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PROTHERICS (PTI)     

WHITESTAR001 - 10 Feb 2006 15:08

THIS SHARE WILL BE WORTH 3.00 IN 2009

greekman - 05 Jan 2007 15:48 - 100 of 309

Level 2 looking good for a strong finish.
Order book showing buys to sells 2 to 1.
The spread is very minuscule, in fact as I type it was nil for a mili second.
Volume better than average but nothing fantastic.
Perhaps its the usual ( someone knows something us PI's don't).
A big buy order to fill perhaps!!!!!

transco15 - 07 Jan 2007 13:51 - 101 of 309

No I think its just press comment on the cancer drug.
Although a cure for cancer would be something for now I would be happy with a bit of share price stability.
The offer didnt go that good with only 80% take up I wonder what the usual take up is for a similar offer??? Anyone has any idea?
Big day monday me thinks.

greekman - 08 Jan 2007 09:01 - 102 of 309

Transco,

I feel the offer went well considering the timing (Xmas and all that), and have no doubt the institutions will eagerly take up any slack.
Looks like the RNS re Digifab will keep this share up, although it was expected.

greekman - 11 Jan 2007 07:33 - 103 of 309

Well after the re submitting of Voraxaze license application to the US, it was probably a forgone conclusion that the same would be required to Europe (don't we always follow). So on the whole it has to be taken as good news. The US have excepted the fast tracking principal and again presumably Europe will follow.
I was surprised the other day to find that the FDA in 2006 only authorized the full licencing of 15 prescription drugs, their lowest ever. It shows how the drug licencing authorities are toughening up. Its the US follow my lead that to me looks very very promising. Protherics imho looks an even better medium to long term prospect.

greekman - 25 Jan 2007 08:44 - 104 of 309

The new appointment of Dr Jacques Gonella, looks a good move.
Looking at his CV he has plenty of contacts and experience.

greekman - 25 Jan 2007 08:44 - 105 of 309

Duplicate post.

greekman - 21 Feb 2007 18:47 - 106 of 309

Looks like the whole sector had a bad day, probably due to all the talk about the NHS paying over the odds for drugs.
Been this way several times before. Always a bounce back.

parthus - 22 Feb 2007 21:56 - 107 of 309

bought back into pti after a 1yr gap. down app. 4%,pretty sure it will rebound. regard protherics as a well run, good quality pharma. happy to be in for the medium term.

transco - 23 Feb 2007 10:19 - 108 of 309

Dissapointing performance since the rights issue - be carefull with this baby.
It does have the capacity to leave you high and dry.

greekman - 23 Feb 2007 12:58 - 109 of 309

Transco,

I paid 65p for my extra shares. The sp is now 71.75p. Considering consolidation how can you show they have performed badly.
Yes they have dipped from the highs of a couple of weeks ago but this is not an indication of a "capacity to leave you high and dry.
If you can expand on your statement please do so.

transco - 23 Feb 2007 18:55 - 110 of 309

Greekman,

No offence just a few obsevations.

Point 1. They have underperformed the market. (I also purchased @ 65P.)
At at a time when other shares of this type have increased significantly.

Point 2. Track record on rights issues is not good I have held these for years and I have been involved in at least 2.

Point 3. I dont like pumping excercises like the one the IC did on these in December. It usually bodes ill.

Point 4. The company reports dont expect approval for anything until 2008 at the earliest.

Point 5. The company that bought a large stake are sitting on a huge profit and are likely to take some of it at some point.

Point 6. Press reports of drugs being overpriced.

Point 7. Any further delays in testing will see the SP drop sharply.

I could go on but its just my view and will continue to hold for the long term.

greekman - 25 Feb 2007 18:37 - 111 of 309

Transco,

No offence taken. I was just answering your comment "Dissapointing performance since the rights issue - be carefull with this baby.
It does have the capacity to leave you high and dry".

Can't see you have justified your comment. We will have to agree to disagree.

Cheers Greek

parthus - 25 Feb 2007 23:45 - 112 of 309

okay guys,thanks for clearing that one up for me!

transco - 26 Feb 2007 09:27 - 113 of 309

Geekman,

No offence taken.

Transco - Parthus - Could be a long wait have patience!!!

transco - 08 Mar 2007 21:18 - 114 of 309

What did I say???????????

parthus - 08 Mar 2007 22:02 - 115 of 309

i think you said have patience

transco - 09 Mar 2007 08:31 - 116 of 309

True,

But dont be worried by jumping ship either. As I said...
This company has the capacity to dissapoint.

Purchases at the offer price dont look too good now do they?

greekman - 12 Mar 2007 07:50 - 117 of 309

Another 10 mill payment from AstraZeneca, due to the Scaling-up the CytoFab manufacturing process.
Now we can clearly see why the last placing was required. It does look like with this scaling up of manufacturing re CytoFab PTI are well on course.

All indications are that the management at PTI are putting it's cash pot to good use.

Now watch the institutions holdings increase, with hopefully new one's jumping on board.

Transco said a few posts ago...."It does have the capacity to leave you high and dry".

Still could...If my shares end up in about 3 to 5 years where I think they will, I may be high and dry on my own desert island, coconout palms, luxury boat, girls in grass skirts. Sorry Trans, could not resist.

OK, perhaps not but I can dream, can't I???

transco - 12 Mar 2007 09:59 - 118 of 309

Nice one geekman but the pop today soon dried up.
The payments are no surprise and are all factored into the price.
I did read there was a contamination problem at their plant - I do hope its been resolved.
As for palm trees I hope I'm there with you but I have a nasty feeling about this one. The big boys are not on board yet I wonder why?

Still keep the faith!!

greekman - 12 Mar 2007 10:08 - 119 of 309

OK more sells than buys at the moment, but as the sp went up 3p on opening, many appear to be taking a profit, so I don't read too much into it.

I agree it was expected, but always nice to see, as things can and do go wrong,
There are always conditions involved re agreements like these trigger releases of cash, so nothing was set in stone.

Now real money in the bank.

It will be the sp at end of week, that will give a clearer indication of how the market views the latest bit of news.
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