Skyepharma Share Discussion Threads

[pooroldboy55] 21/8/2015 16:42

down 10.5p on only 64000 trades 0.000064% suppose just no buyers

[pooroldboy55] 21/8/2015 16:04

are we going back to 198p? been on a one way trip for a while this is more than just the markets, is someone in the know!!!!!

[diesel] 21/8/2015 09:49

I think the Pacira fiasco didn't help much, but we'll know next week if they are still on track, of course the strength of the pound works against revenues as well.

[frazboy] 21/8/2015 09:42

General malaise in the markets?

[pooroldboy55] 21/8/2015 09:41

Well has anyone got an idea whats going on here ???

[diesel] 17/8/2015 11:43

Yup just saw that, 2 sells totalling over half a million shares, looks like an inst, (Aviva?) again, are downsizing.

[cap160] 17/8/2015 11:38

Whoa---where did that lot come from?

[pooroldboy55] 07/8/2015 12:20

nobody seems to like us today only 330 trades so far!!!

[diesel] 07/8/2015 11:43

You're right Paul, so the last qtr of last year included 120 puff version,if that's the reason it was so strong?
They (Kyorin) are not meeting their forcast but still putting in a strong performance.

[polaris] 07/8/2015 11:11

Kyorin launched 120 puff version in December 2014. Kyorin FY runs April-Mar so it was at the end of Q3 for them in last FY.

regards,

Paul

[rogerrail] 06/8/2015 08:34

now I am confused! I thought Kyorins Q1 is SKP Q2 and the 120 puff version was introduced in Kyorins Q3, although confess I have not checked this?

[diesel] 06/8/2015 05:17

If it helps, then I think Kyorins q4 included 1 month of the new 120 puff version so, depending on where they count sales, it maybe distorted by supplier stocking. All in all Fluti seems to growing steadily, and still more territories and indications to go.

[frazboy] 05/8/2015 17:02

I think the data is for 2015 Apr/May/Jun - which confusingly is Kyorins Q1 2015/2016 - and the total is 1.5bn Yn as you say

That is around £7.7m sterling.

Which is roughly the same as Q4 2014 (skyepharma's Q4).

For the purpose of comparison, sales in 2014 were (in sterling)

1.6
2.9
3.3
7.7

So Q2 2015 is the same as Q4 2014

And the Q1 2015 sales were, I think, £4.86 million sterling

So, yes, progress from Q1 to Q2 is significant, but not in comparison with Q4 2014 which was a stormer

Is Flutiform partially seasonal (in Japan at least)?

[frazboy] 05/8/2015 16:47

Q2 or Q1?

We already knew Q1 I think

PS: can you post the link?

[rogerrail] 05/8/2015 16:39

Flutiform momentum continues.

Latest sales for Flutiform Japan, Q1 2015/16 were Yen1.5 Billion,

UP 50% from previous quarter !!

Probably undershot a little against the very agressive H1 target of Y4.1Billion and FY target of Y10.3 Billion, but nevertheless an encouraging performance.

[celeritas] 30/7/2015 14:28

Aviva selling.

[diesel] 30/7/2015 13:35

Looks like Pacira has lost its upward momentum, qtr on qtr is flat,we may not see the milestone this year and who knows when the $30m milestone will come in, this will hit the share price

[cumnor] 26/7/2015 21:31

Their share price seems to suggest sales are slow but PCX is really minor in the longer term where Fluti will be the driver.

[diesel] 26/7/2015 19:53

We've been locked in a narrow band for some months now, news will move it one way or another. Later this week Pacira report will this last qtr show any improvement in there fortunes?

[bill hunt] 26/7/2015 19:13

If one look longer term in the past, this has/was a disaster. Perhaps those involved in the process have reservations and are waiting for the delivery not promises. As a longer term investor despite lowering my average costs this still has a long way to go. That said totally agree that it should be rated higher than many firms with less to offer and higher valuations.

[cumnor] 26/7/2015 17:27

Allergan to Acquire Naurex for $560 Million Cash


The kinda money sloshing around in the Pharma sector at present-Allergan paying more than SKP's mrkt cap for a bio which has a couple of IV antidepressants (and little else as far as I can see) a long way from approval-and probably with the odds stacked against, given the record of Pharma at this stage of development. They MAY get lucky and be well worth the $600ml but the price ridicules the mrkt cap the market attributes to companies like SKP with no debt, seriously growing income and a decent portfolio, respectable pipeline and drug delivery IP that is imo worth the present mrkt cap alone. The UK market has an interest (even a predator) in making sure the true value of companies like SKP is never reflected in the share price but quality usually outs if a couple of bidders decide to look in. Given Pharma is hot at present I feel SKP may not be getting the credit it deserves. Mgmt seem to have gone off the boil of late in terms of corporate action one would expect from them given the recent refinancing and loan arrangement. Perhaps they will surprise us soon with a deal? Or a predator even sooner? imo

[cap160] 21/7/2015 15:05

Oops. Did someone read my post

[cap160] 21/7/2015 14:36

Something in the air?? Drifting up on nothing.....

[pooroldboy55] 20/7/2015 11:37

and again today the sells trades are 44/46 always a sell someone doesn't want the price to rise, WHY ?