Invltd Nm Share Discussion Threads

[sbs] 14/1/2005 20:13

Yes - we are due one in Tokyo (overdue in fact) and one on the West Coast of the USA. The longer you wait, the bigger they come. Sounds familiar?

[energyi] 14/1/2005 18:24

Interesting speculation, SBS

Wasnt the Tsunami Quake a "big one"?

[fidra] 14/1/2005 14:45

A trading update on Akers(Akr)out this morning.Which gives me some confidence for the future.Worth a read if anybody is interested.

[sbs] 14/1/2005 12:41

I'm not borrowing USD directly.
I have UKP (mostly), EUR, JPY and gold/silver/platinum.
So merely the lack of USD shows my position ;-)

PS JPY is supposed to rise when the Big One hits Tokyo.
Does anyone else have any opinions on this?

Edit:
Someone posted this link recently:
The current 157 earthquakes in the last week is quite a low figure, I think.
The last big one was preceded by a low figure too apparently.

[karzy] 13/1/2005 18:40

Still raining in US.

But temperatures dropping fast now.

[michaeld] 13/1/2005 17:33

Thanks for the prediction CA; I will follow with interest.

[collection agency] 13/1/2005 14:37

Md, I will be watching the yield curve for an inversion, it has to be inverted for 90 days to be a signal, recession following on in 6 -9 months.

E, flat (well a +ve hedge spx/dow) but looking for shortish term rise in mkts so the primary side is long at the mo, adaptable though, I can weight either side as required.

[energyi] 13/1/2005 14:28

Interesting chart, CA.

What are you shorting? Buying puts on?

[michaeld] 13/1/2005 14:14

Yes CA we could be heading into a repeat situation but as for the actual timing?

[daimon] 13/1/2005 13:47

Hello Fickena,

I did some more digging regarding expected 2005 newsflow for Phytopharm and apart from the expected interim and final year figures which should show the progress of the ongoing sales of the two canine products, I discovered the following information from Phytopharm's website.

I've pasted what should be the address for each particular page at the end of each section.

Thanks for setting up this thread, it is very useful to collate so much relevant information in one readily avaialble and readable source.

PYM 2005 expected info?

Cogane ™ Alzheimer's treatment.

Mode of action
In pre-clinical studies, the synthetic chemical Cogane™, has been shown to be neuroprotective against beta-amyloid and glutamate damage, to reverse the decrease of neuronal growth factors and to reverse neuronal degeneration observed in the ageing brain. Importantly, this product restores levels of proteins that are altered in the ageing brain, returning them to levels observed in the young and causing beneficial neurite outgrowth and branching. In addition, Cogane™ restores the learning and memory ability in Alzheimer's disease models and thereby offers the potential to reverse the symptoms of Alzheimer's disease

Progress to date
The first clinical trial was conducted using a semi purified crude extract. The key findings showed that the 30 patients treated over the 3-month trial significantly improved their mini-mental state estimate (MMSE) score. The first phase I trial using Cogane™ investigated the safety, tolerability and pharmacokinetics in healthy volunteers. The second phase I trail examined repeat doses to healthy elderly volunteers for 7 days followed immediately by a 28-day trial. In November 2003 Phytopharm reported the successful completion of this study demonstrating that Cogane™ has absorption and pharmacokinetic characteristics suitable for once daily dosing and is well tolerated with a good emergent safety profile.

In December 2003, we announced that we had been granted clearance by the Medicines and Healthcare Products Regulatory Agency (MHRA) to commence a phase II 'proof of principle' clinical study in Alzheimer's disease patients under a clinical trial exemption (CTX) certificate. The study utilises a randomised, double blind placebo-controlled design to evaluate the safety, efficacy and pharmacokinetic profile of Cogane™ after once daily oral administration over 3 months. The effects of Cogane™ on memory, concentration and executive function will be evaluated during the study.

The study is expected to report in H2 2005



Asthma and other inflammatory diseases.

Preclinical stage

Programme: P61
Asthma is a chronic inflammatory disorder of the airways. Approximately 8 million people in the UK have been diagnosed with asthma, and the condition costs the NHS on average £850 million per year (Source: Asthma UK). Asthma causes recurrent episodes of wheezing, breathlessness, chest tightness and cough. In addition, asthma is usually associated with widespread but variable airflow obstruction. Inhibition of inflammation and relaxation of airway smooth muscle are therefore key components of asthma treatment.

