Any thoughts on this company. Seemes to have good phase11 trail results in both their anti obesity drug and Irratable bowel syndrome drugs.
Much appreciated
Makes a change for a bio tech com to do well.
Thanks in advance

i think this company will do well given time.

Done very well today, how much further. I will stick this one out for a while. Does anybody know how long the phase11 trials take?

bid speculation driving price. If it doesnt materialize they could fall back.

I believe this compnay have potential and can rise more later on. I read few magazine they strongly say 'buy'

Any thoughts as to why this has dropped 7% other then profit taking. Much appreciated in advance

Sorry I meant 7p

Look at the chart - it's gone up in virtually a straight line over the last few days - it's taken a pause, with some profit taking, or maybe the MMs are short of stock and want to balance their books. It's also probably being driven by bid expectations (wrongly, I think), and perhaps some of the steam has come out.

Bearing in mind the amount by which the price has risen recently, I don't think dropping off a few pence is at all bad- wouldn't be surprised to see it drop more until there is some more news (which may not be until next year)

Bit cheeky, but the best place for AZM discussion is here. Sorry MAM, but that's where it's being discussed by a lot of people who know the company and the markets it's in, very well.

I agree.

But the share keep dropping whole morning.

Let's get this in perspective - the shares have doubled in 2 weeks; nothing goes up in a continuous straight line

Did you follow the lemming?

http://www.lemminginvestor.com

I can`t find any related news about AZM in lemming web site

ckmtang:

Click on Septembers company focus. AZM is there with a whole group of other stories.

Very in good report lemming

re: "follow the lemming"

Handy to have the information all in one place, but it all appears to be c&p text from other sources.

And you can't spell Alizyme!

The spread on SETs in this company is a joke. How can they get away with this.

Well, they get away with it by not being on SETS for starters.

LOL!

LOL Sorry you are right.

Yesterday granted US patent for its anti obesity drug, valid until 2020. Hang on to your hats.

it rise a bit today morning.....

At 12.05 15 thou shares bought 3.12 ? Can some one please explain how this is possible when the shares are priced at 1.58 approx. Much appreciated.

Either a cock-up by someone who entered the order, or some poor sod fitted up like a kipper when they entered a market order: more likely the former, I suspect. I'd be surprised if that trade isn't corrected later.

AZM seemed looking good and attractive.

That rogue trade has now been deleted

Anybody into azm may also want to watch invest in Proteum science and provalis. Without going overborad these 3 stocks are way undervalued compared with US euivalents and have exponential possibilities, dyor, I hold.

It hits 3 year high, will it continue rise or shall I sell it? Or hold it?

-- ckmtang,

You really really need to read that thread referenced in post 7. It's not on MAM, but will dramatically increase your knowledge if AZM. At the end of that, you should be in a good position to decide for yourself whether or not this will continue to rise or not. In fact, just the first post, and the other thread referenced from there will give a very good grounding.

still looking good the share.

why the share rise a bit in the morning hour?

Allegedly been a broker upgrade from Nomura - to 220p.

where you get this news?

Was posted by someone on Hemscott - I have no way of knowing if it's true or not. Can't see it on here

I still judging is it truth or not. But I can`t find anyhting from FT, IC, and elsewhere.

I still judging is it truth or not. But I can`t find anyhting from FT, IC, and elsewhere.

There was also news on BBC radio for te goverment to treat obesity as a illness

Me either - the poster concerned has been ramping hell out of AZM recently, so dunno if it's true. Probably is, though - someone on HS would have monstered him by now, if it was a lie

-- washlander,

I heard that, but it has the slight problem that it would require the government to spend money on it!

I note in passing that with the price at 179/181 (+16p/9.8%), I've just gone over +300% profit on these. :-D

Well that didn't last long - not surprising that the price is coming off a bit - tempted to take profit and look for another entry point on a retracement

the share rise a lot today.

but still can`t find the true news in anywhere.

