Skyepharma Share Discussion Threads

[cap160] 06/1/2016 18:22

Agree City Farmer truly frustrating but survival was the name of the game then. Often wonder if Pacira has considered running with Fluti in the US??

[cityfarmer] 06/1/2016 18:16

All water under the bridge but cant help wondering what the SKP share price would have been if we had been able to hold on to the injectables business... The SKP Daddy

[cap160] 06/1/2016 17:56

Posted on iii by Ambiorix and many thanks to him........and in the USAmbiorix1 2UP1. JMP Securities initiated coverage on Pacira Pharmaceuticals Inc (provides a lot of royalties to SKP) with a Market Outperform rating. The target price for Pacira is set to $92. Pacira Pharmaceuticals shares closed at $75.63 on Monday.2; ...and some Guru investors in the US seem to share the same faith. Mariko Gordon increased her stakes in Pacira during the third quarter. Gordon is the founder of Daruma Capital Management. She started the firm in 1995 with zero assets and now her portfolio is composed of 48 stocks with a total value of $1.6 billion. Clearly not Mrs. Nobody. The fund increased its holding in Pacira by 56.02% with an impact of 0.94% on its total assets. Reason for this is obviously the fact that during the third quarter, EXPAREL revenues grew 19% over the same period last year and the company ended the third quarter of 2015 with cash and cash equivalents, short-term investments and long-term investments of $164.4 million. Gordon is the largest guru shareholder followed by Jim Simons with 0.3% of shares outstanding, Paul Tudor Jones with 0.02% and Ron Baron with 0.02%. All this attention seems to bode well for SKP.Ambiorix.

[stentorian] 06/1/2016 17:33

...meanwhile in Marineville, hoverchair-bound Commander Shore, who is a shareholder in Skyepharma, has sounded "battle stations" [cue rapid drum beats] and whilst all the buildings and vehicles are sent down on hydraulic jacks into the safety of underground bunkers, missile batteries are being sent up into position and Stingray is launched from "Pen 3" through a tunnel leading to the Pacific Ocean. Commander Shore finally says, "Anything can happen in the next half-hour!" [even more rapid drum beats].

I was hoping for the RNS on Monday.

[kfp] 06/1/2016 17:10

OK, what's happening ? RNS in the morning ?

[soundbuy] 06/1/2016 15:43

New recent ATH(ish)..........

[evil_doctor_facilier] 06/1/2016 15:32

Looks like the buy bot is back.
Pre close statement due in the next few trading days.

[diesel] 06/1/2016 15:29

Lively this pm, is it the states showing interest?

[kfp] 30/12/2015 15:40

That's the game called investing !
Happy New Year all.

[pooroldboy55] 30/12/2015 14:52

yes you could be right and then you could be wrong who knows

[kfp] 30/12/2015 14:18

Looks like £4 too big a wall to climb atm, I've always found the time to sell is when every body is saying buy !!

After the big rise of the last few day's SKP could be overbought, after all it's only a collaboration not a drug approval ?

[sikhthetech] 30/12/2015 12:39

Diesel, absolutely...re many posters on a thread...usually multiple ids...2015 was a good yr for SKP....hopefully SKP can build on that new base for 2016...

[soundbuy] 30/12/2015 12:22

2015 a transformational year for SKP, looking fwd to 2016/2017.....and with progress to date would expect to see potential predators circling....

[pooroldboy55] 30/12/2015 09:42

seems wrong yes but sometimes one has to gamble to make real money

[diesel] 30/12/2015 09:32

GB...similar position, been here for "ever" , but early losses more than recovered when I started buying again in the 40's,, been top slicing recently onto diversify, although this is still outperforming new purchases. Just seems wrong to be holding so much in one stock.

[gersemi] 30/12/2015 09:09

I think there's 500p here by mid-2016 and even more over the next 2 years

From Edison which does suggest a step change in fortunes in news-flow to come:

'SKP-2075/SKP-2076: future stars aligning

Update | Pharmaceutical & Healthcare | 04/12/2015

We recently attended Skyepharma’s capital markets day (CMD). Flutiform continues to post strong revenues, contributing directly to margins and underpinning strong growth in cash from operations. Post the CMD we have higher conviction for the potential mid- to long-term contributions from the respiratory assets in development, in particular the ground-breaking SKP-2075 for COPD/smoking asthma with headline Phase II data due in 2017 and SKP 2076, the triple therapy for asthma, which has potential for early partnering. 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.'

[pooroldboy55] 30/12/2015 09:02

Also been here since about 1999 got out by luck at approx 180pence started buying back in 3 years ago don't now why !. Now by far my biggest holding When to take profit good question poss on run up to end year results perhaps. Cheers and happy new year all. POB

[gbcol] 30/12/2015 08:50

Yep agree with that re number of posts diesel.

Another longtermer here - over 14 years. Paid equivalent of between £50-70 for early purchases. Was close to cutting my loses a couple of years ago but decided to carrying on buying at low points resulting in an average of about £2 and a worryingly large holding.

I am useless at deciding when to sell, normally just sit on my hands. This share has got me out of a hole with some of my other investments but seems to be lots more potential so will probably let it ride for a while longer. Should really crystallise some of my gains though I guess, if the worst happened and it went pear-shaped it would be a crushing blow.

[diesel] 30/12/2015 08:32

Interesting how you can correlate the risk with the number of posts, back in the bad old days SKP was one of busiest threads, but in the last couple f years they have quietly built value, with share price rising almost ten fold, and the thread respectfully ordered. Note, lesson for me, dump the stock with OCD posters..

[cap160] 29/12/2015 23:33

Raven or D Dubya---certainly a ramper or deramper from the past.......

[sikhthetech] 29/12/2015 21:29

Great to see skp reach 400p...and hopefully more to come... agree with the sentiments by the long termers here.. I've been in Skp for years, glad i topped up a couple yrs ago...Sentiment does look like it's changed for the better and future looks less risky...IGS and rest of bod leaving was the turning point...Well done to the new management for turning things around...

[cityfarmer] 29/12/2015 21:28

Certainly do just hope that bird is hanging upside down from a barbed wire fence ... :-)

[pooroldboy55] 29/12/2015 21:21

Ok then do you all remember the black bird ( Raven ) where is he now?

[diesel] 29/12/2015 21:05

Not sure about doubling from here, maybe in time, I'm expecting some consolidation now, but who knows??