitter and twisted individual and should give it up. How sad it is that you feel that you have to prove to yourself that you were right to sell OXB by trying to rubbish it with wild accusations that are totally unfounded.

You are a sad individual.

[uklurker] 09/1/2005 22:38

For christs sake carn't someone ban Qaz before he ruins another thread ??

[joe moon] 09/1/2005 22:36

e do u fancy a trading competition with the clown?

[qazwsx123] 09/1/2005 22:31

Fickena (Post 33) I quoted the article verbatim and speculated a few reasonable conclusions in consequence. I cannot see a problem.

The only problem appears to be you are long on OXB and thus appear want to read only one type of comment.

As to your comment about "lies", that is a slanderous accusation.

As to your comment about "knocking" on my door; how dare you threaten me for posting a quote from a respected financial publication (IC) and making a few consequential conclusions (with which some other posters on the OXB thread have actually agreed, e.g. Davlzz22).

Have you ever, in the last two days, stopped to consider the IC comment may be correct and OXB could be considering funding some of the PIII Trovax trials themselves?

[fickena] 09/1/2005 22:11

Qaz, I have stated again and again unlike yourself I will only post subject material published by the company.

That way we stick to FACTS.

As to the rest of your "assumptions" 1,2 + 3 they should be disregarded by an serious investor as they are YOUR take on the matter.

You will one day find someone knocking on your door if you keep posting lies like that, we know ADVFN have your details.

[qazwsx123] 09/1/2005 22:00

Fickena (Post 29) my comment about the revised timetable for a deal on OXB's Trovax represents the latest know news and was published this Friday 7/1/2005 in Investors Chronicle (p28); a known third party. As such, your information for OXB's Trovax (quote "commercial collaboration") is misleading without it.

You need to keep the information up to date, otherwise it will be useless. Obviously, if a Company gives an interview (as apparently, in the case of OXB regarding Trovax) in which they disclose new information about potential timetabling or trial funding, it is important to include such information. The key thing is to mention a reference, then people can decide for themselves.

............................................................................

Investors Chronicle
7th January 2005 (p28):

Oxford Biomedica:

Trovax:

"...the drug has not yet found a partner and Oxford Biomedica is considering funding a Phase III trial itself".

...........................................................................

As such, one might conclude the following:

1) OXB may fund lead Trovax PIII's themselves, so a deal for Trovax still appears be some years away.

2) If OXB fund PIII Trovax themselves, it would seem logical for them to stage a share issue soon in order to raise cash to fund the trials.

3) An earlier deal would probably not provide the kind of terms which OXB seek, i.e. would be comparatively small.

[supercity] 09/1/2005 20:20

fickena

not sure on your question as i was only introduced to the company myself not long back....i bought in not long after the announced delay in uk approval and luckily before the canadian announcement.

The gwp bb is very informative with some very knowledgable posters.

The uk delay seemed to be viewed as a bit of a shock and more to do with the general election than anything else (approval for a cannabis based medicine could prove a sidetrack to the government- that's a few posters opinions anyway)

What made me take the plunge is that it seems gwp are basically being told they will get approval...



...all imo and obviously dyor but six months from now we will know.

[fickena] 09/1/2005 20:08

Cheers Super City,

Another one I had not heard of. Listened to the web cast and there are no milestones or targets set for 2005, however did they get the 3 phase III results in before the end of 2004? If not they could be added as being due in 2005.

Although their results are due out any day, so I will have another look when they are announced.

Interesting little company and I see Kirch is the FD, he has been around a bit!

[fickena] 09/1/2005 20:00

Qaz,

This site is information published by the companies in question. Any other information is open to interpretation and therefore not relevant. This is the only way potential investors get a fair view of the companies in question.

I have had to edit a few of the suggestions to this page, due to the posters adding a little of their own 'take' on the situation.

[supercity] 09/1/2005 20:00

nice thread.....even if it is not added i am sure that gwpharmaceuticals (gwp)should get a mention...could be an absolute goldmine later in the year...i do hold.



...too much to post what it is all about but in short the main product at present is Sativex (a cannabis based medicine that helps MS sufferers amoung others).

Uk approval delayed six months (coincidentally after the election) but Canada have issued a Qualifying Notice for the approval of Sativex.

check out the website, the pull back in share price on the uk disappointment may well provide a good buying opportunity.

[qazwsx123] 09/1/2005 19:56

Fickena, my comment about the revised timetable for a deal on OXB's Trovax represents the latest relevent know news of which I am aware and was published by a known third party (Investor's Chronicle). As such, your table appears to be misleading and incorrect without it.

[fickena] 09/1/2005 19:36

This is a fact based BB only, no personal opinions, rumours or speculation please.

Only information published by the company concerned will be added.