The drift continues. |
Needs a catalyst to break the protracted downtrend. |
Very disappointing price action. |
Could entrega actively involved in Lilly's weight loss pill ? Us analyst are bullish on its likely launch |
Either the market is privy to something or investors simply do not grasp whar clearly appears to be a gross undervaluation. |
Nice article on the opps for the glyph platform within Seaport. |
we are really doomed if we own stockport! |
It's seaport I think
Seaport raised 325 mil In the last year |
prtc HOLD 36.7 % OF SEAPORT - YES typo |
lets see how the market absorbs that rns |
Agreed. The proof for Glyph improving all the time |
More decent news, GLA |
Cash at year end about 290 mil stg
Mkt cap about 350 mil stg
It seems extremely undervalued I've topped up again |
remember we still have not been paid on the vast majority of royalty pharma monies too. |
What is crazy is analysts up grade BmS forecasts due to cobenfy and talk of sales maybe $8 to 10b per year , but no one seems to appreciate the royalty effect to Puretech At $8 b sales that's $120m a year to Pure . That's insane given everything else happening with pure and market cap £350 m .People are telling me this should and could welll be a market cap in multi billions in 18 months . Not hard to see why .Sit back and enjoy the ride , safe exciting stock this will be , but getting in now when quiet is the key in my opinion. |
Nice finds thank you.
Call me cynical if you like but with the apparent illegality of the different U.S Gov departments I'm beginning to wonder if next news will be Elon has put a stop to USAID shorting the stock to prevent it competing in the M & A arena against its US rivals. |
Thanks Edward..
This is worth a read too. |
they are going to do 7 phase 3 trials for it for new areas mostly linked to alzheimers. i had not realised they are looking at autism too... the adjunctive read out later this year looks pivotal to me.. |
i think 90% of analyst questions for this 11obn company call was for a drug which has done 10m sales. the market is certainly focused on what we own royalties on for sure. |
nice to see first cobenfy sales in 31/12/24 results - very small as just starting but shows real progress invhoonwards and upwards etc |
Inter alia Bristol Myers current outlook for this year due Thursday.
Doubtless Cobenfy a big part of that. |
 Me too...the tide maybe turning (finally) for the premier teams in European biotech
so I hope we are on the right side of history :)
“For the entire life science industry, 2024 was characterized by a challenging market situation: the pandemic-related destocking at customers, which lasted much longer than expected, the reluctance to invest, and the Chinese market, which remained very weak. Not only, but also in view of these conditions, we are satisfied with the results we achieved. The trend is increasingly positive,” said Sartorius CEO Joachim Kreuzburg. ”Business development in the second half of the year, and especially in the final quarter, confirms our estimate that the temporary weakness in demand is coming to an end and that the industry will gradually return to its robust, structurally underlying growth trend....
hxxps://www.sartorius.com/en/company/newsroom/corporate-news/preliminary-full-year-results-2024-sartorius-group-1661626?ban_position=home_hero&ban_name=cc_20250128_preliminary_results_2024
nai |
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