Skyepharma Share Discussion Threads

[soundbuy] 23/12/2015 08:36

Well, breakout on........ :)

[gersemi] 23/12/2015 07:11

What a company. 400p not too far away with this news

[pooroldboy55] 22/12/2015 17:07

looks like it !!

[cap160] 22/12/2015 16:43

Santa rally??

[cap160] 21/12/2015 13:40

Hoping for a Santa rally to edge us up further!!!!

[diesel] 16/12/2015 16:36

Another solid day, should new highs before Xmas.

[polaris] 15/12/2015 16:45

Interesting that PCRX will also be able to launch for post surgical applications in oral surgery - that is a HUGE market!

I can understand the reaction in share price for PCRX - i'm now annoyed that i didn't confirm my buy options in the low 40s. Each time the trigger was reached i backed off as i was unsure how the FDA litigation process would pan out. As i trade on margin that would have been around a 4-fold gain for any margin. :-(

I have a few SKP and an initial target of 375 (the year high) for closing the trade. This could be reached quite fast as the news filters through to the mainstream. Any shortfall in the 2015 numbers as a result of the missing $8m milestone will be recouped in 2016 and we might well see a big jump in sales from late 2016 with the new indication launch...that $500m milestone is now well and truly back on the horizon.

regards,

Paul

[cap160] 15/12/2015 15:32

Pacira up nearly 10 dollars 15% on news.

[polaris] 15/12/2015 10:57

That is good news in EXPAREL and does not limit the usage in any way. Reading the wording of the various letters seems to be a success for PCRX. I hope they now find a way forward with the resubmission for the secondary indication that was rejected earlier in the year. 2016 should now see the $250m milestone reached and if they can get the secondary resubmitted on a fast track approval that may still some in early 2017.

regards,

Paul

edit
In fact it looks like the FDA resolution letter covers this indication and it will be approved for the secondary indication of nerve block as well. Bargain!

[diesel] 15/12/2015 10:20

That explains the interest this am, this has been in the doldrums since this fiasco started, onwards and upwards...

[soundbuy] 15/12/2015 10:18

Cheers Cap160

[cap160] 15/12/2015 10:06

Pacira have reached an amicable solution with the FDA over labelling issue with Exparel. See post on iii by Ambiorix1

[kfp] 09/12/2015 10:51

Someone must have picked that lot up straight away.

[diesel] 09/12/2015 09:50

well there's been something depressing the share price here, positive updates , positive analyst reports and we have been stuck in a channel, time will tell....

[cap160] 09/12/2015 09:36

Positive effect--overhang

[cap160] 09/12/2015 09:30

Whoa big disposal!!

[alexchry] 07/12/2015 12:19

...and just after I sold 20,000+ earlier this morning! At least I got 325 for some of them. Needed to sell to transfer from pension to trading account so hope there isn't much upward movement until I can buy back. I want to hold SKP at least until COPD trial results are known.

[diesel] 07/12/2015 11:16

A bit more interest this am, is the message getting through?

[pooroldboy55] 04/12/2015 10:21

Thanks Ace.

[18bt] 04/12/2015 10:06

Edison forecasts are slightly ahead of consensus: 2016 revenues £111m, PTP£29.5m EPS 21p. 2016 PER of 15.5 looks pretty good if they hit forecast.

[aceuk] 04/12/2015 10:01

Latest Edison:

"At this stage we maintain our current forecasts but highlight that our 377p/share valuation looks conservative, particularly as we envisage the mid- to long-term earnings story unfolding"

[janekane] 03/12/2015 08:59

Yes it fits all the rules I've set myself for my longer term investement but without a return I think the probability of a drop after the high spike is inevitable
so this takes the growth aspect of my rules into play
But that's just my opinion and has been proved wrong on many occasions
Keeping an eye on this for the next few weeks months

[pooroldboy55] 03/12/2015 08:49

Have been thinking the same thing re dividend

[janekane] 03/12/2015 08:23

Been following this for a few months after the spike
Profits are rising debt ratio is low
Earnings per share is positive so why are they not paying a divi
I like small caps with potential to grow and this fits the bill but they have enough income to pay the owners a dividend