Bioprogress is a stock I have been in and out of quite a few times since it floated in May but not much mention here on the Investors' Room. Does anyone else follow this stock. I see it is up 1.5p today and a few good buyers seem to have appeared.

Volume Good, B/S reasonable. MACD RSIs not so hot. To-morrow. I will hold until it hits 150. (I believe in life after death.)

I don't think I could get the swings on this one right to B and S. Although I think some Lucky Bs may be getting away with it.

Big Al, yes I prefer male-traders' bottoms ;)

LOL!

Nice end of day for my second buy up 10% , now on a average of 90 pence a share over the 2 holdings,,more than happy with that . Same amount of shares bought,, 2k cheaper,,,,,as somebody once said ,,its a funny old game ..

Well I thought this one was going to drop all the way to 60p and was looking to pick some more up there. Might still do that but happy for now that I'm not sitting on such a large loss as yesterday. How many posts over the road?

Excuse me for a moment.

Just back. They've started another one. Only 7186 posts to read. I may be away a while.

Or I may go get a life.

I'd like to buy a few more in the low 70's, chart still not convincing except the volume is good.

SC - they started another one because the old one had a lot of nutters and they could keep/edit them out.

Erm! ;-)

That rules me out as an alien then.... ;)

LOL!

I gave up months ago trying to get any sense out of any but the odd one.

So they let you post Al? !!

I haven't tried, not even over the 3 months I actually had some. Pointless! ;-) You can't even keep up if you follow it daily and God forbid if you miss a whole weekend! LOL

Morning all.

Morning, looks like BPRG finished up 9% on the nasdaq, doesn't seem to have desired affect over here though. Poster on iii has said that GH might be doing presentation in couple of weeks in Guildford, could be interesting...

No posts here today,are we all long,looks like that.

long or nursing burnt fingers.......wish i had waited now....ah well

We could all say that in hindsight where always learning,i remember independant insurance,,bang,,that was a burn.

You have to read some real dross to come up with something good. From the other place.

SHANKSY1 - 11 Nov'04 - 10:51 - 7344 of 7516

Having read over the inpharma article again from yesterday, the following paragraph stuck out and this is my own speculation / reading between the lines of what may come to pass.

Now taking that Custom Pharmaceutical is UK based and the following products are mentioned in this article; SWOLLO, TABWRAP AND WAFERTAB.

Reading between the lines, Custom may be used to support Wyeth and Perrigo's markets in Europe & the US (and maybe Africa, etc).

Does this insight give us an indication that either another Pharma out there may be looking at WAFERTAB or are Wyeth going to add this to their License Option.?

The next thing was the mention of TABWRAP licensed by Perrigo. I went and had a look at the Perrigo website for the latest news. As pasted in below, Perrigo have entered into a product development, license and manufacturing agreement with Bentley Pharmaceuticals.
I also went back to the CS Brokers Note and re-read the Perrigo Section as a means of cross referencing this info.

Questions / Speculation;
1/ Will BPRG /HH Tabwrap machines be located in Bentley Pharmaceuticals Subsidiaries in Spain?
2/ If so, are they locating / relocating manufacturing in Spain due to cost reasons or is this part of the Perrigo Strategy to open up the European and other markets?
3/ Is it a combination of both (2).
4/ Film supply, if this required, will it come from the UK or will another 'LOCUM' be required in Europe to support and reduce end product costs / maintain margins.?
5/ Would film casting be located onsite as indicated in the BN?

All of the above is open to debate and no more than me reading into possible future scenarios from information already available from BPRG and on the net.


INPHARMA ARTICLE; EXTRACT; 10TH NOV. 2004
Nigel Richardson, chairman of Custom, noted that contract manufacturing of medicines is becoming a fiercely competitive global business, and companies must invest in state of the art facilities like Moulescoombe in order to stay competitive. And this is more the case than ever now that new low cost pharmaceutical manufacturing capacity is coming on line from China and India.

