Neuropharm Share Discussion Threads

[ihavenoclue] 06/11/2009 13:32

Wasn't that from the RNS that slaughtered the share price ?

[mike_f] 06/11/2009 11:43

The new Annual Report & Accounts found here:

[joeblogg2] 06/11/2009 11:32

Mike, where is this from? thanks!!!

[mike_f] 06/11/2009 11:25

'Discussions are ongoing regarding

potential collaboration on the further development

and commercialisation of the product, after

initial exclusive negotiations on a North

American deal were terminated. Changes to

the arrangements with Mount Sinai School of

Medicine have been agreed and discussions

with Catalent on the arrangements for the future

are at an advanced stage.'

[ihavenoclue] 05/11/2009 13:17

QUINAN - 5 Nov'09 - 10:01 - 2537 of 2541


One thing we have over looked is, we are all talking about a buy out what if they mover for a merger?? Would this be a better option for shareholders as they would still have a stake in NPH? The RNS states sale or merger?

============================

Right now I would go with either ... and I did mention both from the March Approach :-P

MikeF ... I have no problems with that ... after all it is just my opinion and everyone should know to do their own research

Regards
IHNC

[boobly] 05/11/2009 12:06

.......Gawd!......Just had a look at ICX :>(

[joeblogg2] 05/11/2009 11:52

I do hate Piper jafray, they scrwed around ICX and now doing the same here :((

[boobly] 05/11/2009 11:46

Indeed , but the `Merger Route` is a complex equation .
However , a very neat way for management to safeguard their interests , and their jobs .

[the_beagle] 05/11/2009 11:39

Quinan....That would depend on the quality of the other company. I would not want shares in a company unless it's profile and future looked rosier than NPH. Out of the frying pan etc.

[quinan] 05/11/2009 10:01

One thing we have over looked is, we are all talking about a buy out what if they mover for a merger?? Would this be a better option for shareholders as they would still have a stake in NPH? The RNS states sale or merger?

[the_beagle] 05/11/2009 09:52

Answering my own question above it would seem the "Lloyds" holding of 10% is Insights, and Schroders hold 9.2%, Cazenove 8.5% and Octopus 3.9%. Add in Barclays c 5% and we have around 37% in UK hands. Hopefully enough to ensure a fair deal against the US contingent.

[boobly] 05/11/2009 09:49

IHNC :.....Yes , a realistic scenario , but one I must say I`m not very enthusiatic about :

...........I wrote a response here ...............

But , I dont think it will be helpful to post it .
I`ll wait for 50p + .

I will say however that I think the two spikes were caused by the market being aware that NPH were talking to possible suitors .
The collapse from 35p was almost certainly due to the fact that the market became aware that merger / JV / Acquistion talks had collapsed , and that`s possibly why we are at such a discount to what we perceive to be `Fair value`.

The market may not always get it right , but they almost always know what`s going on .

[mike_f] 05/11/2009 09:21

ihnc, hope you don't mind copied your post onto LSE... feel you have hit the nail on the head!

[the_beagle] 05/11/2009 09:15

Lloyds apparently still control nearly 10%. What other "outside" holders are there here who might make a give away difficult. Say 40% UK investors could make for a stronger take out price. I really did expect mid 20p share price prior to a deal. As I said yesterday I would feel happier if one of the market makers was not handling the sale.

[ihavenoclue] 05/11/2009 08:55

Quin ... I think the market do not feel the offer will materialise but I am sure it will. I think the March news of turning down a merger/aquisition is the biggest clue.

I feel that NPH felt the deal with the "much larger pharm" would be better in the interests of the company. Now that seems to have faltered/fallen through I feel they have had a change of heart and opened the door to the company who they turned away in March.

I feel I may be putting 2 and 2 together but I feel I am coming up with 4. If this is the case then that company sees the true value of NPH, and even though we are in the situation of where we need to sell even a good offer as far as the other company will see if maybe double or more the current share price

We need the next stage and an offer on the table for the market to wake up to NPH IMHO

Regards
IHNC

[boobly] 05/11/2009 08:52

Well , I agree , it`s absolutely extraordinary , and I don`t understand it .

But , this is the AIM Casino , we all know they play with a loaded roulette wheel and that the Casino always wins .

Fortunately they don`t win on EVERY spin of the wheel......

[mike_f] 05/11/2009 08:09

Morning QUIN, i feel that 30p is the absolute bottom line would like to see more like 40p. GL

[quinan] 05/11/2009 08:03

Morning Mike morning all well I am speechless I am trying to think why NPH is still under its cash level?? So far the market is saying NPH are worthless why?? Do we really think the management will let the company go for less than what they have in the bank? Some were say about MBO that IMHO is not on the cards they would still need to find a backer to push through NPL2008 so now the BIG question is how much will this go for I still think 30p is cheap but at the current level it looks fantastic LOL

[ihavenoclue] 04/11/2009 20:27

The NPH takeover adds to the buzz ? No buzz going on here though ... amazing really

[mike_f] 04/11/2009 14:57

We have a tick up!

[mike_f] 04/11/2009 13:29

36k buy on PLUS, think most of the selling has been done now and would like to see us move towards 25p in the next couple of weeks. GLA

[boobly] 04/11/2009 10:09

Arc:.....Very good points , but there are `Conceivable` ways in which management could be tied into a Buy Out .
Hopefully NOT .
In any event , I think you`re right ; with about 20p cash , 30p would I think be the floor , I`m hoping it might be above 35p , but , caution because we had slipped to 15p (!) and currently below cash .
Disappointed with the situation here , but hope that there is a satisfactory conclusion .
(A`FEW` interested parties would be good , but I expect the Company already has a good feel for that possibility .)

[arc2006] 04/11/2009 09:58

With respect to MBO. Even if they did manage to buy the company on the cheap, they still have to raise additional £5m for the phase III trial. Moreover, I think a few of us think the company's hand was forced by major shareholders. If so they they would not allow it, especially as there are many pharmas who would want NPH and would be willing to pay. The for sale sign went up yesterday, let's see what unfolds from here. Regardless of where the share price is at now, I can't see this going for less than 30p, even without the cash. All IMHO