Protherics Share Discussion Threads

[mark30] 24/10/2008 20:04

I'll hang around a bit longer methinks

[golly1980] 24/10/2008 20:01

you may be right but i disagree, ninja i hope your right as the decision is done and i know that but can't tell you my source. BTG PLC here we come aarrhh

NINJA - if this goes north at any decent level beers are on me, if not you owe me cuppa, DEAL?

[red ninja] 24/10/2008 19:39

In this market a stand alone PTI will plummet ...

[golly1980] 24/10/2008 17:31

personal more than business.

I understand that this could be a good deal in the long term but i'm more worried about the short term and a stand alone pti gives me more confidence than a new pti/btg.
PTI on it's own wasn't going anywhere in a hurry but it was going north gradually, the new company is a different animal and nobody really knows what it will do. I understand that people on here are a lot better read on these issues than me but i'll follow my gut, it normaly looks after me reasonably well.

Golly1980

[bodgit] 24/10/2008 17:21

Golly1980, may I ask why?

[golly1980] 24/10/2008 15:38

I'v just voted no, my holding is only 9000 so i'll make no difference but i've had my say and i can't do much more than that.

[baronet 1] 23/10/2008 22:16

Re :-

I have been alerted by a friend to a news article, which if advanced through the news items gives an interesting insight with regards to the news today.

A Dr. Alasdair Coles from Cambridge University has made some very notable comments with reference to the above.

For those investing and not trading I would suggest you go to the link as follows and go to the (watch) 'latest edition of the news in full' in the top right hand corner.

Time is limited.





JB

[fhmktg] 23/10/2008 09:31

Backed up by some positive indications from the Angiotensin and CytoFab trials and the combined group will be looking very tasty!
Big enough to be snaffled up in the global rationalisation moves.
Dollar earnings will help as well.

Keep the faith time!

[bargainbob] 23/10/2008 08:07

PTI go to the BTG site BGC on Advfn. Ground breaking news.

[fhmktg] 22/10/2008 11:11

Nomura still topping up - I believe they are significant holders of BCG as well.

Looking like a done deal, with 12-24 months to wait for significant pipeline news from both sides?

[warrenbuffet2] 18/10/2008 17:12

BTGs interim results are due 6/11/08.i expect cash to have gone up to over £65m.with a very confident statement.varisolve has already completed a successful phase 3 trial in europe.this yearssuccessful phase 2 safety trial has dramatically reduced product risk.PJs risk adjusted target price is likely to be over 300p.im very excited about the prospects of the combined group

6-9 November 2008
American College of Phlebology 22nd Annual Congress
Marco Island Marriott Resort & Spa – Marco Island, Florida, USA
BTG presenting three oral presentations and two posters

More Information »
Presentions are as follows:

Kathleen Gibson, MD, Principal Investigator, Lake Washington Vascular, will present Proprietary Polidocanol Endovenous Microfoam (PEM) Bubble Embolization Does Not Cause Cerebral Injury (Paper #39) on Friday, 7 November 2008, 9:10-9:20 am

Janet E. Rush, MD, Head of Medical & Regulatory Affairs, US, BTG, will present Neurological and Visual Symptoms Following Treatment of the Great Saphenous Veins with Two Formulations of Polidocanol Endovenous Microfoam (PEM) (Paper#38) on Friday, 7 November 2008 10:10-10:20 am

David Wright, MB, FRCS, Vice President, Medical Affairs, BTG, will present A Single-Center Pilot Study of Polidocanol Endovenoous Microfoam (PEM) Treatment to Evaluate Presence and Durability of Gas Emboli Using Echocardiography (Paper #37) on Friday, 7 November 2008 at 11:05-11:15 am

Gregory Suplick, Vice President, Clinical Development, BTG, will present two posters entitled: Patient Recruitment Strategies and Referrals Associated with a Multicenter Phase II Study of Patients with GSV Incompetence and Patient Pre-Qualification Tools Used to Recruit Patients for a Multicenter Phase II Study of Patients with GSV Incompetence

[the_doctor] 14/10/2008 14:43

bob - because it isnt as cheap as some think and the pipeline isnt great.

I bought BGC in the 90s a while back, but got impatient and sold. It then went to 240p. Good stock, but it will have to clear the PTI issue and break out of the downtrend - or release some significant news. Vs is a risky product IMO.

mre - same point

[mre] 14/10/2008 10:55

the_doctor - please note that PTI is not an AIM listed company.

[ptgint] 14/10/2008 10:47

fhmktg....what did you mean when you said ...."from what I understand is one of the key annual events" ?. What key annual event ? Meeting his M & A team ??!!

[bargainbob] 14/10/2008 10:04

The Doctor, got the feeling something is not right with PTI.
Cannot put my finger on it. Not really that well versed on the potential, but big worry AZN not buying their main hope.
What do you think currently of BGC potential.

[the_doctor] 14/10/2008 09:42

Bob, difficult to say & the repective terms change with the sps.

[bargainbob] 14/10/2008 09:03

The Doctor do you think the BTG bid will fail then.

[the_doctor] 14/10/2008 08:55

I've always said AZN probably wouldnt want to acquire PTI - or at least, not yet. There are other higher priorities on their list IMO and they have what they need here. Moreover, they'd want to see further trial data.
For those reasons, I suggested that a smaller co. might be having a go at a cheap bid... that it would probably fail and that the price would slump down.

The rampers couldnt have got it more wrong 'safest bet on AIM they said at 58p'!

[hot_topic] 13/10/2008 17:23

the_doctor

Whatever the reality of the situation - that is what he meant. And regarding your second point - that is the exactly it. If a pharma had the will and enough cash they would have done it anyway. Which begs the question - if they were going to do it why haven't they done it before? Answer - because they don't want to. HT

[the_doctor] 13/10/2008 14:27

1) it isnt true - small biotech/pharmas have dropped massively this year. Until last week, AZN and GSK had risen 20% or so

2) even if it was true, the AZN price is irrelevant. If a pharma has sufficient cash, then they can take advantage.

Hot_Topic - 13 Oct'08 - 14:21 - 8324 of 8325
What he means is that all boats rise and fall with the tide in the same way - doesn't matter if they are large or small

[baronet 1] 13/10/2008 14:25

Hot Topic --- I understood it and I agree with your post and subject to any further news I will vote for the merger.

JB

[hot_topic] 13/10/2008 14:21

What he means is that all boats rise and fall with the tide in the same way - doesn't matter if they are large or small. Also the recent rises and falls of the financial tide does not alter the fundamentals As we all know nothing has materially changed - other than the share price - and all companies have suffered in the same way. So if he saw no reason to buy before the crash then he sees no reason now. HT

[devbod] 13/10/2008 14:21

I've been wondering if any of the other PTI bidders will re-emerge. If any of them were offering cash then it would seem to be the ideal time to go hostile with the share price down to pre-bid levels. While I would have said a 50p/shr bid stood no chance a few weeks back there are many institutions who would be glad to see the cash now.

If there is a cash bidder waiting to spoil the party they will have to move soon, clock's ticking.

[baronet 1] 13/10/2008 14:15

I rather liked the 'Boats' analogy !!!


JB

[the_doctor] 13/10/2008 14:12

Brennan is talking rubbish - why? because he paid a high price for Medimmune and doesnt want to concede that it would probably be higher now. Moreover smaller stocks especially have been hit hard. His comment about boats is total crud