Dosage forms like SWOLLO, TABWRAP and WAFERTAB which we can see could have a serious impact on the traditional pharmaceutical manufacturing cost model could offer Custom a significant competitive advantage in our contract manufacturing core business, he said.

Hind said the film casting line should be operational by May 2005.

http://www.inpharma.com/news/news-ng.asp?n=55993-bioprogress-taps-cmo


BENTLEY PHARMACEUTICALS AND PERRIGO COMPANY
ANNOUNCE MULTI-PRODUCT COLLABORATION

Exeter, NH and Allegan, MI, Nov. 3, 2004

Bentley Pharmaceuticals, Inc. (NYSE: BNT), a technology-based specialty pharmaceuticals and drug delivery company, and Perrigo Company (Nasdaq: PRGO), the nations largest manufacturer of over-the-counter (OTC) pharmaceutical and nutritional products for the store brand market, announced today that they have entered into a product development, license and manufacturing agreement. Perrigo has agreed to co-develop, market and sell in the U.S., and potentially other markets, selected products produced by Bentleys active pharmaceutical ingredients (API) manufacturing facility and finished dosage forms produced by Bentleys manufacturing subsidiary, Laboratorios Belmac.

Under the agreement, Abbreviated New Drug Applications (ANDAs) for the co-developed products will be submitted by Perrigo to the U.S. Food and Drug Administration (FDA). The two companies have identified certain prescription drugs for co-development and commercialization that are no longer under patent protection or are soon to lose patent protection in the U.S.

The specific products have not been disclosed for competitive reasons.
James R. Murphy, Bentleys Chairman and CEO, commented, Moving into the U.S. market is a key step in our growth strategy that will position us in the
largest pharmaceutical market in the world, while maximizing production and
sales from our manufacturing facilities in Spain. Worldwide annual sales of each branded drug selected by Perrigo and Bentley are in the multi-billion dollar range according to IMS data. Perrigo, which announced its intentions in late 2003 to expand into the generic prescription marketplace, is the national leader in the supply of OTC pharmaceuticals to retail drug, food and mass merchandise chains under their own labels in the U.S., and we are delighted to have partnered with such a well established and respected company.

Mark P. Olesnavage, Executive Vice President and General Manager,
Perrigo Pharmaceuticals, stated, Perrigo is pleased with the opportunity to
partner with Bentley and build upon the strengths of both companies in
manufacturing, packaging and marketing. We anticipate Bentleys vertical
integration with their API manufacturing will provide us with a competitive cost position and bring us significant drugs for the generic prescription market. We believe these drugs could also provide a strong position in the future for Perrigos OTC business as well.

About Bentley
Bentley Pharmaceuticals, Inc. is a specialty pharmaceutical company
focused on advanced drug delivery technologies and pharmaceutical products.
Bentleys proprietary drug technologies enhance or facilitate the growing portfolio of generic and branded pharmaceuticals in Europe for the treatment of
cardiovascular, gastrointestinal, infections and neurological diseases through its subsidiaries, Laboratorios Belmac, Laboratorios Davur and Laboratorios Rimafar; and manufactures and produces acti ve pharmaceutical ingredients through its subsidiary, Bentley API. Additional information may be obtained through Bentleys web site at;
http://www.bentleypharm.com
http://www.bentleypharm.com/display.asp?navid=0&id=5



CS: BROKERS NOTE: PAGE 10 of 16
Perrigo the store brand sector licensee for TABWRAP

"Perrigo announced in their 2004 US SEC filings that they had encountered a
serious supply problem with one of their suppliers which would impact upon
their revenues. This is believed to be the supplier of their gelatin coated
tablets and, as a result, the licensing agreement with BioProgress has been
executed to provide Perrigo with a non-gelatin replacement tablet coating
technology. The TABWRAP technology will also give Perrigo a significant
competitive advantage for the Peter Black acquisition when competing with
traditional tablet coating suppliers in Europe."

Morning all.

Morning Dave.

Dil i had a nice touch at 80p the other day.

Information requested by Judge at last hearing has now been handed into CC by SEO's lawyers. We will now have to see what transpires.