Skyepharma Share Discussion Threads

[polaris] 29/9/2015 12:48

Hi All,

Seem to have a little more time on my hands after a busy few months to try and catch up with goings-on in the world of pharma and, particularly, SKP.

SKP seems to be well insulated for now from the growing disaster that is PCRX. I will be very interested to see what they report for Q3 earnings from Exparel. That nailed-on 2015 milestone a few months back is looking increasingly at risk. The war of words between the FDA and PCRX has now escalated into PCRX lawsuit against FDA. share price has been whacked in the last couple of trading sessions, hitting new low after new low. Dangerous to go to war against the FDA...

FLUTIFORM on the other hand seems to be making great strides but it is hard to keep track of growth as most of the sales come via Mundipharma, which is not listed. Japanese sales growths are one such way, via Kyorin, but their aggressive 2015-16 FY sales targets looks like they will not be met after Q1 (April-June). However, all the noises coming from SKP are positive on this front and this is the real revenue driver going forward.

GSK links to ELLIPTA series are growing strongly - i always thought the huge price fall on the lack of sales growth in this line of products in Q1 was BS and this is now clearly shown to be the case. Royalties are going to top out quite quickly, just a shame that SKP could not get a slightly higher % royalty for use of the tech or a no-upper-limit clause at current rate.

SKP need something to come from the pipeline to out-license. They have a couple of candidates but all far from market.

Growth all down to FLUTIFORM, but we already knew that.

Chart-wise the share price bounced back off the resistance around 370 and seems to be consolidating around the 20DMA. Downside risks to recent low at 260 but several support levels between here and there plus likely support from rising 50 and 100DMAs. If 370 broken to upside then i have no upper price targets - it would be pretty much new territory as anything pre-debt restructuring can be ignored. RSI still high and so recent rise still need to be worked through, but 320-330 looks to be lowest it is likely to go during any consolidation period, unless there is new news released to the public arena.

regards all,

Paul

[fhmktg] 27/9/2015 20:48

Currently near Apt in the Luberon, waiting for the eclipse!

[pooroldboy55] 26/9/2015 11:22

Hi AllAlso spent many a family holiday at Valras back in the seventys, if only new then what I know now, love France our son lives near Limoges but great for hols not to good for work school and health service great 2 granddaughter's 5 and 6 both fluent in french and English, Taken me sixty plus years to learn and then only improves the more I drink!!!Cheers POB

[gbcol] 25/9/2015 18:43

cap160, yes very nice down there. Just arrived back in Blighty but will be returning in 5 weeks for a sneaky pre-Christmas trip. On days like today when we get a nice share price rise, the dream seems just that bit closer.

Need to get through this 370/380p mark though. Tried and failed a couple of times at the end of last year and again recently so hopefully will have another crack and break through this time.

[cap160] 25/9/2015 10:36

GBCol think I will join you have been going to Canet Plage near Perpignan for last 12 years and before that 15 years at Valras Plage---as you say a beautiful area just right for relaxing so £7 will do me nicely.

[gbcol] 25/9/2015 08:42

Pob- cap d'agde. Been coming 10 yrs and love it. Languedoc is a lovely area and some great wine too. Hope to spend a lot more time here in future. A nice takeover offer for skp and that's where I'll be. North of £7 should just about do it!

[pooroldboy55] 24/9/2015 21:07

Hi GBCol where are you staying we are in Bormes les mimosas been coming here for the last 30 plus years

[gbcol] 24/9/2015 17:15

Another one here in S of France but I'll be back in sunny Watford tomorrow so, as diesel knows, that's something to look forward to.

Largely down to skp how much time I can spend abroad in future and how quickly!

[diesel] 24/9/2015 16:46

Enjoying a break in the clouds in Watford, jealous or what !

[k1ngkonggb] 24/9/2015 16:24

Looking fine and dandy in Ikaria!!!!

[uknighted] 24/9/2015 16:22

And in Spain - might need some Solareze soon!

[mclayton3] 24/9/2015 15:44

Same here but in menorca, luvverly!!!

[pooroldboy55] 24/9/2015 14:38

Hi, could be worst sat round a pool in the south of France sunny clear blue sky and 25c

[terrys trousers] 24/9/2015 14:29

boring day here and everywhere.

[soundbuy] 16/9/2015 13:20

hxxp://www.stockopedia.com/content/stock-in-focus-skyepharma-delivers-a-dose-of-growth-106578/

[kfp] 15/9/2015 15:01

All the little momentum investors jumped in last week jumping back out again !

[pooroldboy55] 15/9/2015 14:45

at this rate will be below 300p by tea time -19p (, bloody well hope not )

[soundbuy] 15/9/2015 14:37

Can move quickly either way - nature of the beast - low vols/liquidity issues does SKP no favours but as noted this works both ways.....

[pooroldboy55] 15/9/2015 14:22

thats how i see it as well now down 14p so at the moment most of last weeks gains have gone and its only tueday

[alexchry] 15/9/2015 14:00

POB, I don't think we are heading back under 300, at least I hope not, but I understand your concern as at least four times in the last year alone the share price has fallen dramatically after a good rise. Sometimes the share price has fallen further than the rise, sometimes it has held on to some of the gain but in each case the fall seems to be more than a bit of profit-taking after a good rise.

[pooroldboy55] 15/9/2015 11:51

Well not the Same one as J Corbyn,s on. But what goes up quick very often comes back as quick .Cheers POB

[k1ngkonggb] 15/9/2015 11:26

Pob, what planet are you on!!!! Just cos it's fallen a tad...jeez! Look what's happened over the last couple of weeks!

[pooroldboy55] 15/9/2015 11:23

Are we heading back under 300p?

[terrys trousers] 14/9/2015 09:56

looks like resistance is rejecting the share price

maybe have a few goes at getting over.

[cumnor] 14/9/2015 09:48

Given the recent surge not unexpected as now in line with figures and reasonably priced. However as we all know it is the known unknowns-possible bid still likely as cheap by US standards, fluti sales growth etc US partner, which could catapult this into the next level which is keeping many of us and solid II investors here and tbh I see this much, much higher inna few years which is my timeline. we have recently seen the perils of trying to trade this for a few pence and hoping to get back in again lower. Its gone from 2.50 to 3.50 in a week on no news. Holding. imo