Profile Thera. Share Discussion Threads

[smallchange] 31/5/2002 21:10

Due to the inavtivity on the BB tjis might possibly be a good time yo get a bag full of these...shame I've been out all day and will have to wait ;-((

[jaygar] 31/5/2002 18:12

Well I hope the companies activity is not the same as it is on here !!!

[march] 30/5/2002 12:26

Jaygar - probably not globally, but on here ? Quite possibly :)

[jaygar] 29/5/2002 22:54

Am I the only person holding PTP ?? :)

[jaygar] 18/5/2002 11:36

Seems awfully quiet on PTP. I see Britannic Investments have increased their holding....any news anywhere ?

[jc111] 25/3/2002 17:55

100k MM buy on the bell.

[ntv] 21/3/2002 21:03

yep i,m in now with 6k nice to see 3i buying more

[jc111] 21/3/2002 18:28

Totally undervalued imo.

I Read the Seymour Pierce Research Report and bought more.
Entitled "Buy now, get two divisions free" 14th march 2002.

A snippet from the report: -

"Two divisions in for
free???
Looking on a fundamental basis the sum of parts valuation of
£11.1m of cash and the Medic-Aid valued at 2-2.5 times half year
sales (the division turned over £5.8m) the company should be
trading at a range of 44-52p. Based on our full year forecast
Medic-Aid sales of £12.2m a price of 72-85p per share would
appear feasible. This is at a premium to the current price – in
effect offering two divisions with significant growth potential "for
free".

Also Profile on the 14th of March announced they had submitted an application to the UK Medicines Control Agency for Marketing Authorisation for PromixinTM.

Could bring in some big revenues when launched onto the market.

'Promixin is Profile's branded generic antibiotic that is
administered by inhalation to treat the chronic lung infections associated with
cystic fibrosis.'


Simon Shaw, Profile's Chief Operating Officer, said:



'Submission of our first drug application is an important milestone for Profile
and, subject to the regulatory approval process, we look forward to making
Promixin available for the treatment of this severe disease as soon as
possible.'


""""""Cystic fibrosis is the most common terminal genetic condition amongst
Caucasians, with some 60,000 patients in the US and Europe. Death from cystic
fibrosis is due mainly to pulmonary complications. The condition is commonly
treated with inhaled medications that aim to minimise infection of the lung. It
is estimated that the potential world market for antibiotics in the treatment of
cystic fibrosis is in the region of $200-300 million per annum.""""""

The stock market hasn't priced this in at all. PTP has a market value of £24m.
No wonder 3i have bought in and noticed some big trades last few days.


DYOR

JC

[bbbbb] 21/3/2002 15:56

3i have increased their stake today...suspect the fall has been overdone

[donnels9] 30/1/2002 09:52

What happened there? Thought these shares were a good buy with the development of thier new nebulisers, and now having a close tie with Formatech to help distribute the drug, thought this was all good news. So why the sudden fall?

[truffles] 25/1/2002 10:06

Sasimini, I know. I bought after the positive inhaler trials in December, and nothing has happened since then. Volume has been minimal. Eventually people will notice, but I guess it needs a bit more newsflow.

[sasimini] 24/1/2002 16:21

nothing much happening here??!!

[bbbbb] 19/12/2001 08:57

Some very positive results from inhaler trials announced today and if i interpret them properly this is only for one of the 2 key 'advantages' the technology has. The shares have started to move already on the results. Further trials where the amount of drug delivered is 'tailored to the indivual' are to begin and if successful would further underline the worth of this product. IMHO, DYOR. I hold these shares

[adrenalin.dog] 05/12/2001 22:28

Try this link for some info on PTP

[jc111] 27/11/2001 10:42

quality company imo.
some interesting brokers reports on them also.
Enough cash to last it through to profitability.
JC

[sham3001] 19/11/2001 07:21

Chart looks good. No resistance till 80p.

[nigel_s] 17/11/2001 21:02

I think a recent seller of the stock has been cleared out hence the jump after that large x trade on Friday.

[jnbrw] 17/11/2001 16:01

More activity on Fri, directors buys and increased media interest should see some movement next week. Should also start to benefit from market momentum generally as smaller cos are last to get moving.

This co has good potential as more of its products go into trial/ are licenced. Dont think it will be possible to pick these up at these prices for much longer - I have topped up again this week!

Regards.

[jc111] 17/11/2001 00:56

Directors have been buying
and AFTER the annoucement with Pfizer.
Chart looks strong.
Dyor

JC

[poolewe] 16/11/2001 22:38

Apologies.Wrong board.

[bfboy] 16/11/2001 22:14

big surge today ,looks good for the forseaable future.a relatively safe stock with a resilient uptrend.

[sham3001] 13/11/2001 01:01

Buy on rumour sell on news?

Todays chart breakout will not be sustained unless there are bigger factors at work. Does anyone know of anything of importance for this company?

[bfboy] 11/11/2001 10:13

Dak thanks for that,what that probably means is i will buy too late like usual. im so unlucky.