Apparently from the FT - can't find the original story, but gist was posted on Advfn

"Alizyme rose 4.1 per cent to 164p yesterday, having tripled in value since the start of August.
The rally has been driven by positive news flow for both its obesity therapy ATL-962 and Renzapride, its treatment for irritable bowel syndrome. Alizyme is unusual for a biotech company in having three products ready for final clinical trials, making it more likely to produce a marketable product than many of its peers.
Further progress for the shares may depend on Alizymes's ability to tie-up licensing agreements with local partners, although it could opt to enhance its appeal as a takeover candidate by retaining commercialisation rights.
... Sam Fazeli of Nomura estimates a deal would bring in $20-$30m initially and forecasts peak sales of 718m by 2010 if the obesity product can launch commercially. Nomura is also forecasting peak sales of 510m by 2010 for IBS treatment if a Licensing agreement can be conducted before its patent expires in 2007.
The Japanese bank also has a "buy" recommendation and has raised its target price to 220p, despite not expecting Alizyme to deliver profits before 2006."

I took profits and will wait for retrenchment to go back in. If there is not to be a prob with obesity which in the long term will cause major drain on NHS resources then the goverment will have to act. As it is, it is a major prob in the US.

Back up again.

still looking good....... nearly touching 2 pound today morning

over 2.00 mark. Now it has broken this mark where will stop. any ideas?

i hope it won`t stop......

still lots of ppl buy in AZM, still looking good to hold

At 200p it has to be pricing in some of the news to come - but there is a lot of good news to come - COLAL-PRED licensing soon, US/rest of world license for ATL-962, any licensing for renzapride....

My personal target is 300p+, but at the minute that's a gut feeling target rather than based on fact. One of the guys on the thread link in #7 has developed a pricing model spreadsheet.

Haven't seen it yet, but at worst should provide a basis for agreeing what a sensible price would be.

Without wanting to appear to be ramping this stock it is the best performer in my portfolio.

If they do get a licencing agreement with a firm like pfizer it would not be inconcievable to climb to a great hight after all you just have to think back when viagra hit the market. This is such an unknown quantity even if it has passed it's phase two trials.

After the hammering I got in the last two years I am looking forward to some respite.

it back to open level, I think it probably oversold. any idea?

What do you mean by "oversold"? In the normal usage of the term, there's no way on earth that a share hitting a 4-year high can be oversold - overbought yes, oversold, no.

If you mean that the selling to take the price to this level was overdone, well - I don't agree with that either :-)

As I've said before, nothing going up in a straight line, though AZM is having a damn good try. I wouldn't be at all sorry to see 150p or even 120p again - I would buy a shedload - and it could easily happen - the price has quadrupled in about 6 weeks, some retracing is inevitable, unless some more news is forthcoming. Now, AZM tend to release news on Fridays, and maybe there's been a leak of an announcement coming tomorrow? Or maybe, a lot of people want to get on a high-momentum train - some of whom will take a profit on the way and look for the next fast train, or look to get back onto this one.

Must admit, at 202p to sell, I was very tempted - as I was at 90p and the first time into 160p - but it's a dangerous game - all it needs is a really good announcement or a takeover bid and the price could jump 100p or more in a day.

-- washlander

"I took profits and will wait for retrenchment to go back in."
and
"it is the best performer in my portfolio"??

Are you in or out at the moment?

We took profits and came back in today.

16.03 hrs I cannot get to see the order books on level 11 can anybody help. Is it level two or something in the market

washlander,

Our suppliers are experiencing some difficulties, but are working to resolve them as we speak - I will keep you posted.

Ian

Thanks Ian

anything good news comming this week?

plenty, go buy it.

dont say u missed ur chance. potential takeover target. price 400p region.

And plenty of chance it will drop lower before it goes up again

This is crazy, lol. Despite a great article in the Sunday FT and a hint at a possible buy out, the shares are down. LOL I love this game.

Well, there's no actual real news out at the moment, and it's quadrupled in about 6 weeks - some slippage is inevitable. To be honest, I think it's going pretty well to hold up at this level, I thought there would have been more profi taking.