Mode of action
A number of lead compounds have been synthesised, demonstrating anti-inflammatory and anti-spasmodic activity in several established models of asthma and inflammation.

Progress to date
The mechanism of action and structure activity relationships are being developed and patented. We anticipate the lead candidate ready for development within 2005.

[fickena] 13/1/2005 09:00

First milestone hit in 2005 and up 24% so far, didn't have this one though!

LONDON (AFX) - Xenova jumped 18.5 pct - or 1.25 to 8.00 pence - in response
to news that the company has licensed its DISC vector, and vaccines developed
using it, to Oxxon Therapeutics, a private biotech company based in Oxford, UK
and Boston, US.
Simon Fazeli on Nomura adopted a 'neutral' stance on the stock following the
news, taking the view that Xenova is trying to extract the best value that it
can from projects that it is no longer funding.
He added that the key issue for Xenova remains its funding needs, which
according to his model, become critical around the middle of this year.
The company may be able to delay its needs by out-licensing its addiction
vaccines and raising enough cash to allow it to operate until the interim data
from the first Phase 111 trial of TransMID are available, ie around the end of
the year, Fazeli said.
If these are positive, it should then be able to raise money a lot easier,
he concluded.

[tpaulbeaumont] 13/1/2005 03:43

sbs if you are borrowing USD to purchase another currency, where from?

[shirishg] 13/1/2005 03:26

Post removed by ADVFN

[collection agency] 13/1/2005 00:41

Maybe its different, this time.......

[michaeld] 12/1/2005 22:12

Famous last words Sbs, before the storm?
Added on edit; Sorry Sbs; obviously if one is pretty sure that the USD has further to fall then borrowing USD's now may mean less to pay back later! It takes a brave man to bet upon the USD though.

[sbs] 12/1/2005 21:42

Not if you are borrowing USD ;-)

[fickena] 12/1/2005 17:40

SHB,

No i hadn't looked at Cobra, I held MLB for ages and still think of them as one, so I will check them out.

Good report BTW some great stats that will spruce up the header, many thanks.

Daimon,

Yes I have had a quick butchers, but can't find any news flow for 2005, can you point me in the right direction?

[daimon] 12/1/2005 15:23

fickena, have you considered Phytopharm (PYM) ?





Late last year they announced an exclusive worldwide deal for Unilever to use their Hoodia Cactus extract as an appetite suppressant in Unilevers range of slimming and dietary food products.

Phytopharm are to receive initial payments totaling up to £6.5 million out of a potential total of £21 milllion. In addition there is an ongoing royalty (percentage not disclosed) payable to Phytopharm on sales of all Unilever products containing the Hoodia Extract.

The proceeds from this are to be used to fund further research in Phytopharm's other botanicals which are showing promise in treating diseases such as Alzheimers disease (Cogane TM Phase II trials commenced) and Motor Neurone disease (ALS)Phase I trials completed.

The latter product (Myogane TM) has been granted Orphan drug status by the FDA and also approved by the FDA for fast track status.

Phytopharm also have two products on the UK veterinary market to treat canine skin diseases and joint ddisorders.

Finally, Phytopharm have completed a level 1 ADR programme with a view to a listing on NASDAQ.

[s h b] 12/1/2005 14:48

fickena

Yes CBF is a UK listed Biopharma manufacturer, is a good recovery play for 2005.



also you might like to check out this comprehensive report for whats in store for Biotech in 2005.

December 22, 2004
Burrill's Biotech Outlook for 2005

[michaeld] 12/1/2005 14:01

Thanks for the link GB; Borrowing abroad to invest at home, for example. Highly risky eh?!

[goatbreath] 12/1/2005 10:26

I wasn't sure either michaeld - but here is a good definition:



Considering how volatile the exchange rates have been, I would have thought that this was a pretty risky strategy....

[michaeld] 12/1/2005 10:08

Excellent article Bhg but I'm not entirely sure what 'the carry trade' is?
Borrowing money at low interest rates to make a better margin, (even in risky investments such as property or speculative shares) elsewhere?

[fickena] 12/1/2005 08:35

Any more for any more?

[theape] 12/1/2005 00:18

but not ashley.