Maybe holders are too scared to profit take because of the large move potential, and maybe others are holding because they expect a bid soon. Or maybe it's about to plummet! :-)

Hold your nerves with this one. If it is not taken over, the contracts when in place on the success of Obesity drug alone, [afterall they have cleared the major hurdle of phase 11b] will be enough to take this much further.

Ahhhh!

Help! Anyone out there a previous Nothing Ventured user? They've sold out to Fastrade and we've all been moved over to that site.

What a mess - this Fastrade site is crap. I'm so pissed off I can hardly type this message. NV was such a brilliant trading tool and now we've got this. What the hell are they playing at. Couldn't those numbskulls at Charles Stanley see that the NV site was much superior to there own and use that instead and just stick their Fastrade badge onto it.

Any ex-NV users please let me know what your thoughts are today.

I have started a new thread to discuss the NV/Fastrade issue.

Please post your comments there as I intend to email them all to Fastrade to let them know how dissatisfied we are. This is the link:

http://www.moneyam.com/InvestorsRoom/ShowPostList?fID=1&tID=1430


or search under the epic code of NV.

The title of the thread is Nothing Ventured vs Fastrade.

Many thanks.

Guy

I also want ot know what happen the share keep droping in whole morning.

Again it seems the market in general has dropped but now from 14 points down it seems to be climbing again. I think as has been mentioned above, profit taking and safe guarding their margins. No doubt it will climb again. This share did the same thing two weeks ago.

Am I misiing something here or is there something of a over sell. The only news I can find is positive. If anyone can please enlighten. I have bought more based on myor. Help

can anyone let me know what really happen right now? the share seemed keep dropping and dropping today and yesterday.

It quadrupled in 6 weeks, what do you expect? The news dried up, and it probably won't go up until the next news is out (which may not be until next year), or until bid rumours start up again.

IN the meantime, entirely possible that it might just drift down a few pence a day. 150p quite likely, IMHO, and 120p not out of the question. Personally, I'll be delighted to see 120p - because I have a great belief in the long-term strength of the company.

i think they seemed have something wrong inside, they keep dropping.....

I agree stick with it, this has 200p written all over it short-term, just imagine how much the large pharmas would like to get their hands on alizyme's patents, I bet their md is sic to his back teeth of offers for the company or licenses deals. Lets face it the pipeline of products is in a very healthy state, more so than celltech and how much are they valued at, dyor but this will fly higher than 200p longterm perhaps even 400p.

I agree stick with it, this has 200p written all over it short-term, just imagine how much the large pharmas would like to get their hands on alizyme's patents, I bet their md is sic to his back teeth of offers for the company or licenses deals. Lets face it the pipeline of products is in a very healthy state, more so than celltech and how much are they valued at, dyor but this will fly higher than 200p longterm perhaps even 400p.

I agree stick with it, this has 200p written all over it short-term, just imagine how much the large pharmas would like to get their hands on alizyme's patents, I bet their md is sic to his back teeth of offers for the company or licenses deals. Lets face it the pipeline of products is in a very healthy state, more so than celltech and how much are they valued at, dyor but this will fly higher than 200p longterm perhaps even 400p.

Glad to see it on the way back. Despite all the research, I must admit I did start to get quite a panic on :-)
I bought at 126, 160 and 192. And up to three days ago I was feeling decidely queasey about this stock lol. Still holding as nothing seems to suggest it is other then a good bet medium to long term.

It rise again today. so keep waiting 2 pound target not far away.....

A favourite of mine, next year should be VERY interesting and as zzaxx99 says, a bid might come anytime. I bought at 54p 75p 154p and 159.48p....but angling for more. Never know, might be able to call it a day on the internet BB's. That would please the wife no end! :))

Good night from me

What happen it rise 7%....

Rise on bid rumours (see Guardian, Indie etc) - supposedly at 2.20 but denied by the company! 2.20 is way too cheap so dont expect much to come out of this - but a bid war would be fun (and quite bloody!!)

stiil looking good. touching 2 pound soon.

What's wrong today???

Just the market in general doing bad. However biotecs seem to be getting the worst of it.

do anyone know when will AZm have news next time, beucase it seemed dind`t hear anything for long

Other then progress reports, phase 111 results will not be available until middle of next year. However several pharma's will be keeping an eye on them with a view to sealing contracts before then if the trials are going in the right direction. Their irritable bowl syndrom drug will give good leverage in future contracts for their anti obesity drug.

drop a bit today

Do anyone know what;s wrong today?

ckmtang, you from China? Becorse eye does no not what is up/down with AZM. Does no panick, it is get beter soun!

OK

Bargain hunters out there what do you think of this one as of NOW?

Spotted the increase in intuitional interest?

13 Jan

1,715,900 Fidelity Management & Research Company HSBC

1,783,289 Fidelity Investment Services Ltd. Chase Manhattan Bank
London

4,915,096 Fidelity International Limited HSBC Client Holdings
Nominee (UK) Limited

260,800 Fidelity International Limited Chase Manhattan Bank
London

45,119 Fidelity International Limited State Street Bank & Trust


24 Dec


1,715,900 Fidelity Management & Research Company HSBC

1,783,289 Fidelity Investment Services Ltd. Chase Manhattan Bank London

3,702,062 Fidelity International Limited HSBC Client Holdings Nominee (UK) Ltd

162,400 Fidelity International Limited Chase Manhattan Bank London

Not bad for 6.7% rise today. More than 10% since 16 Jan

260 for the next level.

I agree, 260 and 300p will be their

boro

Bit of nonsense from the Times, they haven't a clue! There's even more rubbish from Tempus. But it is more heartening news from the FT and Daily Express!

January 31, 2004

Fat cheque from Japan for UK biotech's obesity pill
By Ingrid Mansell



ALIZYME, one of the UKs biggest biotech hopes, said Japans top pharmaceutical company was preparing to develop the companys fledgeling anti-obesity drug under a $42 million (23 million) deal.
The news sent Alizyme shares surging 13.5p to 213.5p yesterday, a level not seen since the biotech bubble burst in 2000. The stock has risen eightfold in the past nine months.



Alizyme said Takeda Chemical Industries had handed over $3 million to exercise an option to develop and market ATL-962 in Japan, following positive European trials for the anti-obesity drug.

The payment comes on top of $2 million paid by Takeda to Alizyme last August, when the licensing agreement between the two companies was struck. A further $37 million is payable on future milestones, and the UK firm has also secured double-digit royalties on sales of the drug in Japan. Takeda will also have to foot the bill for all the drugs development costs in Japan.

ATL-962 works like its main rival Xenical, developed by Switzerlands Roche, by blocking fat being absorbed into the blood. But Alizyme claims that clinical trials showed ATL-962 is as effective as Xenical but with a far lower incidence of adverse side-effects.

Tim McCarthy, finance director, said Takedas decision to take the licensing deal to the next level augured well for the drugs licensing prospects worldwide.

Alizyme is in talks with several top drugmakers about a worldwide licensing deal but Mr McCarthy declined to say when an agreement might be reached. He said, though, that the company hoped to launch the drug in 2007.

Analysts estimated peak annual sales for ATL-962 at more than $1 billion.

FT and IC are the two to look out for IMHO. And that does not mean that the rest can be ignored!!!

drum

does anyone know what's caused the price drop today? 11p down so far.

I believe its nothing major. Some profit taking going on.

Time to alert bargin hunters!!! 196.50

199.50 now

200 now

Alert!! big holdings just came in.

Still very good time to get in.

This has been a cracker, but the upward trend is slowing - perhaps its time to take some profits

This has been a cracker, but the upward trend is slowing - perhaps its time to take some profits

result out today any comment?

Interesting article in IC today re biotech's. Passing comment was AZM was the most exciting play in the sector with 3 drugs in pipeline. One to tuck away I think.

why it keep dropping????

why it drop?